Company lists · Data refreshed September 2026

Top 20 Multi-family office firms based in Greensboro, United States

Name: Multi-family office firms based in Greensboro, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 31 companies tracked

RevenueBase identified 31 company matches for multi-family office firms associated with Greensboro, United States as of September 2026 and tracks 281 professional contacts across them, including 174 with verified work emails. Across the United States, New York is the largest hub for this category (501 companies); Greensboro has 31.

This list covers company matches for multi-family office firms associated with Greensboro, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

31Companies

281Contacts tracked

174Verified emails

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The 20 largest multi-family office firms based in Greensboro, United States

Ranked by team size

Top 20 of 31 company matches for multi-family office firms based in Greensboro, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	OLD North State Trust	Exact match	Greensboro, NC, United StatesHQ recorded Sep 20, 2026	11-50	39 contacts →
	Exact match “Old North State Trust Old North State Trust (ONST) focuses on growing wealth and preserving legacies by building and maintaining relationships with our clients and other…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Trust Company Of The South	Exact match	Greensboro, NC, United StatesHQ recorded Sep 20, 2026	11-50	38 contacts →
	Exact match “Trust Company of the South is a North Carolina independent trust company providing premier investment managment, wealth planning, and fiduciary services to maximize wealth for…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Stearns Financial Group	Exact match	Greensboro, NC, United StatesHQ recorded Sep 20, 2026	11-50	34 contacts →
	Exact match “Stearns Financial Group,(“SFG”) offers personalized financial planning, investment management, wealth management, and investment consultancy services to individuals, pension and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Piedmont Trust Company	Exact match	Greensboro, NC, United StatesHQ recorded Sep 20, 2026	11-50	24 contacts →
	Exact match “Piedmont has helped families grow and sustain wealth since 1928.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Gencrest Capital Partners	Exact match	Greensboro, NC, United StatesHQ recorded Sep 20, 2026	11-50	22 contacts →
	Exact match “Gen: A nod to generational wealth, underscoring our dedication to preserving and enhancing your family's legacy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Smith Salley Wealth Management	Exact match	Greensboro, NC, United StatesHQ recorded Sep 20, 2026	11-50	20 contacts →
	Exact match “You spent decades working hard and building something meaningful for your family.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Fair Isle Advisors	Exact match	Greensboro, NC, United StatesHQ recorded Sep 20, 2026	11-50	20 contacts →
	Exact match “Our firm offers a variety of family office services including but not limited to: property management, investment monitoring (reviewing prospectuses, subscription compliance…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Granville Capital, INC	Exact match	Greensboro, NC, United StatesHQ recorded Sep 20, 2026	11-50	18 contacts →
	Exact match “Granville Capital is a privately-owned, SEC Registered Investment Advisor that specializes in providing managed portfolios of alternative investment strategies for high-net-worth…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Spartan Planning Group	Exact match	Greensboro, NC, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “Spartan Planning Group is a Fee Only wealth management and comprehensive financial planning firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Plybon & Associates, INC	Exact match	Greensboro, NC, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “At Plybon & Associates, we have an amazing team of caring and passionate people to help customize, develop, and execute plans for life’s rainy days.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Trent Capital Management, INC	Exact match	Greensboro, NC, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Trent Capital is a fiduciary wealth management firm located in Greensboro, North Carolina.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Smith Partners Wealth Management	Exact match	Greensboro, NC, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Smith Partners Wealth Management is a 34-year-old investment firm providing comprehensive planning and research, fee-only fiduciary investment management, and CFO functionality to…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Wisdom Wealth Care	Exact match	Greensboro, NC, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “We understand that individuals face unique financial challenges at every stage of life.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Tarheel Advisors, LLC	Exact match	Greensboro, NC, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Full Service Financial Planning and Investment Management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Susan Hunt LAW	Exact match	Greensboro, NC, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Our firm is here to help you prepare for your life and will be here to ensure your loved ones have someone to turn to when you are no longer with us.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Zuraw Financial Advisors LLC	Exact match	Greensboro, NC, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “At Zuraw Financial Advisors, we believe our approach adds a broader perspective to all we do and provides increased benefits to our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Financial Transparency	Exact match	Greensboro, NC, United StatesHQ recorded Sep 20, 2026	11-50	1 contacts →
	Exact match “We want to create a better financial world for our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Tmrw Wealth	Exact match	Greensboro, NC, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Certified Financial Planner Board of Standards Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Button & Button Wealth Management LLC	Exact match	Greensboro, NC, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Simplified Wealth	Exact match	Greensboro, NC, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Financial Planning is a process and framework that when done right guides the actions you should take with your Investments, Taxes, Benefits (Government & Employee), and Estate…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “multi-family office firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 20 of 31 multi-family office firms based in Greensboro, United States

See the full list, filter by size, metro and specialty, and access 174 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Multi-family office firms based in Greensboro, United States at a glance

As of Sep 20, 2026

61.9%Verified-email coverage

9.1Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Greensboro, so it is reported there. Company counts and contact totals on this page are exact for Greensboro, over 31 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Greensboro, United States whose business descriptions match “multi-family office firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 174 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Multi-family office firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “multi-family office firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many multi-family office firms are there based in Greensboro, United States?

RevenueBase identified 31 company matches for multi-family office firms associated with Greensboro, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

OLD North State Trust tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most multi-family office firms?

New York leads the United States with 501 company records, followed by Dallas (215) and Atlanta (212). Greensboro has 31.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 174 professional contacts with verified work emails tracked across these 31 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.