Company lists · Data refreshed September 2026

Top 15 Philanthropic advisors based in Charlotte, United States

Name: Philanthropic advisors based in Charlotte, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 30 companies tracked

RevenueBase identified 30 company matches for philanthropic advisors associated with Charlotte, United States as of September 2026 and tracks 227 professional contacts across them, including 127 with verified work emails. Across the United States, New York is the largest hub for this category (215 companies); Charlotte has 30.

This list covers company matches for philanthropic advisors associated with Charlotte, 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

30Companies

227Contacts tracked

127Verified emails

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The 15 largest philanthropic advisors based in Charlotte, United States

Ranked by team size

Top 15 of 30 company matches for philanthropic advisors based in Charlotte, 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	Foundation For The Carolinas	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	51-200	106 contacts →
	Exact match “Remarkable impact is the heart of Foundation For The Carolinas’ mission – and the driving force behind our mission is the collective impact of thousands of nonprofits, families…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Biltmore Family Office, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	11-50	29 contacts →
	Exact match “An independent wealth advisory firm founded by our family and designed for your family.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Emerald Financial Group Charlotte	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	11-50	11 contacts →
	Exact match “Emerald Financial Group was started with a goal to give our clients a well-rounded, comprehensive approach to financial planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Greenway Wealth Advisors, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “We help our clients make better financial decisions so they can maximize their impact.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Auctus Advisors	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “A concierge wealth advisory firm, specializing in working with high net worth clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Portus Wealth Advisors	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Portus Wealth Advisors is the strategic partner for founders and investors who have outgrown standard financial advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Morehead Group	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “For more than 80 years, Morehead Group has worked closely with our clients and their professional advisory teams to help affluent individuals, families, and business owners…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Telos Family Office	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “At Telos Family Office, our name is rooted in the ancient wisdom of Aristotle."Telos" is a Greek term for the ultimate purpose or end goal of a person or thing.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Reemprise Fund	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “We practice venture philanthropy through relationships with emerging organizations serving historically marginalized communities in Charlotte.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Holland Capital Management, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Benefit From Our Multi-Disciplinary Approach Today's climate is complex.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Abiding Wealth Advisors, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Abiding wealth is abundance multiplied over generations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Giveclear Foundation	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “At GiveClear, we’re dedicated to empowering generosity and simplifying philanthropy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Toucan Financial, INC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Toucan is a full-service advisor & multi-family office for everyone.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Skibek Wealth Management	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Holistic Financial Planning” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Navipath Financial	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “NaviPath Financial helps business/practice owners, dentists, and successful families potentially reduce their tax bill, grow their net worth, and invest for their future through…” 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 “philanthropic advisors”. 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 15 of 30 philanthropic advisors based in Charlotte, United States

See the full list, filter by size, metro and specialty, and access 127 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Philanthropic advisors based in Charlotte, United States at a glance

As of Sep 20, 2026

55.9%Verified-email coverage

7.6Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Charlotte, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 30 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 Charlotte, United States whose business descriptions match “philanthropic advisors” 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 127 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.

Philanthropic advisors 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 “philanthropic advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many philanthropic advisors are there based in Charlotte, United States?

RevenueBase identified 30 company matches for philanthropic advisors associated with Charlotte, 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?

Foundation For The Carolinas 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 philanthropic advisors?

New York leads the United States with 215 company records, followed by Chicago (113) and Washington (102). Charlotte has 30.

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 127 professional contacts with verified work emails tracked across these 30 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.