Company lists · Data refreshed September 2026
Top 18 Private equity advisors based in Raleigh, United States
RevenueBase identified 39 company matches for private equity advisors associated with Raleigh, United States as of September 2026 and tracks 1,923 professional contacts across them, including 1,426 with verified work emails. Across the United States, New York is the largest hub for this category (1,032 companies); Raleigh has 39.
This list covers company matches for private equity advisors associated with Raleigh, 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 5, 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.
The 18 largest private equity advisors based in Raleigh, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,768 contacts → | ||||
Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 2 | 16 contacts → | ||||
Exact match “EAI Capital helps blue-collar business owners unlock trapped value and exit on their terms.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 3 | 15 contacts → | ||||
Exact match “Investment banking and financial consulting services to emerging and middle-market companies.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 4 | 8 contacts → | ||||
Exact match “We strive to be defined by our core values and desire to partner with like-minded private equity firms, independent sponsors, business owners, and management teams to create…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 5 | 7 contacts → | ||||
Exact match “RHA Wealth is an independent wealth advisory firm in Raleigh, NC, helping high-earning professionals, business owners, and families make confident decisions about what's next.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 6 | 7 contacts → | ||||
Exact match “Sunfield Advisors is a Global Mergers and Acquisitions advisory firm with over 125 years of combined expertise.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 7 | 6 contacts → | ||||
Exact match “The Timeless Approach.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 8 | 6 contacts → | ||||
Exact match “Nautical Advisory is an independent investment banking firm that specializes in M&A advisory for founder and family owned businesses.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 9 | 5 contacts → | ||||
Exact match “As life becomes more complex, money starts to feel overwhelming.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 10 | 4 contacts → | ||||
Exact match “First Oak Wealth Management is an Investment Advisory firm serving individuals and their families.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 11 | 3 contacts → | ||||
Exact match “Trail Ridge Financial is a Raleigh-based financial advisory firm founded by Karl Mundt, an experienced financial advisor and ultramarathon runner.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 12 | 2 contacts → | ||||
Exact match “Yanke Financial, LLC is an independent office with an outward focus.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 13 | 2 contacts → | ||||
Exact match “At Franklin Watkins Financial Group, our most important work revolves around your goals and dreams.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “Aloft Capital Advisors provides our clients with solutions.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “At Madison Oaks Wealth Partners, LLC, we deliver private investing strategies with institutional-grade expertise.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “Triscend Partners, LLC is a boutique investment bank based in Raleigh, NC.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “Fulcrum Financial Services provides asset management services for high net worth individuals and institutional investors.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “At Heartland Financial Advisor, we are focused on empathizing with you and understanding what is important in your life.” Recorded in the RevenueBase company graph · Sep 5, 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 “private equity 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 18 of 39 private equity advisors based in Raleigh, United States
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Private equity advisors based in Raleigh, United States at a glance
As of Sep 5, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Raleigh, so it is reported there. Company counts and contact totals on this page are exact for Raleigh, over 39 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 Raleigh, United States whose business descriptions match “private equity 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 1,426 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 5, 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.
Private equity advisors by metro in the United States
- Private equity advisors in New York1032
- Private equity advisors in Chicago263
- Private equity advisors in Miami202
- Private equity advisors in Dallas200
- Private equity advisors in Los Angeles198
- Private equity advisors in Atlanta193
- Private equity advisors in Houston187
- Private equity advisors in Boston164
- Private equity advisors in San Francisco133
- Private equity advisors in Austin119
- Private equity advisors in Charlotte116
- Private equity advisors in Denver115
- Private equity advisors in San Diego105
- Private equity advisors in Newport Beach85
- Private equity advisors in Scottsdale76
- Private equity advisors in Washington74
- Private equity advisors in Tampa69
- Private equity advisors in Seattle62
- Private equity advisors in Minneapolis60
- Private equity advisors in Philadelphia50
- Private equity advisors in Boca Raton47
- Private equity advisors in Birmingham46
- Private equity advisors in Phoenix43
- Private equity advisors in Portland43
- Private equity advisors in Cincinnati41
- Private equity advisors in Nashville41
- Private equity advisors in Irvine39
- Private equity advisors in Fort Lauderdale38
- Private equity advisors in Fort Worth38
- Private equity advisors in Las Vegas38
- Private equity advisors in Overland Park38
- Private equity advisors in Pittsburgh37
- Private equity advisors in Salt Lake City37
- Private equity advisors in Columbus36
- Private equity advisors in Richmond36
- Private equity advisors in Stamford36
- Private equity advisors in Cleveland35
- Private equity advisors in Indianapolis34
- Private equity advisors in Santa Monica34
- Private equity advisors in Bellevue33
- Private equity advisors in San Antonio33
- Private equity advisors in Beverly Hills32
- Private equity advisors in Greenville32
- Private equity advisors in Orlando32
- Private equity advisors in Wilmington31
- Private equity advisors in Columbia29
- Private equity advisors in Rochester29
- Private equity advisors in Charleston28
- Private equity advisors in Coral Gables26
- Private equity advisors in Greenwood Village25
- Private equity advisors in Omaha25
- Private equity advisors in Plano25
- Private equity advisors in Tulsa25
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 “private equity advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many private equity advisors are there based in Raleigh, United States?
RevenueBase identified 39 company matches for private equity advisors associated with Raleigh, 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?
Captrust 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 private equity advisors?
New York leads the United States with 1,032 company records, followed by Chicago (263) and Miami (202). Raleigh has 39.
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 1,426 professional contacts with verified work emails tracked across these 39 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 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 39 private equity advisors based in Raleigh, United States. Start with a free account, no credit card.
Download this list →Related lists
Private equity advisors by geography
- Private equity advisors based in the United States
- Private equity advisors based in the United Kingdom
- Private equity advisors based in Australia
- Private equity advisors based in France
- Private equity advisors based in Brazil
- Private equity advisors based in Canada
- Private equity advisors based in Germany
- Private equity advisors based in Switzerland
- Private equity advisors based in Spain
- Private equity advisors based in the Netherlands
- Private equity advisors based in South Africa
- Private equity advisors based in Italy
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Private equity advisors based in the United States
- Private equity advisors based in the United Kingdom
- Private equity advisors based in Australia
- Private equity advisors based in France
- Private equity advisors based in Brazil
- Private equity advisors based in Canada
Company intelligence · public preview
Top 18 private equity advisors based in Raleigh, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 39 matching company records for private equity advisors based in Raleigh, United States, with 1,923 tracked contacts and 1,426 verified work emails.
This public preview shows 18 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 18 private equity advisors based in Raleigh, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Captrustcaptrust.comHQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 1,768 contacts → |
“CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  EAI Capitaleai.capitalHQ: Raleigh, NC, United StatesReported employees: 1-10 | Raleigh, NC, United States | 1-10 | Exact match | 16 contacts → |
“EAI Capital helps blue-collar business owners unlock trapped value and exit on their terms.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Dunning Capitaldunningcapital.comHQ: Raleigh, NC, United StatesReported employees: 1-10 | Raleigh, NC, United States | 1-10 | Exact match | 15 contacts → |
“Investment banking and financial consulting services to emerging and middle-market companies.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Concentric Investment Partnersconcentricpartners.comHQ: Raleigh, NC, United StatesReported employees: 1-10 | Raleigh, NC, United States | 1-10 | Exact match | 8 contacts → |
“We strive to be defined by our core values and desire to partner with like-minded private equity firms, independent sponsors, business owners, and management teams to create…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  RHA Wealthrhawealth.comHQ: Raleigh, NC, United StatesReported employees: 1-10 | Raleigh, NC, United States | 1-10 | Exact match | 7 contacts → |
“RHA Wealth is an independent wealth advisory firm in Raleigh, NC, helping high-earning professionals, business owners, and families make confident decisions about what's next.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Sunfield Advisorssunfieldadvisors.comHQ: Raleigh, NC, United StatesReported employees: 11-50 | Raleigh, NC, United States | 11-50 | Exact match | 7 contacts → |
“Sunfield Advisors is a Global Mergers and Acquisitions advisory firm with over 125 years of combined expertise.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Timeless Solutionstimelessadvisor.comHQ: Raleigh, NC, United StatesReported employees: 11-50 | Raleigh, NC, United States | 11-50 | Exact match | 6 contacts → |
“The Timeless Approach.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Nautical Advisory Servicesnautical-advisory.comHQ: Raleigh, NC, United StatesReported employees: 1-10 | Raleigh, NC, United States | 1-10 | Exact match | 6 contacts → |
“Nautical Advisory is an independent investment banking firm that specializes in M&A advisory for founder and family owned businesses.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Cook Wealthcookwealth.com HQ: Raleigh, NC, United StatesReported employees: 11-50 | Raleigh, NC, United States | 11-50 | Exact match | 5 contacts → |
“As life becomes more complex, money starts to feel overwhelming.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  First OAK Wealth Managementfirstoak.comHQ: Raleigh, NC, United StatesReported employees: 1-10 | Raleigh, NC, United States | 1-10 | Exact match | 4 contacts → |
“First Oak Wealth Management is an Investment Advisory firm serving individuals and their families.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Trail Ridge Financialtrailridgefinancial.comHQ: Raleigh, NC, United StatesReported employees: 1-10 | Raleigh, NC, United States | 1-10 | Exact match | 3 contacts → |
“Trail Ridge Financial is a Raleigh-based financial advisory firm founded by Karl Mundt, an experienced financial advisor and ultramarathon runner.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Yanke Financial, LLCyankefinancial.comHQ: Raleigh, NC, United StatesReported employees: 1-10 | Raleigh, NC, United States | 1-10 | Exact match | 2 contacts → |
“Yanke Financial, LLC is an independent office with an outward focus.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Franklin Watkins Financial Groupfwfinancialgroup.comHQ: Raleigh, NC, United StatesReported employees: 1-10 | Raleigh, NC, United States | 1-10 | Exact match | 2 contacts → |
“At Franklin Watkins Financial Group, our most important work revolves around your goals and dreams.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Aloft Capital Advisorsaloftcapital.comHQ: Raleigh, NC, United StatesReported employees: 1-10 | Raleigh, NC, United States | 1-10 | Exact match | 2 contacts → |
“Aloft Capital Advisors provides our clients with solutions.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Madison Oaks Wealth Partners, LLCmadisonoakswp.com HQ: Raleigh, NC, United StatesReported employees: 1-10 | Raleigh, NC, United States | 1-10 | Exact match | 2 contacts → |
“At Madison Oaks Wealth Partners, LLC, we deliver private investing strategies with institutional-grade expertise.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Triscend Partnerstriscendpartners.comHQ: Raleigh, NC, United StatesReported employees: 1-10 | Raleigh, NC, United States | 1-10 | Exact match | 1 contacts → |
“Triscend Partners, LLC is a boutique investment bank based in Raleigh, NC.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Fulcrum Financial Services, LLCfulcrumfs.comHQ: Raleigh, NC, United StatesReported employees: 1-10 | Raleigh, NC, United States | 1-10 | Exact match | 1 contacts → |
“Fulcrum Financial Services provides asset management services for high net worth individuals and institutional investors.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Heartland Financial Advisorheartlandfinancialadvisor.comHQ: Raleigh, NC, United StatesReported employees: 1-10 | Raleigh, NC, United States | 1-10 | Exact match | 1 contacts → |
“At Heartland Financial Advisor, we are focused on empathizing with you and understanding what is important in your life.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 18 of 39 company matches
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Private equity advisors: dataset insights
September 5, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
38 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Raleigh, so it is reported there. Company counts and contact totals on this page are exact for Raleigh, over 39 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Private equity advisors by metro in the United States
- Private equity advisors in New York1032
- Private equity advisors in Chicago263
- Private equity advisors in Miami202
- Private equity advisors in Dallas200
- Private equity advisors in Los Angeles198
- Private equity advisors in Atlanta193
- Private equity advisors in Houston187
- Private equity advisors in Boston164
- Private equity advisors in San Francisco133
- Private equity advisors in Austin119
- Private equity advisors in Charlotte116
- Private equity advisors in Denver115
- Private equity advisors in San Diego105
- Private equity advisors in Newport Beach85
- Private equity advisors in Scottsdale76
- Private equity advisors in Washington74
- Private equity advisors in Tampa69
- Private equity advisors in Seattle62
- Private equity advisors in Minneapolis60
- Private equity advisors in Philadelphia50
- Private equity advisors in Boca Raton47
- Private equity advisors in Birmingham46
- Private equity advisors in Phoenix43
- Private equity advisors in Portland43
- Private equity advisors in Cincinnati41
- Private equity advisors in Nashville41
- Private equity advisors in Irvine39
- Private equity advisors in Fort Lauderdale38
- Private equity advisors in Fort Worth38
- Private equity advisors in Las Vegas38
- Private equity advisors in Overland Park38
- Private equity advisors in Pittsburgh37
- Private equity advisors in Salt Lake City37
- Private equity advisors in Columbus36
- Private equity advisors in Richmond36
- Private equity advisors in Stamford36
- Private equity advisors in Cleveland35
- Private equity advisors in Indianapolis34
- Private equity advisors in Santa Monica34
- Private equity advisors in Bellevue33
- Private equity advisors in San Antonio33
- Private equity advisors in Beverly Hills32
- Private equity advisors in Greenville32
- Private equity advisors in Orlando32
- Private equity advisors in Wilmington31
- Private equity advisors in Columbia29
- Private equity advisors in Rochester29
- Private equity advisors in Charleston28
- Private equity advisors in Coral Gables26
- Private equity advisors in Greenwood Village25
- Private equity advisors in Omaha25
- Private equity advisors in Plano25
- Private equity advisors in Tulsa25
Questions about this company list
What does Exact match mean for private equity advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many private equity advisors did RevenueBase find based in Raleigh, United States?
The saved snapshot records 39 matching company records, 1,923 tracked contacts and 1,426 verified emails. The public preview displays 18 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Private equity advisors by geography
- Private equity advisors based in the United States
- Private equity advisors based in the United Kingdom
- Private equity advisors based in Australia
- Private equity advisors based in France
- Private equity advisors based in Brazil
- Private equity advisors based in Canada
- Private equity advisors based in Germany
- Private equity advisors based in Switzerland
- Private equity advisors based in Spain
- Private equity advisors based in the Netherlands
- Private equity advisors based in South Africa
- Private equity advisors based in Italy
Cite this list
RevenueBase Data Team. Top 18 private equity advisors based in Raleigh, United States. Snapshot: September 5, 2026. https://revenuebase.ai/companies/private-equity-advisors/united-states/raleigh.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Private equity advisors based in the United States
- Private equity advisors based in the United Kingdom
- Private equity advisors based in Australia
- Private equity advisors based in France
- Private equity advisors based in Brazil
- Private equity advisors based in Canada
Company intelligence · public preview
Top 18 private equity advisors based in Raleigh, United States
RevenueBase records 39 matching company records for private equity advisors based in Raleigh, United States, with 1,923 tracked contacts and 1,426 verified work emails.
This public preview shows 18 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 18 private equity advisors based in Raleigh, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Captrustcaptrust.com HQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 1,768 contacts → |
“CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | EAI Capitaleai.capital HQ: Raleigh, NC, United StatesReported employees: 1-10 | Raleigh, NC, United States | 1-10 | Exact match | 16 contacts → |
“EAI Capital helps blue-collar business owners unlock trapped value and exit on their terms.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Dunning Capitaldunningcapital.com HQ: Raleigh, NC, United StatesReported employees: 1-10 | Raleigh, NC, United States | 1-10 | Exact match | 15 contacts → |
“Investment banking and financial consulting services to emerging and middle-market companies.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Concentric Investment Partnersconcentricpartners.com HQ: Raleigh, NC, United StatesReported employees: 1-10 | Raleigh, NC, United States | 1-10 | Exact match | 8 contacts → |
“We strive to be defined by our core values and desire to partner with like-minded private equity firms, independent sponsors, business owners, and management teams to create…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | RHA Wealthrhawealth.com HQ: Raleigh, NC, United StatesReported employees: 1-10 | Raleigh, NC, United States | 1-10 | Exact match | 7 contacts → |
“RHA Wealth is an independent wealth advisory firm in Raleigh, NC, helping high-earning professionals, business owners, and families make confident decisions about what's next.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Sunfield Advisorssunfieldadvisors.com HQ: Raleigh, NC, United StatesReported employees: 11-50 | Raleigh, NC, United States | 11-50 | Exact match | 7 contacts → |
“Sunfield Advisors is a Global Mergers and Acquisitions advisory firm with over 125 years of combined expertise.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Timeless Solutionstimelessadvisor.com HQ: Raleigh, NC, United StatesReported employees: 11-50 | Raleigh, NC, United States | 11-50 | Exact match | 6 contacts → |
“The Timeless Approach.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Nautical Advisory Servicesnautical-advisory.com HQ: Raleigh, NC, United StatesReported employees: 1-10 | Raleigh, NC, United States | 1-10 | Exact match | 6 contacts → |
“Nautical Advisory is an independent investment banking firm that specializes in M&A advisory for founder and family owned businesses.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Cook Wealthcookwealth.com HQ: Raleigh, NC, United StatesReported employees: 11-50 | Raleigh, NC, United States | 11-50 | Exact match | 5 contacts → |
“As life becomes more complex, money starts to feel overwhelming.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | First OAK Wealth Managementfirstoak.com HQ: Raleigh, NC, United StatesReported employees: 1-10 | Raleigh, NC, United States | 1-10 | Exact match | 4 contacts → |
“First Oak Wealth Management is an Investment Advisory firm serving individuals and their families.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Trail Ridge Financialtrailridgefinancial.com HQ: Raleigh, NC, United StatesReported employees: 1-10 | Raleigh, NC, United States | 1-10 | Exact match | 3 contacts → |
“Trail Ridge Financial is a Raleigh-based financial advisory firm founded by Karl Mundt, an experienced financial advisor and ultramarathon runner.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Yanke Financial, LLCyankefinancial.com HQ: Raleigh, NC, United StatesReported employees: 1-10 | Raleigh, NC, United States | 1-10 | Exact match | 2 contacts → |
“Yanke Financial, LLC is an independent office with an outward focus.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Franklin Watkins Financial Groupfwfinancialgroup.com HQ: Raleigh, NC, United StatesReported employees: 1-10 | Raleigh, NC, United States | 1-10 | Exact match | 2 contacts → |
“At Franklin Watkins Financial Group, our most important work revolves around your goals and dreams.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Aloft Capital Advisorsaloftcapital.com HQ: Raleigh, NC, United StatesReported employees: 1-10 | Raleigh, NC, United States | 1-10 | Exact match | 2 contacts → |
“Aloft Capital Advisors provides our clients with solutions.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Madison Oaks Wealth Partners, LLCmadisonoakswp.com HQ: Raleigh, NC, United StatesReported employees: 1-10 | Raleigh, NC, United States | 1-10 | Exact match | 2 contacts → |
“At Madison Oaks Wealth Partners, LLC, we deliver private investing strategies with institutional-grade expertise.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Triscend Partnerstriscendpartners.com HQ: Raleigh, NC, United StatesReported employees: 1-10 | Raleigh, NC, United States | 1-10 | Exact match | 1 contacts → |
“Triscend Partners, LLC is a boutique investment bank based in Raleigh, NC.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Fulcrum Financial Services, LLCfulcrumfs.com HQ: Raleigh, NC, United StatesReported employees: 1-10 | Raleigh, NC, United States | 1-10 | Exact match | 1 contacts → |
“Fulcrum Financial Services provides asset management services for high net worth individuals and institutional investors.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Heartland Financial Advisorheartlandfinancialadvisor.com HQ: Raleigh, NC, United StatesReported employees: 1-10 | Raleigh, NC, United States | 1-10 | Exact match | 1 contacts → |
“At Heartland Financial Advisor, we are focused on empathizing with you and understanding what is important in your life.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 18 of 39 company matches
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Private equity advisors: dataset insights
September 5, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
38 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Raleigh, so it is reported there. Company counts and contact totals on this page are exact for Raleigh, over 39 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Private equity advisors by metro in the United States
- Private equity advisors in New York1032
- Private equity advisors in Chicago263
- Private equity advisors in Miami202
- Private equity advisors in Dallas200
- Private equity advisors in Los Angeles198
- Private equity advisors in Atlanta193
- Private equity advisors in Houston187
- Private equity advisors in Boston164
- Private equity advisors in San Francisco133
- Private equity advisors in Austin119
- Private equity advisors in Charlotte116
- Private equity advisors in Denver115
- Private equity advisors in San Diego105
- Private equity advisors in Newport Beach85
- Private equity advisors in Scottsdale76
- Private equity advisors in Washington74
- Private equity advisors in Tampa69
- Private equity advisors in Seattle62
- Private equity advisors in Minneapolis60
- Private equity advisors in Philadelphia50
- Private equity advisors in Boca Raton47
- Private equity advisors in Birmingham46
- Private equity advisors in Phoenix43
- Private equity advisors in Portland43
- Private equity advisors in Cincinnati41
- Private equity advisors in Nashville41
- Private equity advisors in Irvine39
- Private equity advisors in Fort Lauderdale38
- Private equity advisors in Fort Worth38
- Private equity advisors in Las Vegas38
- Private equity advisors in Overland Park38
- Private equity advisors in Pittsburgh37
- Private equity advisors in Salt Lake City37
- Private equity advisors in Columbus36
- Private equity advisors in Richmond36
- Private equity advisors in Stamford36
- Private equity advisors in Cleveland35
- Private equity advisors in Indianapolis34
- Private equity advisors in Santa Monica34
- Private equity advisors in Bellevue33
- Private equity advisors in San Antonio33
- Private equity advisors in Beverly Hills32
- Private equity advisors in Greenville32
- Private equity advisors in Orlando32
- Private equity advisors in Wilmington31
- Private equity advisors in Columbia29
- Private equity advisors in Rochester29
- Private equity advisors in Charleston28
- Private equity advisors in Coral Gables26
- Private equity advisors in Greenwood Village25
- Private equity advisors in Omaha25
- Private equity advisors in Plano25
- Private equity advisors in Tulsa25
Questions about this company list
What does Exact match mean for private equity advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many private equity advisors did RevenueBase find based in Raleigh, United States?
The saved snapshot records 39 matching company records, 1,923 tracked contacts and 1,426 verified emails. The public preview displays 18 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Private equity advisors by geography
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- Private equity advisors based in Canada
- Private equity advisors based in Germany
- Private equity advisors based in Switzerland
- Private equity advisors based in Spain
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Cite this list
RevenueBase Data Team. Top 18 private equity advisors based in Raleigh, United States. Snapshot: September 5, 2026. https://revenuebase.ai/companies/private-equity-advisors/united-states/raleigh.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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