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Copperleaf Capital, Llc

Copperleaf Capital provides strategic wealth management and financial planning for families.

Financial Services
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Headquarters
Raleigh, North Carolina, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
1 to 10Source: RevenueBaseRetrieved October 13, 2026
Founded
1987Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
91 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Copperleaf Capital, Llc do?

The company began as a family office organizing one family’s wealth management needs. Investment advisory services are offered through Copperleaf Capital, LLC, a Registered Investment Adviser.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

What the business offers

Services & capabilities.

Wealth management and financial planning

The company provides wealth management and financial planning intended to help clients fulfill their lifelong dreams.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

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BADGE PREVIEWCopperleaf Capital, Llc listed #5 on Corporate finance consultants, September 18, 2026Open the published source list.
Copperleaf Capital, Llc

#5 Corporate finance consultants

Snapshot: September 18, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 2, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 4, 2026, September 13, 2026, September 15, 2026, September 16, 2026, September 18, 2026, September 19, 2026, September 20, 2026, September 21, 2026, September 25, 2026, September 27, 2026, September 28, 2026, September 29, 2026, September 30, 2026, October 10, 2026 and October 11, 2026. How the company lists are built.

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