Company lists · Data refreshed September 2026
Top 25 Trust companies based in Charlotte, United States
RevenueBase identified 49 company matches for trust companies associated with Charlotte, United States as of September 2026 and tracks 301 professional contacts across them, including 137 with verified work emails. Across the United States, New York is the largest hub for this category (179 companies); Charlotte has 49.
This list covers company matches for trust companies 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 22, 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 25 largest trust companies based in Charlotte, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 31 contacts → | ||||
Exact match “At Linden Thomas & Company, our mission is to provide clients with the most efficient path to wealth accumulation, retention, and transfer of assets.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 2 | 29 contacts → | ||||
Exact match “GCG Wealth Management offers Investments, Annuities and Risk Management, specializing in Wealth Management and Tax Deferred Strategies.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 3 | 26 contacts → | ||||
Exact match “New Republic Partners provides clients with next-level investment solutions, wealth management and family office services.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 4 | 18 contacts → | ||||
Exact match “Colony Family Offices is an independent, multi-family office providing fully integrated wealth planning, investment management and fiduciary services to individuals and families…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 5 | 16 contacts → | ||||
Exact match “Novare Capital Management is a privately owned investment management firm registered with the Securities and Exchange Commission.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 6 | 8 contacts → | ||||
Exact match “Davis Williams Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 7 | 8 contacts → | ||||
Exact match “WealthPlan Financial Group is an independent, comprehensive financial services firm.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 8 | 7 contacts → | ||||
Exact match “Whether specializing in nuanced insurance, lending or trust needs, our extended team helps us keep our focus on you and your financial plan.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 9 | 7 contacts → | ||||
Exact match “One of Charlotte’s oldest and largest financial planning and investment management firms, Carroll Financial Associates, Inc.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 10 | 6 contacts → | ||||
Exact match “Heidi E.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 11 | 5 contacts → | ||||
Exact match “A concierge wealth advisory firm, specializing in working with high net worth clients.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 12 | 5 contacts → | ||||
Exact match “James E.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 13 | 5 contacts → | ||||
Exact match “We are a Family Office for Your Family Mercer Advisors acquired Kingfisher Capital, a Charlotte, North Carolina based investment advisory, in October 2023.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 14 | 4 contacts → | ||||
Exact match “Financial Planning, Wealth Management, Investment Strategies, Tax & Accounting, Estate Planning, Asset Protection, Retirement Planning, Tactical Investment Management…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “WMS Advisors, LLC is a financial services company and investment advisory firm with over 40 years of experience in the financial industry.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 16 | 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 22, 2026 · View company records in RevenueBase | |||||
| 17 | 4 contacts → | ||||
Exact match “Client First Redwood Wealth Management was built on the idea that the client should always come first.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 18 | 3 contacts → | ||||
Exact match “E2i Financial Group is an industry-leading financial services firm offering a unique platform that blends objective wealth management advice with innovative technology.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 19 | 3 contacts → | ||||
Exact match “Your finances, your future - that’s the passion behind Calamita Wealth Management.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “Benefit From Our Multi-Disciplinary Approach Today's climate is complex.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “Abiding wealth is abundance multiplied over generations.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “At Altum Wealth Alliance, we are a client-first, truly comprehensive wealth planning and investment management firm committed to your overall success, the result: an uncompromised…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 24 | 2 contacts → | ||||
Exact match “Totem Wealth Management provides comprehensive wealth management and financial planning.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 25 | 2 contacts → | ||||
Exact match “Our mission is to create and preserve wealth for our clients through long term effective financial planning and wealth management.” Recorded in the RevenueBase company graph · Sep 22, 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 “trust companies”. 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 25 of 49 trust companies based in Charlotte, United States
See the full list, filter by size, metro and specialty, and access 137 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Trust companies based in Charlotte, United States at a glance
As of Sep 22, 2026Companies by employee count
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 49 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 “trust companies” 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 137 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 22, 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.
Trust companies by metro in the United States
- Trust companies in New York179
- Trust companies in Atlanta93
- Trust companies in Dallas93
- Trust companies in San Diego92
- Trust companies in Houston90
- Trust companies in Chicago77
- Trust companies in Boston68
- Trust companies in Austin61
- Trust companies in Miami59
- Trust companies in Denver58
- Trust companies in Scottsdale56
- Trust companies in Los Angeles53
- Trust companies in San Francisco49
- Trust companies in Seattle45
- Trust companies in Portland43
- Trust companies in Irvine40
- Trust companies in Newport Beach40
- Trust companies in Tampa40
- Trust companies in Las Vegas38
- Trust companies in Wilmington37
- Trust companies in Boca Raton34
- Trust companies in Cincinnati33
- Trust companies in Columbia33
- Trust companies in Indianapolis32
- Trust companies in Madison30
- Trust companies in Pittsburgh30
- Trust companies in Overland Park29
- Trust companies in Raleigh29
- Trust companies in Naples28
- Trust companies in Phoenix28
- Trust companies in Washington28
- Trust companies in Louisville26
- Trust companies in Minneapolis26
- Trust companies in Columbus25
- Trust companies in Jacksonville25
- Trust companies in Memphis25
- Trust companies in Philadelphia25
- Trust companies in San Antonio25
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 “trust companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many trust companies are there based in Charlotte, United States?
RevenueBase identified 49 company matches for trust companies 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?
Linden Thomas & Company 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 trust companies?
New York leads the United States with 179 company records, followed by Atlanta (93) and Dallas (93). Charlotte has 49.
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 137 professional contacts with verified work emails tracked across these 49 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 22, 2026.
Ready to reach these companies? Verified emails and direct dials for all 49 trust companies based in Charlotte, United States. Start with a free account, no credit card.
Download this list →Related lists
Trust companies by geography
- Trust companies based in Calgary, Canada
- Trust companies based in Toronto, Canada
- Trust companies based in Vancouver, Canada
- Trust companies based in Bangalore, India
- Trust companies based in Mumbai, India
- Trust companies based in New Delhi, India
- Trust companies based in Pune, India
- Trust companies based in Geneva, Switzerland
- Trust companies based in Lugano, Switzerland
- Trust companies based in Zug, Switzerland
- Trust companies based in Zurich, Switzerland
- Trust companies based in Atlanta, United States
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
- Trust companies based in Calgary, Canada
- Trust companies based in Toronto, Canada
- Trust companies based in Vancouver, Canada
- Trust companies based in Bangalore, India
- Trust companies based in Mumbai, India
- Trust companies based in New Delhi, India
Company intelligence · public preview
Top 25 trust companies based in Charlotte, 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 49 matching company records for trust companies based in Charlotte, United States, with 301 tracked contacts and 137 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 22, 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 25 trust companies based in Charlotte, 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 |  Linden Thomas & Companylindenthomas.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 31 contacts → |
“At Linden Thomas & Company, our mission is to provide clients with the most efficient path to wealth accumulation, retention, and transfer of assets.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  GCG Wealth Management, LLCgcgwm.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 29 contacts → |
“GCG Wealth Management offers Investments, Annuities and Risk Management, specializing in Wealth Management and Tax Deferred Strategies.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  NEW Republic Partnersnewrepublicpartners.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 26 contacts → |
“New Republic Partners provides clients with next-level investment solutions, wealth management and family office services.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Colony Family Officescolonyfamilyoffices.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 18 contacts → |
“Colony Family Offices is an independent, multi-family office providing fully integrated wealth planning, investment management and fiduciary services to individuals and families…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Novare Capital Managementnovarecapital.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 16 contacts → |
“Novare Capital Management is a privately owned investment management firm registered with the Securities and Exchange Commission.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Davis Williams Wealth Managementdaviswilliams.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 8 contacts → |
“Davis Williams Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Wealthplan Financial Groupwealthplanfinancial.comHQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 8 contacts → |
“WealthPlan Financial Group is an independent, comprehensive financial services firm.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Grandview Advisors Of Raymond Jamesgvwealthadvisors.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 7 contacts → |
“Whether specializing in nuanced insurance, lending or trust needs, our extended team helps us keep our focus on you and your financial plan.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Carroll Financialcarrollfinancial.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 7 contacts → |
“One of Charlotte’s oldest and largest financial planning and investment management firms, Carroll Financial Associates, Inc.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Heidi E. Royal Law, Pllchroyallaw.com HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 6 contacts → |
“Heidi E.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Auctus Advisorsauctusadvisors.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 5 contacts → |
“A concierge wealth advisory firm, specializing in working with high net worth clients.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  North Carolina Estate Planning & Fiduciary LAWcharlotteestatelawyer.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 5 contacts → |
“James E.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Kingfisher Capital, Proudly Part Of Mercer Advisorskingfishercapital.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 5 contacts → |
“We are a Family Office for Your Family Mercer Advisors acquired Kingfisher Capital, a Charlotte, North Carolina based investment advisory, in October 2023.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Cannon Advisorscannonadvisors.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 4 contacts → |
“Financial Planning, Wealth Management, Investment Strategies, Tax & Accounting, Estate Planning, Asset Protection, Retirement Planning, Tactical Investment Management…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  WMS Advisors, LLCwmsadvisors.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 4 contacts → |
“WMS Advisors, LLC is a financial services company and investment advisory firm with over 40 years of experience in the financial industry.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Morehead Groupmoreheadgroup.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 4 contacts → |
“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 description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Redwood Wealth Management LLCredwoodwealth.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 4 contacts → |
“Client First Redwood Wealth Management was built on the idea that the client should always come first.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  E2i Financial Group, LLCe2ifinancial.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 3 contacts → |
“E2i Financial Group is an industry-leading financial services firm offering a unique platform that blends objective wealth management advice with innovative technology.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Calamita Wealth Managementcalamitawealth.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 3 contacts → |
“Your finances, your future - that’s the passion behind Calamita Wealth Management.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Holland Capital Management, LLChollandcapitalgroup.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 3 contacts → |
“Benefit From Our Multi-Disciplinary Approach Today's climate is complex.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Abiding Wealth Advisors, LLCabidingwealthadvisors.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 2 contacts → |
“Abiding wealth is abundance multiplied over generations.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Altum Wealth Alliancealtumwa.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 2 contacts → |
“At Altum Wealth Alliance, we are a client-first, truly comprehensive wealth planning and investment management firm committed to your overall success, the result: an uncompromised…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Vintage Wealth Management Group, INCvintagewealthmanagement.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 24 |  Totem Wealth Managementtotemwm.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 2 contacts → |
“Totem Wealth Management provides comprehensive wealth management and financial planning.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Bowman Financial Group, LLCbowmanfg.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 2 contacts → |
“Our mission is to create and preserve wealth for our clients through long term effective financial planning and wealth management.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 49 company matches
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Trust companies: dataset insights
September 22, 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
49 records in the displayed employee bands.
0 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 Charlotte, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 49 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 22, 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 ↗
Trust companies by metro in the United States
- Trust companies in New York179
- Trust companies in Atlanta93
- Trust companies in Dallas93
- Trust companies in San Diego92
- Trust companies in Houston90
- Trust companies in Chicago77
- Trust companies in Boston68
- Trust companies in Austin61
- Trust companies in Miami59
- Trust companies in Denver58
- Trust companies in Scottsdale56
- Trust companies in Los Angeles53
- Trust companies in San Francisco49
- Trust companies in Seattle45
- Trust companies in Portland43
- Trust companies in Irvine40
- Trust companies in Newport Beach40
- Trust companies in Tampa40
- Trust companies in Las Vegas38
- Trust companies in Wilmington37
- Trust companies in Boca Raton34
- Trust companies in Cincinnati33
- Trust companies in Columbia33
- Trust companies in Indianapolis32
- Trust companies in Madison30
- Trust companies in Pittsburgh30
- Trust companies in Overland Park29
- Trust companies in Raleigh29
- Trust companies in Naples28
- Trust companies in Phoenix28
- Trust companies in Washington28
- Trust companies in Louisville26
- Trust companies in Minneapolis26
- Trust companies in Columbus25
- Trust companies in Jacksonville25
- Trust companies in Memphis25
- Trust companies in Philadelphia25
- Trust companies in San Antonio25
Questions about this company list
What does Exact match mean for trust companies?
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 trust companies did RevenueBase find based in Charlotte, United States?
The saved snapshot records 49 matching company records, 301 tracked contacts and 137 verified emails. The public preview displays 25 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 22, 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
Trust companies by geography
- Trust companies based in Calgary, Canada
- Trust companies based in Toronto, Canada
- Trust companies based in Vancouver, Canada
- Trust companies based in Bangalore, India
- Trust companies based in Mumbai, India
- Trust companies based in New Delhi, India
- Trust companies based in Pune, India
- Trust companies based in Geneva, Switzerland
- Trust companies based in Lugano, Switzerland
- Trust companies based in Zug, Switzerland
- Trust companies based in Zurich, Switzerland
- Trust companies based in Atlanta, United States
Cite this list
RevenueBase Data Team. Top 25 trust companies based in Charlotte, United States. Snapshot: September 22, 2026. https://revenuebase.ai/companies/trust-companies/united-states/charlotte.
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
- Trust companies based in Calgary, Canada
- Trust companies based in Toronto, Canada
- Trust companies based in Vancouver, Canada
- Trust companies based in Bangalore, India
- Trust companies based in Mumbai, India
- Trust companies based in New Delhi, India
Company intelligence · public preview
Top 25 trust companies based in Charlotte, United States
RevenueBase records 49 matching company records for trust companies based in Charlotte, United States, with 301 tracked contacts and 137 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 22, 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 25 trust companies based in Charlotte, 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 | Linden Thomas & Companylindenthomas.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 31 contacts → |
“At Linden Thomas & Company, our mission is to provide clients with the most efficient path to wealth accumulation, retention, and transfer of assets.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | GCG Wealth Management, LLCgcgwm.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 29 contacts → |
“GCG Wealth Management offers Investments, Annuities and Risk Management, specializing in Wealth Management and Tax Deferred Strategies.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | NEW Republic Partnersnewrepublicpartners.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 26 contacts → |
“New Republic Partners provides clients with next-level investment solutions, wealth management and family office services.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Colony Family Officescolonyfamilyoffices.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 18 contacts → |
“Colony Family Offices is an independent, multi-family office providing fully integrated wealth planning, investment management and fiduciary services to individuals and families…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Novare Capital Managementnovarecapital.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 16 contacts → |
“Novare Capital Management is a privately owned investment management firm registered with the Securities and Exchange Commission.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Davis Williams Wealth Managementdaviswilliams.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 8 contacts → |
“Davis Williams Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Wealthplan Financial Groupwealthplanfinancial.com HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 8 contacts → |
“WealthPlan Financial Group is an independent, comprehensive financial services firm.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Grandview Advisors Of Raymond Jamesgvwealthadvisors.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 7 contacts → |
“Whether specializing in nuanced insurance, lending or trust needs, our extended team helps us keep our focus on you and your financial plan.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Carroll Financialcarrollfinancial.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 7 contacts → |
“One of Charlotte’s oldest and largest financial planning and investment management firms, Carroll Financial Associates, Inc.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Heidi E. Royal Law, Pllchroyallaw.com HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 6 contacts → |
“Heidi E.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Auctus Advisorsauctusadvisors.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 5 contacts → |
“A concierge wealth advisory firm, specializing in working with high net worth clients.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | North Carolina Estate Planning & Fiduciary LAWcharlotteestatelawyer.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 5 contacts → |
“James E.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Kingfisher Capital, Proudly Part Of Mercer Advisorskingfishercapital.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 5 contacts → |
“We are a Family Office for Your Family Mercer Advisors acquired Kingfisher Capital, a Charlotte, North Carolina based investment advisory, in October 2023.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Cannon Advisorscannonadvisors.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 4 contacts → |
“Financial Planning, Wealth Management, Investment Strategies, Tax & Accounting, Estate Planning, Asset Protection, Retirement Planning, Tactical Investment Management…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | WMS Advisors, LLCwmsadvisors.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 4 contacts → |
“WMS Advisors, LLC is a financial services company and investment advisory firm with over 40 years of experience in the financial industry.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Morehead Groupmoreheadgroup.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 4 contacts → |
“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 description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Redwood Wealth Management LLCredwoodwealth.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 4 contacts → |
“Client First Redwood Wealth Management was built on the idea that the client should always come first.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | E2i Financial Group, LLCe2ifinancial.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 3 contacts → |
“E2i Financial Group is an industry-leading financial services firm offering a unique platform that blends objective wealth management advice with innovative technology.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Calamita Wealth Managementcalamitawealth.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 3 contacts → |
“Your finances, your future - that’s the passion behind Calamita Wealth Management.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Holland Capital Management, LLChollandcapitalgroup.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 3 contacts → |
“Benefit From Our Multi-Disciplinary Approach Today's climate is complex.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Abiding Wealth Advisors, LLCabidingwealthadvisors.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 2 contacts → |
“Abiding wealth is abundance multiplied over generations.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Altum Wealth Alliancealtumwa.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 2 contacts → |
“At Altum Wealth Alliance, we are a client-first, truly comprehensive wealth planning and investment management firm committed to your overall success, the result: an uncompromised…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Vintage Wealth Management Group, INCvintagewealthmanagement.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 24 | Totem Wealth Managementtotemwm.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 2 contacts → |
“Totem Wealth Management provides comprehensive wealth management and financial planning.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Bowman Financial Group, LLCbowmanfg.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 2 contacts → |
“Our mission is to create and preserve wealth for our clients through long term effective financial planning and wealth management.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 49 company matches
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Trust companies: dataset insights
September 22, 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
49 records in the displayed employee bands.
0 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 Charlotte, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 49 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 22, 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 ↗
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Questions about this company list
What does Exact match mean for trust companies?
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 trust companies did RevenueBase find based in Charlotte, United States?
The saved snapshot records 49 matching company records, 301 tracked contacts and 137 verified emails. The public preview displays 25 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 22, 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.
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Cite this list
RevenueBase Data Team. Top 25 trust companies based in Charlotte, United States. Snapshot: September 22, 2026. https://revenuebase.ai/companies/trust-companies/united-states/charlotte.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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