Company lists · Data refreshed September 2026

Top 25 Venture capital advisory services based in Charlotte, United States

RevenueBase identified 54 venture capital advisory services headquartered in Charlotte, United States as of September 2026 and tracks 185 professional contacts across them, including 77 with verified work emails. Across the United States, New York is the largest hub for this category (695 companies); Charlotte has 54.

This list covers venture capital advisory services headquartered in Charlotte, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 2026.

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

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
54Companies
185Contacts tracked
77Verified emails
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The 25 largest venture capital advisory services based in Charlotte, United States

Ranked by team size
Top 25 of 54 venture capital advisory services based in Charlotte, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to venture capital advisory services: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceCharlotte, NC, United StatesHQ checked Sep 29, 202611-5020 contacts →

Strong evidence

“Envoy delivers tailored investment banking services at every key milestone of a business lifecycle and specializes in M&A Advisory, Capital Advisory, and Private Equity Services.”

Source: RevenueBase Database · checked Sep 29, 2026
2Partial evidenceCharlotte, United StatesHQ checked Sep 29, 202611-5017 contacts →

Partial evidence

“Fidus Partners, with offices in Charlotte, North Carolina and New York, New York, provides merger and acquisition advisory and related services to private equity firms…”

Source: RevenueBase Database · checked Sep 29, 2026
3Partial evidenceCharlotte, NC, United StatesHQ checked Sep 29, 202611-5013 contacts →

Partial evidence

“7 Mile Advisors provides Investment Banking & Advisory Services to the Business Services and Technology Industries globally.”

Source: RevenueBase Database · checked Sep 29, 2026
4Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 29, 202611-5011 contacts →

Indirect evidence

“We at Tobin & Company Investment Banking Group, together with our subsidiary Tobin & Company Securities, offer a wide range of investment banking services to our constituents.”

Source: RevenueBase Database · checked Sep 29, 2026
5Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 29, 202611-5010 contacts →

Indirect evidence

“Greenway Solutions provides business strategy and strategic consulting services.”

Source: RevenueBase Database · checked Sep 29, 2026
6Strong evidenceCharlotte, NC, United StatesHQ checked Sep 29, 202611-506 contacts →

Strong evidence

“DecisionPoint is a unique leader in M&A advisory services for middle-market technology companies and their venture capital investors in the software, services, cleantech, biotech…”

Source: RevenueBase Database · checked Sep 29, 2026
7Partial evidenceCharlotte, NC, United StatesHQ checked Sep 29, 20261-106 contacts →

Partial evidence

“Titus Alliance is a people-centric, full-service M&A advisory and business valuation firm based in the Carolinas.”

Source: RevenueBase Database · checked Sep 29, 2026
8Partial evidenceCharlotte, NC, United StatesHQ checked Sep 29, 20261-105 contacts →

Partial evidence

“Portus Wealth Advisors is the strategic partner for founders and investors who have outgrown standard financial advice.”

Source: RevenueBase Database · checked Sep 29, 2026
9Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 29, 202611-505 contacts →

Indirect evidence

“We are experienced industry executives with proven track records.”

Source: RevenueBase Database · checked Sep 29, 2026
10Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 29, 20261-105 contacts →

Indirect evidence

“Facilitator One (F1) is a business consulting firm that works together with clients to accelerate their growth by facilitating business optimization.”

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

“We help businesses financially flourish by simplifying complex financial decisions.”

Source: RevenueBase Database · checked Sep 29, 2026
12Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

“Midwood Partners believes in creating value by focusing on the client.”

Source: RevenueBase Database · checked Sep 29, 2026
13Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“Ulysses Partners is a results-focused specialist consulting firm.”

Source: RevenueBase Database · checked Sep 29, 2026
14Partial evidenceCharlotte, NC, United StatesHQ checked Sep 29, 20261-103 contacts →

Partial evidence

“GW Partners is a unique firm that combines the best elements of operational consulting, financial management, strategic planning and M&A Advisory services to partner with consumer…”

Source: RevenueBase Database · checked Sep 29, 2026
15Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“We are obsessed with our clients’ success before, during, and after their M&A deal closes.”

Source: RevenueBase Database · checked Sep 29, 2026
16Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“Change Leader We Innovate And Bring New Possibilities To Small Businesses.”

Source: RevenueBase Database · checked Sep 29, 2026
17Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“With an exclusive focus on growth-stage software and professional services firms, our platform connects finance and strategy to enable efficient growth, data-informed leadership…”

Source: RevenueBase Database · checked Sep 29, 2026
18Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
19Strong evidenceCharlotte, NC, United StatesHQ checked Sep 29, 20261-102 contacts →

Strong evidence

“Northwestern Capital Partners, LLC is a uniquely diversified merchant banking and advisory firm.”

Source: RevenueBase Database · checked Sep 29, 2026
20Strong evidenceCharlotte, NC, United StatesHQ checked Sep 29, 20261-102 contacts →

Strong evidence

“Millo Capital provides capital markets consulting services to firms ranging from investment advisors & fund managers to manufacturing & service firms in the lower middle market.”

Source: RevenueBase Database · checked Sep 29, 2026
21Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“What’s next for the future of your business?”

Source: RevenueBase Database · checked Sep 29, 2026
22Indirect evidenceCharlotte, United StatesHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“Top-tier management consulting services for enterprises, PE firms and VC firms.”

Source: RevenueBase Database · checked Sep 29, 2026
23Strong evidenceCharlotte, NC, United StatesHQ checked Sep 29, 20261-101 contacts →

Strong evidence

“Brampton Capital is an Investment Banking/Venture company located in 1015 East Blvd, Charlotte, North Carolina, United States.”

Source: RevenueBase Database · checked Sep 29, 2026
24Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“Every leadership team has a junk drawer-that messy collection of decisions they keep opening, staring at, and closing without choosing.”

Source: RevenueBase Database · checked Sep 29, 2026
25Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“My mission and purpose is to utilize my expertise, knowledge and education to help owners, CEOs and Presidents of small to midsize privately held companies develop solutions to…”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 25 of 54 venture capital advisory services based in Charlotte, United States

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Venture capital advisory services based in Charlotte, United States at a glance

As of Sep 29, 2026
41.6%Verified-email coverage
3.4Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
41
11-50
13

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 54 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among venture capital advisory services, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Charlotte, United States whose own description of what they do matches “venture capital advisory services”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names venture capital advisory services), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among venture capital advisory services, and records with no verified work email. Companies headquartered outside Charlotte are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 77 across the full list. 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 29, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Venture capital advisory services by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names venture capital advisory services, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many venture capital advisory services are there based in Charlotte, United States?

RevenueBase identified 54 venture capital advisory services headquartered in Charlotte, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Envoy Capital Advisors, headquartered in Charlotte, tops this list with the largest team on record.

Which city in the United States has the most venture capital advisory services?

New York leads the United States with 695 headquartered companies, followed by San Francisco (192) and Los Angeles (191). Charlotte has 54.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 77 verified decision-maker contacts tracked across these 54 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, 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.