Company lists · Data refreshed September 2026

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

RevenueBase identified 54 company matches for venture capital advisory services associated with 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 company matches for venture capital advisory services 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 29, 2026.

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

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 29, 2026 How this list was built
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 company matches for venture capital advisory services based in Charlotte, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchCharlotte, NC, United StatesHQ recorded Sep 29, 202611-5020 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2Exact matchCharlotte, United StatesHQ recorded Sep 29, 202611-5017 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3Exact matchCharlotte, NC, United StatesHQ recorded Sep 29, 202611-5013 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4Exact matchCharlotte, NC, United StatesHQ recorded Sep 29, 202611-5011 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5Exact matchCharlotte, NC, United StatesHQ recorded Sep 29, 202611-5010 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6Exact matchCharlotte, NC, United StatesHQ recorded Sep 29, 202611-506 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7Exact matchCharlotte, NC, United StatesHQ recorded Sep 29, 20261-106 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8Exact matchCharlotte, NC, United StatesHQ recorded Sep 29, 20261-105 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9Exact matchCharlotte, NC, United StatesHQ recorded Sep 29, 202611-505 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10Exact matchCharlotte, NC, United StatesHQ recorded Sep 29, 20261-105 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11Exact matchCharlotte, NC, United StatesHQ recorded Sep 29, 20261-104 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12Exact matchCharlotte, NC, United StatesHQ recorded Sep 29, 20261-104 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13Exact matchCharlotte, NC, United StatesHQ recorded Sep 29, 20261-103 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14Exact matchCharlotte, NC, United StatesHQ recorded Sep 29, 20261-103 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15Exact matchCharlotte, NC, United StatesHQ recorded Sep 29, 20261-103 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16Exact matchCharlotte, NC, United StatesHQ recorded Sep 29, 20261-103 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17Exact matchCharlotte, NC, United StatesHQ recorded Sep 29, 20261-102 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18Exact matchCharlotte, NC, United StatesHQ recorded Sep 29, 20261-102 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19Exact matchCharlotte, NC, United StatesHQ recorded Sep 29, 20261-102 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20Exact matchCharlotte, NC, United StatesHQ recorded Sep 29, 20261-102 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21Exact matchCharlotte, NC, United StatesHQ recorded Sep 29, 20261-101 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22Exact matchCharlotte, United StatesHQ recorded Sep 29, 20261-101 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23Exact matchCharlotte, NC, United StatesHQ recorded Sep 29, 20261-101 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24Exact matchCharlotte, NC, United StatesHQ recorded Sep 29, 20261-101 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25Exact matchCharlotte, NC, United StatesHQ recorded Sep 29, 20261-101 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase

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

See the full list, filter by size, metro and specialty, and access 77 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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

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 “venture capital advisory services” 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 77 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 29, 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.

Venture capital advisory services by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “venture capital advisory services”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 54 company matches for venture capital advisory services 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?

Envoy Capital Advisors 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 venture capital advisory services?

New York leads the United States with 695 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 77 professional contacts with verified work emails tracked across these 54 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 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 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.