Company lists · Data refreshed September 2026

Top 17 Wealth management platform developers based in Charlotte, United States

Name: Wealth management platform developers based in Charlotte, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 29 companies tracked

RevenueBase identified 29 company matches for wealth management platform developers associated with Charlotte, United States as of September 2026 and tracks 372 professional contacts across them, including 230 with verified work emails. Across the United States, New York is the largest hub for this category (256 companies); Charlotte has 29.

This list covers company matches for wealth management platform developers 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

29Companies

372Contacts tracked

230Verified emails

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The 17 largest wealth management platform developers based in Charlotte, United States

Ranked by team size

Top 17 of 29 company matches for wealth management platform developers 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Sterling Capital Management LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	51-200	219 contacts →
	Exact match “Sterling Capital Management LLC, founded in 1970 and headquartered in Charlotte, NC, is an indirect, wholly-owned asset manager subsidiary of Guardian Capital Group Limited…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	Linden Thomas & Company	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	11-50	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 29, 2026 · View company records in RevenueBase
3	NEW Republic Partners	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	11-50	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 29, 2026 · View company records in RevenueBase
4	Blueprint Financial Advisors	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	11-50	12 contacts →
	Exact match “FINDING SOLUTIONS FOR FINANCIAL ADVISORS IS IN OUR BEST INTEREST Tired of the ordinary relationship between wealth management firms and financial advisors?” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	Yellowwood Wealth Solutions, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	1-10	9 contacts →
	Exact match “At YellowWood, we understand that life is dynamic and your financial needs will change.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	Investor Advisory Group, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	1-10	8 contacts →
	Exact match “Investor Advisory Group, LLC is a boutique wealth and asset management practice that provides portfolio construction and ongoing investment management advice.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	Summitas	Exact match	Charlotte, United StatesHQ recorded Sep 29, 2026	11-50	5 contacts →
	Exact match “Award-winning Summitas Platform® helps wealth managers enhance client engagement with an unsurpassed combination of security, privacy, and flexibility.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	Auctus Advisors	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match “A concierge wealth advisory firm, specializing in working with high net worth clients.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	Cannon Advisors	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	11-50	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 29, 2026 · View company records in RevenueBase
10	Breezeway Logic LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “Breezeway Logic develops and supports software for Residential and Commercial Real Estate investment portfolios.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	Calamita Wealth Management	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “Your finances, your future - that’s the passion behind Calamita Wealth Management.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	Holland Capital Management, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “Benefit From Our Multi-Disciplinary Approach Today's climate is complex.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	Advisor Controls	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	11-50	2 contacts →
	Exact match “Advisor Controls offers a comprehensive suite of tools designed to enhance client financial planning outcomes and boost the profitability of advisors’ practices.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	Legend Private Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “Legend is the part of the map that gives a map meaning.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Vintage Wealth Management Group, INC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	Byron Financial, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	11-50	1 contacts →
	Exact match “Byron Financial is a private, independently managed wealth management firm delivering comprehensive financial services to a select number of ultra-high net worth clients across…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	Wealthshield, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	11-50	1 contacts →
	Exact match “WealthShield is an investment company designed with the goal of helping entrepreneurial financial advisors succeed.” Recorded in the RevenueBase company graph · Sep 29, 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 “wealth management platform developers”. 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 17 of 29 wealth management platform developers based in Charlotte, United States

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Wealth management platform developers based in Charlotte, United States at a glance

As of Sep 29, 2026

61.8%Verified-email coverage

12.8Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 29 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 “wealth management platform developers” 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 230 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.

Wealth management platform developers 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 “wealth management platform developers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management platform developers are there based in Charlotte, United States?

RevenueBase identified 29 company matches for wealth management platform developers 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?

Sterling Capital Management LLC 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 wealth management platform developers?

New York leads the United States with 256 company records, followed by San Francisco (76) and Chicago (64). Charlotte has 29.

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 230 professional contacts with verified work emails tracked across these 29 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.