Top Investment Firms in Charlotte
62 Companies
List of the Top Charlotte Investment Management Firms
Sponsored
-
UndisclosedUndisclosed10 - 49Fort Mill, SC
Services provided
50% Funding & Investment50% Commercial FinancingLaunched in 2015, TFX Capital is a Commercial Financing and Funding & Investment company. The team specializes in Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Charlotte, NC
Services provided
35% Funding & Investment35% Commercial Financing20% Financial Consulting +1 service10% Business ConsultingFreeman Capital is a Commercial Financing company established in 2015. The team offers Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Mooresville, NC
Services provided
50% Funding & Investment50% Commercial FinancingGTF Holdings LLC is a Commercial Financing and Funding & Investment company. The Mooresville, North Carolina-based company focuses on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Lincolnton, NC
Services provided
50% Funding & Investment50% Commercial FinancingFitzgerald Venture Capital is a small Commercial Financing and Funding & Investment company in Lincolnton, North Carolina. The team provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Mooresville, NC
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingMetrolina Capital is a Financial Advising & Planning company in Mooresville, North Carolina. Their services include Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Rock Hill, SC
Services provided
15% Funding & Investment30% Financial Advising & Planning30% Financial Consulting +2 services15% Commercial Financing10% Business ConsultingEstablished in 2023, Old Mill Capital Partners is a Financial Advising & Planning company. The team focuses on Financial Advising & Planning and Financial Consulting.
Read more -
UndisclosedUndisclosed10 - 49Spartanburg, SC
Services provided
50% Funding & Investment50% Commercial FinancingWJ Partners is a Commercial Financing and Funding & Investment company. Their team is based in Spartanburg, South Carolina and offers Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Winston-Salem, NC
Services provided
50% Funding & Investment50% Commercial FinancingLocated in Winston-Salem, North Carolina, Five Points Capital is a Commercial Financing and Funding & Investment company. They focus on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Winston-Salem, NC
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Verger Capital Management specializes in Commercial Financing and Funding & Investment. They were founded in 2014.
Read more -
UndisclosedUndisclosed10 - 49Winston-Salem, NC
Services provided
50% Funding & Investment50% Commercial FinancingBased in Winston-Salem, North Carolina, Front Street Capital is a Commercial Financing and Funding & Investment company. They focus on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Charlotte, NC
Services provided
50% Funding & Investment50% Commercial FinancingBased in Charlotte, North Carolina, Faison is a small Commercial Financing and Funding & Investment company. The team specializes in Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Charlotte, NC
Services provided
50% Funding & Investment50% Commercial FinancingG2 Equity Partners is a Commercial Financing and Funding & Investment company in Charlotte, North Carolina. Launched in 2014, the team specializes in Commercial Financing and Funding & Investment.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My MatchesTell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
Rollover to see company insights or click a company below for more details.
A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Top Charlotte Investment Management Firms
-
UndisclosedUndisclosed50 - 249Charlotte, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed50 - 249Charlotte, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed50 - 249Charlotte, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed1,000 - 9,999Charlotte, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
30% Funding & Investment70% Other -
UndisclosedUndisclosed50 - 249Charlotte, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed50 - 249Charlotte, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed50 - 249Charlotte, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed250 - 999Charlotte, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed50 - 249Charlotte, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed50 - 249Charlotte, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed1,000 - 9,999Charlotte, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
75% Funding & Investment25% Other -
$50,000+$300+ / hr50 - 249Charlotte, NC
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% Funding & Investment80% Other -
$5,000+Undisclosed2 - 9Charlotte, NC
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% Funding & Investment80% Other -
UndisclosedUndisclosed10 - 49Charlotte, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed10 - 49Charlotte, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other
Get personalized agency matches based on your project goals.