List of Investment services in Charlotte
Charlotte, North Carolina, has 240 investment services in this dataset, last verified September 6, 2026. It is the biggest market for investment services among the 3 North Carolina cities we track, ahead of Raleigh (204). Local listings make up 11% of all investment services in North Carolina.
131 investment services in Charlotte list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is below the North Carolina average, 54.6% against 65.9%, so expect phone (99.6% coverage) to do most of the work.
With 87.1% already online (in line with 88.1% across North Carolina), only 31 investment services in Charlotte lack a website, so site improvements and SEO are the stronger pitch. 39 of their websites list a contact page URL.
64% of the 96 rated investment services in Charlotte hold a 5-star average, below the North Carolina figure of 75%. The 13 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
103
20
61
21
YouTube
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Investment services List in Charlotte
Browse a random sample of 15 records — see the exact fields and data quality before you download.
| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Jake Garman - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Charlotte | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Carousel Capital | Address | Charlotte | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | IPX1031 - Investment Property Exchange Services, Inc. | Address | Charlotte | North Carolina | United States | Email | Phone | 0 | 0 | ||||||
 | Mercer Advisors - Charlotte | Address | Charlotte | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | RBC Wealth Management Branch - Charlotte | Address | Charlotte | North Carolina | United States | Email | Phone | 4 | 5 | — | — | — | — | ||
 | Noble Rock Wealth Management - Ameriprise Financial Services, LLC | Address | Charlotte | North Carolina | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Cornerstone Investment Services | Address | Charlotte | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Wells Fargo Advisors | Address | Charlotte | North Carolina | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
 | Mark Walker - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Charlotte | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | CLA (CliftonLarsonAllen) | Address | Charlotte | North Carolina | United States | Email | Phone | 4 | 4 | ||||||
 | Greg P Arthur - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Charlotte | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Clearview Wealth Management | Address | Charlotte | North Carolina | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | United Capital Financial Advisors | Address | Charlotte | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Wells Fargo Advisors Financial Network | Address | Charlotte | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | South Park Capital | Address | Charlotte | North Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 240 records with complete field coverage.
Get the full Investment services database
240 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Charlotte
Most popular business categories across Charlotte
Category | Investment services |
|---|---|
What You Can Do with the List of Investment services in Charlotte
This list is built for teams that sell to investment services: financial software vendors, lead generation partners and managed IT and security providers. It covers 240 investment services in Charlotte, with the fields to call, email, segment and map them.
Who Sells to Investment services in Charlotte, North Carolina
Each of these buyers can work the 240 businesses in this list as a pipeline for a different product:
- Financial and compliance software: Pitch client management, document handling and compliance tools to the 240 investment services in Charlotte.
- Lead generation and referral partners: Offer exclusive leads or set up referral partnerships for new clients.
- Managed IT and cybersecurity providers: Sell backups, email security and compliance support to firms that hold sensitive client data.
Phone, Email and Facebook Outreach in Charlotte, North Carolina
Start with the 131 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (239): 99.6% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (131): 54.6% of records include an email address, so email can lead the campaign with calls as follow-up.
- Facebook messages (103): 42.9% have a Facebook page, a further channel when calls and emails go unanswered.
- CRM import: CSV and Excel files load into HubSpot, Salesforce, Zoho or Pipedrive, with city, state and postal code columns for assigning leads to reps.
Prospect Segments for Agencies in Charlotte, North Carolina
Filter the website, rating and social columns to pull the investment services that fit a specific service before you pitch:
- No website listed (31): 13% of investment services in Charlotte have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (13): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (137): 57% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Charlotte
With 240 investment services in one city, local teams can work the list in person as well as by phone:
- Route planning: records include latitude and longitude, so field reps can map all 240 investment services in Charlotte and plan visit days by neighborhood.
- Postal code patches: split Charlotte by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 2 other North Carolina cities we track are the next step once Charlotte accounts are covered.
Data Coverage for Investment services in Charlotte
240 records · verified September 6, 2026
- Phone numbers
- 239
- Email addresses
- 131
- Phone and email
- 131
- Websites
- 209
Google ratings· 96 rated (40%)
64% hold 5 stars
- 1-star rated
- 6
- 6.3% of rated
- 2-star rated
- 7
- 7.3% of rated
- 3-star rated
- 14
- 14.6% of rated
- 4-star rated
- 8
- 8.3% of rated
- 5-star rated
- 61
- 63.5% of rated
Social profiles:
- Facebook:103· 42.9%
- LinkedIn:61· 25.4%
- YouTube:21· 8.8%
- Instagram:20· 8.3%
- X (Twitter):20· 8.3%
Investment services in Charlotte are an email-friendly, Facebook-heavy market: 99.6% list a phone number and 54.6% publish an email. Among 96 rated investment services, 64% hold 5 stars, a mostly positive spread.
Related Investment services by Location
Browse datasets for Investment services across nearby locations
Frequently asked questions about Investment services in Charlotte, North Carolina
Everything you need to know about our investment services database for Charlotte, North Carolina: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Investment services are there in Charlotte, North Carolina?
There are 240 investment services in Charlotte, North Carolina in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Charlotte market for sales prospecting and territory planning.
How up to date is the Investment services data for Charlotte, North Carolina?
This dataset was last updated in September 6, 2026.
Business contact data decays at roughly 2–3% per month as businesses close, move, or change details, so we re-verify our most-purchased datasets on a rolling basis.
Every file is also run through email verification before delivery, and past buyers are offered discounted refreshed versions as updates ship.
What fields are included in the Investment services database for Charlotte, North Carolina?
Each record can include: business name, full address, phone number, email address, website URL, social profiles (LinkedIn, Facebook, Instagram, YouTube, X), review ratings, and category details, plus contact-page URLs where available.
Field coverage varies by record; the counts below and the free sample show you exactly what to expect before buying.
Where can I buy verified market intelligence data for Investment services businesses in Charlotte, North Carolina?
InfiniteLeadsHub provides verified market intelligence datasets for investment services businesses in Charlotte, North Carolina as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Investment services database for Charlotte, North Carolina cost?
The complete investment services leads database for Charlotte, North Carolina costs $10 as a one-time payment.
You get instant access to all 240 records with no recurring fees, no per-record charges, and no seat limits.
It is a cost-effective alternative to subscription platforms that charge monthly for the same public business data.
Is this a cheaper alternative to subscription lead databases like ZoomInfo or Apollo?
Yes. For teams that need investment services contacts in Charlotte, North Carolina specifically, a one-time $10 file is usually far cheaper than subscription platforms, which typically charge thousands of dollars per year with contracts and per-seat pricing.
Subscriptions make sense for large sales teams needing continuous multi-industry access; a one-time targeted list makes sense when you know exactly which niche and geography you're selling into.
Can I preview a sample of the Investment services data before buying?
Yes. A free sample dataset is available so you can evaluate data quality, field coverage, and format before purchasing.
The sample is a representative slice of the full Charlotte, North Carolina investment services database, including contact fields, social profiles, and ratings data.
How do I download the Investment services list, and what file formats are available?
You get instant access after purchase. Files are delivered in CSV and Excel (XLSX) formats.
CSV and Excel import directly into CRMs like Salesforce, HubSpot, and Zoho and into any email platform.
How many Investment services in Charlotte, North Carolina have phone numbers?
239 investment services in Charlotte, North Carolina (100% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Investment services in Charlotte, North Carolina have email addresses?
131 investment services in Charlotte, North Carolina (55%) include an email address.
Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for cold email sequences, product announcements, and drip campaigns.
How many Investment services in Charlotte, North Carolina have both a phone number and an email address?
131 investment services in Charlotte, North Carolina have both a phone number and an email address.
Dual-contact records enable multi-channel outreach: combining calls with email follow-ups measurably improves response rates.
How many Investment services in Charlotte, North Carolina are active on social media?
Social profile coverage for investment services in Charlotte, North Carolina: 61 on LinkedIn, 103 on Facebook, 20 on Instagram, 21 on YouTube, 20 on X (Twitter).
Social presence signals digitally engaged businesses, which is useful for agencies pitching social media services, ad platforms building audiences, and vendors targeting digitally mature prospects.
How many Investment services in Charlotte, North Carolina have a website?
209 investment services in Charlotte, North Carolina (87%) have an active business website.
That is an indicator of digital maturity, and an ideal segment for SEO agencies, hosting providers, and SaaS platforms.
How many Investment services in Charlotte, North Carolina do not have a website?
31 investment services in Charlotte, North Carolina operate without a business website.
These are high-intent, overlooked prospects for web design agencies, local SEO providers, and Google Business optimization services.
What are the review ratings of Investment services in Charlotte, North Carolina?
Rating breakdown for investment services in Charlotte, North Carolina: 61 with a 5-star rating, 8 with a 4-star rating, 14 with a 3-star rating, 7 with a 2-star rating, 6 with a 1-star rating.
Top-rated businesses suit premium services and partnership proposals; lower-rated businesses are receptive prospects for reputation management, review tools, and operational software.
Can I get Investment services data for all of North Carolina or the entire US?
Yes. Beyond Charlotte, we offer the complete Investment services database for North Carolina and a national all-50-states version.
If you buy the Charlotte list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Investment services contact data in Charlotte, North Carolina legal to use for B2B outreach?
Yes. All data is sourced exclusively from publicly available information: Google Business listings, company websites, social media profiles, and public business directories.
This is business contact information, not personal consumer data, making it appropriate for B2B prospecting.
We recommend following applicable regulations such as CAN-SPAM (US), CASL (Canada), and GDPR (EU-targeted campaigns) so your outreach remains fully compliant.