Radar · Asset Management in Charlotte
Best Asset Management Companies in Charlotte, United States
The 34 best Asset Management companies in Charlotte, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Madison Capital Group.
By Rohit KhannaTrends & Stories
34companies tracked
$157Mdisclosed funding
0unicorns
3have raised
Ranked: Best Asset Management companies in Charlotte
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Madison Capital Group Private investment and advisory firm | $127M | 17 mo ago | Series A | — | 2009 | WordPressMySQLPHP+23 | — | — |
| 2 | New Republic Partners Investment & wealth management firm | $30M | 57 mo ago | Series B | — | 2020 | — | — | — |
| 3 | Freeman Capital Diversified investment management firm | $100K | 59 mo ago | Seed | Calvin Williams Founder & CEO | 2015 | — | 20 patents Patents concentrated in computing, sensing & instrumentation | — |
| 4 | GCG Advisory Partners Provider of investment & wealth management, and financial planning services | — | 12 mo ago | Late Stage | Dennis Howe Co-Founder | 1994 | Cart FunctionalitySquarespace CommerceSquarespace+18 | — | — |
| 5 | Horizon Investments Diversified investment management firm | — | 58 mo ago | Acquired | — | 1995 | WordPressProton MailGoogle Workspace+38 | — | — |
| 6 | Eastover Capital Management Diversified investment management firm | — | 204 mo ago | Early Stage | Donn Toney Co-Founder | 1988 | — | — | — |
| 7 | 25 Capital Partners Diversified investment management firm | — | — | Funding Raised | Scott Shultz Shultz Managing Director | 2011 | — | 87 patents Blockchain transaction processing infrastructure: sharding, load balancing, and hashing optimization. | — |
| 8 | A Special Needs Plan Corporate advisory firm | — | — | Unfunded | Ryan Platt Founder & CEO | 2004 | — | — | — |
Top 6 Asset Management companies in Charlotte
#1
Series A · Charlotte, North Carolina · founded 2009 · 110 employees$127.4Mraised▾
Series A · Charlotte, North Carolina · founded 2009 · 110 employees
Private investment and advisory firm
LinkedIn Pulse recent public activity · Jul 2026
Audience: 10k LinkedIn followers — 11.0% of this cohort's audience · 40 engagements/post (3.6× cohort median)
Activity: 1 product launches announced in 12 mo
Funding rounds
- May 2025Series A$5.8M
- Feb 2025Conventional Debt$36.9M
- Oct 2024Series A$2.5M
- Oct 2023Series A$76.5M
Tech stack
Amazon SesAmazon Web ServicesAosCloudflareCloudflare Bot ManagementContact Form 7
#2
Series B · Charlotte, North Carolina · founded 2020 · 35 employees$29.6Mraised▾
Series B · Charlotte, North Carolina · founded 2020 · 35 employees
Investment & wealth management firm
LinkedIn Pulse recent public activity · Jul 2026
Audience: 2k LinkedIn followers — 2.0% of this cohort's audience
Hiring: 3 hiring posts in 12 mo (public) · hiring: Reporting Associate, Advisory Operations Manager
Activity: 1 awards announced in 12 mo
Funding rounds
- Jan 2022Series B$2.5M
- Jan 2021Series B$27.1M
Investors
SkyKnight Capital
#3
Seed · Charlotte, North Carolina · founded 2015 · 15 employees$100Kraised▾
Seed · Charlotte, North Carolina · founded 2015 · 15 employees
Diversified investment management firm
Funding rounds
- Nov 2021Seed—
- 2021Seed$100K
Founders & team
Investors
RevTech Labs, Gener8tor, Techstars, Right Side Capital Management, Backstage Capital, Resilient Ventures
#4
Late Stage · Charlotte, North Carolina · founded 1994—raised▾
Late Stage · Charlotte, North Carolina · founded 1994
Provider of investment & wealth management, and financial planning services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 1k LinkedIn followers
Activity: 2 partnerships (incl. Head Investment Partners) announced in 12 mo
Founders & team
Investors
LNC Partners, BharCap Partners
Tech stack
AngularCalendlyCart FunctionalityCloudflareCloudflare Bot ManagementCore-Js
#5
Acquired · Charlotte, North Carolina · founded 1995 · 92 employees—raised▾
Acquired · Charlotte, North Carolina · founded 1995 · 92 employees
Diversified investment management firm
LinkedIn Pulse recent public activity · Jul 2026
Audience: 9k LinkedIn followers — 9.7% of this cohort's audience
Investors
Altamont Capital Partners
Tech stack
CalendlyCdnjsCloudflareCloudflare Bot ManagementContact Form 7Cookieyes
#6
Early Stage · Charlotte, North Carolina · founded 1988—raised▾
Early Stage · Charlotte, North Carolina · founded 1988
Diversified investment management firm
Founders & team
Funding & investor landscape
$157Mtotal disclosed funding
3companies funded
8disclosed rounds
0rounds last 90 days
Most active investors
Notable founders
Calvin Williams
Founder & CEO · Freeman Capital
Dennis Howe
Co-Founder · GCG Advisory Partners
Will Mackey
CEO & Owner · Eastover Capital Management
Donn Toney
Co-Founder · Eastover Capital Management
Prism market signals · United States · country-scoped Prism corpus, 13,477,469 docs
Market landscape — 10 sub-themes by coverage
Share of Asset Management coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
How many Asset Management companies are there in Charlotte, United States?
Radar tracks 34 indexable Asset Management companies headquartered in Charlotte, United States that meet our profile-completeness bar.
What is the total funding raised by Asset Management companies in Charlotte, United States?
The Asset Management companies in Charlotte, United States on this list have raised a combined $157M in disclosed equity funding across 3 funded companies.
Which is the highest-funded Asset Management company in Charlotte, United States?
Madison Capital Group is the highest-funded Asset Management company in Charlotte, United States, with $127.4M in disclosed equity funding.
How many Asset Management companies in Charlotte, United States are funded?
3 of the 34 Asset Management companies in Charlotte, United States on this list have disclosed at least one equity funding round.
How many Asset Management unicorns are there in Charlotte, United States?
None of the Asset Management companies in Charlotte, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Charlotte, United States Asset Management companies?
The most active investors in Charlotte, United States Asset Management companies on this list include 777 Partners, Altamont Capital Partners, Backstage Capital, BharCap Partners, D-Tech.Fund.
Rohit KhannaTrends & Stories
Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.