Radar · Investment Banks in Charlotte
Best Investment Banks Companies in Charlotte, United States
The 34 best Investment Banks companies in Charlotte, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals.
By Rohit KhannaTrends & Stories
34companies tracked
$0disclosed funding
0unicorns
1have raised
Ranked: Best Investment Banks companies in Charlotte
| # | Company | Disclosed funding | Stage | Founded | Founder | Employees | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | A Special Needs Plan Corporate advisory firm | — | Unfunded | 2004 | Ryan Platt Founder & CEO | — | — | — | — |
| 2 | Acuity Investments Corporate advisory fund focused on small and medium enterprises | — | Unfunded | 2012 | Toby Franklin Co-Founder & Partner | — | — | — | — |
| 3 | Allen C. Ewing Investment banking firm providing solutions for community banks and investment professionals | — | Unfunded | 1939 | David Jolley Senior Managing Director & Vice President | — | — | — | — |
| 4 | Anderson LeNeave Middle market investment banking firm specializing in M&A and financing advisory | — | Unfunded | 1998 | Peter Wright Managing Director | — | WebflowTypekitGoogle Font API+8 | — | — |
| 5 | Bourne Partners Healthcare investment banking firm delivering financial advisory services globally | — | Unfunded | 2001 | Banks Bourne Co-Founder | 18 | — | — | — |
| 6 | Bray Ventures Corporate advisory firm focused on lower middle market companies | — | Unfunded | 2017 | Robert Taylor Co-Founder & Managing Partner | — | — | — | — |
| 7 | Bundy Group Lower middle market focused boutique investment bank | — | Unfunded | 1989 | Bill Bundy Founder & Partner | — | — | — | — |
| 8 | Business Acquisition & Merger Associates M&A advisors for lower-middle market companies, offering buy-side and sell-side services | — | Unfunded | 2005 | Ginger Dean Partner | — | — | — | — |
Top 1 Investment Banks companies in Charlotte
#1
Seed · Charlotte, North Carolina · founded 2012—raised▾
Seed · Charlotte, North Carolina · founded 2012
M&A advisory firm focused on multiple sectors
LinkedIn Pulse recent public activity · Jul 2026
Audience: 2k LinkedIn followers — 7.4% of this cohort's audience
Activity: 1 partnerships (incl. EP Wealth Advisors) announced in 12 mo
Funding rounds
- Mar 2021Seed—
Founders & team
Investors
Merchant Investment Management
Funding & investor landscape
$0total disclosed funding
0companies funded
0disclosed rounds
0rounds last 90 days
Most active investors
Prism market signals · United States · country-scoped Prism corpus, 14,695,639 docs
Market landscape — 10 sub-themes by coverage
Share of Investment Banks coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
How many Investment Banks companies are there in Charlotte, United States?
Radar tracks 34 indexable Investment Banks companies headquartered in Charlotte, United States that meet our profile-completeness bar.
What is the total funding raised by Investment Banks companies in Charlotte, United States?
The Investment Banks companies in Charlotte, United States on this list have raised a combined $0 in disclosed equity funding across 0 funded companies.
Which is the highest-funded Investment Banks company in Charlotte, United States?
Funding figures are not yet disclosed for Investment Banks companies in Charlotte, United States.
How many Investment Banks companies in Charlotte, United States are funded?
0 of the 34 Investment Banks companies in Charlotte, United States on this list have disclosed at least one equity funding round.
How many Investment Banks unicorns are there in Charlotte, United States?
None of the Investment Banks 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 Investment Banks companies?
The most active investors in Charlotte, United States Investment Banks companies on this list include Blake Investment Partners, Merchant Investment Management.
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.