> Enrich.chat gives AI agents verified work emails and mobiles. To use it from an agent, read https://enrich.chat/agents.md . This is the Markdown version of https://enrich.chat/companies-in/charlotte-nc/financial-services/ # Financial Services Companies in Charlotte, NC The bigger financial services companies headquartered in Charlotte, NC, with what they do, their sizes and how to reach their people. By Enrich.chat Editorial. Updated October 22, 2026. **Short answer:** Among the financial services companies counted in Charlotte, NC, the biggest by headcount range include Truist, Paymentus and Barings. They are mostly very small: 72% have 50 or fewer employees. ## Which financial services companies are in Charlotte? Among the companies whose public profile lists Financial Services as their industry and Charlotte, NC as their headquarters, the biggest by headcount range include Truist, Paymentus, Barings, Allspring Global Investments and Meduit Driving Revenue Cycle Performance. Names link to a company profile where we have one. | Company | Employees | | --- | --- | | [Truist](https://enrich.chat/company/truist/) | 10,001+ | | Paymentus | 1,001 to 5,000 | | Barings | 1,001 to 5,000 | | Allspring Global Investments | 1,001 to 5,000 | | Meduit Driving Revenue Cycle Performance | 1,001 to 5,000 | | Lendingtree | 501 to 1,000 | | 1st Metropolitan Mortgage | 501 to 1,000 | | Finzly | 201 to 500 | | Wyndham Capital Mortgage | 201 to 500 | | Consolidated Planning | 201 to 500 | | Bright Green Home Loans | 201 to 500 | | Deephaven Mortgage | 51 to 200 | | Commercial Credit Group | 51 to 200 | | Loan Mountain Capital | 51 to 200 | | Madison Capital Group Holdings | 51 to 200 | | Massmutual Carolinas | 51 to 200 | | Stepstone Private Wealth Solutions | 51 to 200 | | The Pelora Group | 51 to 200 | | Gem | 51 to 200 | | Tradier | 51 to 200 | | Viking Mergers & Acquisitions | 51 to 200 | | Zenmonics | 51 to 200 | | Debtbook | 51 to 200 | | Chello | 51 to 200 | | Premier Lending | 51 to 200 | The table shows the 25 biggest by headcount range, with ties broken by audience size. The charts and percentages below cover every company counted for this page, not just these 25, and companies with fewer than 11 employees are not counted. Headquarters is the location on each company's public profile. ## What do financial services companies in Charlotte do? Financial Services is a broad label. The most common NAICS codes among them are 523940 (28%), 522292 (10%) and 522320 (8%). **Figure: What financial services companies in Charlotte do.** Bars for the share of counted financial services companies with each code: 523940 28%, 522292 10%, 522320 8%, 541611 8%, 541618 8%, 541511 5%, 561110 5%. *Share of counted financial services companies in Charlotte by their NAICS code.* [NAICS 523940](https://enrich.chat/naics/523940/)[NAICS 522292](https://enrich.chat/naics/522292/)[NAICS 522320](https://enrich.chat/naics/522320/)[NAICS 541511](https://enrich.chat/naics/541511/) ## How big are they? 72% of the financial services companies counted in Charlotte have 50 or fewer employees, and the middle one is in the 11 to 50 range. Companies with fewer than 11 employees are not counted. **Figure: Size of financial services companies in Charlotte.** Seven columns for the share of counted financial services companies in Charlotte in each employee range: 11 to 50 72%, 51 to 200 22%, 201 to 500 2%, 501 to 1,000 1%, 1,001 to 5,000 2%, 5,001 to 10,000 0%, 10,001+ 1%. *Share of counted financial services companies in Charlotte in each employee range.* ## How old are they? Most were founded in the 2010s (39%), then the 2000s (25%). **Figure: When financial services companies in Charlotte were founded.** Eight columns for the share of counted financial services companies in Charlotte founded in each era: Before 1960 3%, 1960s 0%, 1970s 1%, 1980s 7%, 1990s 9%, 2000s 25%, 2010s 39%, 2020s 16%. *Share of counted financial services companies in Charlotte by the era they were founded in, for the ones that list a founding year.* ## How do you reach the people at financial services companies in Charlotte? The people to talk to are usually finance, operations and technology leaders. Build the list in three prompts to your AI agent. ### 1. Count them (free) Counting who matches never uses credits. ```text Use www.enrich.chat to count the financial services companies in Charlotte, NC ``` ### 2. Find the people (5 credits per person) Name the roles you sell to. Each person returned is 5 credits, and name, title and company are included. ```text Use www.enrich.chat to find the finance, operations and technology leaders at financial services companies in Charlotte, NC, with their titles ``` ### 3. Get their work emails (10 credits each) An email is 10 credits only when one is found. Every email comes with a status: verified, catch-all or unknown. ```text Use www.enrich.chat to find the work emails for these people and tell me which ones are verified ``` ## More to explore Other industries in Charlotte: [Construction Companies](https://enrich.chat/companies-in/charlotte-nc/construction/)[IT Services Companies](https://enrich.chat/companies-in/charlotte-nc/it-services-and-it-consulting/)[Real Estate Companies](https://enrich.chat/companies-in/charlotte-nc/real-estate/)[Hospitals and Health Care Organizations](https://enrich.chat/companies-in/charlotte-nc/hospitals-and-health-care/)[Software Companies](https://enrich.chat/companies-in/charlotte-nc/software-development/)[Advertising Agencies](https://enrich.chat/companies-in/charlotte-nc/advertising-services/)[Consulting Firms](https://enrich.chat/companies-in/charlotte-nc/business-consulting-and-services/)[Staffing and Recruiting Firms](https://enrich.chat/companies-in/charlotte-nc/staffing-and-recruiting/)[Nonprofit Organizations](https://enrich.chat/companies-in/charlotte-nc/non-profit-organizations/)[Facilities Services Companies](https://enrich.chat/companies-in/charlotte-nc/facilities-services/)[Insurance Companies](https://enrich.chat/companies-in/charlotte-nc/insurance/)[Machinery Manufacturers](https://enrich.chat/companies-in/charlotte-nc/machinery-manufacturing/)[Technology and Internet Companies](https://enrich.chat/companies-in/charlotte-nc/technology-information-and-internet/)[Logistics and Supply Chain Companies](https://enrich.chat/companies-in/charlotte-nc/transportation-logistics-supply-chain-and-storage/)[All of Charlotte](https://enrich.chat/companies-in/charlotte-nc/) Financial Services Companies in other cities: [New York, NY](https://enrich.chat/companies-in/new-york-ny/financial-services/)[Miami, FL](https://enrich.chat/companies-in/miami-fl/financial-services/)[Chicago, IL](https://enrich.chat/companies-in/chicago-il/financial-services/)[San Francisco, CA](https://enrich.chat/companies-in/san-francisco-ca/financial-services/)[Los Angeles, CA](https://enrich.chat/companies-in/los-angeles-ca/financial-services/)[Houston, TX](https://enrich.chat/companies-in/houston-tx/financial-services/)[Atlanta, GA](https://enrich.chat/companies-in/atlanta-ga/financial-services/)[Dallas, TX](https://enrich.chat/companies-in/dallas-tx/financial-services/)[Austin, TX](https://enrich.chat/companies-in/austin-tx/financial-services/)[San Diego, CA](https://enrich.chat/companies-in/san-diego-ca/financial-services/) ## Frequently asked questions ### Which are the biggest financial services companies in Charlotte? Among those counted, they include Truist, Paymentus, Barings, Allspring Global Investments and Meduit Driving Revenue Cycle Performance, ranked by headcount range. ### How big are financial services companies in Charlotte? 72% of those counted have 50 or fewer employees, and the middle one is in the 11 to 50 range. Companies with fewer than 11 employees are not counted. ### Which companies count as financial services? Companies whose public profile lists Financial Services as their industry and whose headquarters are in Charlotte, NC. ## Try this prompt Find the people at financial services companies in Charlotte ```text Use www.enrich.chat to find the finance, operations and technology leaders at financial services companies in Charlotte, NC, with titles and verified work emails ``` ## Related - [Companies using a technology](https://enrich.chat/companies-using/) - [Construction Companies in Charlotte](https://enrich.chat/companies-in/charlotte-nc/construction/) - [IT Services Companies in Charlotte](https://enrich.chat/companies-in/charlotte-nc/it-services-and-it-consulting/) - [Real Estate Companies in Charlotte](https://enrich.chat/companies-in/charlotte-nc/real-estate/) - [Hospitals and Health Care Organizations in Charlotte](https://enrich.chat/companies-in/charlotte-nc/hospitals-and-health-care/) - [Financial Services Companies in New York](https://enrich.chat/companies-in/new-york-ny/financial-services/) - [Financial Services Companies in Miami](https://enrich.chat/companies-in/miami-fl/financial-services/) - [Financial Services Companies in Chicago](https://enrich.chat/companies-in/chicago-il/financial-services/) - [Financial Services Companies in San Francisco](https://enrich.chat/companies-in/san-francisco-ca/financial-services/) - [Tech stack lookup](https://enrich.chat/tools/tech-stack-lookup/)