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Carolinas Investment Consulting
ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 LowHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 Low growthGrowth score — momentum trend across web traffic, headcount and other growth signals. Charlotte, North Carolina, United States Founded 2001 11-50 employees For Profit
Carolinas Investment Consulting is a financial advisory firm that offers financial planning and portfolio management services.
Carolinas Investment Consulting on Acquirezy — acquisitions, funding rounds, investments, investors, key people & contacts.
Carolinas Investment Consulting was acquired by CAPTRUST in 2025.
Last Funding
Acquisitions
0
Monthly Visits
Contacts
28
About Carolinas Investment Consulting
Funding & Financials
- Total funding
- Funding rounds
- Last funding
- Last funding type
- Last funding date
- Funding status
- Total equity funding
- Revenue range
IPO & Stock
- IPO status
- Private
Web Traffic
- Monthly visits
- Global traffic rank
- 6-mo avg visits
- Visit duration (s)
- Pages / visit
- Bounce rate
- Rank change (mo)
Technology & IP
- Active technologies
- 18
- IT spend
- $377.44K
Company Info
- Founded
- 2001
- Employees
- 11-50
- Operating status
- Active
- Company type
- For Profit
- Org types
- company
- News articles
- 3
- HQ
- Charlotte, North Carolina, United States
- Region
- East Coast, Southern US
- Exit date
- Mar 5, 2025
Signals & Scores
- Heat score
- Low
- Growth score
- Low
- Trend (7d)
- -0.1
- Trend (30d)
- -0.4
- Trend (90d)
- -1.9
28
professional contacts at Carolinas Investment Consulting
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