Technology consulting in Charlotte, North Carolina
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Embark
● OpenEmbark is a finance institution located at 1422 South Tryon Street in Charlotte, North Carolina, United States. Our focus is on optimizing finance, accounting, and technology for our clients, with a unique company culture that supports elite consultants in transforming how businesses use people, processes, and systems. Our practices address specific business challenges, improving decision-making and bandwidth during critical times. Our teams excel in their core areas while also collaborating to solve broader problems. Introducing Emerge, a new company and solution from Embark. We can help you navigate the final SEC climate disclosure rules and provide key insights, surprises, timelines, and guidance on compliance. Learn how to transition from Audit to ERP Pro and become a NetSuite consultant, as well as considerations for NetSuite pricing.
1422 S Tryon St, Charlotte, NC 28203, United States -
Alpha Theory
● OpenAlpha Theory, located at 5701 Westpark Drive in Charlotte, North Carolina, is a finance institution dedicated to helping fund managers outperform their benchmarks. With a focus on portfolio management, Alpha Theory emphasizes the importance of aligning idea quality and position size while managing risk and exposure. Founded by a hedge fund analyst, Alpha Theory has been proven to lead to better returns through disciplined processes. At Alpha Theory, your data is central to making informed investment decisions. By centralizing research, position, risk, and third-party data, fund managers can gain valuable insights and create intuitive position sizing models. The institution's team of investment-process experts works closely with managers to implement disciplined processes that align with high-quality research, ultimately increasing portfolio performance.
5701 Westpark Dr Suite 105, Charlotte, NC 28217, United States -
RVirtualCFO
● OpenRVirtualCFO is a cutting-edge institution located at 3701 Arco Corporate Drive in Charlotte, North Carolina, United States. Specializing in accounting and finance, our business solutions and services are tailored to support companies of all sizes. Our team of experts offers traditional accounting, finance, and HR services with a modern CFO mindset, utilizing a blend of technology, people, and results to propel your organization to the next level. Trust RVirtualCFO to provide the support and expertise you need to achieve your business goals.
3701 Arco Corporate Dr # 450, Charlotte, NC 28273, United States -
Kristin Prentice, Cetera Investors
● OpenKristin Prentice, Cetera Investors is a financial institution located at 5200 77 Center Drive in Charlotte, North Carolina, United States. As a financial advisor, Kristin understands the importance of having your money work for you. With the changing landscape of investing and the rise of financial technology, it's crucial to have a trusted professional by your side to guide you towards your financial goals. Whether you're just starting out on your financial journey, preparing for retirement, managing your business finances, or navigating the probate process after the loss of a loved one, Kristin and her team are here to help. They offer personalized financial advice and solutions tailored to your unique situation.
5200 77 Center Dr #330, Charlotte, NC 28217, United States -
Bascom Advisors
● OpenBascom Advisors is a finance institution located at 2108 South Boulevard, Charlotte, North Carolina, United States. At Bascom Advisors, you can browse properties for sale or lease that fit your unique needs and location preferences. Whether you are looking to add to your investment portfolio, find commercial properties for lease, or explore investment sales and financing options, Bascom Advisors can help. They offer services to improve the value of your assets through positioning, marketing, and leasing of vacant space, as well as negotiating lease terms to help your business thrive. Bascom Advisors also provides solutions for retaining talent, enhancing employee experience, and reducing costs to optimize spaces for occupiers. With their innovative portfolio of real estate technology, Bascom Advisors pairs technology with unmatched real estate services and expertise to create a brighter future for their clients. Visit jllt.com to explore the tech products that are defining the future of real estate with Bascom Advisors.
2108 South Blvd #210, Charlotte, NC 28203, United States -
Point B
● OpenPoint B is a trusted consulting firm located at 121 West Trade Street in Charlotte, North Carolina. We specialize in business transformation and technology services, helping our clients unlock human potential and make a meaningful impact. Our team of talented experts is committed to exceeding expectations and building long-term relationships with our customers. We focus on leveraging technology to maximize the impact of people and strengthen connections between company, customer, and outcome. From strategic workforce planning to workforce AI, we help our clients navigate change and deliver meaningful results. Our holistic approach to the data supply chain and ESG reporting ensures that our clients stay ahead of industry trends and regulations.
121 W Trade St Suite 3050, Charlotte, NC 28202, United States -
Cheiron, Inc
● OpenCheiron, Inc is a finance institution located at 9115 Harris Corners Parkway in Charlotte, North Carolina, United States. We specialize in helping clients understand and manage uncertainty by stress testing their pension and health plans. Our team of highly qualified consultants and sophisticated tools create effective solutions to address risks and vulnerabilities. We offer adjustable pension plans to balance risk and security, as well as data visualization techniques to help clients understand their health plans. Our in-house software development capacity allows us to create customized tools to meet unique client needs. We regularly stress test pension and health plans to illustrate the biggest risks and analyze the impact of changes in investment returns, interest rates, longevity, and contribution rates. Our goal is to empower clients to make informed decisions and secure lifetime pensions for their participants.
9115 Harris Corners Pkwy # 380, Charlotte, NC 28269, United States -
GreerWalker CPAs & Advisors
● OpenGreerWalker CPAs & Advisors is a trusted accounting and finance institution located in Charlotte, North Carolina, United States. Our services are tailored to meet the evolving needs of our clients, from tax and accounting support to assurance and advisory services. As your trusted advisor, we build lasting relationships that span a lifetime. In addition to our core services, our affiliate GreerWalker Corporate Finance, LLC and strategic partner Choreo, LLC offer exit planning and wealth management services to help businesses and owners achieve continued success. Our team of experienced professionals utilizes advanced audit and accounting assurance techniques and the latest technology to provide efficient and comprehensive services while upholding the highest standards of independent auditing.
227 W Trade St # 1100, Charlotte, NC 28202, United States -
Adhesion Wealth Advisor Solutions
● OpenAdhesion Wealth Advisor Solutions is a finance institution located at 5925 Carnegie Boulevard, Charlotte, North Carolina, United States. Our platform offers a powerful suite of portfolio and practice management software and services to help advisors streamline their investment operations while maintaining independence and product flexibility. With a focus on improving practice efficiencies, we provide white-glove service and tailored solutions to tackle complex portfolio management challenges unique to each business. Our integrated platform offers options for creating sophisticated investment portfolios to address a wide range of market conditions and client objectives. We support multiple custodial firms and provide a variety of portfolio construction and management options to help optimize economics and customize investment programs. By partnering with our Transition Team, advisors can seamlessly transition to our state-of-the-art solution, gaining flexibility and scale to efficiently customize investment solutions. With our advanced technology and intuitive tools, advisors can offer separately managed account (SMA) and unified managed account (UMA) portfolios, bringing scalable and flexible wealth management solutions to their practice. Join the Adhesion Wealth team and be part of a growing financial industry leader.
5925 Carnegie Blvd UNIT 500, Charlotte, NC 28209, United States -
Visual Risk IQ LLC
● OpenVisual Risk IQ LLC is a leading institution based in Charlotte, North Carolina, United States. Our team of experts specializes in providing cutting-edge solutions for risk management and analysis through visual data. With a focus on innovation and technology, we help businesses make informed decisions to mitigate risks and optimize performance. Visit us at 1131 Iverleigh Trail to learn more about how Visual Risk IQ LLC can help your organization thrive in today's complex business landscape.
1131 Iverleigh Trail, Charlotte, NC 28270, United States -
Topsail Wealth Management
● OpenTopsail Wealth Management, located at 11215 North Community House Road in Charlotte, North Carolina, is a premier wealth management partnership that helps clients navigate complicated financial matters with a seamless ongoing approach. Working with industry-leading custodian Charles Schwab, Topsail delivers tailored advice, leading technology, and a first-class experience for clients and their families. Through independent partnerships with estate and tax professionals, Topsail provides inclusive tax and estate consultations to ensure clients' goals are met. Services include investment management, financial planning, and access to banking and lending through Charles Schwab. With a focus on investment suitability, cost-effective implementation, and tax-efficient strategies, Topsail aims to help clients keep more of their return and protect their wealth for future generations. Wealth planning at Topsail is designed to fit each client's unique needs and financial philosophy, with a holistic approach that combines investment, retirement, tax, and estate planning. By focusing on what can be controlled and implementing best practices in wealth management, Topsail Wealth Management aims to provide clients with a secure and successful financial future.
11215 N Community House Rd Suite 775, Charlotte, NC 28277, United States -
Kenneth W Jackson Jr, MD, FACOG
● OpenKenneth W Jackson Jr, MD, FACOG is a reputable medical institution located at 100 Hospital Drive in Hendersonville, North Carolina, United States. Dr. Jackson, a board-certified obstetrician and gynecologist, has over 14 years of experience in Asheville. He received his Bachelor of Mechanical Engineering from the Georgia Institute of Technology and his Doctor of Medicine from the Medical College of Georgia. Dr. Jackson completed his residency at Carolinas Medical Center in Charlotte, NC and is a fellow of the American Board of Obstetrics and Gynecology. Dr. Jackson takes a personalized approach to helping women navigate the journey of pregnancy and childbirth. Please note that online booking is not currently available, but you can request an appointment by contacting the institution directly. Make sure to confirm with your health plan that Dr. Jackson is included before scheduling a visit.
100 Hospital Dr, Hendersonville, NC 28792, United States -
Greenway Wealth Advisors, LLC
● OpenGreenway Wealth Advisors, LLC, located at 1920 Abbott Street in Charlotte, North Carolina, is a finance institution dedicated to helping generous individuals increase their wealth in order to have more time and money to pursue their passions. At Greenway Wealth, we use a combination of modern investing strategies and smart financial planning to give our clients the best chance of success. We believe in providing customized advice tailored to the unique needs of each client and their family.
1920 Abbott St #300, Charlotte, NC 28203, United States -
LPL Financial
● OpenLPL Financial is a leading financial institution located at 200 South College Street in Charlotte, North Carolina, United States. Specializing in finance, LPL Financial offers a wide range of investment and wealth management services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors and cutting-edge technology, LPL Financial is committed to providing personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or navigate the complex world of investments, LPL Financial is here to help you every step of the way.
200 S College St UNIT 2100, Charlotte, NC 28202, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 620 South Tryon Street in Charlotte, North Carolina, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide strategies based on years of combined knowledge and expertise in wealth management. They go beyond traditional advice by offering retirement income planning, guidance on concentrated stock positions, and access to estate planning services through Bank of America. The advisors are dedicated to client satisfaction and work closely with clients to understand their goals and create financial strategies to meet their long-term objectives. In addition to financial services, the branch is actively involved in charitable outreach to support the communities in which they operate. Merrill Lynch Wealth Management provides access to industry-skilled advisors, investing insights, wealth planning tools, and technological resources to help clients pursue their financial and life goals. The institution has a strong culture of professional training, mentoring, and technology support for both new and experienced advisors.
620 S Tryon St, Charlotte, NC 28202, United States -
LPL Financial
● OpenLPL Financial is a leading financial institution located at 8058 Corporate Center Drive in Charlotte, North Carolina, United States. As a finance institution, LPL Financial offers a wide range of investment and wealth management services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors and cutting-edge technology, LPL Financial is dedicated to providing personalized and comprehensive financial solutions to its clients. Whether you are planning for retirement, investing for the future, or managing your assets, LPL Financial is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
8058 Corporate Center Dr # 300, Charlotte, NC 28226, United States -
Philpott Ball & Werner
● OpenPhilpott Ball & Werner is a finance institution located in Charlotte, North Carolina, United States. Specializing in the Defense, Intelligence, Aviation, Industrial & Specialty market sectors, we offer in-depth knowledge of technologies, applications, programs, and market dynamics. Our professionals are well-versed in key regulatory requirements such as ITAR, FARs, DCAA, and CIFIUS. We provide strategic advice to company founders, owners, shareholders, and boards of directors on various transactions including company sales, mergers, acquisitions, divestitures, and capital raises. With expertise in cross-border transactions, we also assist foreign buyers and sellers.
11325 N Community House Rd #430, Charlotte, NC 28277, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 6000 Fairview Road in Charlotte, North Carolina, is a leading finance institution offering a wide range of wealth planning services. The experienced advisors at the branch work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. With years of combined knowledge and experience, the advisors can provide financial strategies tailored to each client's needs, including retirement income planning, guidance on investments, and access to estate planning services. The branch is committed to client service and satisfaction, helping clients identify their personal and professional goals to create financial strategies that meet their long-term objectives. Additionally, through volunteerism and charitable outreach, the branch supports the economic, social, and cultural life of the community. As a Merrill client, you will have access to industry-skilled advisors, investing insights, a disciplined wealth planning platform, and technological resources to help you pursue your financial and life goals. Whether you are a new or experienced advisor, Merrill Lynch Wealth Management offers professional training, mentoring, and technology to support your career growth. With a focus on individually customized investment approaches and wealth management advice, the institution helps clients prepare for financial and lifestyle challenges. Investing involves risk, and it is important to consult legal and tax advisors before making financial decisions. Merrill offers a broad range of brokerage, investment advisory, and other services, with important differences between the services provided. For more information, speak with your Merrill financial advisor.
6000 Fairview Rd, Charlotte, NC 28210, United States -
Small Business Center at Central Piedmont Community College
● OpenThe Small Business Center at Central Piedmont Community College in Charlotte, North Carolina is a valuable resource for aspiring entrepreneurs and small business owners. Located at 1125 Charlottetowne Avenue, this center provides a wide range of services and support to help individuals start, grow, and succeed in their business ventures. From workshops and training programs to one-on-one counseling and networking opportunities, the Small Business Center offers the tools and guidance needed to navigate the challenges of running a small business. Whether you are looking to launch a new venture or expand an existing one, this institution is dedicated to helping you achieve your goals and thrive in the competitive business landscape.
1125 Charlottetowne Ave, Charlotte, NC 28204, United States -
Profit by the Books
● OpenProfit by the Books is a leading accounting and finance institution located at 1213 West Morehead Street in Charlotte, North Carolina, United States. Our state-of-the-art bookkeeping services are tailored to help growing businesses become more profitable. Whether your bookkeeping has fallen behind or your financial reports are inaccurate, we will bring everything up to date and provide accurate reporting for you to make informed business decisions. We offer training and software integration specific to your business needs and goals, aiming to simplify your life and provide the tools your business needs to thrive. Our mission is to help you understand your numbers on a regular basis, empowering you with financial awareness to make smart business decisions throughout the year.
1213 W Morehead St, Charlotte, NC 28208, United States -
Sridhaar Pal
● OpenSridhaar Pal is a renowned health institution located at 10660 Park Road in Charlotte, North Carolina, United States. Specializing in providing top-notch medical care, Dr. Sridhaar Pal and his team are dedicated to improving the health and well-being of their patients. With a focus on personalized treatment plans and cutting-edge medical technology, Sridhaar Pal is committed to delivering exceptional healthcare services to the community. Whether you are in need of routine check-ups, specialized treatments, or preventive care, you can trust Sridhaar Pal to provide expert medical care in a compassionate and professional manner.
10660 Park Rd #2100, Charlotte, NC 282108420, United States -
SERO at Matthews Radiation Oncology Center
● OpenSERO at Matthews Radiation Oncology Center is a leading health institution located at 1400 Matthews Township Parkway in Matthews, North Carolina. With over 30 board-certified physicians specializing in radiation oncology across 20 locations in the Charlotte Metro area, SERO is dedicated to providing the best possible care for patients and their families. Our team at SERO includes top radiation oncologists, PAs, and nurse practitioners who work with nationally recognized consultants to deliver cutting-edge treatments. We understand that the days following a cancer diagnosis can be overwhelming, which is why we have developed resources to help guide you through your cancer journey.
1400 Matthews Township Pkwy, Matthews, NC 28105, United States -
Bradley Todd McCall, MD
● OpenBradley Todd McCall, MD is a board-certified radiation oncologist located at 10660 Park Road in Charlotte, North Carolina. Dr. McCall has a special interest in using brachytherapy to treat cancer, and has been involved in numerous research protocols for cancer patients. He completed his medical degree at the Medical College of Georgia and his residency at Wake Forest University/Bowman Gray School of Medicine. Dr. McCall has served at the Walter Reed Army Medical Center in Washington DC and has completed specialty electives at renowned institutions such as Memorial Sloan-Kettering in New York City and the Institute Gustave Roussy in France. New and returning patients can make appointments by calling 980-442-0410. Dr. McCall is passionate about using technology and medicine to help cancer patients, and feels fortunate to work with talented colleagues in a region with top-notch medical facilities. In his free time, he enjoys spending time with his family, exercising, and volunteering with his church.
10660 Park Rd #2100, Charlotte, NC 28210, United States -
Chepul CPA, PLLC
● OpenChepul CPA, PLLC is an accounting and finance institution located at 1221 Larkridge Court in Marvin, North Carolina, United States. Led by John T. Chepul, a Certified Public Accountant with over 25 years of experience in tax and accounting, the institution is dedicated to providing top-notch service to its clients. Specializing in small businesses and the self-employed, John is committed to helping his clients succeed by offering tax, accounting, bookkeeping, and payroll services. Utilizing the latest technology for a mostly paperless interaction, Chepul CPA, PLLC can assist clients from any state. For those in the Charlotte, NC metro area, John can even provide in-person service at their place of business, home, or favorite coffee shop. Clients repeatedly turn to Chepul CPA, PLLC for their tax needs, as the institution works tirelessly to earn their loyalty every day.
1221 Larkridge Ct, Marvin, NC 28173, United States -
Thalinger Alan R MD
● OpenThalinger Alan R MD is a part of Charlotte Radiology, a leading and innovative radiology practice located at 4525 Cameron Valley Parkway in Charlotte, North Carolina. With over 50 years of experience, Charlotte Radiology is known for its state-of-the-art technology and subspecialized radiologists who are dedicated to providing the best possible patient care. At Thalinger Alan R MD, patients can expect personalized healthcare tailored to their individual needs. The institution offers a range of services, including advanced imaging procedures and treatments for conditions such as varicose veins. The board-certified radiologists at Thalinger Alan R MD are experts in their field, ensuring that patients receive accurate and timely diagnoses.
4525 Cameron Valley Pkwy #1000, Charlotte, NC 28211, United States -
GP CPA, P.C.
● OpenGP CPA, P.C. is a Certified Public Accountant firm located in Charlotte, North Carolina. Founded in 1995 by Gary M. Prusiensky, the firm offers a range of accounting and finance services for clients in both North Carolina and South Carolina. With a focus on utilizing technology such as XERO, Avalara, and Gusto, GP CPA ensures efficient bookkeeping and accounting processes to provide timely financial information for informed decision-making. Whether you need assistance with tax preparation, payroll services, or financial advising, GP CPA is equipped to handle all your accounting needs. The firm also specializes in state and local tax compliance, helping businesses navigate complex tax regulations to avoid penalties. With a commitment to client satisfaction and collaboration, GP CPA is dedicated to delivering top-notch accounting services to businesses and individuals in the Charlotte area and beyond.
17210 Lancaster Hwy STE 405, Charlotte, NC 28277, United States -
Southeast Radiation Oncology: Crimaldi Anthony MD
● OpenSoutheast Radiation Oncology, led by Dr. Crimaldi Anthony MD, is a leading medical institution located in Charlotte, North Carolina. Specializing in radiation oncology, the team at Southeast Radiation Oncology provides cutting-edge treatments for cancer patients. With a focus on personalized care and state-of-the-art technology, patients can trust in the expertise and compassion of Dr. Crimaldi Anthony and his team. Located at 1021 Morehead Medical Drive, Southeast Radiation Oncology is dedicated to providing the highest quality healthcare in the field of oncology.
1021 Morehead Medical Dr, Charlotte, NC 28204, United States -
TRINITI GROUP LLC.
● OpenTRINITI GROUP LLC. is a reputable institution located at 3611 Mount Holly-Huntersville Road in Charlotte, North Carolina, United States. Specializing in a wide range of services, TRINITI GROUP LLC. is known for its commitment to excellence and customer satisfaction. With a team of experienced professionals, they offer top-notch solutions to meet the diverse needs of their clients. Whether you are looking for financial advice, real estate services, or consulting expertise, TRINITI GROUP LLC. is the go-to institution for all your needs. Visit them today and experience their exceptional services firsthand.
3611 Mt Holly-Huntersville Rd, Charlotte, NC 28216, United States -
American Tax Express
● OpenAmerican Tax Express is a trusted institution located at 2906 Rozzelles Ferry Road in Charlotte, North Carolina. Specializing in accounting and finance, we offer a range of services including tax preparation, payroll, and business consultations for individuals and small business owners. At American Tax Express, we prioritize building strong relationships with our clients, viewing each partnership as crucial to mutual success. Our team is dedicated to providing personalized attention and top-notch financial expertise, with years of training and experience to back it up.
2906 Rozzelles Ferry Rd, Charlotte, NC 28208, United States -
Aprio LLP
● OpenAprio LLP, located at 212 West Matthews Street in Matthews, North Carolina, is a trusted accounting and finance institution that has been serving clients since 1989. Formerly known as LBA Haynes Strand, Aprio offers a wide range of services including advisory, assurance, tax, cloud accounting solutions, and private client services. As a premier full-service business advisory and certified public accounting firm, Aprio's associates work together to provide the best thinking and personal commitment to each client. Named a Top Workplace by the Charlotte Observer, Aprio's reputation as a leading CPA firm extends beyond Charlotte, reaching clients across the United States and internationally. With expertise in industries such as Dental, Healthcare, Manufacturing and Distribution, Nonprofit and Education, Professional Services, Real Estate and Construction, Restaurant, Franchise, and Hospitality, and Technology and Blockchain, Aprio brings strategic foresight and deep understanding to every client engagement.
212 W Matthews St #102, Matthews, NC 28105, United States
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