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Directory → Financial Services → Charlotte → Fundamental
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Fundamental
Fundamental Global
What Fundamental does
Fundamental Global is a Charlotte, North Carolina firm that partners with founders to invest in, build and scale companies from inception to public listings on the Nasdaq and NYSE. Its holdings span real estate, merchant banking, SPAC sponsorship, forestry, advertising, restaurants, insurance, fintech and mineral exploration. Examples listed on the website include FG Communities, a manufactured housing operator in the Southeast US, and Firefly Systems, a digital advertising network on vehicles in major cities.
Summarised from the business's own website, checked October 2026. Not written or endorsed by the business.
About
Fundamental Global is founded in 2012 by Joe Moglia, Chairman of TD Am
Choosing a financial services provider
Before handing over money or financial details, confirm the firm is authorised by the financial regulator where you live. That is the single most important check.
What to check
- Authorised or registered with the financial regulator
- All fees and commissions stated in writing
- Whether advice is independent or limited to certain products
- How complaints are handled
Questions to ask
- How are you paid for this?
- What are the risks, in plain words?
- What happens if I want to leave or move my money?
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