Best Financial Services Companies in Charleston, United States
The 46 best Financial Services companies in Charleston, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Beacon Community Bank.
Ranked: Best Financial Services companies in Charleston
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Beacon Community Bank Community bank providing tailored financial solutions and relationship-oriented service | $24M | 13 mo ago | Series B | — | 2018 | ScalaBootstrapVarnish+16 | — |
| 2 | Vested Health Provider of design, implementation and third-party administration services | $6M | 247 mo ago | Acquired | Shawn Armstrong CEO & President | 2001 | — | — |
| 3 | SC Community Loan Fund Provider of financial resources and development support for community initiatives | $3M | 179 mo ago | Funding Raised | Deborah McKetty President and CEO | 2004 | WordPressMySQLPHP+12 | — |
| 4 | Ziff Real Estate Partners Provider of investment management services | — | 5 mo ago | Early Stage | Tim Walter Co-Founder & CEO | 1991 | Google MapsApache HTTP Serverlit-html+8 | 1 expansion |
| 5 | South State Bank Commercial bank | — | 177 mo ago | Public | Robert Cowgill Virginia State President | 1934 | Kentico CMSApple iCloud MailGoogle Maps+23 | — |
| 6 | Johnson & Johnson Insurance Provider of property & casualty, professional liability, worker's compensation, and other insurance brokerage… | — | 180 mo ago | Funding Raised | Francis Johnson Chairman and CEO | 1930 | WordPressMySQLPHP+18 | 1 award |
| 7 | Accountfin Provider of tax advisory, planning, and return preparation for real estate | — | — | Unfunded | — | 2015 | — | — |
| 8 | Accountfully Provider of accounting, bookkeeping and tax related services | — | — | Acquired | Brad Ebenhoeh Founder | 2002 | — | — |
Top 6 Financial Services companies in Charleston
#1
Series B · Charleston, South Carolina · founded 2018 · 60 employees$24Mraised▾
Community bank providing tailored financial solutions and relationship-oriented service. It offers personal, business, and commercial banking services. The bank focuses on building strong relationships with clients, offering strategic financial options, and providing quick answers. It provides a range of deposit accounts, lending options, and digital banking services. The bank emphasizes local decision-making and aims to be a trusted financial partner for individuals and businesses. It strives to offer responsive, reliable, and strategic financial support to empower clients to achieve their goals. The bank is committed to serving the community and providing tailor-made products and services.
- Jul 2025Series B$24M
#2
Acquired · Charleston, West Virginia · founded 2001 · 12 employees$5.5Mraised▾
Provider of consumer-driven health plan marketplace. The company engaged in the design, implementation and third-party administration of health reimbursement arrangement, retiree health reimbursement arrangement, flexible spending account and health savings accounts administration services.
#3
Funding Raised · Charleston, South Carolina · founded 2004$2.7Mraised▾
Provider of financial resources and development support for community initiatives. The organization facilitates loans for affordable housing projects, small business development, and community facilities. It offers programs focused on entrepreneurship, offering courses and one-on-one assistance. The organization provides adaptable capital to finance workforce housing, community centers, and nonprofit organizations.
- Sep 2011Grant (prize money)$2M
- May 2009Grant (prize money)$600K
- May 2008Grant (prize money)$99.7K
#4
Early Stage · Charleston, South Carolina · founded 1991 · 51 employees—raised▾
Ziff Real Estate Partners is a vertically integrated owner and operator of neighborhood retail, self-storage, office, and industrial properties. Founded in 1991, the company focuses on long-term tenant relations and tenant success in its property management and leasing services.
#5
Public · Charleston, South Carolina · founded 1934 · 5070 employees—raised▾
In 2022, the company recorded annual revenues of $1.88B and a net profit of $0.54B.
#6
Funding Raised · Charleston, South Carolina · founded 1930 · 193 employees—raised▾
Provider of property & casualty, professional liability, worker's compensation, and other insurance brokerage services
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Financial Services coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
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.