Best Financial Services Companies in Charlotte, United States
The 145 best Financial Services companies in Charlotte, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: RoundPoint Mortgage.
Ranked: Best Financial Services companies in Charlotte
| # | Company | Disclosed funding | Last round | Stage | Employees | Founded | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | 1st Metropolitan Mortgage 1st Metropolitan Mortgage is the mortgage source for fast, friendly service providers, working hard to… | — | — | — | 312 | 2002 | — | — |
| 2 | 25 Capital Partners Diversified investment management firm | — | — | Funding Raised | — | 2011 | 87 patents Patents concentrated in computing, sensing & instrumentation | — |
| 3 | A Special Needs Plan Corporate advisory firm | — | — | Unfunded | — | 2004 | — | — |
| 4 | accounting & tax services of charlotte Accounting & Tax Services of Charlotte specializes in tax services, bookkeeping for individuals and… | — | — | — | — | 2006 | — | — |
| 5 | accounting by the books Accounting By The Books provides financial services such as accounting, bookkeeping, training and consulting… | — | — | — | — | 2013 | — | — |
| 6 | Allspring Global Investments Provider of financial advisory services | — | — | Acquired | 1,295 | 2021 | — | — |
| 7 | Alpine Intel Provider of commercial property insurance services | — | — | Funding Raised | 500 | 2018 | — | — |
| 8 | Arrowpoint Capital Provider of investment management services | — | — | Unfunded | — | 2007 | — | — |
Top 12 Financial Services companies in Charlotte
#1
Acquired · Charlotte, North Carolina · founded 2001 · 7200 employees$214.5Mraised▾
Provider of property & casualty insurance services
- Apr 2026Series D$32.6M
- Oct 2025Series D$35.3M
- Apr 2025Series D$33.6M
- Oct 2024Series D$32.5M
#2
Series A · Charlotte, North Carolina · founded 2009 · 110 employees$127.4Mraised▾
Private investment and advisory firm
- May 2025Series A$5.8M
- Feb 2025Conventional Debt$36.9M
- Oct 2024Series A$2.5M
- Oct 2023Series A$76.5M
#3
Series C · Charlotte, North Carolina · founded 1989 · 35 employees$37Mraised▾
Provider of commercial real estate development services
#4
Series A · Charlotte, North Carolina · founded 2017 · 5 employees$288.9Kraised▾
Forex broker
- Jan 2026Series A$1.1M
- Nov 2019Seed$188.9K
- Dec 2018Seed$100K
#5
Acquired · Charlotte, North Carolina · founded 2007 · 90 employees$748.3Mraised▾
Credit broker
- Aug 2018Conventional Debt$650M
- Aug 2018Series B$94M
- Aug 2018Series A$4.3M
#6
Public · Charlotte, North Carolina · founded 2016 · 1517 employees$429.6Mraised▾
Brighthouse Financial is an insurance company. The company specializes in annuities and life insurance. Their products and services include shield annuities, variable annuities with flex choice access, guaranteed income builder, income annuity, fixed annuity, annuity selector, premier accumulator universal life and guaranteed level term. The company has operations in the United States. In 2022, the company recorded annual revenues of $8.47B and a net loss of $0B.
- Dec 2019Post IPO$4.6M
- 2019Post IPO$425M
#7
Funding Raised · Charlotte, North Carolina · founded 2015 · 28 employees$65Mraised▾
Premier specialty insurance fronting carrier group delivering tailored property and casualty solutions. The company empowers Managing General Agents (MGAs) with bespoke insurance strategies, providing oversight and focusing on new opportunities and portfolio diversification to deliver consistent profitable results. It offers a real-time dashboard for MGA data access, regular monitoring, analytics, and adherence to guidelines, along with claims and premium account management. The company aligns underwriting profit with MGAs, analyzes new opportunities, and leverages relationships with global reinsurers. It matches talent with capacity, providing analytical and portfolio capabilities to improve underwriting. The company offers cost-effective capital deployment and oversight outsourcing, serving various business verticals including car dealers, trucking, construction, commercial packages, and specialty segments. The company assesses partnerships through in-depth underwriting reviews, financial and actuarial analysis, and operational acumen evaluations.
- Dec 2021Conventional Debt$65M
#8
Series B · Charlotte, North Carolina · founded 2020 · 35 employees$29.6Mraised▾
Investment & wealth management firm
- Jan 2022Series B$2.5M
- Jan 2021Series B$27.1M
#9
Funding Raised · Charlotte, North Carolina · founded 2004$58.3Mraised▾
Provider of commercial real estate loan defeasance and exit strategy services. The company assists property owners and brokers with navigating commercial real estate loan prepayment terms. It offers guidance throughout the defeasance process, representing client interests in transactions. Services include analysis of yield maintenance prepayment language and hedging product pricing.
- Jun 2018Conventional Debt$11.5M
- Jun 2018Conventional Debt$4.3M
- Mar 2018Conventional Debt$28.5M
- Jul 2017Conventional Debt$14M
#10
Seed · Charlotte, North Carolina$3Mraised▾
Provider of home insurance, retirement planning, and mortgage financial services
#11
Series B · Charlotte, North Carolina · founded 2018 · 33 employees$19.5Mraised▾
Health insurance company
- Nov 2020Series B$10M
- Jan 2020Series A$9.5M
#12
Seed · Charlotte, North Carolina · founded 2017$3Mraised▾
Provider of personal insurance services
- Jul 2023Seed$3M
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.