Bank of america
Bank of America has unveiled plans to launch a new cross-border real-time payments solution that will enable its corporate and commercial clients to send and receive funds instantly…
Company lists
Accounting, banking, insurance, investments, lending and more: the companies building financial services in North Carolina, with their founders, funding, team size and business models.
Funding, M&A, contract wins and launches involving 845 financial services companies in North Carolina, last 24 months: 89 M&A deals · 12 Contracts · 10 launches · 2 funding rounds. Newest first; companies and investors link to their Fliar profiles. Latest event in our news feed: Jun 2026.
Bank of America has unveiled plans to launch a new cross-border real-time payments solution that will enable its corporate and commercial clients to send and receive funds instantly…
Cherry Bekaert, described in the release as a top-20 accounting and advisory firm, has selected Fieldguide as its strategic AI partner for financial audit.
Raleigh, N.C.-based IPA 100 firm Cherry Bekaert (FY24 net revenue of $658 million) has acquired Houston-based IPA 300 firm Calvetti Ferguson (FY24 net revenue of $40.1 million),…
Cherry Bekaert (the Firm), a leading national professional services firm, today announced the acquisition of Calvetti Ferguson, P.C., a Houston-headquartered accounting and advisory firm…
As of 19 May 2026, Bank of America's total interest in Molten Ventures was 12.016%, compared with 6.506% previously.
The transaction continues CAPTRUST's strategy of growing its national advisory platform through acquisitions and partnerships with independent wealth management firms. Following the…
Truist Financial Corp. of the United States has awarded Infosys Ltd a contract to establish and operate a global capabilities centre (GCC) in Hyderabad for more than $500 million.
GCG Advisory Partners, parent of GCG Wealth Management, has acquired Gateway Capital Advisors, a St. Louis-based firm overseeing $400 million in assets.
Last year, Osaic acquired a majority stake in Innovative Financial Group, a Nashville-based advisory group specializing in continuity planning for its affiliated advisors.
Amherst Specialty, Jet Insurance Co. Amherst Specialty recently acquired Jet Insurance Co., now operating as Amherst National Insurance Co.
Allspring Global Investments Holdings LLC bought a new stake in Praxis Precision Medicines, Inc. during the fourth quarter, according to the company in its most recent disclosure with…
Allspring Global Investments Holdings LLC acquired a new stake in shares of Alcoa (NYSE:AA – Free Report) in the 4th quarter, according to the company in its most recent disclosure with…
Robinhood Asset Management LLC acquired a new stake in shares of Bank of America Corporation (NYSE:BAC) during the fourth quarter, HoldingsChannel.com reports.
AMBA announced it has acquired the affinity business and business process outsourcing operations of Amwins Group Benefits, LLC.
The initial agreement sees DFDS and VFS entering into a seven-year lease agreement on six MOL RME225 RoRo tractors, which are powered by Volvo Penta electric drivelines and supported by…
Debevoise & Plimpton LLP is advising Everest Group (NYSE: EG) in the sale of its Canadian retail insurance operations (Everest Insurance Company of Canada, or “EvCan”) to The Wawanesa…
Everest Group, Ltd. announced that it has signed a definitive agreement to sell its Canadian Retail Insurance operations, Everest Insurance Company of Canada, to The Wawanesa Mutual…
Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after acquiring an additional 50 shares during the period.
Insurica Acquires Florida-Based First Light Program Managers
Brighthouse Financial, Inc. (Nasdaq: BHF) announced that at a special meeting of stockholders held earlier today, its common stockholders voted to adopt the previously announced…
CAPTRUST adds Alpha Cubed to grow in Southern California
Love’s announced the acquisition of three factoring companies–TBS Factoring Service, Saint John Capital and Financial Carrier Services–just before Christmas.
BG Investment Services Inc. acquired a new stake in shares of Bank of America Corporation (NYSE:BAC) in the third quarter, according to the company in its most recent filing with the…
Insurica, one of the largest U.S. brokerages, announced it has acquired Florida-based First Light Program Managers, a wholesale brokerage and delegated underwriter specializing in…
Crown Wealth Group LLC boosted its position in Arista Networks by 2.4% during the third quarter.
Coastal® (formerly known as Coastal Cloud), a leading Salesforce, data, and AI consultancy, today announced the completion of its acquisition by Tata Consultancy Services (TCS).
INSURICA Insurance Services, a privately held US insurance brokerage and risk management firm headquartered in Oklahoma City, has completed the acquisition of First Light Program…
Love’s Financial acquired TBS Factoring Service, Saint John Capital and Financial Carrier Services in deals that closed Dec. 19.
Truist Financial Corporation today announced the launch of electronic direct deposit switching capabilities to the Truist client digital onboarding process, further enhancing the ease…
Few financial services companies in North Carolina publish revenue, so this list compares what is on record instead: recorded equity funding, team size, revenue model, age and stage. The 50 companies below lead on recorded funding and team size among 653 active companies.

Provider of mortgage and title insurance, and related services
Insurance carriersEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Community bank providing personal and business financial solutions and wealth management
BanksUS$223.81m across 4 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Private investment and advisory firm
Asset managementUS$90.43m across 4 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Digital, cloud-based bank providing small business loans and online savings and CD accounts
BanksEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Commercial bank
BanksEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of reinsurance services
Insurance carriersEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Investment & wealth management firm
Asset managementUS$29.56m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Community bank providing personal and business banking solutions with digital services
BanksUS$28.00m across 3 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Health insurance company
Insurance carriersUS$19.50m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of insurance underwriting, audit, AI and M&A consulting services
Insurance underwritersUS$9.62m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Investment firm focused on providing high net worth individuals and families with profitable business acquisitions
Services for investment industryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Real estate investment firm focused on development and value creation
Services for investment industryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Valuation science for private assets, unlocking intelligence, capabilities, and value
Services for investment industryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Real estate investment firm delivering exceptional results for investors and tenants
ReitsUS$3.59m across 4 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of insurance brokerage services
Insurance distributionEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of personal insurance services
Insurance carriersEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Community bank providing personal and business banking services with local decision-making
BanksEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Association focused on providing insurance, investment, and financial management services
Financial services industry associationsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Forex broker
Brokers and dealersUS$1.39m across 3 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of structured commercial real estate financing solutions. It offers debt and equity capital solutions for commercial real estate investments. The firm utilizes a variety of lending strategies specifically designed for alternative assets. Its team possesses extensive experience in lending, asset management, servicing, and workouts. They are a national balance sheet lender focused on institutional investors. A social impact partnership program complements its business operations.
Service providers to banksEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of title insurance and real estate transaction services
Insurance distributionUS$692k across 9 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Title insurance brokerage firm
Insurance distributionUS$545k across 4 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of title insurance and real estate transaction services
Insurance distributionUS$480k across 5 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Diversified investment management firm
Asset managementFocus: Patents concentrated in computing, sensing & instrumentation
CPC G09B25/04, A47G11/006, G06Q30/02Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of domain name registration, DNS, website building, and tech news
Service providers to banksEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Commercial bank and asset management firm
BanksFocus: Financial services security: AI video privacy, blockchain smart contracts, quantum key distribution.
CPC G06Q40/02, G06Q40/00, G06F21/577Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of personal & business insurance services
Insurance distributionEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of assurance, tax, and advisory services
Finance & accounting servicesEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Credit Union
BanksEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Commercial bank
BanksEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Credit broker
Consumer and sme loansEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Online platform for residential mortgage loans
Consumer and sme loansEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Cross-border banking solutions for Canadians in the U.S.
BanksEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Global financial solutions for Volvo Group customers, supporting business growth
Asset financeEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of life insurance services
Insurance carriersEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Transaction advisory services
Finance & accounting servicesEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Commercial bank
BanksEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of health and dental insurance services
Insurance carriersFocus: Modular furniture shelf support assemblies for customizable storage solutions.
CPC A47C13/005Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Title insurance company
Insurance carriersEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Leading provider of unique shopping experiences
ReitsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Credit Union
BanksFocus: Medical treatments for jellyfish envenomation and related pharmaceutical compositions
CPC A61K31/245Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Commercial bank
BanksEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of commercial property insurance services
Insurance carriersEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Commercial bank
BanksEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of trading services
Asset managementEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

P&C insurance firm
Insurance carriersEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Equity REIT investing in commercial real estate
ReitsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Commercial bank
BanksEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Peoples Bank is a community bank based in North Carolina.
BanksEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Grandbridge Real Estate Capital specialize in commercial and multifamily real estate capital markets financing
Consumer and sme loansEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
No matching company in this list.
This page shows the top 50. Radar has the complete, filterable list with contacts and live company signals.
Open financial services in North Carolina on RadarFind top financial services companies in North Carolina, from banking and insurance to investment support. Explore financial services startups in North Carolina and companies offering lending and advisory services.
Professional firms providing accounting, tax, transaction and financial advisory support.

Provider of assurance, tax, and advisory services
Finance & accounting services
Transaction advisory services
Finance & accounting services
Thomas, Judy & Tucker, P. A. is an accounting firm based in North Carolina.
Finance & accounting services
DMJPS is a is a tax, assurance, and business advisory firm.
Finance & accounting services
Hughes Pittman & Gupton, LLP is an accounting firm headquartered in North Carolina.
Finance & accounting servicesBanks and banking providers serving personal and business customers.

Community bank providing personal and business financial solutions and wealth management
Banks
Digital, cloud-based bank providing small business loans and online savings and CD accounts
Banks
Commercial bank
BanksProvider of structured commercial real estate financing solutions. It offers debt and equity capital solutions for commercial real estate investments. The firm utilizes a variety of lending strategies specifically designed for alternative assets. Its team possesses extensive experience in lending, asset management, servicing, and workouts. They are a national balance sheet lender focused on institutional investors. A social impact partnership program complements its business operations.
Service providers to banksProvider of domain name registration, DNS, website building, and tech news
Service providers to banksInsurance companies, brokers and distribution services for individual and business coverage.

Provider of mortgage and title insurance, and related services
Insurance carriers
Provider of reinsurance services
Insurance carriers
Health insurance company
Insurance carriers
Provider of insurance underwriting, audit, AI and M&A consulting services
Insurance underwriters
Provider of insurance brokerage services
Insurance distributionInvestment managers, funds and advisory firms for capital and wealth management.

Private investment and advisory firm
Asset management
Investment & wealth management firm
Asset management
Investment firm focused on providing high net worth individuals and families with profitable business acquisitions
Services for investment industry
Real estate investment firm focused on development and value creation
Services for investment industry
Diversified investment management firm
Asset managementLenders and finance providers for consumer, small-business and asset-backed borrowing.

Credit broker
Consumer and sme loans
Online platform for residential mortgage loans
Consumer and sme loans
Grandbridge Real Estate Capital specialize in commercial and multifamily real estate capital markets financing
Consumer and sme loans
Sweetwater Capital is a financial services firm that offers services such as mortgage brokerage, investment sales, and property management.
Consumer and sme loans
Telerent Leasing Corporation is the parent corporation for several well-established companies providing design, implementation.
Asset financeRecently founded financial services companies and fintech ventures in North Carolina.

Investment firm focused on providing high net worth individuals and families with profitable business acquisitions
Services for investment industryProvider of structured commercial real estate financing solutions. It offers debt and equity capital solutions for commercial real estate investments. The firm utilizes a variety of lending strategies specifically designed for alternative assets. Its team possesses extensive experience in lending, asset management, servicing, and workouts. They are a national balance sheet lender focused on institutional investors. A social impact partnership program complements its business operations.
Service providers to banks
Provider of assurance, tax, and advisory services
Finance & accounting services
Provider of wealth management and financial advisory services
Asset management
Provider of property & casualty insurance services
Insurance carriersFinancial services companies in North Carolina with hiring activity.

Community bank providing personal and business financial solutions and wealth management
Banks
Digital, cloud-based bank providing small business loans and online savings and CD accounts
Banks
Provider of reinsurance services
Insurance carriers
Investment & wealth management firm
Asset management
Real estate investment firm focused on development and value creation
Services for investment industryPublicly listed financial services companies in North Carolina.

Digital, cloud-based bank providing small business loans and online savings and CD accounts
Banks
Commercial bank and asset management firm
Banks
Commercial bank
Banks
Provider of life insurance services
Insurance carriers
Title insurance company
Insurance carriersThe most-installed Android apps published by financial services companies headquartered in North Carolina — 58.5M installs between them. 37 companies on this page publish at least one app; each company (legal entity) appears once, with its most-installed app.
The figures on this page come from Fliar’s company, funding, hiring and news data. Use it through the Investor Intelligence API and company data exports, or explore every company, founder and investor in Radar.
2,207 recorded equity rounds have gone to 48,810 financial services companies in the United States — how much, at which stage, into which sub-sectors, from whom, and how North Carolina compares. Debt, IPO and grant rounds are excluded.
US$1.25bn
US$2.66bn
877 rounds in the United States
last 24 months
Bars show US$ raised; the number under each year is equity rounds. 2026 is year to date. The peak year was 2022, with US$5.95bn across 212 rounds.
Equity rounds over the last five years, 845 financial services companies in North Carolina among 48,810 in the United States.
Each deal appears in the events strip at the top of the page.
Go deeper in the financial services landscape reports:
Financial Services Industry Landscape of the United StatesThe financials above are one chapter. The full financial services landscape of North Carolina maps the whole industry — every segment, the capital behind it, the talent market and where the next opportunities are.
25 financial services companies in North Carolina have recorded equity funding, US$1.12bn in total. Totals and round dates describe the historical record; they are not current valuations.
Largest recorded equity totals, with the latest recorded round.
Insurance carriersProvider of mortgage and title insurance, and related services
BanksCommunity bank providing personal and business financial solutions and wealth management
Asset managementPrivate investment and advisory firm
Founders
Details not available
BanksDigital, cloud-based bank providing small business loans and online savings and CD accounts
BanksCommercial bank
Insurance carriersProvider of reinsurance services
Asset managementInvestment & wealth management firm
Founders
Details not available
BanksCommunity bank providing personal and business banking solutions with digital services
Insurance carriersHealth insurance company
Insurance underwritersProvider of insurance underwriting, audit, AI and M&A consulting services
Services for investment industryInvestment firm focused on providing high net worth individuals and families with profitable business acquisitions
Founders
Details not available
Services for investment industryReal estate investment firm focused on development and value creation
Founders
Details not available
Services for investment industryValuation science for private assets, unlocking intelligence, capabilities, and value
Founders
Details not available
ReitsReal estate investment firm delivering exceptional results for investors and tenants
Insurance distributionProvider of insurance brokerage services
Insurance carriersProvider of personal insurance services
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$223.81m across 4 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$90.43m across 4 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$29.56m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$28.00m across 3 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$19.50m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$9.62m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$3.59m across 4 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Meet the people behind financial services companies in North Carolina. 136 of 653 companies list founders or leaders; where a public LinkedIn profile matches exactly, the expanded profile shows the photo, headline, location and education.
Companies whose recorded headcount rose the most between the two most recent team-size snapshots. A larger team is a signal of momentum, not of profitability.
BanksCommercial bank
Finance & accounting servicesProvider of assurance, tax, and advisory services
Insurance distributionProvider of personal & business insurance services
BanksCommercial bank
Consumer and sme loansCredit broker
Asset managementProvider of trading services
Founders
Details not available
Insurance carriersProvider of health and dental insurance services
Founders
Details not available
Asset managementDiversified asset management firm
Founders
Details not available
BanksCommercial bank
Service providers to banksProvides banking services
Founders
Details not available
Insurance carriersCareMaster Fire & Water Restoration is an insurance company that provides water loss mitigation,contents handling and restoration
Founders
Details not available
Asset managementProvider of wealth management and financial advisory services
Founders
Details not available
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Focus: Modular furniture shelf support assemblies for customizable storage solutions.
CPC A47C13/005Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Financial services companies in North Carolina with at least one woman on the founding team. Expand a profile to meet the founders; teams can include both women and men.
Insurance carriersHealth insurance company
Insurance distributionProvider of title insurance and real estate transaction services
Provider of domain name registration, DNS, website building, and tech news
Asset managementInvestment bank & corporate advisory firm
Services for investment industryProvider of investment management services
Asset managementProvider of investment management services
Service providers to banksProvider of loan and financial services
Service providers to banksSoftware for regulatory technology
Service providers to banksProvider of credit repair services to improve credit scores
Service providers to banksProvider of online gaming platform featuring various games with high win potential
US$19.50m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$692k across 9 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Financial services companies in North Carolina founded in the last four years, newest first.
BanksProvider of personal, corporate, and international banking and financial services
Founders
Details not available
BanksOperator of personal, business, and international banking and financial services
Founders
Details not available
BanksProvider of international banking, personal and business financial services and loans
Founders
Details not available
BanksProvider of personal, business, and international banking, financial products, and advisory
Founders
Details not available
Provider of international banking, personal, corporate, and business financial services
Founders
Details not available
Asset managementProvider of financial planning and guidance for individuals and businesses
Founders
Details not available
Insurance carriersProvider of specialized insurance solutions for the aviation industry, offering coverage for general aviation, aerial applications, and other niche segments
Founders
Details not available
Bank providing personal and business banking, investment, and loan solutions
Founders
Details not available
Asset managementProvider of investment management services
Founders
Details not available
Asset managementDiversified investment management firm
Founders
Details not available
Investment firm with a dynamic portfolio that creates growth opportunities across various industries
Founders
Details not available
Insurance distributionNetwork of firms providing life insurance and wealth management resources
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Companies with the most distinct news events in the last 24 months across the business press Fliar tracks.
BanksCommercial bank and asset management firm
Insurance carriersProvider of life insurance services
BanksCommercial bank
Finance & accounting servicesTransaction advisory services
Insurance carriersTitle insurance company
BanksPeoples Bank is a community bank based in North Carolina.
Founders
Details not available
BanksCredit Union
ReitsEquity REIT investing in commercial real estate
Insurance distributionInsurance broker
Services for investment industryDRiWaterstone – Executive Search and Development Services for Non-Profits | Leading Executive Search and Recruitment – Waterstone Human Capital
Founders
Details not available
Business brokersProvider of business brokerage services
Financial services industry associationsAssociation focused on accounting
Focus: Financial services security: AI video privacy, blockchain smart contracts, quantum key distribution.
CPC G06Q40/02, G06Q40/00, G06F21/577Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Focus: Medical treatments for jellyfish envenomation and related pharmaceutical compositions
CPC A61K31/245Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
The most common specialisations among financial services companies in North Carolina. Open a company to see what it sells, who runs it and how far it has come.
196 financial services companies in North Carolina work in finance & accounting services. Shown: the best-documented.
Finance & accounting servicesProvider of assurance, tax, and advisory services
Finance & accounting servicesTransaction advisory services
Finance & accounting servicesThomas, Judy & Tucker, P. A. is an accounting firm based in North Carolina.
Founders
Details not available
Finance & accounting servicesDMJPS is a is a tax, assurance, and business advisory firm.
Founders
Details not available
Finance & accounting servicesHughes Pittman & Gupton, LLP is an accounting firm headquartered in North Carolina.
Founders
Details not available
Smith Leonard PLLC's team believes in the value of relationships and a job well done.
Founders
Details not available
Finance & accounting servicesProvider of financial services and title insurance solutions
Finance & accounting servicesProvider of human resources solutions & business management services
Finance & accounting servicesCulp Elliott & Carpenter provides legal services for tax, corporate, real estate, trusts, finance, capital market, and business.
Founders
Details not available
Finance & accounting servicesMartin Starnes & Associates offers accounting, tax preparation, payroll, bookkeeping, business advisory and estate planning services.
Founders
Details not available
Finance & accounting servicesGilliam Bell Moser LLP is an accounting company based in Burlington and Greensboro, North Carolina.
Founders
Details not available
Finance & accounting servicesWilliams Overman Pierce offers services like accounting, audit, assurance, valuation, litigation, tax planning and business consulting.
Founders
Details not available
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
84 financial services companies in North Carolina work in insurance carriers. Shown: the best-documented.
Insurance carriersProvider of mortgage and title insurance, and related services
Insurance carriersHealth insurance company
Insurance carriersProvider of reinsurance services
Insurance carriersProvider of personal insurance services
Insurance carriersProvider of life insurance services
Insurance carriersProvider of health and dental insurance services
Founders
Details not available
Insurance carriersTitle insurance company
Insurance carriersProvider of commercial property insurance services
Founders
Details not available
Insurance carriersP&C insurance firm
Founders
Details not available
Insurance carriersInsurance FMO providing agents access to contracts, quoting, enrollment, and support
Founders
Details not available
Insurance carriersProvider of health insurance services
Founders
Details not available
Insurance carriersCareMaster Fire & Water Restoration is an insurance company that provides water loss mitigation,contents handling and restoration
Founders
Details not available
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$19.50m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Focus: Modular furniture shelf support assemblies for customizable storage solutions.
CPC A47C13/005Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
82 financial services companies in North Carolina work in asset management. Shown: the best-documented.
Asset managementPrivate investment and advisory firm
Founders
Details not available
Asset managementInvestment & wealth management firm
Founders
Details not available
Asset managementDiversified investment management firm
BanksCommercial bank and asset management firm
Asset managementProvider of trading services
Founders
Details not available
Affordable housingProvider of investment service for the development of affordable housing
Founders
Details not available
Asset managementProvider of financial advisory services
Founders
Details not available
Asset managementIt is a reinsurance and investment management services
Investment banksAccounting and advisory firm providing assurance, tax, and consulting services
Founders
Details not available
Asset managementProvider of wealth management and financial advisory services
Founders
Details not available
Asset managementWealth management firm
Asset managementDiversified asset management firm
Founders
Details not available
US$90.43m across 4 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$29.56m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Focus: Patents concentrated in computing, sensing & instrumentation
CPC G09B25/04, A47G11/006, G06Q30/02Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Focus: Financial services security: AI video privacy, blockchain smart contracts, quantum key distribution.
CPC G06Q40/02, G06Q40/00, G06F21/577Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
58 financial services companies in North Carolina work in insurance distribution. Shown: the best-documented.
Insurance distributionProvider of insurance brokerage services
Insurance distributionProvider of title insurance and real estate transaction services
Insurance distributionTitle insurance brokerage firm
Founders
Details not available
Insurance distributionProvider of title insurance and real estate transaction services
Founders
Details not available
Insurance distributionProvider of personal & business insurance services
Insurance distributionProvider of life and health insurance agency
Founders
Details not available
Insurance distributionWorkers compensation insurance broker
Insurance distributionInsurance broker
Provider of insurance solutions for auto, home, business, and personal needs
Founders
Details not available
Insurance distributionProvider of residential and commercial insurance underwriting services
Founders
Details not available
Insurance distributionNetwork of insurance carriers and agencies
Insurance distributionProvider of independent insurance brokerage services
Founders
Details not available
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$692k across 9 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$545k across 4 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$480k across 5 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
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