Best Financial Services Companies in North Carolina, United States

Provider of property & casualty insurance services

Funding rounds

• Apr 2026Series D$32.6M
• Oct 2025Series D$35.3M
• Apr 2025Series D$33.6M
• Oct 2024Series D$32.5M

Founders & team

Scott PurvianceCEO

Investors

Ares Capital Corporation, PSP Investments, Dragoneer Investment Group, Parthenon Capital, Newlight Partners, LNC Partners

Tech stack

Animate.CssAosApache Http ServerApple Icloud MailAzureAzure Edge Network

Private investment and advisory firm

Provider of commercial real estate development services

Community bank providing personal and business financial solutions and wealth management. It offers a range of deposit accounts like checking, savings, money market accounts, and certificates of deposit. For borrowing needs, they provide commercial financing, commercial real estate loans, and consumer loans, including credit cards. Treasury management services, remote deposit capture, and merchant services are available for businesses. They also offer specialized industry accounts and solutions for attorneys, higher education, and technology companies. Wealth management services include financial planning and investment guidance. The bank emphasizes community involvement through non-profit partnerships and financial literacy programs. They provide online and mobile banking access with features like bill pay and mobile deposit. The bank is committed to building relationships and supporting the financial success of its customers and communities. They are FDIC-insured and an Equal Housing Lender.

Provider of title insurance and real estate transaction services. It offers services for residential and commercial real estate transactions. The agency utilizes its underwriting expertise to streamline the closing process for clients. It maintains relationships with various real estate firms and financial institutions. The agency is an agent of a title insurance company with high financial stability ratings.

Funding rounds

• Jan 2026Series A$77.2K
• Sep 2024Series A$129.1K
• May 2024Series A$316.4K
• Mar 2017Seed$31.7K

Founders & team

Pam O'BrienFounder

Tech stack

DrupalPhpCentosOpensslApache Http ServerDrupal Multisite

Valuation science for private assets, unlocking intelligence, capabilities, and value. The company provides valuation solutions for private asset investors, offering daily valuations, benchmarks, and performance evaluation tools. It focuses on delivering repeatable measures of value drivers, fundamental growth, and time-weighted returns. The company's technology measures at the holdings level and aggregates mathematically to the fund and portfolio level. It aims to remove reporting lag, unite performance reporting across public and private asset classes, and optimize whole portfolio liquidity and risk. The company offers solutions for institutional limited partner investors, asset managers, investment advisors, and defined contribution plan sponsors. It provides scalable, targeted, and useful valuation intelligence for all private asset investors. The company's solutions include portfolio valuation, exit value solutions, and manager evaluation. It uses valuation science to empower the private markets with scientifically measured valuation, performance, and risk quantities. The company's technology is repeatable, testable, automated, and anchored to immutable data that is auditable

Forex broker

Wealth management firm

Provider of mortgage and title insurance, and related services. This company offers mortgage insurance solutions to facilitate homeownership, providing competitive pricing and streamlined processes. In addition, it offers title insurance protection and comprehensive title production, curative, and closing services. The company supports its offerings with robust online tools for ordering, document management, and claim submission. They also provide resources and support for agents and customers.

Credit broker

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.

Funding rounds

• Dec 2019Post IPO$4.6M
• 2019Post IPO$425M

Founders & team

Eric SteigerwaltPresident and CEO

Tech stack

Acquia Cloud PlatformAcquia Cloud Site FactoryAdobe AnalyticsAdobe Audience ManagerAdobe Experience ManagerAdobe Experience Platform Identity Service

Community bank providing personal and business banking solutions with local expertise. Offers a range of financial services including personal checking, savings, lending, and digital banking solutions like Zelle. For businesses, they provide checking and savings accounts, lending and credit options, and digital solutions for cash management. Resources include financial calculators and educational materials. They focus on serving individuals and organizations with personal service and local decision-making. They provide digital banking through online and mobile platforms, enabling users to view transactions, deposit checks, and pay bills. They are committed to supporting the financial needs of their communities.

Funding rounds

• Jan 2024Post IPO$11.8M
• Aug 2023Post IPO$8.3M

Founders & team

Ted WhitehurstPresident and Chief Executive Officer

Tech stack

Cart FunctionalityCloudflareEvidonGoogle AnalyticsGoogle Font ApiGoogle Hosted Libraries