Best Financial Services Companies in Raleigh, United States
The 84 best Financial Services companies in Raleigh, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Yadkin Bank.
Ranked: Best Financial Services companies in Raleigh
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Yadkin Bank Commercial bank | $45M | 163 mo ago | Acquired | — | 1968 | — | — |
| 2 | North State Bank Community bank providing personal and business banking solutions with digital services | $28M | 67 mo ago | Series B | — | 2000 | Apple iCloud MailScalaVarnish+10 | 1 partnership |
| 3 | SynchronoSure Provider of insurance underwriting, audit, AI and M&A consulting services | $10M | 51 mo ago | Series A | — | 2019 | — | — |
| 4 | Paragon Bank Personal, business banking, investments, mortgages, insurance, and wealth management services | $6M | 189 mo ago | Acquired | — | 1999 | — | — |
| 5 | TrustAtlantic Commercial bank | $2M | 193 mo ago | Deadpooled | — | 2005 | — | — |
| 6 | Consolidated Asset Recovery Systems Provider of technology solutions for for repossession management and remarketing | $2M | 197 mo ago | Acquired | — | 2005 | — | — |
| 7 | KG Funding Provider of credit broker | $1M | 196 mo ago | Early Stage | Michael Schaul Founder | 1995 | — | — |
| 8 | Carolina Small Business Development Fund Provider of financing, technical assistance, and policy research for small businesses | $1M | 60 mo ago | Early Stage | Kevin Dick CEO | 1990 | Cart FunctionalityWixSentry+21 | 1 job opening · 1 award |
| 9 | CAPTRUST Provider of investment consulting and wealth management services | — | 33 mo ago | Acquired | Fielding Miller Chairman and CEO | 1989 | WordPress Block EditorWordPressApple iCloud Mail+39 | — |
| 10 | Cherry Bekaert Accounting, tax, and advisory firm delivering digitally-driven, industry-aligned solutions | — | 47 mo ago | Late Stage | David White Managing Director | 1947 | Optimizely Content ManagementMicrosoft ASP.NETYouTube+23 | — |
| 11 | Highwoods Properties Real estate investment trust creating environments for success in prime business districts | — | 88 mo ago | Public | Ed Fritsch ex-CEO | 1978 | Craft CMSBugHerdPHP+19 | 1 job opening · 1 partnership |
| 12 | State Employees Credit Union Credit Union | — | 151 mo ago | Funding Raised | Michael Lord CEO & President | 1937 | Adobe Experience ManagerApple iCloud MailJava+18 | 2 launchs |
| 13 | First Bank Commercial bank | — | 161 mo ago | Public | Richard Moore CEO | 1935 | WordPressApple iCloud MailMySQL+27 | 1 internship · 1 award |
| 14 | First Citizens Bank Commercial bank | — | 164 mo ago | Public | Jennifer Williams CEO | 1898 | Amazon WebstoreApple iCloud MailTypeScript+31 | 1 award |
Top 12 Financial Services companies in Raleigh
#1
Series A · Raleigh, North Carolina · founded 2019 · 31 employees$9.6Mraised▾
Provider of insurance underwriting, audit, AI and M&A consulting services
- Mar 2022Series A$7M
- Jul 2020Seed$2.6M
#2
Series B · Raleigh, North Carolina · founded 2000 · 208 employees$28Mraised▾
Community bank providing personal and business banking solutions with digital services. We offer a comprehensive suite of financial products and services, including checking, savings, loans, lines of credit, and home financing. Digital banking solutions, cash management tools, and financial calculators are available for both personal and business clients. We focus on community banking, building relationships, and providing excellent customer service. We are committed to creating an inclusive environment and supporting the financial needs of individuals and businesses. Services include online banking, account opening, loan payments, and a document center. We also offer resources for fraud prevention and helpful links for lost or stolen debit cards.
- Nov 2020Conventional Debt$18M
- Nov 2015Series B$18M
- Nov 2007Series A$5M
- Dec 2005Series A$5M
#3
Acquired · Raleigh, North Carolina · founded 1968 · 1213 employees$45Mraised▾
Commercial bank
#4
Early Stage · Raleigh, North Carolina · founded 1990 · 22 employees$1Mraised▾
Provider of financing, technical assistance, and policy research for small businesses. It offers financing solutions and guidance to help entrepreneurs achieve their business goals, supporting both startups and existing businesses. Additionally, it provides a suite of business solutions and technical assistance programs. The organization also conducts policy research to investigate challenges faced by entrepreneurs and proposes data-backed solutions. Specific programs include support for Latino entrepreneurs and women-owned businesses in certain regions. It also offers online courses to aid small business owners.
- May 2021Unattributed$1M
- Sep 2011Grant (prize money)$46K
#5
Acquired · Raleigh, North Carolina · founded 1999 · 152 employees$5.5Mraised▾
Personal, business banking, investments, mortgages, insurance, and wealth management services. They offer a comprehensive suite of financial solutions, including personal and business checking, savings accounts, and various lending options like home equity, auto loans, and credit cards. For businesses, they provide specialized services such as merchant services, treasury solutions, and commercial banking. They focus on community involvement, diversity, and providing resources for financial well-being. They also offer digital banking services, including online banking and mobile banking, with features like card control and online enrollment. They provide wealth management, insurance, and real estate services. They are committed to serving others and enriching lives through banking and financial services.
#6
Acquired · Raleigh, North Carolina · founded 2005 · 50 employees$1.6Mraised▾
Provider of technology solutions for for repossession management and remarketing
- Jan 2010Seed$500K
- Aug 2008Seed$500K
- Aug 2007Seed$623K
#7
Deadpooled · Raleigh, North Carolina · founded 2005 · 51 employees$1.9Mraised▾
Operator of a holding company with interest in the financial sector. The company through its subsidiary provides banking services such as savings bank, current account, loans and mortgages, investment advisory, personal and business banking services.
- May 2010Seed$1.9M
#8
Early Stage · Raleigh, North Carolina · founded 1995$1.2Mraised▾
Operator of a finance company intended to solve business financing problems or allow one to pursue a lawsuit. The company arranges commercial loans and mortgages, investor rehab programs for houses and solutions to improve your cash flow, including medical and construction and international financing, enabling customers to have solutions for a commercial mortgage, business financing, lawsuit financing and other needs.
#9
Acquired · Raleigh, North Carolina · founded 1989—raised▾
Provider of investment consulting and wealth management services
- Sep 2023PE—
- Jun 2020PE—
#10
Late Stage · Raleigh, North Carolina · founded 1947 · 1243 employees—raised▾
Accounting, tax, and advisory firm delivering digitally-driven, industry-aligned solutions. The firm provides a comprehensive suite of services including accounting and assurance, tax planning and compliance, and strategic advisory. They serve diverse industries such as financial services, government, healthcare, manufacturing, private equity, real estate, and technology. Their expertise extends to digital advisory, risk and cybersecurity, and staffing solutions. They leverage advanced technologies like Microsoft Dynamics and Sage to optimize business processes and offer innovative solutions. They act as growth partners, offering customized solutions to meet financial, operational, and strategic goals. They provide services like outsourced accounting, internal audit, and tax controversy resolution. They also offer wealth management and transaction advisory services.
#11
Public · Raleigh, North Carolina · founded 1978 · 349 employees—raised▾
Real estate investment trust creating environments for success in prime business districts. The company is in the work-placemaking business, focused on owning, developing, leasing, and managing properties. They operate primarily in the best business districts of fast-growing cities. By creating environments and experiences where people can achieve more together, they aim to deliver value to customers, teammates, and stakeholders. They offer office and retail spaces, spec suites, medical offices, and coworking options. Their services include property management, leasing, and development. They focus on building resilient and sustainable properties. They provide login access for customers to manage their accounts and find available spaces. They offer a range of search options, including custom market searches, building searches, and location-based searches. They aim to be strategic partners, providing creative solutions for operational needs.
#12
Funding Raised · Raleigh, North Carolina · founded 1937 · 6995 employees—raised▾
Credit Union
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.