Company lists
The South Carolina edition · 2026

Financial servicescompanies in South Carolina

Banks, insurance, accounting, lending, startups and more: the companies building financial services in South Carolina, with their founders, funding, team size and business models.

287 company profiles8 with recorded fundingNovember 2026 edition
South Carolina · Photo: Wikimedia Commons (CC0)

Recent financial services business events in South Carolina

Funding, M&A, contract wins and launches involving 376 financial services companies in South Carolina, last 24 months: 14 M&A deals · 5 Contracts · 1 funding round · 1 Launch. Newest first; companies and investors link to their Fliar profiles. Latest event in our news feed: May 2026.

M&AAcquisition · Announced

Dynamic advisor solutions acquires Capasso planning partners

Advisor Solutions, a Phoenix-based RIA platform and TAMP, has expanded into South Carolina with the addition of Capasso Planning Partners, a Charleston-based RIA with $260 million in…

Financial Services
M&AAcquisition · Announced

Apollon wealth management acquires Senglaub Financial Group

Apollon Wealth Management announced that Senglaub Financial Group, based in Delafield, Wisconsin, has joined its network.

Financial Advisory
FundingPublic offering

Southern First Bancshares

Southern First Bancshares, Inc. today announced the closing of the previously announced underwritten public offering of 1,207,500 shares of its common stock (the "Offering"), including…

Banking
M&AAcquisition · Completed

Apollon wealth management acquires Fool Wealth Management

Meanwhile a $1.5B deal sees Fool Wealth formally join Apollon Wealth Management.

M&AAcquisition · Completed

First community acquires Signature bank of georgia

First Community Corp. in Lexington, S.C., expanded into the region in January, completing its $50 million purchase of Signature Bank of Georgia in Sandy Springs, an Atlanta suburb.

Banking
M&AAcquisition · Completed

First community corporation acquires Signature bank of georgia

First Community Corporation (Nasdaq: FCCO) (the "Company" or "First Community"), the holding company for First Community Bank, announced today the closing of its acquisition of Signature…

Banking
M&AAcquisition · Announced

Sixth street acquires Global lending services

On Wednesday afternoon, Global Lending Services (GLS) announced it has entered into a definitive agreement to be acquired by Sixth Street, a global investment firm.

GLS (auto finance)
LaunchInstant Payments Solutions

SouthState Bank

SouthState Bank today announced its Treasury customers now have access to send and receive instant payments.

Payments
ContractService

Syndicate of banks (BMO Harris Financing, Inc., Banc of California, Texas Capital Bank, EverBank, N.A., First Horizon Bank) · client: Regional management

On August 19, 2025, Regional Management Corp. entered into a new Loan and Security Agreement with a syndicate of banks, including BMO Harris Financing, Inc., Banc of California, Texas…

Financial Services
M&AMerger · Announced

First community corporation acquires Signature bank of georgia

First Community has agreed to acquire Signature in an all-stock transaction with a total current value of approximately $41.6 million, based on First Community's closing price of $24.84…

Banking
ContractService

Southstar capital · client: Flooring Firm

The customized $500,000 accounts receivable facility delivers immediate access to capital through eligible receivables, empowering the company to take on larger contracts, support vendor…

Flooring / Construction
M&AMerger · Pending

Mauldin & Jenkins acquires Bradshaw, gordon & clinkscales

Top 75 accounting firm Mauldin & Jenkins is entering the Greenville, S.C. market by merging in CPA firm Bradshaw, Gordon & Clinkscales, effective June 1.

Accounting
M&AAcquisition · Announced

Belay acquires Accountfully

Accountfully has been acquired by BELAY.

Outsourced accounting and bookkeeping
M&AAcquisition · Announced

Curran financial partners acquires Abbvie

Curran Financial Partners LLC lifted its stake in shares of AbbVie by 22.7% during the 4th quarter.

Contract

Southstar capital · client: Na

SouthStar Capital is excited to provide a $100,000 Accounts Receivable (A/R) facility to support the launch of a newly established staffing company.

Medical staffing
ContractService

Shipley do-nuts · client: Virentes Partners Group

Houston-based Shipley Do-Nuts will expand its presence in Florida and Tennessee under a 22-unit franchise agreement with the hospitality arm of private investment platform Virentes…

Hospitality

Financial services companies in South Carolina, by funding and team

Few financial services companies in South 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 287 active companies.

Showing 25 of 50

Community bank serving personal, commercial, and small business banking needs

Banks
US$64.22mSeries D · Jul 2017
177-40% 12 mo to Dec 2017LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
22 yr2004
0none in 3 months · last posted Feb 2026

Community bank providing tailored financial solutions and relationship-oriented service

Banks
US$24.00mSeries B · Jul 2025
69+33% vs previous recordLinkedIn · Jul 2026
Fee-for-service
8 yr2018
0none in 3 months

Community bank providing personal, business, and mortgage services with local expertise

Banks
US$16.50mSeries B · Jul 2017
101+0% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Fee-for-service
17 yr2009
0none in 3 months · last posted Jun 2026

Provider of funding and investment management services

Services for investment industry
US$10.00mSeries A · Jun 2022
8LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
13 yr2013
—No postings tracked

Provider of equipment leasing, payroll funding, and asset based lending services

Alternative lending
US$6.84mSeries A · Apr 2013
55-15% 12 mo to Dec 2022LinkedIn · Jul 2026
Commission on transaction / Lending
18 yr2008
0none in 3 months · last posted Jun 2026

Provider of insurance brokerage services

Insurance distribution
US$1.20mSeed · Jul 2010
7LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
17 yr2009
—No postings tracked

Limited information available

Banks
US$434kSeed · Jan 2015
154LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
19 yr2007
0none in 3 months

Installment loans and tax preparation services tailored to your financial needs

Consumer and sme loans
US$150kSeed · Feb 2013
228-3% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / Lending
24 yr2002
0none in 3 months · last posted Dec 2025

Commercial bank

Banks
—None recorded
5,070+3% 12 mo to Dec 2023recorded Dec 2023
Commission on transaction / Lending
92 yr1934
0none in 3 months

Online and mobile app based mortgage loans

Consumer and sme loans
—None recorded
4,067+20% 12 mo to Dec 2020LinkedIn · Oct 2026
Commission on transaction / Lending
18 yr2008
0none in 3 months · last posted Feb 2026

Provider of personal installment loans for individuals

Consumer and sme loans
—None recorded
1,466-13% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / Lending
64 yr1962
0none in 3 months

Regional Management is a consumer finance company that provides installment loan products.

Consumer and sme loans
—None recorded
1,991recorded
Commission on transaction / Lending
39 yr1987
—No postings tracked

Provider of mortgage loan services

Service providers to banks
—None recorded
974-13% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Lending
12 yr2014
0none in 3 months

Provider of accounting, assurance and advisory services

Finance & accounting services
—None recorded
1,213-2% 12 mo to Dec 2020LinkedIn · Jul 2026
Fee-for-service
101 yr1925
0none in 3 months · last posted Jul 2026

Provider of auto loans

Consumer and sme loans
—None recorded
962-34% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Fee-for-service
19 yr2007
0none in 3 months · last posted Jun 2026

Founders Federal Credit Union is here to help you attain your financial goals.

Banks
—None recorded
461+16% vs previous recordrecorded
Commission on transaction / Fee-for-service
—
—No postings tracked

Commercial bank

Banks
—None recorded
426-21% vs previous recordrecorded
Commission on transaction / Lending
17 yr2009
0none in 3 months · last posted Dec 2024

Retail and business community bank

Banks
—None recorded
201+12% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
93 yr1933
0none in 3 months · last posted Jun 2026

P&C insurance broker

Insurance distribution
—None recorded
207-10% vs previous recordLinkedIn · Oct 2026
Commission on transaction / E-commerce - product
157 yr1869
—No postings tracked

Urban Credit Union

Banks
—None recorded
315+13% 12 mo to Dec 2020recorded Dec 2020
Commission on transaction / Interest
71 yr1955
0none in 3 months

Urban credit union

Banks
—None recorded
300+0% 12 mo to Dec 2020recorded Dec 2020
Commission on transaction / Interest
71 yr1955
—No postings tracked

Provider of tax credits, WOTC credits, and tax incentives consulting services

Finance & accounting services
—None recorded
300recorded
Fee-for-service
24 yr2002
—No postings tracked

Commercial bank

Banks
—None recorded
293+5% 12 mo to Dec 2022recorded Dec 2022
Commission on transaction / Fee-for-service
27 yr1999
0none in 3 months · last posted May 2025

Urban credit union

Banks
—None recorded
179-6% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
66 yr1960
0none in 3 months · last posted Mar 2026

Urban credit union

Banks
—None recorded
276+5% vs previous recordrecorded
Commission on transaction / Fee-for-service
66 yr1960
0none in 3 months · last posted Dec 2025
50 of 287 companies shown here · the full list is on Radar
Fliar Radar

Explore all 287 financial services companies in South Carolina on Radar

This page shows the top 50. Radar has the complete, filterable list with contacts and live company signals.

Open financial services in South Carolina on Radar
  • Every company, not just 50All 287 financial services companies in South Carolina, filterable by stage, funding, team size, revenue model and age.
  • Founders and decision-makersLeadership teams with roles and verified LinkedIn profiles, ready for outreach.
  • Live signalsFunding rounds, hiring, launches and M&A as they happen, with alerts on the companies you follow.
  • Save and exportBuild lists, compare companies side by side and export them from your Radar account.

Explore financial services companies in South Carolina by what you are looking for

Find top financial services companies in South Carolina for banking, insurance and financial planning. Browse financial services startups in South Carolina for loans and investment support.

7 ways to explore financial services in South Carolina

Banks and commercial banking companiesInsurance carriers and brokersAccounting and financial planning servicesConsumer and business lending companiesFinancial services startups in South CarolinaFinancial services companies hiring in South Carolina

Banks and commercial banking companies

Find community banks and providers of personal and business banking services.

  1. CoastalStates Bank

    Community bank serving personal, commercial, and small business banking needs

    Banks
    See in list
  2. Beacon Community Bank

    Community bank providing tailored financial solutions and relationship-oriented service

    Banks
    See in list
  3. CCNB

    Community bank providing personal, business, and mortgage services with local expertise

    Banks
    See in list
  4. South Atlantic Bank

    Limited information available

    Banks
    See in list
  5. founders federal credit union

    Founders Federal Credit Union is here to help you attain your financial goals.

    Banks
    See in list
38 companies in South CarolinaAll 47 banks companies in South Carolina →

Insurance carriers and brokers

Explore insurance providers, brokers and agencies for business and personal coverage.

  1. American Funeral Financial

    Provider of insurance brokerage services

    Insurance distribution
    See in list
  2. Seibels

    P&C insurance broker

    Insurance distribution
    See in list
  3. Select Health of South Carolina

    Provider of health insurance services

    Insurance carriers
    See in list
  4. Canal Insurance

    Commercial truck insurer

    Insurance carriers
    See in list
  5. Correll

    Diversified insurance brokerage firm

    Insurance distribution
    See in list

Accounting and financial planning services

Browse accounting, tax, payroll and financial advisory service companies.

  1. Elliott Davis

    Provider of accounting, assurance and advisory services

    Finance & accounting services
    See in list
  2. Synergi Partners

    Provider of tax credits, WOTC credits, and tax incentives consulting services

    Finance & accounting services
    See in list
  3. Websterrogers

    WebsterRogers LLP is an accounting firm based in South Carolina.

    Finance & accounting services
    See in list
  4. bauknight pietras & stormer, p.a.

    Bauknight Pietras & Stormer is an accounting firm specializing in tax assistance, audits, and small business accounting services.

    Finance & accounting services
    See in list
  5. moore beauston & woodham llp cpas

    Moore Beauston & Woodham is an accounting company providing financial advisory and business valuations services.

    Finance & accounting services
    See in list
81 companies in South Carolina

Consumer and business lending companies

Find lenders offering consumer loans, mortgages and small-business finance.

  1. SouthStar Capital

    Provider of equipment leasing, payroll funding, and asset based lending services

    Alternative lending
    See in list
  2. Movement Mortgage

    Online and mobile app based mortgage loans

    Consumer and sme loans
    See in list
  3. Loansbyworld

    Provider of personal installment loans for individuals

    Consumer and sme loans
    See in list
  4. regional management

    Regional Management is a consumer finance company that provides installment loan products.

    Consumer and sme loans
    See in list
  5. American Credit Acceptance

    Provider of auto loans

    Consumer and sme loans
    See in list

Financial services startups in South Carolina

Discover newer financial services companies in South Carolina.

  1. Blue Sky Mortgage Saver

    Provider of mortgage loan services for home purchasing and refinancing

    Service providers to banks
    Website
  2. Carolina Tax Advisor

    Tax resolution, preparation, and accounting experts for businesses and individuals

    Finance & accounting services
    Website
  3. Farmers First

    Provider of consumer farm loans

    Consumer and sme loans
    Website
  4. Catawba River Capital

    Private wealth management firm

    Asset management
    Website
  5. Reid & Associates Insurance Services

    Provider of health, Medicare, life, ancillary, and group insurance products

    Insurance distribution
    Website
17 companies in South Carolina

Financial services companies hiring in South Carolina

Browse financial services companies in South Carolina with hiring activity.

  1. CoastalStates Bank

    Community bank serving personal, commercial, and small business banking needs

    Banks
    See in list
  2. CCNB

    Community bank providing personal, business, and mortgage services with local expertise

    Banks
    See in list
  3. SouthStar Capital

    Provider of equipment leasing, payroll funding, and asset based lending services

    Alternative lending
    See in list
  4. Credit Central

    Installment loans and tax preparation services tailored to your financial needs

    Consumer and sme loans
    See in list
  5. Movement Mortgage

    Online and mobile app based mortgage loans

    Consumer and sme loans
    See in list
20 companies in South Carolina

Public financial services companies in South Carolina

Explore listed financial services companies in South Carolina.

  1. CoastalStates Bank

    Community bank serving personal, commercial, and small business banking needs

    Banks
    See in list
  2. CCNB

    Community bank providing personal, business, and mortgage services with local expertise

    Banks
    See in list
  3. South Atlantic Bank

    Limited information available

    Banks
    See in list
  4. Loansbyworld

    Provider of personal installment loans for individuals

    Consumer and sme loans
    See in list
  5. regional management

    Regional Management is a consumer finance company that provides installment loan products.

    Consumer and sme loans
    See in list
14 companies in South Carolina
Mobile reach

Top 10 financial services apps from South Carolina

The most-installed Android apps published by financial services companies headquartered in South Carolina — 1.0M installs between them. 27 companies on this page publish at least one app; each company (legal entity) appears once, with its most-installed app.

1 of 10
1

SouthState Mobile

by South State Bank

Installs404K
Rating4.6710K ratings
Installs, year on year+23%
Last updatedMay 2026
View on Google Play ↗
SouthState Mobile screenshot 1SouthState Mobile screenshot 2SouthState Mobile screenshot 3SouthState Mobile screenshot 4SouthState Mobile screenshot 5
RadarBrowse every financial services company in South Carolina on RadarOpen the full list and use the App Downloads and App Growth filters to keep only companies with a mobile app. This rail shows only the ten most-installed.Browse on Radar
For investors and data teams

Put this intelligence into your own tools

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.

Capital & corporate activity

Financial services funding and M&A across the United States

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 South Carolina compares. Debt, IPO and grant rounds are excluded.

equity rounds, last 12 months50

US$1.25bn

equity rounds, last 24 months186

US$2.66bn

raised over five yearsUS$18.79bn

877 rounds in the United States

M&A deals, South Carolina14

last 24 months

Capital by year

Equity funding into financial services in the United States

amount rounds
$2.1bn2018138
$3.6bn2019117
$3.0bn2020144
$5.9bn2021186
$5.9bn2022212
$2.1bn2023160
$2.3bn2024148
$1.9bn2025134
$609m202637

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.

The funding ladder · five years

Rounds and typical cheque by stage

SeedUS$666.08m398 rounds · median US$1.08m
Series AUS$1.65bn197 rounds · median US$5.28m
Series BUS$3.28bn119 rounds · median US$17.21m
Series CUS$3.60bn60 rounds · median US$50.00m
Series D+US$8.93bn62 rounds · median US$75.00m
Private equityUS$664.91m38 rounds · median US$60.00m
Where the money went · five years

Most-funded sub-sectors

Asset managementUS$4.04bn165 rounds · 113 companies
Insurance distributionUS$2.64bn77 rounds · 50 companies
Insurance carriersUS$2.24bn68 rounds · 46 companies
CryptocurrenciesUS$1.32bn4 rounds · 2 companies
BanksUS$1.31bn54 rounds · 43 companies
Services for investment industryUS$1.31bn147 rounds · 106 companies
Consumer and sme loansUS$773.22m47 rounds · 30 companies
Corporate activity · last 24 months

M&A in South Carolina

12Acquisition
2Merger

Most active acquirers

  1. Apollon wealth management6
  2. First community corporation2
  3. Dynamic advisor solutions1
  4. First community1
  5. Sixth street1

Most acquired or merged

  1. Signature bank of georgia3
  2. Capasso planning partners1
  3. Senglaub Financial Group1
  4. Fool Wealth Management1
  5. Acm research1

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 States
Industry landscape report

Financial Services Industry Landscape of the United States

The financials above are one chapter. The full financial services landscape of South Carolina maps the whole industry — every segment, the capital behind it, the talent market and where the next opportunities are.

  • Market map of every sub-sector
  • Funding & company formation by year
  • Revenue, profit & financial strength
  • Digital footprint: traffic, apps, releases
  • Hiring, skills & pay
  • Founders & leaders
  • News & sentiment
  • Where demand runs ahead of supply
Read the financial services landscape of South Carolina

Financial services funding in South Carolina

8 financial services companies in South Carolina have recorded equity funding, US$123.34m in total. Totals and round dates describe the historical record; they are not current valuations.

Founders and momentum in South Carolina

Meet the people behind financial services companies in South Carolina. 55 of 287 companies list founders or leaders; where a public LinkedIn profile matches exactly, the expanded profile shows the photo, headline, location and education.

Explore South Carolina financial services companies by sub-sector

The most common specialisations among financial services companies in South Carolina. Open a company to see what it sells, who runs it and how far it has come.

Keep exploring financial services in the United States and nearby markets.

Company lists

Company listFinancial Services Companies in Atlanta, United States317 companiesCompany listFinancial Services Companies in Austin, United States237 companiesCompany listFinancial Services Companies in Boston, United States304 companiesCompany listFinancial Services Companies in Chicago, United States458 companiesCompany listFinancial Services Companies in Dallas, United States366 companiesCompany listFinancial Services Companies in Denver, United States193 companiesCompany listBusiness Services Companies in South Carolina, United States400 companiesCompany listReal Estate and Construction Companies in South Carolina, United States295 companiesCompany listEnterprise Applications Companies in South Carolina, United States289 companiesCompany listHealthcare Companies in South Carolina, United States270 companiesCompany listConsumer Companies in South Carolina, United States210 companiesCompany listConsumer Goods Companies in South Carolina, United States144 companiesCompany listRetail Companies in South Carolina, United States134 companiesCompany listFood and Agriculture Companies in South Carolina, United States130 companies

Explore more lists: nearby cities and other sectors in South Carolina

72 more company lists you can search, plus the Radar directory pages for each place.

Financial services in nearby cities

Financial services in other US cities

Other sectors in South Carolina

Browse the Radar directory

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