Best Financial Services Companies in South Carolina, United States
The 214 best Financial Services companies in South Carolina, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: CoastalStates Bank.
Ranked: Best Financial Services companies in South Carolina
| # | Company | Disclosed funding | Last round | Employees | Founder | Tech stack | Web popularity | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | CoastalStates Bank Community bank serving personal, commercial, and small business banking needs | $64M | 28 mo ago | 96 96 → 167 (+74%) | — | UmbracoSalesforceMicrosoft ASP.NET+23 | Top 5M | — |
| 2 | Optus Bank Microfinance banks | $57M | 56 mo ago | 24 | — | WordPressMySQLPHP+16 | Top 10M | — |
| 3 | CCNB Community bank providing personal, business, and mortgage services with local expertise | $43M | 6 mo ago | 79 | — | WordPressMySQLRedis+25 | Top 5M | 1 internship · 1 expansion |
| 4 | Beacon Community Bank Community bank providing tailored financial solutions and relationship-oriented service | $24M | 11 mo ago | 60 | — | ScalaBootstrapVarnish+16 | Top 5M | — |
| 5 | South Atlantic Bank Limited information available | $20M | 110 mo ago | 110 | Wayne Wicker Chairman and CEO | WordPress Block EditorWordPressMySQL+19 | Top 5M | — |
| 6 | 7710 Insurance Workers' compensation insurance specialists for fire and EMS agencies nationwide | $20M | 129 mo ago | 15 | — | — | — | — |
| 7 | Signature Bank of Georgia Commercial bank | $18M | 95 mo ago | 45 | Freddie Deutsch CEO & President | WordPressBetterDocsApple iCloud Mail+49 | Top 10M | — |
| 8 | First Reliance Bank Community bank providing personal and business banking, mortgages, and financial services | $17M | 104 mo ago | 92 | — | Cart FunctionalityWordPressMySQL+32 | Top 5M | 1 internship · 1 partnership · 2 awards |
| 9 | MidCountry Financial Financial holding firm focused on investment & trading sectors | $13M | 197 mo ago | — | Roy Jones CEO | — | — | — |
| 10 | WCM Global Wealth Wealth and investment Management firm | $12M | 66 mo ago | 22 | Erik Weir Principal and Founder | — | — | — |
| 11 | JID Investments Provider of funding and investment management services | $10M | 47 mo ago | — | John Rubino Chief Operating Officer | — | — | — |
| 12 | Southern Financial Association focused on providing life insurance and investment & financial services | $8M | 44 mo ago | — | Jamin Hujik CEO | — | — | — |
| 13 | SouthStar Capital Provider of equipment leasing, payroll funding, and asset based lending services | $6M | 85 mo ago | 17 | — | WordPressMySQLPHP+26 | Top 10M | 1 job opening · 1 partnership |
| 14 | Atlantic Community Bank Commercial bank | $4M | 123 mo ago | 22 | — | — | — | — |
| 15 | The InterTech Group Single family office investing in multiple sectors | $4M | 50 mo ago | 145 | Jonathan Zucker President | Apache HTTP ServerjQueryGoogle Analytics | Top 50M | — |
| 16 | Swamp Fox Agency Diversified insurance brokerage firm | $3M | 72 mo ago | 25 | Rick Quagliaroli CEO | WordPressMySQLPHP+26 | Top 10M | — |
| 17 | SC Community Loan Fund Provider of financial resources and development support for community initiatives | $3M | 177 mo ago | — | Deborah McKetty President and CEO | WordPressMySQLPHP+12 | Top 10M | — |
| 18 | CommunityWorks Provider of real estate, affordable houses, business development, and other loan services | $2M | 44 mo ago | 37 | Latorrie Geer Chief Executive Officer | WordPressMySQLPHP+18 | Top 5M | 1 job opening |
| 19 | Caldwell Bank & Trust Commercial bank | $1M | 48 mo ago | 126 | Monty Adams CEO & President | WordPressMySQLPHP+16 | Top 10M | — |
| 20 | Credit Central Installment loans and tax preparation services tailored to your financial needs | $150K | 159 mo ago | 497 | Dan Walters CEO | Windows ServerMicrosoft ASP.NETBlazor+12 | Top 1M | — |
| 21 | Ziff Real Estate Partners Provider of investment management services | — | 3 mo ago | 51 | Tim Walter Co-Founder & CEO | Google MapsApache HTTP Serverlit-html+8 | Top 50M | 1 expansion |
| 22 | Elliott Davis Retailer of fishing and boating equipment and accessories | — | 12 mo ago | 658 658 → 1,213 (+84%) | Rick Davis CEO | WebflowGSAPcore-js+20 | Top 5M | — |
| 23 | Southern First Bank Relationship-driven bank providing personal and business banking solutions | — | 80 mo ago | 293 | Art Seaver CEO | Progress SitefinityApple iCloud MailMicrosoft ASP.NET+18 | Top 5M | — |
| 24 | Global Lending Services Provider of consumer auto loans | — | 99 mo ago | 10 | Steve Thibodeau CEO | SalesforceBootstrapAzure Front Door+10 | Top 500k | 1 job opening · 1 expansion |
| 25 | First Community Corporation Community bank providing business and personal banking services in SC & GA | — | 173 mo ago | 254 254 → 219 (-14%) | Michael Crapps CEO & President | Progress SitefinityApple iCloud MailMicrosoft 365+20 | Top 5M | — |
| 26 | Security Federal Bank Community-focused bank offering personal, business, and trust financial services | — | 175 mo ago | 15 | — | ScalaBootstrapVarnish+15 | Top 5M | 3 job openings |
Top 12 Financial Services companies in South Carolina
#1
Public · Myrtle Beach, South Carolina · founded 2009 · 79 employees$43.5Mraised▾
Community bank providing personal, business, and mortgage services with local expertise. It offers a comprehensive suite of financial solutions, including personal and business checking and savings accounts, commercial and mortgage loans, and online and mobile banking services. The bank focuses on building lasting customer relationships and supporting the communities it serves through various initiatives. It provides services like online account opening, mobile deposits, and access to resources like mortgage information and customer education. The bank emphasizes personalized service and timely decisions, catering to individuals and small to medium-sized businesses. It also offers e-banking services, including online banking, mobile banking, and e-statements. The bank is committed to security and privacy, providing resources and policies to protect customer information.
- Dec 2025Post IPO$15M
- Oct 2025Post IPO$12M
- Jul 2017Series B$16.5M
#2
Series B · Charleston, South Carolina · founded 2018 · 60 employees$24Mraised▾
Community bank providing tailored financial solutions and relationship-oriented service. It offers personal, business, and commercial banking services. The bank focuses on building strong relationships with clients, offering strategic financial options, and providing quick answers. It provides a range of deposit accounts, lending options, and digital banking services. The bank emphasizes local decision-making and aims to be a trusted financial partner for individuals and businesses. It strives to offer responsive, reliable, and strategic financial support to empower clients to achieve their goals. The bank is committed to serving the community and providing tailor-made products and services.
- Jul 2025Series B$24M
#3
Public · Hilton Head Island, South Carolina · founded 2004 · 96 employees$64.2Mraised▾
Community bank serving personal, commercial, and small business banking needs. It offers a range of financial solutions, including checking and savings accounts, various lending options like mortgages, home equity loans, SBA loans, and commercial real estate financing. Digital banking services provide online and mobile access for account management, bill payments, and money transfers. The bank focuses on building trusted relationships with clients, offering personalized service and supporting community growth through local initiatives and financial empowerment. They provide financial success in personal and business life.
- Jan 2024Post IPO$12.3M
- Apr 2023Post IPO$8.9M
- Jun 2019Post IPO$20M
- Jul 2018Post IPO$11M
#4
Series C · Columbia, South Carolina · founded 1921 · 24 employees$57Mraised▾
Microfinance banks
#5
Series A · Spartanburg, South Carolina$8.4Mraised▾
Association focused on providing life insurance and investment & financial services
#6
Series A · Bluffton, South Carolina · founded 2013$10Mraised▾
Provider of funding and investment management services
- Jun 2022Series A$10M
#7
Public · Myrtle Beach, South Carolina · founded 2007 · 110 employees$20.4Mraised▾
South Atlantic Bancshares Inc is A United States-based bank holding company. The business activity of the bank is to provide banking services to domestic markets. Its product offering includes Personal and business checking, Savings, and Money market accounts, along with Residential mortgages, Commercial Loans, and Lines of credit. The bank also offers other services like mobile banking application, treasury, remote deposit capture, and merchant card services; telephone and online banking, and ATM services; and debit and credit cards.
- Mar 2017Post IPO$20M
- Jan 2015Seed$406K
- Oct 2014Seed$27.5K
#8
Acquired · Sandy Springs, South Carolina · founded 2005 · 45 employees$17.5Mraised▾
Commercial bank
- Jul 2018PE$9.5M
- Sep 2015PE$5M
- Jul 2010Series A$3M
#9
Funding Raised · North Charleston, South Carolina · founded 1983 · 145 employees$3.9Mraised▾
Single family office investing in multiple sectors
- Apr 2022Grant (prize money)$1.3M
- Nov 2021Grant (prize money)$927.4K
- Jan 2021Grant (prize money)$13.1K
- Feb 2020Grant (prize money)$751.3K
#10
Funding Raised · Greenville, South Carolina · founded 2011 · 22 employees$11.6Mraised▾
Operator of a financial research platform intended to offer investment advice and money management services. The company's platform offers a range of advisory strategies in the field of equities, taxable or tax-free fixed-income investments, real estate, private equity investment vehicles, and other non-correlated assets using both in-house and third-party research, enabling businesses to reach their financial investment goals.
- Nov 2020Conventional Debt$11.6M
#11
Acquired · Summerton, South Carolina · founded 2014 · 15 employees$20Mraised▾
Workers' compensation insurance specialists for fire and EMS agencies nationwide, providing tailored insurance solutions. The company focuses on the emergency services industry, offering specialized workers' compensation coverage designed by current and former firefighters and paramedics. They provide custom safety training, claims management, and loss prevention programs. Their services include risk management, claims handling, and agent partnerships. They aim to protect first responders with industry-specific solutions, conscientious support, and health resources. The company offers comprehensive coverage at competitive rates, supported by a dedicated team and a valuable agent network.
- Sep 2015Venture Debt$20M
#12
Public · Florence, South Carolina · founded 1999 · 92 employees$16.9Mraised▾
Community bank providing personal and business banking, mortgages, and financial services. They offer a range of personal solutions including checking, savings, credit cards, online and mobile banking, and various loan options. For businesses, they provide checking, savings, credit cards, online and mobile banking, lines of credit, commercial real estate loans, and treasury services. Mortgage options include conventional, FHA, USDA, and VA loans, along with refinancing options. They focus on customer service, community impact, and building trusted relationships. They provide financial education tools, fraud prevention resources, and online banking login for account management.
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
Riya reads income statements for fun. She covers the real money in a sector — revenue, growth, who actually earns — and never met a vague claim she didn't want a number for.