Best FinTech Companies in Charleston, United States
The 32 best FinTech companies in Charleston, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Blackbaud.
Biggest earners American Express Co ($10.5B, +9% YoY), Mastercard Inc ($8.3B, +13% YoY), Flex Ltd. ($6.6B, +4% YoY), Fiserv Inc ($5.0B, +10% YoY)
Our analysis of 243 FinTech companies
$56.0b in tracked funding; 98% of the stack-profiled cohort runs cloud-native; funding activity peaked in 2025.
Ranked: Best FinTech companies in Charleston
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Blackbaud Developer of software for nonprofits, education, corporate social responsibility, and foundations | $250M | 144 mo ago | Public | Anthony Bakker Founder | 1981 | WordPressApple iCloud MailMySQL+36 | 8 patents Patents concentrated in computing, sensing & instrumentation | — |
| 2 | Ceterus Tech-enabled bookkeeping and reporting services for businesses | $40M | 49 mo ago | Series B | Levi Morehouse Founder & CEO | 2008 | — | — | — |
| 3 | Zubie Provider of plugin device to monitor vehicle data and usage-based Insurance | $25M | 58 mo ago | Series B | — | 2012 | WordPressApple iCloud MailMicrosoft 365+31 | 11 patents OBD-based vehicle telematics security, communication profiling, authentication, data storage, valuation | — |
| 4 | Advisor Financial planning and advisory solution for individuals | $9M | 17 mo ago | Seed | Hunter Stunzi Founder | 2022 | BootstrapMicrosoft ClarityGoogle Analytics+14 | — | — |
| 5 | Questis Provider of financial service solutions for enterprises | $7M | 115 mo ago | Series A | — | 2004 | — | — | — |
| 6 | GoodUnited Facebook-based fundraising software for nonprofit organizations | $3M | 17 mo ago | Series A | Jeremy Berman Co-Founder & President | 2015 | WebflowUnbounceApple iCloud Mail+39 | — | — |
| 7 | Infactor Lending as a service platform | $766K | 102 mo ago | Acqui-Hired | McLean Wilson CEO | 2017 | — | — | — |
| 8 | GoldenBasis Back office transaction management platform for financial institutions | $500K | 28 mo ago | Seed | Andrew Wang Cofounder & CTO | 2024 | — | — | — |
| 9 | BridgeNet Insurance Insurance quoting software for insurance intermediaries | $500K | 78 mo ago | Seed | Tim Morrison CEO | 2018 | — | — | — |
Top 12 FinTech companies in Charleston
#1
Seed · Charleston, South Carolina · founded 2022 · 23 employees$9Mraised▾
Financial planning and advisory solution for individuals. Offers holistic view of finances by tracking all of assets and liabilities to understand investment performance and cash flow over time, visualize progress, test economic scenarios and complete tasks to improve chance of reaching goals, leverage tools to help with debt management, budgeting, insurance analysis, tax estimates, and more.
- May 2025Seed$9M
#2
Series A · Charleston, South Carolina · founded 2015 · 68 employees$3.3Mraised▾
GoodUnited is a Facebook-based fundraising software for nonprofit organizations. The product offerings include Managed Services, a Facebook messenger based fundraising tool with features as monitoring messenger campaigns, personnel messaging, dashboard & reporting, exporting data, engaging with fundraisers, etc. The clientele includes the American Foundation for Suicide Prevention, Parkinson's Foundation, Susang Komen, and Leukemia Lymphoma Society.
- Jun 2025Series A$487.5K
- Nov 2023Series A$1.1M
- Oct 2020Seed$200K
- Dec 2019Seed$1.6M
#3
Series B · Charleston, South Carolina · founded 2008 · 52 employees$40.4Mraised▾
Tech-enabled bookkeeping and reporting services for businesses. Its features include financial reports management, analysis, strategies, and more. It enables automated bookkeeping services. It also offers audit automation services for CPA firms.
- Sep 2022Series B$4.3M
- Jan 2020Series B$9.1M
- Nov 2019Series B$6.8M
- Apr 2018Series B$10M
#4
Series B · Charleston, South Carolina · founded 2012 · 31 employees$25.5Mraised▾
Provider of plugin device to monitor vehicle data and usage-based Insurance. It makes a hardware dongle and provides associated apps that deliver real-time feedback about the vehicle and driver. Its dongle plugs into the steering column and aggregates data about system functions and can suggest tune-ups or other actions. It also purports to save drivers money by alerting them to issues before they turn into costly repairs, and by pointing out more fuel-efficient routes. Its business solution includes fleet management and Usage-Based-Insurance.
- Jan 2022Series B—
- Feb 2019Series B—
- May 2016Series B$6M
- Jun 2015Series B$1.9M
#5
Public · Charleston, South Carolina · founded 1981 · 3000 employees$250Mraised▾
Developer of software for nonprofits, education, corporate social responsibility, and foundations. The software supports fundraising, accounting, student information, learning management, and grantmaking. It offers solutions for fundraising and engagement, financial management, and education. The software provides tools for donor management, peer-to-peer fundraising, and marketing campaigns.
- Oct 2014Conventional Debt$250M
#6
Seed · Charleston, South Carolina · founded 2024$500Kraised▾
Back office transaction management platform for financial institutions. It offers a platform for clearing houses that enables users to manage account transfers and operations. The platform offers features such as data validation, tracking for transfers, automated reports for compliance, integration with systems, and support from the CEO and CTO.
- 2024Seed$500K
#7
Series A · Charleston, South Carolina · founded 2004 · 19 employees$7.4Mraised▾
Provider of financial service solutions for enterprises. It uses AI technology for providing financial information. It aims to improve retention, increase productivity, and reduce financial stress at organizations through their financial coaches and personalized tech platform.
- Mar 2017Series A$5.4M
- Jan 2016Venture Debt$2.8M
- Sep 2015Seed$2M
#8
Acqui-Hired · Charleston, South Carolina · founded 2017 · 7 employees$766Kraised▾
Infactor provides lending as a service platform for small business lending. Features include loan origination, loan servicing, analytics, reporting and capital management.
- May 2018Seed$766K
- Apr 2018Conventional Debt$1.1M
#9
Seed · Charleston, South Carolina · founded 2018 · 3 employees$500Kraised▾
BridgeNet Insurance provides quoting software for insurance intermediaries. It offers solutions for customer document management, insurance binding, behaviour analysis, and more. It offers tools for quoting and binding auto insurance and property insurance. It also offers tools for premium calculation, claims data, and more.
- Apr 2020Seed$500K
#10
Funding Raised · Charleston, South Carolina · founded 2017 · 3 employees$50Kraised▾
Provider of a digital trust management platform. This platform simplifies trust management for organizations of all sizes by streamlining compliance, auditing, workflows, and collaboration. Features include customizable data views, a secure document repository, configurable workflows, financial data synchronization, action lists, audited data history, reminders, and approval chains. The platform aims to increase efficiency and compliance in trust administration, eliminating paper-based processes and facilitating seamless electronic collaboration. It offers pre-built workflows for common trust management tasks, while also allowing for customization to meet specific needs. Security is a core priority, with robust measures in place to protect sensitive data.
- Dec 2022Grant (prize money)$50K
#11
Seed · Charleston, South Carolina · founded 2018—raised▾
ImpactCents provides an app-based impact investment platform. It enables users to invest in a portfolio of ETFs based on social impact. It offers an app for Android and IOS platforms.
- Nov 2018Seed—
#12
Acquired · Charleston, Missouri · founded 2012 · 23 employees—raised▾
Streamlined business loans and financing solutions for growing businesses. They redefine business lending by providing unsecured business loans and various financing options like working capital, inventory, expansion, and equipment loans. Their simplified, paperless online process offers same-day approval and next-day funding. They focus on business performance, offering competitive rates and tailored terms. They build lasting relationships with expert funding advisors dedicated to helping businesses succeed. They connect businesses with credit, offering a hassle-free experience. They provide resources like business loan and refinance calculators. They support growing businesses by connecting them with credit when they need it. They offer pre-qualification for various business types and credit qualities. They are dedicated to small business success, streamlining the lending process with technology and building relationships. They focus on the overall health of the business, offering a safe, secure, and confidential alternative to traditional lending.
- Feb 2017Conventional Debt—
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of FinTech coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
How research on Fintech is moving in the United States
A read on the academic research around Fintech — which themes are gaining ground, the institutions and researchers driving them, and how the tone is shifting. Based on 907 United States-affiliated papers.
- Film Independent54
- United States Department of Commerce26
- Community Partners22
- University of Virginia18
- International Monetary Fund12
- Financial services42
- Database transaction16
- Payment15
- Scalability12
- Credit risk11
- Financial services7→190
- Financial inclusion2→74
- Payment2→50
- Mobile payment3→29
- Leverage (statistics)1→21
- Financial services9→149
- Financial inclusion1→56
- Payment2→27
- Investment (military)1→19
- Cryptocurrency1→17
Where fintech is researched across United States
Location clusters by institution affiliation — each city's volume, stance tone, and a quick read on its hot topic, what's advancing, the opening opportunity, and the main concern.
Who's filing fintech patents in the United States
United States fintech patent filing is accelerating — 20 filings from 16 assignees (2016–2025), led by Mastercard International, Verifone, Financial Cloud Innovations; annual filings 1→7.
- Mastercard International20
- Verifone4
- Financial Cloud Innovations2
- Atombeam Technologies2
- Salah ALI Khalil1
- LNW Gaming1
- Kassetty Nikhil1
- DR Mariappan RAJA1
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.