Best FinTech Companies in Raleigh, United States
The 50 best FinTech companies in Raleigh, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: insightsoftware.
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 Raleigh
| # | Company | Disclosed funding | Last round | Employees | Founder | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | insightsoftware Provider of financial reporting, business intelligence, budgeting, and enterprise performance software | $800M | 60 mo ago | 66 | Tomi Lod CEO | WordPressSentryApple iCloud Mail+63 | — | 2 launchs |
| 2 | Constellation Digital banking solutions empowering credit unions with innovative fintech integrations | $30M | 98 mo ago | 46 | Kristopher Kovacs President and CEO | WordPressMySQLPHP+23 | 12 patents Network reliability, security, and routing hardware; niche consumer products (fishing gear, insurance, supplements). | — |
| 3 | Finmark Cloud-based financial planning and forecasting solutions for businesses | $11M | 54 mo ago | 40 | Rami Essaid CEO | WordPressMySQLPHP+28 | — | — |
| 4 | Royalty Exchange Marketplace connecting music creators with investors for royalty asset exchange | $11M | 86 mo ago | 17 | — | Cart FunctionalityChart.jsMUI+28 | — | — |
| 5 | Acre Homes Online rent-to-buy platform for residential mortgage 19Talent top 28%Tech top 47%Funding top 50%Global bottom 37% All 5 signals ▾Talenttop 28% Techtop 47% Fundingtop 50% Globalbottom 37% Marketbottom 14% Talent: 4 named leaders on record · 4 C-suite/founder profiles curated Tech: 21 technologies across 5/8 capability areas · Cloud: Cloudflare, Vercel rank vs industry peers · Fliar Intelligence Index 19/100 | $10M | 19 mo ago | 16 16 → 16 (+0%) | Mike Schneider Co-Founder & CEO | ContentfulSentryZendesk+18 | — | 3 job openings |
| 6 | Junxure CRM for financial advisors, offering technology platform and investment services | $6M | 133 mo ago | 50 | Ken Golding Owner | — | — | — |
| 7 | FISCAL Technologies Cloud-based audit and risk management solutions for businesses | $5M | 51 mo ago | 65 | Lesley Reeve Co-Founder & COO | WordPressMySQLPHP+35 | — | — |
| 8 | InsureLife AI-based comparison platform for life and P&C insurances | $5M | 18 mo ago | 6 | John Cammarata Co-Founder | — | — | — |
| 9 | AnchorWatch Platform offering insurance and enterprise-grade multi-institutional custody | $3M | 34 mo ago | — | Becca Rubenfeld Co-Founder & COO | WebflowAmazon Web ServicesfullPage.js+8 | 2 patents Time-locked hierarchical key management for blockchain smart contract execution | — |
| 10 | Revcast Software platform offering accounting and financial planning | $3M | 37 mo ago | 3 | Eric Boduch CEO | WebflowSalesforceAmazon Web Services+20 | — | — |
| 11 | CrowdfundNC Equity-based crowdfunding platform for multiple sectors | $2M | 66 mo ago | — | Justin Miller Co-Founder & CEO | — | — | — |
| 12 | WealthMinder Comparison platform for financial advisory services | $1M | 134 mo ago | 5 | — | — | — | — |
| 13 | Sageworks Loan origination and risk management software solutions | $1M | 102 mo ago | 209 | Brian Hamilton Co-Founder | — | 4 patents PDF data extraction and structured document parsing for financial and analytical applications | — |
| 14 | DentalHQ Online dental insurance platform for individuals and businesses | $835K | 16 mo ago | 17 | Brett Wells Founder | WordPressShowitMySQL+26 | — | — |
| 15 | Equity Shift Provider of compliance management solutions for wealth managers | $750K | 14 mo ago | 10 | — | WordPressMySQLPHP+20 | 40 patents Blockchain-based equity tokenization and digital document anti-leak provenance systems | 2 partnerships · 1 award |
| 16 | udu AI-powered private equity deal sourcing platform | $473K | 46 mo ago | 4 | Andy Kell Co-Founder / VP of Finance | WordPress Block EditorWordPressMySQL+20 | — | — |
| 17 | aPersona Behavioral based adaptive authentication solution | $440K | 132 mo ago | 14 | Kelly Sparks Founder & CEO | — | — | — |
| 18 | SafeGuard Guaranty Corporation Providing Insurance for marriage | $215K | 144 mo ago | — | John Logan CEO | — | — | — |
| 19 | CRMa Credit risk management software and services for community banks | $171K | 75 mo ago | 8 | Mark Prior CEO & President | — | — | — |
Top 12 FinTech companies in Raleigh
#1
Seed · Raleigh, North Carolina · founded 2021 · 16 employees$10Mraised▾
Online rent-to-buy platform for a residential mortgage. The platform allows users to purchase desired home without full payment. Users can purchase the property at the market price at the end of the term to get ownership transferred.
- Dec 2024Seed$10M
#2
Series A · Raleigh, North Carolina · founded 2018 · 6 employees$4.7Mraised▾
InsureLife provides an AI-based comparison platform for life and P&C insurances. It offers quotes for health insurance, life insurance, annuity insurance, supplemental insurance, property insurance, and more. It offers a mobile platform and customer support agents to connect via video, voice, or chat.
- Jan 2025Series A$4.7M
- Aug 2021Seed—
#3
Series A · Raleigh, North Carolina · founded 2019 · 10 employees$750Kraised▾
Provider of compliance management solutions for wealth managers. It provides solutions to manage trade-related risk and compliance. Its features include managing corporate activities with digital efficiency, handling approvals, counterparty participation, legal disclosures, contracts, payments, closing, post-transaction settlement, and more.
- May 2025Series A$5.3M
- Jun 2023Seed$250K
- Nov 2022Seed$500K
- Jun 2020Conventional Debt$750K
#4
Seed · Raleigh, North Carolina · founded 2017 · 17 employees$835Kraised▾
Online dental insurance platform for individuals and businesses. It features solutions for adding, editing, & activating members from the dentist dashboard, reports on payments, and more. It also offers solutions for dental membership plans to employees.
- Mar 2025Seed$1.1M
- Nov 2021Seed$835K
#5
Acquired · Raleigh, North Carolina · founded 2001 · 66 employees$800Mraised▾
Provider of financial reporting, business intelligence, budgeting, and enterprise performance software. The company offers solutions for financial planning and analysis, accounting, and operations. It streamlines financial processes with solutions for planning, reporting, and analysis. The company’s offerings also include data connectivity, data management, and data visualization tools.
- Jul 2021PE$800M
- Aug 2019PE—
- Mar 2013Seed$1.1M
#6
Seed · Raleigh, North Carolina · founded 2022$3Mraised▾
Platform offering insurance and enterprise-grade multi-institutional custody. It was created to help businesses, fiduciaries, and estates hold and insure Bitcoin holdings safely.
#7
Seed · Raleigh, North Carolina · founded 2022 · 3 employees$3Mraised▾
Software platform offering accounting and financial planning. It offers solutions for financial planning, revenue forecasting, budgeting, performance analysis, sales management, insight, cash flow management, and more. It also offers opportunity-capture solutions for capitalizing on positive trends.
- Jun 2023Seed$3M
#8
Series A · Raleigh, North Carolina · founded 2017 · 46 employees$29.5Mraised▾
Digital banking solutions empowering credit unions with innovative fintech integrations. This is a digital service delivery platform providing credit unions with cutting-edge digital solutions and enabling fintech innovators to connect with credit union leaders. The platform offers digital banking, fintech connect, and seamless integration with existing core systems. It provides member-specific online experiences, back-office tools, scalability, future-proof flexibility with open APIs, a unified UX/UI, and robust security. The platform simplifies fintech adoption, empowering credit unions to choose and launch digital services. It facilitates personalized, digital-first experiences, enhancing member satisfaction and loyalty. The cloud-based platform ensures scalability, flexibility, and security, enabling credit unions to compete and thrive in the digital age. It offers resources like news, webinars, and blogs, fostering innovation and growth.
- Jun 2018Series A$500K
- May 2018Series A—
- Apr 2018Series A$3M
- Mar 2018Seed$500K
#9
Acquired · Raleigh, North Carolina · founded 2001 · 40 employees$11Mraised▾
Cloud-based financial planning and forecasting solutions for businesses. Its features include cash flow management, budget management, fundraising, financial metrics, revenue forecasting, and more. It also offers report management solutions.
- Jan 2022Seed—
- Oct 2020Seed$5.2M
- Aug 2020Seed$150K
#10
Series B · Raleigh, North Carolina · founded 2002 · 65 employees$4.8Mraised▾
Cloud-based audit and risk management solutions for businesses. It reduces overpayments, detects fraud, and protects an organization’s overall spending. It consists of six core modules to analyze accounts payable transactions, master supplier files, and tax entries. It offers solutions for invoice fraud prevention, account payable audit, supplier risk management, and more.
- May 2022Series B—
- Dec 2019Series A$4.8M
#11
Series B · Raleigh, North Carolina · founded 2011 · 17 employees$10.8Mraised▾
Marketplace connecting music creators with investors for royalty asset exchange. It operates an open, transparent marketplace where creators can raise money debt-free by selling royalty rights, and investors can access income-generating assets. This platform disrupts traditional music industry models by empowering creators and providing investors with pre-vetted, verified listings. It facilitates deals on various royalty assets, including music catalogs and trademark royalties. The platform offers tools for catalog valuation, investor account creation, and deal updates. It fosters financial security and artistic freedom by connecting creators directly with investors, promoting transparency, price discovery, and competition. This marketplace serves as a hub for buying and selling music rights and copyrights, offering a new, high-yield asset class for investors and debt-free funding for creators.
- May 2019Series B$1M
- Jun 2017Series B$6.4M
- Oct 2014Series A$1.2M
- Jul 2013Series A$2.1M
#12
Acquired · Raleigh, North Carolina · founded 2000 · 50 employees$6.3Mraised▾
CRM for financial advisors, offering technology platform and investment services. They build intuitive technology for financial advisors, focusing on personal, scientific, and beautiful advice. The company provides a comprehensive suite of tools, including CRM, portfolio management, goals-based planning, data consolidation, rebalancing, performance reporting, fee billing, digital onboarding, client portal, and business intelligence. They offer investment services such as models, custom indexing, and portfolio consulting. Their CRM is designed to optimize advisor-client relationships, enhance communication, and automate tasks. They leverage data to personalize client interactions and provide customized service at scale. The platform includes features like contact management, practice management, and dashboards for data visualization. They offer training, support, and actionable content to empower financial advisors. This is a SaaS and Software company.
- Jun 2015Series A$200K
- Apr 2013Series A$250K
- Apr 2013Unattributed$425K
- Sep 2012Seed$425K
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.