Radar · Investment Banks in North Carolina
Best Investment Banks Companies in North Carolina, United States
The 61 best Investment Banks companies in North Carolina, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Carofin.
By Rohit KhannaTrends & Stories
61companies tracked
$2.3Mdisclosed funding
0unicorns
2have raised
Ranked: Best Investment Banks companies in North Carolina
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Carofin Full service investment bank | $2M | 65 mo ago | Series A | Kristen Dawson Managing Director | 1995 | — | — | — |
| 2 | Alaris Aquisitions M&A advisory firm focused on multiple sectors | — | 63 mo ago | Seed | Allen Darby CEO | 2012 | — | — | 1 partnership |
| 3 | 7 Mile Advisors Global investment bank | — | — | Acquired | Daniel Siller Managing Director | 2008 | — | — | — |
| 4 | A Special Needs Plan Corporate advisory firm | — | — | Unfunded | Ryan Platt Founder & CEO | 2004 | — | — | — |
| 5 | A&J M&A, capital raising, and corporate advisory firm | — | — | Unfunded | Gary Kabot Founder & CEO | 1981 | — | — | — |
| 6 | Acuity Investments Corporate advisory fund focused on small and medium enterprises | — | — | Unfunded | Toby Franklin Co-Founder & Partner | 2012 | — | — | — |
| 7 | Allen C. Ewing Investment banking firm providing solutions for community banks and investment professionals | — | — | Unfunded | David Jolley Senior Managing Director & Vice President | 1939 | — | — | — |
| 8 | Anderson LeNeave Middle market investment banking firm specializing in M&A and financing advisory | — | — | Unfunded | Peter Wright Managing Director | 1998 | WebflowTypekitGoogle Font API+8 | — | — |
Top 2 Investment Banks companies in North Carolina
#1
Series A · Brevard, North Carolina · founded 1995$2.3Mraised▾
Series A · Brevard, North Carolina · founded 1995
Full service investment bank
LinkedIn Pulse recent public activity · Jul 2026
Audience: 1k LinkedIn followers
Funding rounds
- Jan 2021Series A$2.2M
- Sep 2011Unattributed$20K
- Jun 2010Unattributed$60K
Founders & team
Tech stack
WordpressMysqlPhpBootstrapElementorYoast Seo
#2
Seed · Charlotte, North Carolina · founded 2012—raised▾
Seed · Charlotte, North Carolina · founded 2012
M&A advisory firm focused on multiple sectors
LinkedIn Pulse recent public activity · Jul 2026
Audience: 2k LinkedIn followers — 3.5% of this cohort's audience
Activity: 1 partnerships (incl. EP Wealth Advisors) announced in 12 mo
Funding rounds
- Mar 2021Seed—
Founders & team
Investors
Merchant Investment Management
Funding & investor landscape
$2.3Mtotal disclosed funding
1companies funded
3disclosed rounds
0rounds last 90 days
Most active investors
Notable founders
Craig Gilmore
Chief Operating Officer & CTO · Carofin
Kristen Dawson
Managing Director · Carofin
Allen Darby
CEO · Alaris Aquisitions
Mason Clelland
Director · Alaris Aquisitions
Prism market signals · United States · country-scoped Prism corpus, 14,695,639 docs
Market landscape — 10 sub-themes by coverage
Share of Investment Banks coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
How many Investment Banks companies are there in North Carolina, United States?
Radar tracks 61 indexable Investment Banks companies headquartered in North Carolina, United States that meet our profile-completeness bar.
What is the total funding raised by Investment Banks companies in North Carolina, United States?
The Investment Banks companies in North Carolina, United States on this list have raised a combined $2.3M in disclosed equity funding across 1 funded companies.
Which is the highest-funded Investment Banks company in North Carolina, United States?
Carofin is the highest-funded Investment Banks company in North Carolina, United States, with $2.3M in disclosed equity funding.
How many Investment Banks companies in North Carolina, United States are funded?
1 of the 61 Investment Banks companies in North Carolina, United States on this list have disclosed at least one equity funding round.
How many Investment Banks unicorns are there in North Carolina, United States?
None of the Investment Banks companies in North Carolina, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in North Carolina, United States Investment Banks companies?
The most active investors in North Carolina, United States Investment Banks companies on this list include Blake Investment Partners, Merchant Investment Management.
Rohit KhannaTrends & Stories
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.