Company lists
The North Carolina edition · 2026

Investment industrycompanies in North Carolina

Private equity, investment banking, real estate, venture capital, accelerators and more: the companies building investment industry in North Carolina, with their founders, funding, team size and business models.

338 company profiles9 with recorded fundingNovember 2026 edition
North Carolina · Photo: Wikimedia Commons (CC BY-SA 3.0)

Recent investment industry business events in North Carolina

Funding, M&A, contract wins and launches involving 381 investment industry companies in North Carolina, last 24 months: 25 M&A deals · 1 Contract · 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

Captrust acquires Stillwater capital advisors

The transaction continues CAPTRUST's strategy of growing its national advisory platform through acquisitions and partnerships with independent wealth management firms. Following the…

Investment management and wealth management
ContractService

Infosys · client: Truist

Truist Financial Corp. of the United States has awarded Infosys Ltd a contract to establish and operate a global capabilities centre (GCC) in Hyderabad for more than $500 million.

IT services
M&AAcquisition · Pending

Sun life financial acquires Bell partners

In a separate transaction, the insurer will spend another $350-million to acquire 100 per cent of Bell Partners.

Real Estate Services
M&AMerger · Announced

BGO acquires Bell partners

Following completion of these deals, BGO and Bell Partners have agreed to combine and will together oversee more than US$100 billion of properties under management.

Real Estate Services
M&AAcquisition · Announced

Sun Life Financial Services acquires Bell partners

Sun Life is buying a 100 percent ownership stake in Bell for $350 million, citing the nationwide housing crisis and market growth in the multifamily sector, according to a news release.

Real Estate Investment
FundingAcquisition

Bell partners

Sun Life will acquire a 100% interest in Bell Partners for a purchase price of US$350 million.

Investors Sun life
Real Estate
M&AAcquisition

Captrust acquires Alpha Cubed

CAPTRUST adds Alpha Cubed to grow in Southern California

Wealth Management
M&AAcquisition · Announced

Ridgemont equity partners acquires Crs

Ridgemont Equity Partners, a middle market private equity investor, today announced its acquisition of CRS (or the “Company”), a tech-enabled insurance claims services provider focused…

Insurance claims services
LaunchElectronic direct deposit switching capabilities

Truist

Truist Financial Corporation today announced the launch of electronic direct deposit switching capabilities to the Truist client digital onboarding process, further enhancing the ease…

Digital Onboarding
M&AAcquisition · Announced

Summit park acquires DX Electric

McGuireWoods advised private investment firm Summit Park in a majority recapitalization of DX Electric, which procures, manages and distributes essential electrical c-parts to a broad…

Electrical distributor
M&AAcquisition · Completed

Captrust financial advisors acquires Carolinas investment consulting

In March of this year, Captrust acquired Carolinas Investment Consulting, an investment consulting and financial planning firm with more than $1.4 billion in assets and 20 employees.

Investment Consulting and Financial Planning
M&AAcquisition · Announced

Cordance acquires DQ Technologies

Cordance today announced the acquisition of DQ Technologies, a long-established provider of logistics and fleet operations software.

Logistics and fleet operations software
M&AAcquisition · Announced

Gleason & Sons acquires Elemental Altus

Gleason & Sons LLC today announced today it has acquired nearly one million common shares of Elemental Altus Royalties Corp. ("Elemental Altus" or "the Company")

Mining Royalty
M&AAcquisition · Completed

Ridgemont equity partners acquires Unosquare

MIAMI–(BUSINESS WIRE)–Trivest Partners (“Trivest”), a leading private equity firm focused exclusively on investing in founder and family-owned businesses, has completed the successful…

M&AAcquisition · Announced

Independent advisor alliance acquires Omnicom group

Independent Advisor Alliance bought a new stake in Omnicom Group Inc. (NYSE:OMC – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange…

M&AAcquisition · Announced

Plexus capital acquires Zinkan Enterprises

MCM Capital Partners is pleased to announce the sale of Zinkan Enterprises, rebranded as ChemREADY, to Plexus Capital, headquartered in Charlotte, NC.

Chemicals
M&AAcquisition · Announced

Ten oaks group acquires STANDEX REFRIGERATED SOLUTIONS GROUP

STANDEX REFRIGERATED SOLUTIONS GROUP reached a definitive agreement to sell its MASTER-BILT and NOR-LAKE refrigeration businesses to TEN OAKS GROUP, a firm focused on corporate divestitures.

Refrigeration solutions
M&AAcquisition · Completed

Kian Capital Partners acquires Team air distributing

Private investment firm Kian Capital Partners has completed the acquisition of Team Air Distributing, a wholesale distributor of OEM-branded HVAC equipment, parts, and supplies to…

HVAC Wholesale Distribution
M&AAcquisition · Announced

Ten oaks group acquires Rsg

REFRIGERATED SOLUTIONS GROUP appointed AARON BROWN to president, and CEO KEVIN FINK will step down in a planned transition following the sale of RSG from Standex to Ten Oaks Group.

M&AAcquisition · Announced

Defender capital acquires Taiwan semiconductor manufacturing

Defender Capital LLC. increased its position in shares of Taiwan Semiconductor Manufacturing by 3.7% during the third quarter. Defender Capital LLC. now owns 1,565 shares of the…

M&AAcquisition · Completed

Kian Capital Partners acquires Eden brothers

Kian Capital Partners, a lower-middle-market-focused private investment firm, is proud to announce today that in partnership with management, it completed the acquisition of Eden Brothers.

M&AAcquisition · Completed

Promise holdings acquires Na

Promise Holdings executed these acquisitions with minimal equity contributions, utilizing a combination of seller notes, sale-leasebacks, and an Asset-Based Lending (ABL) credit facility.

M&AAcquisition · Announced

The Zabel Companies acquires Golden ceramic dental lab

Barings, one of the world’s leading investment managers, today announced that it has served as lead agent, sole lender, and minority equity investor to provide financing support for The…

Dental laboratory

Investment industry companies in North Carolina, by funding and team

Few investment industry companies in North 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 338 active companies.

Showing 25 of 50

Infrastructure fund focused on energy investments

Infrastructure funds
US$151.25mSeries D · Oct 2019
16+6% vs previous recordLinkedIn · Jul 2026
Lending
7 yr2019
0none in 3 months

Real estate investment company providing private market investments

Real estate funds
US$15.18mSeries B · Sep 2022
—Not available
Commission on transaction / Fee-for-service
5 yr2021
—No postings tracked

Commercial real estate investment partnership

Real estate funds
US$3.00mSeed · Dec 2024
—Not available
Fee-for-service
16 yr2010
—No postings tracked

Full service investment bank

Investment banks
US$2.19mSeries A · Jan 2021
16LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
31 yr1995
0none in 3 months

Real estate fund focused on debt investments

Real estate funds
US$1.59mSeed · Feb 2025
—Not available
Commission on transaction / Fee-for-service
16 yr2010
—No postings tracked

Provider of OCIO advisory and private market investment management services

Investment consultants
US$1.38mSeed · Dec 2025
5LinkedIn · Jul 2026
Fee-for-service
8 yr2018
0none in 3 months

Charlotte's premier angel investing group for early-stage, venture-scalable businesses

Angel networks
US$780kSeed · Apr 2022
32LinkedIn · Jul 2026
Fee-for-service
13 yr2013
0none in 3 months

Infrastructure fund investing across multiple sectors

Infrastructure funds
US$650kSeed · Jan 2024
1LinkedIn · Jul 2026
Fee-for-service
2 yr2024
—No postings tracked

Provider of financial technology solutions for small businesses

Investment research services
US$20kSeed · Dec 2015
—Not available
Subscription
12 yr2014
—No postings tracked

Official website for North Carolina government information and services

Limited partners
—None recorded
8,985+2% vs previous recordLinkedIn · Oct 2026
Fee-for-service
16 yr2010
0none in 3 months · last posted Jul 2026

Real estate investment management firm

Real estate funds
—None recorded
1,252-17% 12 mo to Dec 2022recorded Dec 2022
Commission on transaction / Fee-for-service
50 yr1976
0none in 3 months · last posted Jun 2026

Private foundation of Billy Graham

Limited partners
—None recorded
561+2% 12 mo to Dec 2022recorded Dec 2022
Advertising / Commission on transaction
76 yr1950
0none in 3 months · last posted Jun 2026

Venture capital firm focused on the healthcare technologies

Venture capital funds
—None recorded
505+4% 12 mo to Dec 2023recorded Dec 2023
Fee-for-service
4 yr2022
0none in 3 months

Multi sector investments focused PE firm

Private equity funds
—None recorded
274+35% 12 mo to Dec 2015recorded Dec 2015
Commission on transaction / Fee-for-service
30 yr1996
0none in 3 months

Real estate fund focused on value-added and core strategies

Real estate funds
—None recorded
148+144% 12 mo to Dec 2022LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
11 yr2015
0none in 3 months · last posted Jun 2026

Startup incubator & VC fund investing in Bio Tech startups

Accelerators & incubators
—None recorded
142+2% vs previous recordLinkedIn · Jul 2026
Fee-for-service
42 yr1984
0none in 3 months · last posted Jul 2026

Investment banking firm

Investment banks
—None recorded
887+1% 12 mo to Dec 2022LinkedIn · Oct 2026
Fee-for-service
73 yr1953
0none in 3 months

The Mint Museum

Limited partners
—None recorded
122+10% vs previous recordLinkedIn · Jul 2026
Not available
90 yr1936
0none in 3 months · last posted Mar 2026

Single family office investing in transportation and logistics, health and wellness sectors

Single family offices
—None recorded
89+11% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
22 yr2004
0none in 3 months

Real estate investment firm

Real estate funds
—None recorded
56+33% 12 mo to Dec 2021LinkedIn · Jul 2026
Not available
27 yr1999
0none in 3 months

Real estate fund focused on investing through value-added strategies

Real estate funds
—None recorded
103recorded
Commission on transaction / Fee-for-service
20 yr2006
—No postings tracked

Accounting and advisory firm providing assurance, tax, and consulting services

Investment banks
—None recorded
147-3% 12 mo to Dec 2022LinkedIn · Oct 2026
Fee-for-service
42 yr1984
0none in 3 months · last posted Jun 2026

Private organization of Central Carolina focusing on education, health & finance sectors

Limited partners
—None recorded
65-2% vs previous recordLinkedIn · Jul 2026
Donations / Fee-for-service
95 yr1931
0none in 3 months

Provider of SEC compliance consulting services and regulatory filings for financial firms

Investment consultants
—None recorded
71+18% vs previous recordLinkedIn · Jul 2026
Fee-for-service
21 yr2005
0none in 3 months

Private equity firm focused on mid-market companies

Private equity funds
—None recorded
72+11% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
33 yr1993
0none in 3 months
50 of 338 companies shown here · the full list is on Radar
Fliar Radar

Explore all 338 investment industry companies in North Carolina on Radar

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

Open investment industry in North Carolina on Radar
  • Every company, not just 50All 338 investment industry companies in North 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 investment industry companies in North Carolina by what you are looking for

Browse top investment industry companies in North Carolina across alternative investments, investment banking and real estate. Compare investment company types and find investment industry startups in North Carolina.

7 ways to explore investment industry in North Carolina

Private equity firmsInvestment banks & corporate advisoryReal estate investment firmsVenture capital fundsStartup accelerators & incubatorsInvestment industry startups in North Carolina

Private equity firms

Find private equity firms investing in businesses and middle-market opportunities.

  1. Noel Group

    Multi sector investments focused PE firm

    Private equity funds
    See in list
  2. Ten Oaks Group

    Single family office investing in transportation and logistics, health and wellness sectors

    Single family offices
    See in list
  3. Ridgemont Equity partners

    Private equity firm focused on mid-market companies

    Private equity funds
    See in list
  4. Pamlico Capital

    Provider of capital to companies within specific service and technology sectors

    Private equity funds
    See in list
  5. Plexus Capital

    Investment management firm focusing on middle-market companies

    Private equity funds
    See in list

Investment banks & corporate advisory

Explore investment banks and corporate advisory firms for transactions and capital planning.

  1. Carofin

    Full service investment bank

    Investment banks
    See in list
  2. FMI Management Consultants

    Investment banking firm

    Investment banks
    See in list
  3. GreerWalker

    Accounting and advisory firm providing assurance, tax, and consulting services

    Investment banks
    See in list
  4. Eva Garland Consulting

    Securing and managing non-dilutive funding for scientific and technological advancement

    Investment banks
    See in list
  5. White Oak Partners

    Boutique M&A advisory firm

    Investment banks
    See in list

Real estate investment firms

Discover real estate investment firms, funds and commercial property investment specialists.

  1. Cresfund

    Real estate investment company providing private market investments

    Real estate funds
    See in list
  2. Cygnus Group

    Real estate fund focused on debt investments

    Real estate funds
    See in list
  3. Rivercrest Realty Investors

    Real estate firm focused on multiple strategies

    Real estate funds
    See in list
  4. asbury management group

    Asbury Management Group is a real estate company that specializes in acquiring and managing commercial properties.

    Real estate funds
  5. Chaucer Creek Capital

    Commercial real estate investment firm specializing in multi-family and mixed-use communities

    Real estate funds

Venture capital funds

Find venture capital funds backing early-stage companies and technology ventures.

  1. Dental Innovation Alliance

    Venture capital firm focused on the healthcare technologies

    Venture capital funds
    See in list
  2. Frontier Growth

    Venture capital firm investing in tech sectors

    Venture capital funds
    See in list
  3. SJF Ventures

    Impact VC firm investing primarily in the US

    Venture capital funds
    See in list
  4. TrueBridge

    Venture capital firm providing access and insight to top investment opportunities

    Venture capital funds
    See in list
  5. Pappas Capital

    VC firm focusing on life science sector

    Venture capital funds

Startup accelerators & incubators

Explore startup accelerators and incubators offering capital, mentorship and venture support.

  1. NCBiotech

    Startup incubator & VC fund investing in Bio Tech startups

    Accelerators & incubators
    See in list
  2. Kubeshop

    Accelerator and incubator focused on software companies

    Accelerators & incubators
    See in list
  3. Defiance Ventures

    Sector agnostic startup studio

    Accelerators & incubators
    See in list
  4. Queen City FinTech

    Fintech and Insurtech accelerator connecting founders with resources for growth

    Accelerators & incubators
  5. Know Bio

    Startup incubator focused on healthcare sector

    Accelerators & incubators
29 companies in North Carolina

Investment industry startups in North Carolina

Find newer investment industry companies in North Carolina.

  1. Cresfund

    Real estate investment company providing private market investments

    Real estate funds
    See in list
  2. Ellirock

    Infrastructure fund investing across multiple sectors

    Infrastructure funds
    See in list
  3. Dental Innovation Alliance

    Venture capital firm focused on the healthcare technologies

    Venture capital funds
    See in list
  4. Kubeshop

    Accelerator and incubator focused on software companies

    Accelerators & incubators
    See in list
  5. Picture Capital

    Investor in technology companies across various sectors

    Venture capital funds
34 companies in North Carolina

Investment industry companies hiring in North Carolina

Find investment industry companies in North Carolina with hiring activity.

  1. North Carolina

    Official website for North Carolina government information and services

    Limited partners
    See in list
  2. Bell Partners

    Real estate investment management firm

    Real estate funds
    See in list
  3. Billy Graham Evangelistic Association

    Private foundation of Billy Graham

    Limited partners
    See in list
  4. Asana Partners

    Real estate fund focused on value-added and core strategies

    Real estate funds
    See in list
  5. NCBiotech

    Startup incubator & VC fund investing in Bio Tech startups

    Accelerators & incubators
    See in list
16 companies in North Carolina
Mobile reach

Top 3 investment industry apps from North Carolina

The most-installed Android apps published by investment industry companies headquartered in North Carolina — 657 installs between them. 3 companies on this page publish at least one app; each company (legal entity) appears once, with its most-installed app.

1 of 3
2

Investors Trust Company

by Investors Trust Company

Installs46
Rating—
Last updatedMay 2026
Investors Trust Company screenshot 1Investors Trust Company screenshot 2Investors Trust Company screenshot 3Investors Trust Company screenshot 4Investors Trust Company screenshot 5Investors Trust Company screenshot 6
3

QC Capital Group

by QC Capital

Installs2
Rating—
Last updatedNov 2025
QC Capital Group screenshot 1QC Capital Group screenshot 2QC Capital Group screenshot 3QC Capital Group screenshot 4QC Capital Group screenshot 5QC Capital Group screenshot 6
RadarBrowse every investment industry company in North 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

Investment industry funding and M&A across the United States

767 recorded equity rounds have gone to 23,456 investment industry companies in the United States — how much, at which stage, into which sub-sectors, from whom, and how North Carolina compares. Debt, IPO and grant rounds are excluded.

equity rounds, last 12 months49

US$1.42bn

equity rounds, last 24 months166

US$2.20bn

raised over five yearsUS$4.55bn

352 rounds in the United States

M&A deals, North Carolina25

last 24 months

Capital by year

Equity funding into investment industry in the United States

amount rounds
$581m201852
$1.0bn201936
$148m202024
$347m202137
$648m202247
$839m202338
$568m202474
$777m2025120
$1.4bn202636

Bars show US$ raised; the number under each year is equity rounds. 2026 is year to date. The peak year was 2019, with US$1.01bn across 36 rounds.

The funding ladder · five years

Rounds and typical cheque by stage

AngelUS$2.50m1 rounds · median US$2.50m
SeedUS$203.96m162 rounds · median US$961k
Series AUS$554.16m97 rounds · median US$4.92m
Series BUS$825.87m63 rounds · median US$13.03m
Series CUS$250.99m7 rounds · median US$35.00m
Series D+US$2.46bn10 rounds · median US$200.00m
Private equityUS$250.00m12 rounds · median US$250.00m
Where the money went · five years

Most-funded sub-sectors

Infrastructure fundsUS$2.42bn26 rounds · 18 companies
Real estate fundsUS$1.12bn170 rounds · 115 companies
Investment banksUS$416.96m32 rounds · 24 companies
Private equity fundsUS$210.50m29 rounds · 27 companies
Accelerators & incubatorsUS$104.86m13 rounds · 10 companies
Investment consultantsUS$44.61m22 rounds · 17 companies
Venture capital fundsUS$35.62m6 rounds · 6 companies
Corporate activity · last 24 months

M&A in North Carolina

23Acquisition
2Merger

Most active acquirers

  1. Captrust4
  2. Ridgemont equity partners2
  3. Truist Financial2
  4. Ten oaks group2
  5. Kian Capital Partners2

Most acquired or merged

  1. Bell partners3
  2. Stillwater capital advisors1
  3. Alpha Cubed1
  4. Crs1
  5. Suntrust bank1

Each deal appears in the events strip at the top of the page.

Go deeper in the investment industry landscape reports:

Investment Industry Landscape of the United States
Industry landscape report

Investment Industry Landscape of the United States

The financials above are one chapter. The full investment industry landscape of North 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 investment industry landscape of North Carolina

Investment industry funding in North Carolina

9 investment industry companies in North Carolina have recorded equity funding, US$176.04m in total. Totals and round dates describe the historical record; they are not current valuations.

Founders and momentum in North Carolina

Meet the people behind investment industry companies in North Carolina. 195 of 338 companies list founders or leaders; where a public LinkedIn profile matches exactly, the expanded profile shows the photo, headline, location and education.

Explore North Carolina investment industry companies by sub-sector

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

Keep exploring investment industry in the United States and nearby markets.

Company lists

Company listInvestment Industry Companies in Atlanta, United States385 companiesCompany listInvestment Industry Companies in Austin, United States376 companiesCompany listInvestment Industry Companies in Boston, United States621 companiesCompany listInvestment Industry Companies in Chicago, United States740 companiesCompany listInvestment Industry Companies in Dallas, United States497 companiesCompany listInvestment Industry Companies in Denver, United States276 companiesCompany listBusiness Services Companies in North Carolina, United States1,247 companiesCompany listEnterprise Applications Companies in North Carolina, United States1,001 companiesCompany listHealthcare Companies in North Carolina, United States827 companiesCompany listConsumer Companies in North Carolina, United States676 companiesCompany listReal Estate and Construction Companies in North Carolina, United States675 companiesCompany listLife Sciences Companies in North Carolina, United States553 companiesCompany listFinancial Services Companies in North Carolina, United States526 companiesCompany listHealthTech Companies in North Carolina, United States501 companies

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

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

Investment industry in nearby cities

Investment industry in other US cities

Other sectors in North Carolina

Browse the Radar directory

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