Best Investment Tech Companies in Charlotte, United States

Financial database platform for individuals and businesses. Focused on gather billions of public data points, helping them find, analyze, and connect with fund managers globally. Offers solutions to track the global positions of fund managers, track the performance and portfolio metrics for favorite fund managers, track business data, view the manager investments of leading allocators, and more.

Funding rounds

• Jan 2026Series A$4M
• Oct 2024Series A$5M
• Dec 2023Series A$3.7M

Founders & team

Grant CarneyCo-Founder & CPOCampbell WilsonCo-Founder & CEOZak MayCo-Founder & CTO

Investors

Nellore Capital Management, TFJ Capital, Capitalallocators, Teamworthy Ventures

Brokerage services and technology solutions for active traders and businesses. It provides a customizable trading platform with enhanced features. The company offers tools to simplify investing through an open collaboration platform. Robust APIs provide trading, market data, and brokerage services. Platforms include web, mobile, and a full-featured platform designed by industry experts. Services extend to options, stocks, and ETFs via a scalable, secure API for businesses and developers. The company offers access to trading, account management, and market data. It provides solutions for various platforms, emphasizing reliability and institutional-grade performance. Premium support is available via phone, email, and fax. The company caters to fintechs, educators, and advisors, offering integrated trading platforms. It also provides market insights through a weekly newsletter. The company focuses on delivering choice, value, and innovation through open technology, fostering a community of traders, providers, and developers.

Funding rounds

• Apr 2023Series B$24.6M
• Sep 2016Series A—
• Jan 2015Conventional Debt$1.5M
• 2014Series A—

Founders & team

Peter LaptewiczCo-FounderDan RajuFounder

Investors

PEAK6, F-Prime Capital, KF Ventures, Eight Roads Ventures

Tech stack

AdrollAdroll Cmp SystemAlgoliaAlpine.JsAmazon CloudfrontAmazon S3

Online platform for real estate investments

Founders & team

Christian O AveryCEO

Cloud-based donation management software for foundation & nonprofits. Some of its features are a digital portal, client relationship protection, ecosystem, white label solutions, API integration, etc. It connects donors to non-profit projects and provides data and analytics to track every dollar spent, supply chain management, and performance management tools for non-profits.

Developer of science and analytic platform designed to initiate conversations between financial professionals and their clients. The company uses technology, industry experience, and behavioral science theory to help financial advisors start meaningful conversations with clients, enabling financial institutions personalizes and deepen human connections at scale.

Founders & team

Carrie NelsonFounder & CEO

Deal Cloud is a cloud-based software that allows alternative investment firm to centrally manage all firm activities, collaborate efficiently, and to build a firm-wide knowledge base that can survive Associate turnover. The community facilitates a B2B professional network where private company buyers and sellers along with professional service firms, lenders, and executives can collaborate securely to manage the deal process.

Innovators in electronic trading systems for fixed income and credit derivatives. The company develops and operates electronic marketplaces and trading technologies. They provide seamlessly integrated trading and post-trade services. The firm offers multiple trading protocols and functionality, including Quote (RFQ), Central Limit Order Book (CLOB), click-to-trade, and limit/resting orders. They deliver a multi-asset platform with global reach, serving participants in Asia, Europe, and North America. The business provides a flexible infrastructure that adapts to evolving participant needs and regulatory environments. They offer transparent pricing, ease of use, and intelligent safeguards. The company provides connectivity to both internal and third-party systems. Their core values include cultivating relationships, seeking excellent people, using and developing the best technology, fostering creativity, and encouraging collaboration.

Braggawatt provides an online platform for project financing for SMEs and Non-profits and solar installers. The proprietary, end-to-end online platform facilitates the origination, financing, and deployment of solar energy projects SMEs and Non-profits can use the platform to finance their solar installations and installers can use it to identify projects available and avail finance to undertake those projects. Companies have to apply online by providing details and solar preferences. The platform provides financing options which can be accepted online and agreements are then signed by the company and the service provider.

Funding rounds

• May 2018Seed$1.9M

Founders & team

Trey RamseyCo-Founder & CEOOleg PopovskyCo-founder/CCO

Investors

CellCube

Tech stack

Nginx

Portfolio and practice management solutions empowering advisors to optimize client outcomes. They offer a comprehensive platform with software and services designed to streamline investment operations for financial advisors. The platform provides tools for overlay management, monitoring, trading, rebalancing, and flexible portfolio construction. They support multi-custodial solutions, investment consulting, and direct indexing. The advisor desktop offers performance reporting, proposal generation, and practice insights. They also provide digital enrollment and workflow management. Their solutions cater to RIAs, advisors seeking independence, and asset managers. They focus on improving practice efficiencies, enabling advisors to focus on client relationships and firm growth. They offer outsourced managed account solutions, extensive investment content, and flexible deployment options. The platform supports various investment programs and methodologies, including tax transition and management. They provide a brandable advisor desktop with a view of performance, analytics, and reporting. The platform helps advisors offer separately managed account (SMA) and unified managed account (UM

Provider of AI-powered joint banking solutions for couples. It offers a platform that integrates with existing bank accounts, enabling couples to track spending, split bills automatically, set shared savings goals, and communicate about finances through an integrated chat function. The platform includes a couples financial assistant AI, providing budgeting and financial advice. The service facilitates joint purchases and savings, while maintaining individual account control.

Funding rounds

• 2024Seed$20K

Founders & team

Dmitri LoveCo-Founder & CEO

Investors

Techstars, Antler

Honeyfi is an app that helps couples manage their finances together. The app creates the channel for financial collaboration through shared budgets and goals, insights, and private chat. The app also allows couples to connect and share (with permission) their financial data with trusted third parties, such as financial advisors, accountants, and our selected merchant partners.

AI-driven technology enhancing in-store consumer experience through data-driven marketing. The company creates, develops, and licenses data-driven technologies to enhance the consumer in-store digital experience at the point of decision. By identifying consumer behavior and product interaction in real-time, businesses can curate tailored marketing solutions that cater to the specific and immediate needs of a shopper, at the key moment they ponder whether or not to make a purchase. The company encompasses AI-driven targeted marketing efforts to make sure brands and retailers reach the correct consumer at the point of purchase. Through digital displays or mobile devices, the objective is to make sure customers receive real time and up to date product information and purchase promotions, at the point of sale. It facilitates delivery of valuable insights right from the point of purchase, enabling smart inventory management and planograms. The company leverages real-time data to alert store associates of long lines, suspicious activity, or the need to restock an item.

Funding rounds

• Mar 2016Seed$633.6K

Founders & team

Bill AlessiFounder & CEO

Investors

Corsa Ventures

Tech stack

Contact Form 7GodaddyGoogle AnalyticsGoogle Font ApiGoogle Tag ManagerGoogle Workspace