Best Investment Tech Companies in North Carolina, 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

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.

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

The Climate Service provides a cloud-based risk analytics platform for investors and financial institutions. It offers a Climanomics analytics system for analyzing the financial impacts of climate change on the assets. It features solutions for analyzing investment portfolio risk, real estate portfolio risk, and corporate risk.

Memento provides enterprise fraud monitoring and detection solutions. Product Memento Security employs machine learning based analytics to detect existing or potential frauds. Solution leverages cache of data like transactions, reference data and extensive catalog of fraud scenarios to investigate fraud and inappropriate activities by a wide range of fraudsters, from trusted insiders to criminal outsiders. Company was acquired by FIS Products are currently offered as FIS Memento which includes Employee Fraud, Check Fraud, Deposit fraud, ACH (Automated clearing house) fraud and wire fraud. Received award for Best Security Solution at the MITX Technology Awards, 2007.

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.

Online platform for real estate investments

Founders & team

Christian O AveryCEO

Platform offering real estate investing opportunities. It provides investment opportunities that match individual financial goals and aims to build a transformative real estate mindset for its clients.

Funding rounds

• Mar 2024Seed$624K

Founders & team

Saket JainFounder

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.