Best Services for Investment Industry Companies in North Carolina, United States
The 40 best Services for Investment Industry companies in North Carolina, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Citizens South Bank.
Ranked: Best Services for Investment Industry companies in North Carolina
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Citizens South Bank Provider of financial services | $15M | 197 mo ago | Series B | Kim S Price CEO | 1904 | — | — |
| 2 | Fev Analytics Valuation science for private assets, unlocking intelligence, capabilities, and value | $5M | 15 mo ago | Series A | — | 2013 | — | — |
| 3 | Consolidated Asset Recovery Systems Provider of technology solutions for for repossession management and remarketing | $2M | 199 mo ago | Acquired | — | 2005 | — | — |
| 4 | Invest Appalachia Invest Appalachia | — | 12 mo ago | Funding Raised | — | — | — | — |
| 5 | Horizon Investments Diversified investment management firm | — | 57 mo ago | Acquired | — | 1995 | WordPressProton MailGoogle Workspace+38 | — |
| 6 | Adapt IP Patent Valuation | IP & Innovation Management | Adapt IP | — | — | Unfunded | — | 2011 | — | — |
| 7 | Allbackoffice Backoffice outsourcing for RIAs, financial advisors, and fintech solution providers | — | — | Unfunded | Julien Mordecai Principal and Founder | 2009 | — | — |
| 8 | APA Ventures Private equity fund focused on small businesses | — | — | Unfunded | Shaishav Patel Principal Partner | 2003 | — | — |
Top 5 Services for Investment Industry companies in North Carolina
#1
Series A · Washington, North Carolina · founded 2013$5.2Mraised▾
Valuation science for private assets, unlocking intelligence, capabilities, and value. The company provides valuation solutions for private asset investors, offering daily valuations, benchmarks, and performance evaluation tools. It focuses on delivering repeatable measures of value drivers, fundamental growth, and time-weighted returns. The company's technology measures at the holdings level and aggregates mathematically to the fund and portfolio level. It aims to remove reporting lag, unite performance reporting across public and private asset classes, and optimize whole portfolio liquidity and risk. The company offers solutions for institutional limited partner investors, asset managers, investment advisors, and defined contribution plan sponsors. It provides scalable, targeted, and useful valuation intelligence for all private asset investors. The company's solutions include portfolio valuation, exit value solutions, and manager evaluation. It uses valuation science to empower the private markets with scientifically measured valuation, performance, and risk quantities. The company's technology is repeatable, testable, automated, and anchored to immutable data that is auditable
- May 2025Series A$5.2M
#2
Series B · Salisbury, North Carolina · founded 1904$15Mraised▾
Provider of financial services
#3
Acquired · Raleigh, North Carolina · founded 2005 · 50 employees$1.6Mraised▾
Provider of technology solutions for for repossession management and remarketing
- Jan 2010Seed$500K
- Aug 2008Seed$500K
- Aug 2007Seed$623K
#4
Funding Raised · Asheville, North Carolina · 7 employees—raised▾
Invest Appalachia is a regional investment fund, built by and for the people of Central Appalachia. Mission: a Central Appalachian region where every community has the investment they need to thrive.
#5
Acquired · Charlotte, North Carolina · founded 1995 · 92 employees—raised▾
Diversified investment management firm
Funding & investor landscape
Market landscape — 10 sub-themes by coverage
Share of Services for Investment Industry coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
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.