Top Raleigh, NC Financial Services Startups (12)
Heirloom advisors serves high net worth clients across the country. We are a team formed over decades by developing credentialed and committed advisors and team members who share an enthusiasm and heartfelt confidence in the benefits of a service-oriented practice. We believe that the passing on of values is more important than the passing on of wealth; but the passing...
Fairview provides full-service, backend support services to investment advisers, broker-dealers and other financial institutions through five distinct practice areas: • Compliance Administration: supports CCOs with the day-to-day operations and maintenance of compliance programs so that required records, filings, screenings, client setup and recording are current and readily available. • Cyber Solutions: offers comprehensive cyber and data security solutions to businesses focused on protecting client...
Tiverton is an agricultural asset manager managed by farmers and financiers. We are passionate about Advancing Ag - Financially, Agronomically & Environmentally. We partner with and invest in production agriculture businesses and professionals throughout the Ag value chain
With Junxure you can streamline your workflow, simplify your technology and provide clients with best-in-class service. And that's just the beginning. www.junxure.com
Sharpe Patel, PLLC is a full service accounting firm with offices in Raleigh and Charlotte North Carolina. The firm was started by Jay Sharpe, CPA, CFE and Aaron Patel, CPA. The two have almost 40 years of combined experience in public accounting. Servicing both the Attest and Tax sectors of the industry. Provide high quality, efficient and timely accounting services...
Pre-trained with millions of questions and pre-populated with answers extracted from your website content, Ivy chatbots are built to support all aspects of the customer journey. Ivy’s team provides unrivaled expertise in delivering AI solutions with a deep understanding of the challenges impacting a variety of organizations today.
io.finnet is a tech company that democratizes MPC-based technology and Blockchain to develop cutting-edge, real-world applications to increase security and data protection. We provide robust infrastructure / MPC platform solutions to modern finance and various other industries and specialize in enterprise blockchain, cryptographic security, multi-party computing (MPC), and lightning-fast secure APIs. Our ultimate vision is to become an integral part...
We’re hard at work creating a wealth management platform that will give you a simple way to grow and manage all of your money in one place in real time. Evergreen Wealth Corporation is a fintech, not a bank. Banking services provided by Coastal Community Bank, Member FDIC. Investment advisory services provided by Evergreen Wealth Advisors. Evergreen Wealth Advisors, is...
Balentine is an employee-owned wealth management firm headquartered in Atlanta, Georgia, with a second office in Raleigh, North Carolina. We provide financial planning and investment management services for business owners and their families. For more than 30 years, the Balentine legacy has been one of innovation, service to clients, and giving back to the community. Named to Barron’s “Top...
Issuer Direct is a leading communications and compliance company, providing solutions for both Public Relations and Investor Relations Professionals. Our comprehensive solutions are used by thousands of customers from emerging startups to multi-billion dollar global brands, ensuring their most important moments are reaching the right audiences, via our industry leading newswire, IR website solutions, events technology, and compliance solutions. For...
Vaporware is a startup studio that partners with founders to take their next B2B SaaS startup from idea to paying customers and seed funding.
