Top North Carolina Financial Services Startups (63)

At Xerxes Global, we believe in bold. We get excited about the BIG ideas – the ones that disrupt or break open an industry to change everything. We develop innovative new ways to find insights that shake business to its foundations, new approaches to management that dare to ask “what if you could?,” and new ways of presenting information to...

The Pelora Group is a community of professionals that helps financial advisors navigate successful futures for themselves, their families, and their clients. We come alongside you, as your most valued business partner, and we are the source of everything you need to be impactful and relevant: services, technology tools, and resources.

At Ternus, we're redefining real estate investment lending. Our innovative approach focuses on empowering investors through tailored financial solutions and aligning with our customers' needs. Committed to prioritizing Main Street over Wall Street, we offer a partnership that extends beyond traditional lending, ensuring mutual success and financial freedom.

Kanbrick is a long-term investment partnership focused on empowering people and organizations to reach their full potential. We seek to acquire consumer and industrial businesses with strong moats and untapped potential, build them through hands-on operational improvements, and compound long-term returns. Our approach combines our experience as investors and operators. We offer founders and business owners a differentiated option and...

Doran Jones Inc. (DJI) is the leading financial services Data Engineering and Application Development firm, specializing in Capital Markets, Risk, and Regulatory Compliance. We are US-based, helping our clients fill gaps in capacity and expertise, reduce risk, and accelerate change. Our leaders average over 25 years of experience in Financial Services and Technology. DJI is repeatedly engaged by the largest...

Modera Wealth Management is a fee-only, fiduciary financial advisory firm focused on providing clients with a high level of care and attention. We examine and evaluate each client’s entire financial picture, offer prompt responses to their questions, and present customized solutions that always put their interests before our own. You want advisors whose services are comprehensive and who are able...

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

At Curi Capital, our goal is to create value for our clients. Leveraging our team’s insight and expertise, we deliver financial advice and investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. Wealth Advising | For individuals and families, our advisory and investment professionals work together to craft and deliver an integrated wealth plan...

"Welcome to Joseph and Young Financial Services! At Joseph and Young, our unwavering commitment is to empower individuals and businesses to navigate the intricate world of financial services and insurance. With extensive industry experience, our expert team specializes in crafting tailored solutions to safeguard your financial future and protect your most valued assets. Our core mission is to arm clients with the...

Martello Re is a newly-launched life and annuity reinsurer backed by $1.65 billion of capital. Our mission is to help insurers grow their businesses profitably and consistently, while ensuring they are well-positioned to deliver on all of their promises to policyholders. Through a commitment to exceptional financial strength, customized solutions, and unique investment capabilities, Martello Re provides life insurers with...

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...

Based in Charlotte, North Carolina, Summit Park is a private investment firm focused on the lower middle market. We invest across a wide range of industries, including services, consumer and industrial growth, and target businesses with revenue between $20 and $100 million, or EBITDA between $4 and $15 million. We strive to be the partner of choice for owners, entrepreneurs,...

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.

Our business provides an opportunity for people from all backgrounds to be in business for themselves, control their time and income, create wealth, and enjoy a great quality of life. We have a team of over 65 Regional Vice Presidents and 1,800 representatives whose mission is to help middle income families and small businesses become financially secure. We believe that financial...

The all-in-one funding, banking, and funding application—reimagined for ecommerce businesses.

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...

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Summit Advisory Group has hundreds of years of combined experience in financial services. Our professionals specialize in providing necessary information and guidance to help their clients implement financial objectives. For many, understanding every aspect of personal finance can be daunting and the decisions can be overwhelming. That’s where Summit Advisory Group comes in. Whether your goal is saving for retirement, college savings or estate strategy,...

CAP3 is Consulting, Accounting, and Planning. We align these three concepts to help business owners and their staff with administrative tasks. Sure, we help businesses with their day-to-day operations; bookkeeping, cash budgets, and financial statements - but we also help them plan for their future. We create a custom dashboard for each of our clients, help them with five-year planning...

Founded in 1982, Earney & Company, L.L.P. has built a reputation in Wilmington and Southeastern North Carolina as a leading provider of accounting, tax, and risk advisory services. Our firm is focused on privately held businesses, their owners, not-for-profits, tax exempts, and other community support organizations. As certified public accountants we bring credibility to the tax and financial information provided to...