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...

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...

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...

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.

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 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...

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...

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...

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

ProSidian is a Management and Operations Consulting Firm focused on providing value to clients through tailored solutions based on industry-leading practices. We help forward-thinking clients solve problems and improve operations. ProSidian has a reputation for its strong CONUS/OCONUS practice spanning six Enterprise Solution Areas, including Risk Management, Energy & Sustainability, Compliance, Business Process, IT Effectiveness, and Human Capital. Launched by...

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,...

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...

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...

Pensford was formed in April 2009 with the intent of leveling the playing field for derivatives between borrowers and banks. Founded by experienced derivative professionals, Pensford brings the same expertise the bank has representing it to the borrower’s side of the table. Since its inception in 2009, Pensford has helped execute over $4 Billion in derivative transactions, all at substantial savings...

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

Founded in 2009 in Charlotte, NC, with the aim of making a difference in the lives of our clients, Premier Lending, Inc. helps make the dream of owning a home a reality for everyone. By partnering with us, you can put your trust in what we like to call The Premier Promise. PROCESS: Keys in hand in 21 days! With upfront underwriting,...

Falfurrias Capital Partners is a Charlotte-based private equity investment firm that acquires or invests in lower, middle-market businesses. The firm was founded in 2006 by Hugh McColl, Jr., the former Chairman and CEO of Bank of America, and Marc Oken, the former CFO of Bank of America.

Founded in 1999, Adhesion Wealth is a pioneer and industry leader in creating integrated, single-source managed account solutions customized to meet your business needs. Our intuitive tools help advisors provide SMA and UMA portfolios, bringing increased scale and flexible solutions to the forefront of your practice to help you provide better outcomes. Adhesion's multi-custodial UMA platform helps you provide clients with...