Top North Carolina Financial Services Startups (77)
Bankrate is redefining the future of financial decision-making. For nearly five decades, we’ve empowered tens of millions of consumers to make smarter financial choices and helped hundreds of leading financial institutions grow. Today, we’re evolving from a marketplace into a next-generation technology platform—underpinned by proprietary data, AI-driven innovation, and deep enterprise integrations. With our track record of delivering consumers quantifiably...
Meridian Adhesives Group is a full-service, global adhesive solution provider. Through the science of innovation, we deliver purposeful, high-impact products and bonding solutions that make possible the goals of our customers.
LendingOne is a direct private lender for Real Estate professionals. We offer long-term rental financing, SFR portfolio loans, SFR aggregation facilities, Fix/Flip, Multifamily, and new construction financing. Not a broker nor a bank, but a fully funded lending partner that can close consistently and help you grow your business. LendingOne uses our own capital, an easy online application and our...
Centri Business Consulting is dedicated to providing the highest quality finance and accounting consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their strategic accounting and reporting demands. From complex technical accounting transactions to periodic financial reporting, our professionals can offer any organization specialized expertise and...
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.
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
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...
Method Financial empowers real-time data and payment access for consumer liabilities. Using consumer’s consent, Method can securely connect all of a user’s liabilities, retrieve comprehensive data, and enable payment access. Method’s industry-backed network allows lenders, fintechs, and financial institutions to build personalized lending and financial management experiences supported by comprehensive real-time credit data, evergreen connections and integrated payment rails. Through a...
The product of years of collaboration with the world’s largest financial institutions, HERE Enterprise Browser is the first and only browser that solves both enterprise security and workforce productivity. Built on Google Chromium, HERE streamlines workflow and improves employee experience.
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...
A full-service CPA and consulting firm providing accounting, tax, business advisory, wealth management, and IT solutions for closely held businesses and various industries.
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...
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 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...
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...
We are a team of dynamic, enthusiastic, and service-oriented individuals who want to make banking and mortgages easier for you. With our upcoming digital banking and mortgage-lending platforms, we're confident you'll feel right at home with the new Cornerstone Capital Bank. Cornerstone Capital Bank, SSB, Member FDIC, NMLS ID# 2258 (www.nmlsconsumeraccess.org) 1177 West Loop South, Suite 700, Houston, TX 77027 The Roscoe State...
Adam Shay CPA, PLLC provides accounting and financial services to both individuals and businesses. We give the same attention to all clients, no matter how large or small. The accounting, tax preparation, and other financial services we provide are tailored to the unique needs of each client, ensuring the best possible results and maximized returns. Our firm remains on the...
Sterling Capital Management LLC, founded in 1970, is the institutional investment management arm of Truist Financial Corporation. Headquartered in Charlotte, NC, Sterling provides investment advisory services through mutual funds, separately managed accounts, model portfolios, and other commingled vehicles offered through a variety of intermediary and managed account platforms. Sterling’s six distinct investment teams provide a full complement of fixed income,...
