Top North Carolina Financial Services Startups (97)

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...

Champion Credit Union is a member-owned, not-for-profit banking cooperative that has served the Western North Carolina community since 1932. It provides personalized financial solutions and services to residents of Haywood, Buncombe, Henderson, Graham, Swain, Jackson, Madison, Transylvania, and Macon Counties, operating as a community-chartered financial cooperative dedicated to member well-being and local community support.

FilePoint is a regulatory technology company that provides full-service regulatory disclosure solutions to the financial services industry. They specialize in SEC reporting and filing, iXBRL tagging, tailored shareholder reports, and website development, utilizing automation and customization to simplify the filing process for registered investment companies, mutual funds, and investment advisers.

Jonathan W. White, CPA, PLLC is a professional accounting firm based in Matthews, NC, providing specialized accounting, tax, and advisory services. While they serve various industries including medical and real estate, they place a strong emphasis on providing elite, dental-specific financial services to clients nationwide.

"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...

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 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...

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...

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...

Dext Capital is an independent equipment-finance company and direct lender headquartered in the Portland metro area. Founded in 2018 with sponsorship from Sightway Capital, it provides flexible financing for equipment and technology to vendors, small businesses, and enterprise customers across technology, education, manufacturing, and other sectors. The company emphasizes relationship-based, common-sense underwriting and simplifies lending without traditional bank bureaucracy for...

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...

Integrity First Consulting Inc. is a financial services firm founded in 2018 and headquartered in Morganville, New Jersey. The company specializes in helping entrepreneurs secure 0% APR funding through a structured four-step process. They have successfully secured over $100 million in funding for more than 500 businesses, boasting a 99% client success rate in accessing critical capital for growth.

A full-service CPA and consulting firm providing accounting, tax, business advisory, wealth management, and IT solutions for closely held businesses and various industries.

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...

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...

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.

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

Firstar Bank is a locally-managed community commercial bank (founded 2001) with roughly 200 employees and multiple branches across Oklahoma and Arkansas. The bank provides personal and business banking, mortgage lending, commercial loans, treasury management (ACH/payments) and digital banking solutions, focusing on local relationships and tailored financial services for individuals and small-to-medium businesses.

Peak Trust Company, serves estate planners looking for a professional corporate trustee, who want reliable and accessible expertise to help them with their client’s complex trust plans. Peak Trust Company offers the experience and sophistication to help you quickly and accurately establish trusts, backed by easy-to-use trust administration. Unlike traditional banks and trust companies, at Peak Trust Company, your trust is...

The Cornerstone Advisors team defines success by how well we improve the strategies, technologies and operations of our clients – and how well this translates into improved financial performance. Having worked with hundreds of national and international financial institutions, Cornerstone professionals have developed an expertise in how banks and credit unions operate and the best practices that enable high performers...