Top Raleigh, NC Financial Services Companies (23)
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Want to feel truly valued at work? Check out Q2! Our unique company culture and super-hero employees, are what sets us apart. We know how to get it done and still have fun! Q2 builds the leading mobile banking software platform serving Credit Unions, Banks (large and small), Community Banks and Financial Institutions. Our mission is to build stronger and diverse communities by strengthening their financial institutions. Q2 prioritizes innovation, collaboration and celebrating our employees who make our mission successful. Q2 is a national "Best Place to Work" Award winner 3 years running! Join our "Circle of Awesomeness"! #Q2Peeps
Named one of Fortune’s “World’s Most Admired Companies,” MetLife is leading the global transformation of an industry we’ve defined for more than 150 years. At MetLife, every innovation and line of code is a lifeline for our customers and their families—from victims of natural disasters to people living with disabilities and beyond. With operations in more than 40 markets and leading positions across the globe, MetLife’s building a workforce of diverse and empowered voices that all belong. Join our remarkable journey—one in which you help write the next century of innovation in financial services—because with MetLife, making the world a better place is All Together Possible.
For more than 100 years, Raleigh, N.C. -headquartered First Citizens Bank has helped customers do more with the money they earn, save and invest. Along the way, we’ve built our company on such timeless values as integrity, hard work and taking the long-term view. In 1898, First Citizens began as the Bank of Smithfield in Johnston County, N.C. From a single office, First Citizens has grown to more than 550 branches in 19 states. First Citizens today is a full-service banking institution with more than 6,500 employees. Our parent company, First Citizens BancShares, Inc. (NASDAQ: FCNCA), has more than $35 billion in assets. First Citizens is now the country’s largest family-controlled bank, with a record of stable leadership few institutions can rival. First Citizens offers: • Traditional banking services. • Essential business and professional services. • Wealth management capabilities. • Hundreds of branches and ATMs, a full-service telephone bank and sophisticated online and mobile banking offerings. For over 120 years, customers have trusted First Citizens with their money and their futures. And that’s a trust we’ve always taken seriously. For every First Citizens customer, now and in the future, we make a simple promise: We will always live and work by the values that have distinguished First Citizens since the day we opened our doors. Forever First is our commitment to the people, businesses and communities who rely on us to be the best bank we can be. As we say, “Money isn’t everything. But so much depends on what you do with your money.” First Citizens Bank. Forever First®.
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
Cherry Bekaert delivers digitally driven and industry-aligned solutions to elevate our clients from mid-market players to market leaders in a hypercompetitive landscape. Ranked among the largest accounting firms in the United States, we offer specialized solutions across assurance, tax, business valuations, digital consulting, M&A and other advisory services to advance our clients' business goals. For more than 75 years, global corporations, private businesses, government entities, nonprofits, emerging firms, start-ups and successful individuals have relied on Cherry Bekaert to guide them forward as their growth advisor. We offer professional opportunities and resources in an environment that is supportive, flexible, entrepreneurial, and offers personal growth. We invest in our people to help transform their careers. Bringing together diverse talents and backgrounds, we empower our people to achieve more. This supports our mission: “Making a Difference for our people, our clients, our community and our professions." Cherry Bekaert specializes in serving industry sectors including Government Services, Healthcare & Life Sciences, Hospitality & Retail, Industrial Manufacturing, Not-for-Profits, Private Equity Services, Professional Services, Real Estate & Construction and Technology. In addition, The Firm has an international reach through our affiliation with Allinial Global. For more information, please visit cbh.com, and be sure to follow us on Twitter, LinkedIn, Instagram and Facebook. Content on this page has been prepared for general information only and is not intended to be relied upon as accounting, tax or professional advice. Please reach out to your advisors for specific advice.
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 of them both creates something truly powerful. The way you pass wealth is a reflection and expression of those values. If you have any questions, please do not hesitate to contact us at [email protected] or visit our website for more information at www.heirloomadvisors.com. See important disclosures at www.heirloomadvisors.com and NM social media guidelines at https://www.northwesternmutual.com/social-media-guidelines
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 to individuals, businesses and governmental entities. Being a partner and trusted advisor of our clients. Create a culture that supports the growth of our staff and promotes excellent client service.
LoanWell is software for CDFIs and community lenders to operate loan and grant programs. We are an end-to-end loan management system including origination and servicing. Our clients achieve maximum efficiency and lending capacity through our customizability, automation, and integration capabilities. Mission: enable access to affordable capital for all.
Even though we're North Carolina's largest credit union, we're still just "people helping people." We currently serve over 2.6 million members through more than 270 branch offices - and growing! Members have 24/7 access to account services from over 1,100 ATMs, as well as via phone, our website, and the SECU Mobile App. Since 1937, we've provided financial services to employees of the State of North Carolina, public boards of education, and employees of associations formed for the benefit of State employees, as well as their immediate family members. We are the trusted provider of financial services for millions of members. And, according to Forbes Magazine, we're the best credit union in North Carolina. State Employees' Credit Union (SECU) is an Equal Housing Opportunity lender and federally insured by NCUA. SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
Policygenius is the online insurance marketplace combining cutting-edge technology with the expertise of real licensed agents to help people get the coverage they need to protect their family, property, and finances with confidence. Since 2014, we've served as a resource for millions of people on their insurance journeys, and we've placed more than $160 billion in coverage. Our $125 million Series E in early 2022 brought our fundraising total to over $250 million. At Policygenius, we've worked hard to maintain an inclusive culture amid our rapid growth. We’re proud of building an environment that encourages our teammates to bring their authentic selves to work, and we're looking for more people with grit, collaborative attitudes, and creative problem-solving skills to join our team.
RegEd is the market-leading provider of RegTech enterprise solutions with relationships with hundreds of enterprise clients, including 80% of the top 25 financial services firms. Established in 2000 by former regulators, the company is recognized for continuous regulatory technology innovation with solutions hallmarked by workflow-directed processes, data integration, regulatory intelligence, automated validations, business process automation and compliance dashboards. The aggregate drives the highest levels of operational efficiency and enables our clients to cost-effectively comply with regulations and continuously mitigate risk. Trusted by the nation’s top financial services firms, RegEd’s proven, holistic approach to RegTech meets firms where they are on the compliance and risk management continuum, scaling as their needs evolve and amplifying the value proposition delivered to clients.
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
CRMNEXT is a specialist Customer Relationship Management solutions company. It has 1 Million+ users who manage more than 1 Billion customers across 30+ countries in Asia, Europe, North America, Middle East, and Africa. Its customers include several of the largest and fastest-growing brands in the world who rely on its banking CRM, Insurance CRM and Financial Services CRM solutions for all their sales, onboarding, servicing and cross-sell needs. It is helping customers to set the standard for removing obstacles and friction across channels; creating award-winning customer engagement and efficient business growth. It has to its credit, the largest banking Customer Relationship Management implementation in the world with 325,000+ users, across 5,000+ locations and 19 countries. With proficiency in creating customer journeys from digital onboarding through all aspects of assisted services, it is focused on the delivery of high impact CRM solutions. Its products are built on a shape-shifting architecture which makes them extremely flexible with the ability to be customized and configured for complex scenarios across multiple verticals. It currently serves customers from 11 industry verticals including CRM for Banking, CRM for Securities, CRM for Wealth management, CRM for Insurance, CRM for Financial services, CRM for Pharma, CRM for Healthcare, CRM for Retail, CRM for Manufacturing, CRM for Media and CRM for Education.
At MassMutual North Carolina, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life. Whether you want to help ensure you don’t outlive your income, or protect your growing business, we can help you achieve your long-term financial goals. Headquartered in Raleigh, MassMutual North Carolina is continually helping families, business owners, executives and employees across the Carolinas secure their financial futures. Our financial professionals have expertise in creating financial strategies backed by a wide range of products and services for our clients. ------ MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. CRN201610-187816
Scale Finance LLC provides integrated finance solutions to help companies scale. Currently serving over 85 entrepreneurial companies, Scale Finance delivers pragmatic and flexible corporate finance and accounting support, leveraging world-class professional expertise and experience – as you need it, when you need it. Our integrated finance solutions are far more cost-effective than traditional approaches. CFO & Controller Services Scale Finance offers veteran Chief Financial Officer or Senior Controller support on a part-time, interim, or special project basis (e.g. bankruptcies, restructurings, accounting system integration, sales tax, clean-up). Capital Raise Services Highly specialized expertise in raising debt & equity capital to shore up balance sheets including asset-based loans, working capital facilities, term loans, subordinate debt, growth equity, and venture capital. Business Valuations We apply a professional, independent, and fact-based approach including proven, rigorous analytical methodologies and our highly experienced judgment in the assessment of business value. Acquisitions Support Uniquely cost-effective advisory support for mergers and acquisitions (M&A) including company or division sales, recapitalizations, valuation or fairness opinions, and support in executing acquisitions for growth companies.
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 data. • Performance Solutions: Specializes in GIPS® standards and related verification solutions, as well as composite maintenance. • Regulatory Filings: FilePoint EDGAR Services, LLC is a full-service filing agent specializing in document filing, typesetting, printing and e-distribution, document hosting, website development, and printing fulfillment for investment companies • Investment Administration: supports hedge funds, private equity funds and real estates to provide investor reporting, fund accounting and other administrative services. What makes us different is our emphasis on building and maintaining strong relationships with our clients. This approach, coupled with our use of technology, enables us to provide high-quality, high-touch service to get results.
Vaporware is a startup studio that partners with founders to take their next B2B SaaS startup from idea to paying customers and seed funding.
Kaleido is the Blockchain Business Cloud. Kaleido is the only Full-Stack Blockchain-as-a-Service offering a turnkey solution that simplifies and accelerates the entire enterprise journey—from proof-of-concept to production. Designed for modern business networks, users can participate across clouds on Microsoft Azure and AWS, on-premise using the Kaleido Private Stack and across regions. SIMPLICITY The service provides simple onboarding, distributed and proxy operator models, integrated block explorer, and analytics. Seamlessly and securely connect to other popular AWS and Azure services by linking your cloud account and enabling integrated services. FLEXIBILITY Kaleido currently offers choice between Ethereum protocol packages Geth, Pantheon and Quorum, and among consensus algorithms such as RAFT, IBFT, and POA. Enhance your private chain with public blockchain level security via an integrated state relay to the Ethereum mainnet or testnets for transaction anchoring. GOVERNANCE Distributed networks aren’t truly distributed unless multiple parties can manage the network together. Kaleido’s integrated tooling is designed for collective governance of the network.
We’re a leading professional services firm that specializes in real estate and investment management. JLL shapes the future of real estate for a better world by using the most advanced technology to create rewarding opportunities, amazing spaces and sustainable real estate solutions for our clients, our people and our communities. We want the most ambitious clients to work with us, and the most ambitious people to work for us. Join us. #AchieveAmbitions
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 more information, please visit www.issuerdirect.com.
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