101 Best North Carolina Asset Management Companies and Startups

February 8, 2023
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This article showcases our top picks for the best North Carolina based Asset Management companies. These startups and companies are taking a variety of approaches to innovating the Asset Management industry, but are all exceptional companies well worth a follow.

We tried to pick companies across the size spectrum from cutting edge startups to established brands.

We selected these startups and companies for exceptional performance in one of these categories:

  • Innovation
    • Innovative ideas
    • Innovative route to market
    • Innovative product
  • Growth
    • Exceptional growth
    • Exceptional growth strategy
  • Management
  • Societal impact

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Top North Carolina Asset Management Startups

Data sourced from Crunchbase and SemRush.

Bank of America

Bank of America

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Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.

Brightly

Brightly

Crunchbase Website Twitter Facebook Linkedin

Brightly provides an asset management solution that delivers predictive insights to help users oversee the performance of their assets.

Brightly

Ekos

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Empowering craft beverage producers to make more through our cloud-based business management software.

Brightly

Barings

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Barings is a global financial services firm dedicated to meeting the evolving investment and capital needs.

Brightly

Morgan Creek Digital

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Morgan Creek Digital is a hedge fund backed by Morgan Creek Capital.

Brightly

WISER Systems

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WISER Systems is develops a smart system to automatically track the location of key assets like equipment, containers, pallets, etc.

Brightly

Prometheus Group

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Prometheus Platform is a suite of integrated solutions deployed on mobile/desktop that natively extend and enhance your EAM, ERP, or CMMS.

Brightly

The Morgan Companies

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The Morgan Companies operates as a full-service commercial real estate firm.

Brightly

Chekhub

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Chekhub provides your organization with an operations management software platform. It offers services like asset management, and others.

Brightly

Investors Management Corp

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Investors Management Corp is a privately owned investment company.

Brightly

Horizon Investments

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Horizon investments is an asset and investment management company.

Brightly

Vectorvest, Inc.

Crunchbase Website Twitter Facebook Linkedin

VectorVest provides you a better platform for cost effective stock analysis and buy, sell, or hold recommendation on every stock

Brightly

Cetaris

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Cetaris is a world class provider of enterprise asset management and fleet maintenance solutions.

Brightly

Equis Financial

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Equis Financial operates as a capital equipment lessor and asset management organization.

Brightly

Friday POS

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cloud based restaurant management system, restaurant POS, Restaurant inventory management Software

Brightly

Variant Perception

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Empirical, Repeatable, Actionable. A man plus a machine beats a machine.

Brightly

Aqueduct Capital Group LLC

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Aqueduct Capital Group, LLC (“Aqueduct”) is an alternative asset placement agent and registered broker-dealer founded in 2006.

Brightly

Highwoods Properties

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Highwoods Properties, headquartered in Raleigh, North Carolina,

Brightly

Magellan Aviation Group

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Magellan Aviation Group provides engines and airframe part sales, expendables part sales, custom leasing, and asset management solutions.

Brightly

Ginkgo Residential

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Ginkgo Residential is a real estate firm that offers property management, asset management, renovation and acquisitions services.

Brightly

Fairview Investment Services

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Fairview Investment Services is providing compliance support services to investment advisers, broker-dealers & other financial institutions.

Brightly

Ecree

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Ecree is a provider of an automatic essay assessment platform designed to improve student outcomes.

Brightly

World Information Systems

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World Information Systems offers software solution for asset management for manufacturing and other sectors.

Brightly

Hargett Hunter Capital Partners

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Hargett Hunter Capital Partners is a Investment Firm.

Brightly

Impact Financial Systems

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IFS offers the only complete onboarding automation solution in the financial services industry.

Brightly

Hancock Timber Resource Group

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HTRG specializes in developing and managing diverse timberland portfolios.

Brightly

Aventon Companies

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Aventon Companies is a real estate company that acquires, develops, and builds apartment communities.

Brightly

Capstone Apartment Partners

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Capstone is a multi-housing advisory firm that offers strategic ownership decisions, market insight, and raising equity capital services.

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WithersRavenel

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WithersRavenel is a civil and environmental engineering firm.

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Blue Heron Asset Management

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Blue Heron Asset Management provides real estate investment management and investment advisory services.

Brightly

Eller Capital Partners

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Eller Capital Partners is a real estate investment firm that develops, invests, and manages properties.

Brightly

Triad Financial Advisors

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Triad Financial Advisors specializes in asset, debt management, cash flow, income, investment, estate planning and financial services.

Brightly

Hinsdale

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Hinsdale is an endowment-style investment partnership that has a portfolio across asset classes, geographies, and strategies.

Brightly

Verity Investments, Inc.

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Verity Investments is driven by the conviction that our role is to contribute to your financial well-being with a careful plan.

Brightly

Adept IP Ventures

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Adapt IP Ventures is a financial service-based company.

Brightly

Eastern Federal

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Eastern Federal is a company which provides Commercial Real Estate, Private Equity, Residential Real Estate & Asset Management services.

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25 Capital Partners

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25 Capital Partners provides real estate investments, mortgages, capital growth and asset management services.

Brightly

Alphastar Capital Management

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Alphastar Capital Management provides discretionary portfolio management to individual client families and institutional investors.

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Gvest Capital

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Gvest Capital is a real estate investment company that offers real estate brokerage, property management, and asset management services.

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BWC Consulting

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BWC Consulting is an economic development finance consulting firm.

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Spectrum

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Spectrum is a commercial real estate services company.

Brightly

Loss Prevention Magazine

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LP Magazine is the leader in news and education for the loss prevention/asset protection industry.

Brightly

Maestro Wealth Advisors

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Maestro Wealth Advisors is a financial firm that offers taxation, college funding, retirement planning, asset, and risk management services.

Brightly

Key Services

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Key Services provides lifecycle management services for mobile and IT technologies.

Brightly

ARCHIBUS Solution Centers

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ARCHIBUS Solution Centers provide implementation, consulting, hosting, and workplace management systems software.

Brightly

FCA Partners

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FCA Partners is a real estate investment management company.

Brightly

Concorde Financial Resources

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Concorde Financial Resources specializes in tax planning and preparation, investments, and fiduciary portfolio management services.

Brightly

Coretek Enterprises

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Coretek Enterprises provides IT asset management and recovery services for IT leasing companies, and corporations.

Brightly

Cassia Capital Partners

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Cassia Capital Partners provides investment allocations and financial planning to help individuals and institutions achieve financial goals.

Brightly

Faison

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Faison Enterprises is a commercial real estate investment firm.

Brightly

Stony Point Group

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Stony Point Group is a private equity firm that specializes in investment, asset management, and acquisition of manufacturing companies.

Brightly

ACT Advisors

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ACT Advisors offers investment management, estate structuring, long-term insurance, retirement planning and asset management services.

Brightly

Raleigh Mortgage Group

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Raleigh Mortgage Group is a family-owned and operated, licensed mortgage broker providing finance for properties.

Brightly

LifeTime Asset Management

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LifeTime Asset Management is an investment and wealth management services provider company.

Brightly

Octagon Asset Management

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Octagon Asset Management renders pre-export & inventory financial services and offers supply chain and asset management services.

Brightly

John H. Wellons Foundation

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John H. Wellons Foundation is an NGO that provides affordable housing and asset management for seniors and handicapped persons.

Brightly

Deronja Real Estate

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Deronja Real Estate is a real estate firm that sells and buys residential properties and offers customized solutions.

Brightly

Pendleton Financial Wealth Management

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Pendleton Financial Wealth Management offers tax reduction planning, investment oversight service, and family wealth planning services.

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Thornburg & Associates

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Thornburg & Associates provides real estate property management services.

Brightly

Cook Wealth Management Group

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Cook Wealth Management Group offers various management and financial services such as wealth, tax planning, asset management & consulting.

Brightly

SYNCO Properties

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SYNCO Properties is a real estate firm that provides acquisition, real estate investment, renovation, asset & property management services.

Brightly

Elliott

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Elliott is a real estate services company serving the banking, title, and financial services industry.

Brightly

Selwyn Property Group

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Selwyn Property Group are into property management, development, retail, acquisitions, and also residential asset management.

Brightly

South Atlantic Capital

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South Atlantic Capital is an independent investment adviser that maintains a full list and record of composites, as well as GIPS reports.

Brightly

Falcon Square Capital

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Falcon Square Capital offers trading, execution, transition management, portfolio construction, research and client commission services.

Brightly

Harris Development

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Harris Development is a real estate property development, brokerage, and asset management firm.

Brightly

Sector Supply

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Sector Supply is a supplier of mobile backhaul and central office equipment.

Brightly

Capital Management Group

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Capital Management Group offers an array of financial services such as accounting, taxation, consulting, retirement, and insurance.

Brightly

Gulf Stream Asset Management

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Gulf Stream Asset Management is provider of asset management services.

Brightly

Chaucer Creek Capital

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Chaucer Creek Capital is a private real estate investment firm that provides investment and asset management services.

Brightly

Atlantic Capital Advisors

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Atlantic Capital Advisors is a provider of investment service.

Brightly

Silverback Asset Management

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Silverback Asset Management is an investment advisor firm that provides consulting, financial and investment management services.

Brightly

Plybon & Associates

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Plybon & Associates offers financial services including retirement and business planning, employee benefits and asset management services.

Brightly

Apartment Dynamics

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Apartment Dynamics provides property management, dynamic training, and marketing solutions.

Brightly

Bóveda Asset Management

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Bóveda Asset Management provides asset management services including investment strategies, portfolio and wealth management.

Brightly

Onset Capital Partners

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Onset Capital Partners is a venture capital firm that provides asset and wealth management services.

Brightly

Coldwell Banker Commercial MECA

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Coldwell Banker Commercial MECA is a commercial real estate agency.

Brightly

Verum Partners

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Verum Partners is a financial firm that offers retirement planning, wealth transfer, savings, and asset management services.

Brightly

Gaskin Asset Management

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Gaskin Asset Management offers financial planning, retirement planning, portfolio management, estate planning, and risk management services.

Brightly

New Street Investment Partners

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New Street Investment Partner is a private firm focused on value-add asset acquisitions and market opportunities.

Brightly

CAPE Asset Management

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CAPE Asset Management provides property management, sales, and leasing services.

Brightly

Infinite Wealth Advisors

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Infinite Wealth Advisors offers asset protection, estate planning, and retirement income planning services.

Brightly

Macc Venture Partners

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MACC Venture Partners is a real estate investment firm that also offers asset and fund management and market analysis.

Brightly

Chrysalis Capital Management

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Chrysalis Capital Management offers financial planning, advisory services, investment, asset and wealth management services.

Brightly

Sports Med Properties

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Sports Med Properties is expertise in brokerage, real estate, consulting, project development, asset, and property management services.

Brightly

Westchester Realty

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Westchester Realty is a real estate brokerage firm that offers asset management, property preservation, and management services.

Brightly

Hamilton Point Investment Advisors

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Hamilton Point Investment Advisors specializes in investment advisory, asset and wealth management services.

Brightly

Southeast Consulting

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Southeast Consulting is a financial and technology consulting and publishing company.

Brightly

Carolina Benefits Group

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Carolina Benefits Group provides solutions for life insurance, health insurance, long-term care and asset management.

Brightly

Griffin Stafford Hospitality

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Griffin Stafford Hospitality offers hotel operations and asset management services.

Brightly

NextSun Energy

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NextSun Energy is a solar energy development and asset management firm.

Brightly

Clear Income Strategies Group

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Clear Income Strategies Group is an advisory firm that offers retirement and legacy planning, life insurance, and social security analysis.

Brightly

TBR Strategies

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TBR Strategies is a consulting and asset management firm.

Brightly

Asset Guard

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Asset Guard provides risk management, asset management, investment, tax, and financial planning services.

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Williams Software Associates

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Williams Software Associates focuses on network management, custom software, asset tracking, warehouse management and IT consulting.

Brightly

First Bank

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First Bank is a banking service, financial planning, asset management, and wealth management company.

Brightly

Trig

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Trig offers industrial & product design, brand asset management, patent drafting, animation and brand identity services.

Brightly

Duncan Prime Realty

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Duncan Prime Realty is a real estate company that offers both residential and commercial properties.

Brightly

Blue Sky Solutions

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Blue Sky Solutions provides environmentally electronics recycling solutions to public consumers, businesses, and corporations.

Brightly

Access Medical Development

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ACCESS Medical Development is a real estate development firm that focuses on the development, leasing, acquisition and management.

Brightly

CRG Appraisal Services

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CRG Appraisal Services offers real estate appraisal and financial services.

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