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

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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.

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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.

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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.

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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.

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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.

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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.

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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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