Mark Smith
This article showcases our top picks for the best North Carolina based Finance companies. These startups and companies are taking a variety of approaches to innovating the Finance 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 Finance Startups
Data sourced from Crunchbase and SemRush.
First Citizens Bank
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First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more.
Bank of America
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Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
Finmark
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Finmark is financial planning software for startups; making it simple for companies to manage their runway, hiring, and cash.
Foro
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SaaS based technology platform that optimizes the way businesses find, evaluate, and select commercial debt finance opportunities.
upSWOT
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upSWOT is an “embedded Mint for businesses” packed in 3 lines of code and powered by 167 API-enabled apps
AmWINS Group
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AmWINS Group operates as a wholesale distributor of specialty insurance products and services.
nCino
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Ncino is a cloud-based bank operating solution for the financial services industry.
Payzer
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Payzer is the All-in-One Financial Tool that helps contractors grow their business.
Truist
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Truist is the sixth-largest commercial bank in the U.S.
Republic Wireless
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Republic Wireless is a mobile phone service offering phones and plans.
Biologics
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Biologics provides a patient-focused platform for managing the financial, emotional, and physical burdens of cancer treatment.
Tradier
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Tradier offers developers, trading platform providers and investors an innovative trading platform and a rich set of real-time APIs.
Freeman Capital
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Closing wealth gaps through scalable, precise and human centric financial planning
LoLo
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LoLo is an engagement platform that offers a digital local loyalty program for locally-born businesses.
Honeyfi
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Honeyfi is an app that helps couples handle their everyday finances and save for their biggest life goals together.
XUP Payments
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XUP Payments is a vertically focused payment platform that develops digital payments software for financial institutions.
Songvest
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Fraction ownership of music royalties (SongShares) sold to fans and investors.
First Carolina Bank
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First Carolina Bank is a community bank that provides commercial banking services.
AIO – Powering Financial Decision-Making
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AIO is a software platform that collects and submits data and documents for its client’s financial identity.
Uwharrie Bank
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Uwharrie Bank is to protect the assets of customers to help people and businesses secure financing and to support their shareholders.
Ruwack Trust
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Ruwack Trust is an investment management company that specializes in the fields of lending and banking.
M&F Bank
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M&F Bank is an independent bank committed to meeting the financial service needs of the communities they serve.
Optcapital
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Optcapital is a financial services company that specializes in deferred and incentive compensation.
IDEA Fund Partners
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IDEA Fund Partners is a venture capital firm focusing on technology and business model innovations.
MEDICI
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MEDICI is the global destination for the FinTech industry for the benefit of enterprises, startups, and investors.
BrightDime
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BrightDime offers everything your company needs to succeed with financial wellness today.
LendingTree
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LendingTree is an online lending exchange that connects consumers with multiple lenders who compete for their business.
FaaStrak
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Finally Making Equipment Leasing & Financing Easy!
WalletFi
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WalletFi is the Subscription Management solution for Financial Institutions and Fintechs
Bank of the Carolinas
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Bank of the Carolinas is a financial services company focused on understanding, innovation, and partnership.
Scholarships360
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Scholarships360 is a platform connecting students to scholarships, financial aid resources, and education pathways.
Carofin
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Carofin provides corporate finance as well as business consulting services to for-profit companies.
Alliance Bank & Trust
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Alliance Bank & Trust is a financial services provider that operates as a community bank.
Kilo Capital
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Kilo Capital is provides a wide-range of flexible financing and trading options to help you manage your precious metals business.
Gateway Surgery Center
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Gateway Surgery Center is a hospital and healthcare company that provides surgical care.
Carson Capital
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Carson Capital is an investment firm that is looking to build something special and help steward a business’ growth into the future.
Eton Advisors
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Eton Advisors is a independent registered investment advisory firm.
InvestiQuant
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InvestiQuant Formerly Master The Gap, Inc. through its Web portal provides Services
Bold Crayon
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Bold Crayon is a premiere entertainment company servicing both coasts founded by astute financiers and seasoned creatives.
APEX Analytix
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APEX Analytix helps companies audit, recover and optimize working capital across the global financial supply chain.
Oakwood Lending
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Oakwood Lending operates as a residential property lender.
Weekly
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Weekly is a budgeting app that offers financial tools that help improve their finance and save money.
Symmetry Financial Group
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Symmetry Financial Group is the fastest growing insurance marketing organization in the country.
Pamlico Capital
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Pamlico Capital seeks equity and buyout investments in businesses.
Finzly
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Finzly provides real-time software and apps solutions for payments, online banking, lending, trade finance and foreign exchange.
Virtual StrongBox
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Virtual StrongBox is a secure document storage and image exchange platform that modernizes workflow capabilities.
Nest Egg
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Nest Egg allows users to create and contribute to an investment account for their children.
Finsophy PBC
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Financial innovation and technology for transparent & mission-aligned capital
Malartu
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Malartu is a developer of a business intelligence platform designed for business advisors and their clients.
TrueBridge Capital Partners
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TrueBridge Capital Partners is an alternative asset management firm focused on investments in technology-driven companies.
Skyla Credit Union
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Skyla Federal Credit Union is a full-service financial institution.
Budget Your Trip
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Budget Your Trip allows travelers to plan their trips’ travel budgets based on their style of travel.
IAT Insurance Group
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IAT Insurance Group, a provider of specialty property and casualty products for businesses and individuals.
BB&T
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BB&T is a community bank that finances early and later stage venture investments.
Intersouth Partners
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Intersouth Partners is one of the most active and experienced venture funds in the Southeast, having invested in more than 100 private
Professional Recovery Consultants
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Professional Recovery Consultants is a provider of debt collection & recovery services to healthcare, retail, finance, government sectors.
LoanBoss
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LoanBoss is the first debt management platform solely for commercial real estate professionals.
Union Grove Venture Partners
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Venture team of Morgan Creek Capital investing in top-tier venture funds and strives to be value-added limited partners in true partnership.
Congruity HR
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Congruity HR offers human resource solutions, taxation, payroll, employee cost management and employee benefits.
Horizon Investments
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Horizon investments is an asset and investment management company.
Queen City Fintech
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Queen City Fintech is a fintech-exclusive accelerator program that leverages its extensive network within the financial services sector.
Froogal
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Froogal offers a software-based wealth management engine that delivers automated financial planning tools.
Leeds Illuminate
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Leeds Illuminate invests in high-growth companies in the higher education sector.
Dragonfly Capital Management
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Dragonfly Capital Management provides services that starts with an in depth Technical Analysis of the Macro Markets and their influencers.
Moneyzone.com
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Moneyzone.com, Inc. was engaged in Internet-based business.
Equis Financial
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Equis Financial operates as a capital equipment lessor and asset management organization.
The Business Journals
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The Business Journals offers a website that provides local business news and information in Los Angeles, California.
OMNI Healthcare
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OMNI Healthcare is a financial service company that helps medical providers improve their patient base and cash flow.
Private Wealth Systems, Inc.
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Private Wealth Systems is the industry-defining financial technology company that is revolutionizing the $52Tril private wealth industry.
Millennium Advisors
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Millennium Advisors specializes in executing fixed income securities transactions.
White Oak Partners
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White Oak Partners is an investment management company.
DUMAC
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DUMAC, an investment organization controlled by Duke University.
Southern Bank and Trust Company
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Southern Bank and Trust Company is a banking firm that offering financial and investment services.
Victory Social Capital
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Victory Social Capital is a for-profit social program that addresses recidivism and the associated drug and alcohol problems.
Veeto
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Veeto enables consumer choice by monitoring service contracts and ensuring consumer rights.
Frontier Resource Group
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Frontier Resource Group is a venture capital and private equity fund investing in natural resource projects in frontier markets.
Duke Angel Network
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Duke Angel Network leverages the Duke network to help investors find innovative early-stage companies.
Arrowpoint Capital
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Arrowpoint Capital is an insurance company that offers financial consulting services to manage claims and satisfy policyholder obligations.
Revco Solutions
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Revco Solutions is a revenue cycle management company serving hospitals, physician groups and other constituents in healthcare community.
RealEstate.com
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RealEstate offers a multiple listing service that provides an up-to-date and comprehensive set of home listings in the market.
FTSE Group
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FTSE Group provides indexing and analytic solutions.
The Forestland Group
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The Forestland Group is an independent timberland investment management organisation.
Oval Park Capital
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Oval Park Capital is a Early-Stage Venture Capital Firm.
Profit Insight
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Profit Insight is a financial services company located in Mooresville.
Remington Seeds
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Remington Seeds is the largest third party seed producer which provide systems and services that deliver solutions in the production.
CapStone Bank
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CapStone Bank was founded in 2006 with the goal of elevating the level of expertise offered to banking customers in the Wake County area.
Koonce Wooten & Haywood
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Koonce Wooten & Haywood renders a wide range of accounting, auditing, tax management and business consulting services.
QuantumReverse
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Quantum Reverse is mortgage loan origination software built for mortgage lenders that comes with a compliance engine.
Loan Pronto
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Loan Pronto offers mortgage, home loans, and refinance services.
Variant Perception
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Empirical, Repeatable, Actionable. A man plus a machine beats a machine.
Financial Independence
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Financial Independence is a financial service company.
Off The Hook Yacht Sales
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Off The Hook Yacht Sales is a boat brokerage that represents customers in either the buying, selling, wholesaling, or trade-in of boat.
Crown Automotive
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Crown Automotive is a car dealership that enables customers to purchase new and used cars.
Blue Cross Blue Shield of North Carolina
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Blue Cross NC is a provider of health insurance.
Stash Wealth
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Stash Wealth is a tech-enabled financial services firm for young professionals.
Financial Carrier Services
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Financial Carrier Services is a full-service transportation factoring and financing company.
James River Insurance
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James River Insurance is a specialty insurer operating on an approved non-admitted basis.
Parker Poe
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Parker Poe has seven offices in major markets across the Southeast and provides legal counsel to commercial and public organizations.
VIP Capital Funding
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VIP Capital Funding is a fintech company that helps small and mid-sized businesses nationwide with financial and consulting services.
