101 Best North Carolina Wealth Management Companies and Startups

February 8, 2023
Top Companies (Navigation) show

This article showcases our top picks for the best North Carolina based Wealth Management companies. These startups and companies are taking a variety of approaches to innovating the Wealth 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

[adace-ad id=”7108″]

Top North Carolina Wealth Management Startups

Data sourced from Crunchbase and SemRush.

First Citizens Bank

First Citizens Bank

Crunchbase Website Twitter Facebook Linkedin

First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more.

ETON Solutions

ETON Solutions

Crunchbase Website Twitter Facebook Linkedin

ETON Solutions is a third-generation wealth management technology firm for the family office and multi-family office market.

ETON Solutions

CAPTRUST

Crunchbase Website Twitter Facebook Linkedin

CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals.

ETON Solutions

Freeman Capital

Crunchbase Website Twitter Facebook Linkedin

Closing wealth gaps through scalable, precise and human centric financial planning

ETON Solutions

Uwharrie Bank

Crunchbase Website Twitter Facebook Linkedin

Uwharrie Bank is to protect the assets of customers to help people and businesses secure financing and to support their shareholders.

ETON Solutions

BovaMetrics

Crunchbase Website Twitter Facebook Linkedin

AI Portfolio Monitoring + Performance Based Rebalancing for Wealth Advisors

ETON Solutions

Nest Egg

Crunchbase Website Twitter Facebook Linkedin

Nest Egg allows users to create and contribute to an investment account for their children.

ETON Solutions

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

ETON Solutions

Private Wealth Systems, Inc.

Crunchbase Website Twitter Facebook Linkedin

Private Wealth Systems is the industry-defining financial technology company that is revolutionizing the $52Tril private wealth industry.

ETON Solutions

Southern Bank and Trust Company

Crunchbase Website Twitter Facebook Linkedin

Southern Bank and Trust Company is a banking firm that offering financial and investment services.

ETON Solutions

Adhesion Wealth Advisor Solutions

Crunchbase Website Twitter Facebook Linkedin

Adhesion Wealth Advisor Solutions, Inc. provides wealth advisor solutions to independent financial advisors and wealth managers. The

ETON Solutions

Costello Real Estate & Investments

Crunchbase Website Twitter Facebook Linkedin

Costello Real Estate& Investments provides real estate and investment based services.

ETON Solutions

Providence Capital Advisors

Crunchbase Website Twitter Facebook Linkedin

Providence Capital Advisors engages in financial planning, portfolio strategy, wealth and investment management advisory services.

ETON Solutions

Byron Financial

Crunchbase Website Twitter Facebook Linkedin

Byron Financial is a wealth management firm.

ETON Solutions

Stearns Financial Group

Crunchbase Website Twitter Facebook Linkedin

Stearns Financial Group is an investment advisor that offers personalized investment consultancy

ETON Solutions

ECM Solutions

Crunchbase Website Twitter Facebook Linkedin

ECM is a independent insurance agency, have departments in Commercial Lines, Personal Lines, Benefits & Financial Services.

ETON Solutions

Hollingsworth Avent Averre & Purvis

Crunchbase Website Twitter Facebook Linkedin

Hollingsworth Avent Averre & Purvis provides accounting, audits, taxation, consulting and wealth management services.

ETON Solutions

Raleigh Wealth Solutions

Crunchbase Website Twitter Facebook Linkedin

Raleigh Wealth Solutions educates about the financial opportunities and maintain financial independence to individuals and families.

ETON Solutions

Davis Williams Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Davis Williams Wealth Management is a financial services firm committed to helping clients improve their long-term financial success.

ETON Solutions

Epic Capital Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Epic Capital Wealth Management is a consultancy that renders a complete portfolio of financial planning and investment management services.

ETON Solutions

Conversus

Crunchbase Website Twitter Facebook Linkedin

Conversus provides wealth solutions and financial services.

ETON Solutions

DHG Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

DHG Wealth Advisors is a fee-only investment advisory firm that provides wealth management services.

ETON Solutions

Altavista Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Altavista Wealth Management provides financial statement, tax preparation, risk management, investment and estate planning services.

ETON Solutions

Financial Symmetry

Crunchbase Website Twitter Facebook Linkedin

Financial Symmetry offers wealth management and financial planning services.

ETON Solutions

Semmax Financial Group

Crunchbase Website Twitter Facebook Linkedin

Semmax Financial Group provides wealth management, retirement planning, investment and financial advisory services.

ETON Solutions

Salem Investment Counselors

Crunchbase Website Twitter Facebook Linkedin

Salem Investment Counselors is a financial advisory firm that provides wealth management services.

ETON Solutions

Jolley Asset Management

Crunchbase Website Twitter Facebook Linkedin

Jolley Asset Management is an investment adviser and wealth management company.

ETON Solutions

Bragg Financial

Crunchbase Website Twitter Facebook Linkedin

Bragg Financial provides wealth management and investment advisory services.

ETON Solutions

EOG Capital

Crunchbase Website Twitter Facebook Linkedin

EOG Capital is a financial services-based company.

ETON Solutions

The Potter Financial Group

Crunchbase Website Twitter Facebook Linkedin

The Potter Financial Group provides financial advisory, risk management, and wealth management services.

ETON Solutions

Piedmont Trust

Crunchbase Website Twitter Facebook Linkedin

Piedmont Trust offers wealth management, investment, tax and advisory services.

ETON Solutions

Stonegate Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Stonegate Wealth Management is an investment advisor that offers investment & portfolio management, financial planning and tax planning.

ETON Solutions

Trust Company of the South

Crunchbase Website Twitter Facebook Linkedin

Trust Company of the South is provides premier investment, wealth management, and fiduciary services.

ETON Solutions

BlueSky Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

BlueSky Wealth Advisors provides financial planning and investment management services.

ETON Solutions

Armor Investment Advisors

Crunchbase Website Twitter Facebook Linkedin

Armor Investment Advisors specializes in financial planning, investment management, retirement planning, and wealth management services.

ETON Solutions

Cassia Capital Partners

Crunchbase Website Twitter Facebook Linkedin

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

ETON Solutions

Sapere Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Sapere Wealth Management is an investment management company.

ETON Solutions

ACT Advisors

Crunchbase Website Twitter Facebook Linkedin

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

ETON Solutions

Atlas Principals

Crunchbase Website Twitter Facebook Linkedin

Atlas Principals provides investment management strategies and broad financial planning services to individuals and families.

ETON Solutions

Gordon Asset Management

Crunchbase Website Twitter Facebook Linkedin

Gordon Asset Management specializes in financial services and offers wealth management, retirement plans, consultation and investment.

ETON Solutions

First Pioneer Insurance Agency

Crunchbase Website Twitter Facebook Linkedin

First Pioneer Insurance Agency provides business, individual, and agriculture insurance services.

ETON Solutions

Polimeni Tax & Financial Group

Crunchbase Website Twitter Facebook Linkedin

Polimeni Tax & Financial Group is an agency that provides financial planning, tax preparation, wealth management, and consulting services.

ETON Solutions

LifeTime Asset Management

Crunchbase Website Twitter Facebook Linkedin

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

ETON Solutions

Carolina Retirement Planners

Crunchbase Website Twitter Facebook Linkedin

Carolina Retirement Planners is a financial advisory firm that provides financial planning, investment, and wealth management services.

ETON Solutions

Sterling Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Sterling Wealth Management is a consultancy firm that provides financial, retirement planning, wealth management, and advisory services.

ETON Solutions

Pendleton Financial Wealth Management

Crunchbase Website Twitter Facebook Linkedin

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

ETON Solutions

Worth Advisors

Crunchbase Website Twitter Facebook Linkedin

Worth Advisors is an investment advisory firm that provides financial, tax planning, insurance, portfolios and wealth management services.

ETON Solutions

Cook Wealth Management Group

Crunchbase Website Twitter Facebook Linkedin

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

ETON Solutions

Atlantic Coast Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Atlantic Coast Wealth Management is an investment advisory firm that provides financial planning and insurance services.

ETON Solutions

Carroll Financial

Crunchbase Website Twitter Facebook Linkedin

Carroll Financial is an independent financial planning and wealth management firm.

ETON Solutions

McShane Partners

Crunchbase Website Twitter Facebook Linkedin

McShane Partners is a wealth investment advisory firm that focuses on offering financial planning and wealth advisory to SMEs.

ETON Solutions

Quartermaster Tax Management

Crunchbase Website Twitter Facebook Linkedin

Quartermaster Tax Management provides chiropractic tax rebates, dental tax rebates, and retirement planning services.

ETON Solutions

Zuraw Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

Zuraw Financial Advisors is a financial planning and investment management company.

ETON Solutions

Midtown Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

Midtown Financial Advisors specializes in wealth management, corporate benefits, portfolio analysis, and investment consulting services.

ETON Solutions

Boys Arnold Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Boys Arnold Wealth Management provides trust and estate administration and investment services.

ETON Solutions

Holderness Investments Company

Crunchbase Website Twitter Facebook Linkedin

Holderness Investments Company provides investment management and wealth management solutions.

ETON Solutions

Moretz Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Moretz Wealth Management is a financial planning company that offers a unique mixture of fixed and equity investment plans.

ETON Solutions

Arky & Miller Financial Group

Crunchbase Website Twitter Facebook Linkedin

Arky & Miller Financial Group provides comprehensive financial planning and wealth management services to companies and individuals.

ETON Solutions

Bice Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Bice Wealth Management is an independent financial firm that offers financial and wealth management services.

ETON Solutions

S.P. HINDUJA BANQUE

Crunchbase Website Twitter Facebook Linkedin

S.P. HINDUJA BANQUE Provides wealth management and investment advisory services.

ETON Solutions

Woodward Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

Woodward Financial Advisors offers advisory, retirement planning, investment, and wealth management services.

ETON Solutions

Biltmore Family Office

Crunchbase Website Twitter Facebook Linkedin

Biltmore Family Office provides a full range of wealth planning, investment, budgeting, cash flow, and fiduciary administrative services.

ETON Solutions

Wealth Management Strategies, Inc.

Crunchbase Website Twitter Facebook Linkedin

Wealth Management Strategies, Inc. strive to provide you with the highest level of service while giving you exceptional value.

ETON Solutions

The Teague Group

Crunchbase Website Twitter Facebook Linkedin

The Teague Group is a financial services company that offers wealth management, tax filing, insurance, and retirement planning.

ETON Solutions

Southpark Capital

Crunchbase Website Twitter Facebook Linkedin

Southpark Capital specializes in financial planning, tax mitigation, retirement planning and wealth management services.

ETON Solutions

Alaris AI

Crunchbase Website Twitter Facebook Linkedin

Alaris Acquisitions is an advisory firm in the wealth management space specializing in mergers and acquisitions.

ETON Solutions

OmniStar Financial Group

Crunchbase Website Twitter Facebook Linkedin

OmniStar Financial is a wealth management firm that offers financial planning, retirement planning, and other financial services.

ETON Solutions

Aventus Investment Advisors

Crunchbase Website Twitter Facebook Linkedin

Aventus Investment Advisors offers company retirement plans, business financial planning, investment and wealth management solutions.

ETON Solutions

Cornerstone Wealth

Crunchbase Website Twitter Facebook Linkedin

Cornerstone Wealth is a wealth management firm that provides advice to individuals, families and businesses.

ETON Solutions

Bóveda Asset Management

Crunchbase Website Twitter Facebook Linkedin

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

ETON Solutions

Dixon and Company Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Dixon and Company Wealth Management is a financial firm that provides retirement planning, insurance, and investment management services

ETON Solutions

Hutchins Canning & Company

Crunchbase Website Twitter Facebook Linkedin

Hutchins Canning & Company offers compilation, budget analysis, payroll, wealth management, taxation, financial & estate planning services.

ETON Solutions

Crown Wealth Group

Crunchbase Website Twitter Facebook Linkedin

Crown Wealth Group is a financial consulting firm that offers investment strategy, risk management, tax planning, and real estate services.

ETON Solutions

Capital Management

Crunchbase Website Twitter Facebook Linkedin

Capital Management provides investment planning, retirement, budgeting, financial strategies, tax, wealth, and risk management services.

ETON Solutions

Cano Wealth Strategies

Crunchbase Website Twitter Facebook Linkedin

Cano Wealth Strategies are a financial management firm that provides retirement consulting, wealth transfer and asset allocation services.

ETON Solutions

Rogers CPA

Crunchbase Website Twitter Facebook Linkedin

Rogers & Company specialises in providing various accounting services including, tax services, compilation, review and business consulting.

ETON Solutions

Tucker Bria

Crunchbase Website Twitter Facebook Linkedin

Tucker Bria offers wealth advisory services such as accumulation, taxation, risk management, retirement and estate planning.

ETON Solutions

Blackbridge Financial

Crunchbase Website Twitter Facebook Linkedin

Blackbridge Financial offers investment management and risk management services.

ETON Solutions

Infinity Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Infinity Wealth Management renders financial planning, retirement planning, taxation, estate planning, and investment management services.

ETON Solutions

Sycamore Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Sycamore Wealth Management offers financial planning, investment management, and insurance services.

ETON Solutions

Delegate

Crunchbase Website Twitter Facebook Linkedin

Delegate specializes in financial services and offers wealth management, financial education, consulting and estate planning.

ETON Solutions

Fund Direct Advisors

Crunchbase Website Twitter Facebook Linkedin

Fund Direct Advisors provides retirement plan consulting and wealth management services.

ETON Solutions

Broker Advantage

Crunchbase Website Twitter Facebook Linkedin

Broker Advantage is a brokerage firm.

ETON Solutions

Cooperleaf Capital

Crunchbase Website Twitter Facebook Linkedin

Cooperleaf Capital is an investment firm that offers wealth management, digital assets, mutual funds, and cash management services.

ETON Solutions

Chrysalis Capital Management

Crunchbase Website Twitter Facebook Linkedin

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

ETON Solutions

Madison Oaks Wealth Partners

Crunchbase Website Twitter Facebook Linkedin

Madison Oaks Wealth Partners that provides wealth management and financial planning.

ETON Solutions

Ivey Mclellan

Crunchbase Website Twitter Facebook Linkedin

Ivey Mclellan is a law firm that specializes in escrow, bankruptcy, criminal, and taxation laws, estate planning, and litigation services.

ETON Solutions

Kuhn Advisors

Crunchbase Website Twitter Facebook Linkedin

Kuhn Advisors is a wealth management firm that provides investment planning, retirement, financial and advisory services.

ETON Solutions

Erickson Advisors

Crunchbase Website Twitter Facebook Linkedin

Erickson Advisors is an advisory firm that provides financial planning, asset management, investment strategies, and consulting services.

ETON Solutions

Westhampton Capital

Crunchbase Website Twitter Facebook Linkedin

Westhampton Capital is a financial solutions firm that offers wealth management, investments, consulting, and financial services.

ETON Solutions

Amphora Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Amphora Wealth Management is a financial service firm that specializes in asset management solutions.

ETON Solutions

Hamilton Point Investment Advisors

Crunchbase Website Twitter Facebook Linkedin

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

ETON Solutions

Clear Income Strategies Group

Crunchbase Website Twitter Facebook Linkedin

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

ETON Solutions

Rexroad Loweth Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Rexroad Loweth Wealth Management is a financial firm offering investment, risk management, tax optimization, and estate planning services.

ETON Solutions

First Bank

Crunchbase Website Twitter Facebook Linkedin

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

ETON Solutions

Seagate Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Seagate Wealth Management is a financial firm that provides insurance products, planning, and investment consulting services.

ETON Solutions

A4 Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

A4 Wealth Advisors renders asset allocation, income planning, long-term care, medicare, retirement planning and wealth management services.

ETON Solutions

Carawan Financial Partners

Crunchbase Website Twitter Facebook Linkedin

Carawan Financial Partners offers insurance, investment management, healthcare planning, wealth management and estate planning services.

ETON Solutions

Rowan Helping Ministries

Crunchbase Website Twitter Facebook Linkedin

Rowan Helping Ministries is an organization that provides essential supportive services for people.

ETON Solutions

Financial Directions

Crunchbase Website Twitter Facebook Linkedin

Financial Directions is a consulting company that offers wealth advisory, investment management, and retirement planning services.

ETON Solutions

Ark Royal Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Ark Royal provides comprehensive wealth management services without the conflicts of interest that are common in financial services.

Leave a Reply

Your email address will not be published.

Don't Miss

11 Best Missouri Network Hardware Companies and Startups

This article showcases our top picks for the best Missouri

101 Best Oklahoma Consulting Companies and Startups

This article showcases our top picks for the best Oklahoma