Best Startup
This article showcases our top picks for the best North Carolina based Personal Finance companies. These startups and companies are taking a variety of approaches to innovating the Personal 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 Personal Finance Startups
Data sourced from Crunchbase and SemRush.
Honeyfi
Crunchbase Website Twitter Facebook Linkedin
Honeyfi is an app that helps couples handle their everyday finances and save for their biggest life goals together.
LendingTree
Crunchbase Website Twitter Facebook Linkedin
LendingTree is an online lending exchange that connects consumers with multiple lenders who compete for their business.
WalletFi
Crunchbase Website Twitter Facebook Linkedin
WalletFi is the Subscription Management solution for Financial Institutions and Fintechs
Finsophy PBC
Crunchbase Website Twitter Facebook Linkedin
Financial innovation and technology for transparent & mission-aligned capital
OMNI Healthcare
Crunchbase Website Twitter Facebook Linkedin
OMNI Healthcare is a financial service company that helps medical providers improve their patient base and cash flow.
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.
Veeto
Crunchbase Website Twitter Facebook Linkedin
Veeto enables consumer choice by monitoring service contracts and ensuring consumer rights.
Tri City Ford
Crunchbase Website Twitter Facebook Linkedin
Tri City Ford is an automotive car dealership agency that offers new and used vehicles, schedule, and financing services.
eRESI Mortgage
Crunchbase Website Twitter Facebook Linkedin
eRESI Mortgage provides a funding platform for the acquisition of mortgages, funding, capital, and loans.
OnePriceTaxes
Crunchbase Website Twitter Facebook Linkedin
OnePriceTaxes is an online tax preparation and filing service. The company provides its services to consumers and other partners.
The Pinnacle Benefits Group
Crunchbase Website Twitter Facebook Linkedin
The Pinnacle Benefits Group is an insurance firm that provides accident, critical illness, dental, final expense, and term life insurance.
Binance Capital Options
Crunchbase Website Twitter Facebook Linkedin
Binance Capital Options is in various financial businesses that specialize in trading, investment, and research services.
Beacon Partners
Crunchbase Website Twitter Facebook Linkedin
Beacon Partners specializes in the fields of commercial development, property management, leasing, accounting, and construction management.
Durfey-Hoover-Bowden Insurance Agency
Crunchbase Website Twitter Facebook Linkedin
DHB is an independent insurance agency providing business, home, and auto insurance.
Family Legacy Financial Solutions
Crunchbase Website Twitter Facebook Linkedin
Family Legacy Financial Solutions offers comprehensive wealth management focused solely on clients’ needs.
Trey Siner Insurance Group
Crunchbase Website Twitter Facebook Linkedin
Trey Siner Insurance Group is a financial firm that provides auto, home, recreational vehicle, general liability, bonds, and life insurance.
Bowen Insurance Agency
Crunchbase Website Twitter Facebook Linkedin
Bowen Insurance Agency provides auto, homeowners, off-road vehicle, term life, bonds, builders risk, and natural disaster insurance.
Stockpulp
Crunchbase Website Twitter Facebook Linkedin
We are a financial tool that helps investors make data driven decisions. The evolution of investment decision making
Dolfin Home Loans
Crunchbase Website Twitter Facebook Linkedin
Dolfin Home Loans is a mortgage broker offering fixed-rate mortgages, FHA, VA, and Jumbo home loans, real estate investments, and refinance.
Allcare Insurance Agency
Crunchbase Website Twitter Facebook Linkedin
Allcare Insurance Agency is a financial agency that provides auto, homeowners, renters, and theft identity insurance.
Lawson Insurance Group
Crunchbase Website Twitter Facebook Linkedin
Lawson Insurance Group provides auto, homeowners, disability, long-term care, general liability, and recreational vehicle insurance.
Lockamy/Tek Insurance Agency
Crunchbase Website Twitter Facebook Linkedin
Lockamy/Tek Insurance Agency offers insurance services for auto, homeowners, builders risk, agriculture, flood, and surety bonds.
Ted N. Reese Insurance Agency
Crunchbase Website Twitter Facebook Linkedin
Ted N. Reese Insurance Agency is an insurance company that provides auto, homeowners, business owners, flood, and slide insurance services.
First Brockland Insurance
Crunchbase Website Twitter Facebook Linkedin
First Brockland Insurance is an insurance brokerage firm that offers auto, homeowners, business owners, health, and life insurance services.
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.
Piedmont Insurance Associates
Crunchbase Website Twitter Facebook Linkedin
Piedmont Insurance Associates is an independent insurance agency.
ACH Investment Group
Crunchbase Website Twitter Facebook Linkedin
ACH offers a wide variety of financial products.
SpaceVault
Crunchbase Website Twitter Facebook Linkedin
Digital savings account for Space enthusiasts and professionals
Cornerstone Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Cornerstone Wealth Management is a full service Financial Planning and Investment Advisory firm built on four principal cornerstones.
RPSI
Crunchbase Website Twitter Facebook Linkedin
RPSI offers financial solutions such as accounting, retirement planning, acquisitions, administration and payroll services.
National Pawn
Crunchbase Website Twitter Facebook Linkedin
National Pawn is a financial firm that offers pawning, credit, microloans, personal finance, and trading.
Outer Banks Harley Davidson
Crunchbase Website Twitter Facebook Linkedin
Outer Banks Harley Davidson offers parts manufacturing, services, dealership and bike dealing assistance.
AmericaQuote
Crunchbase Website Twitter Facebook Linkedin
AmericaQuote provides insurance services for health and term life as well as financial services for real estate.
Carolina Insurance Professionals
Crunchbase Website Twitter Facebook Linkedin
Carolina Insurance Professionals offers various types of insurance services including health, dental, homeowners, motorcycle, and auto.
Finance Guider
Crunchbase Website Twitter Facebook Linkedin
Finance Guider is a financial service company that specializes in loans, personal finance, credit cards, cryptocurrency, and insurance.
Don Whicker Insurance Agency
Crunchbase Website Twitter Facebook Linkedin
Don Whicker Insurance Agency offers auto, homeowners, commercial property, general liability, health, and term life insurance services.
RJ Schrift Private Asset Management
Crunchbase Website Twitter Facebook Linkedin
RJ Schrift Private Asset Management is a financial firm that offers investment consulting, as well as offers, advise for client portfolios.
SavingScore
Crunchbase Website Twitter Facebook Linkedin
SavingScore is a financial aggregator website, designed to allow consumers to take control of their personal finances.
