38 Best North Carolina Personal Finance Companies and Startups

February 12, 2023

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

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

LendingTree

Crunchbase Website Twitter Facebook Linkedin

LendingTree is an online lending exchange that connects consumers with multiple lenders who compete for their business.

LendingTree

WalletFi

Crunchbase Website Twitter Facebook Linkedin

WalletFi is the Subscription Management solution for Financial Institutions and Fintechs

LendingTree

Finsophy PBC

Crunchbase Website Twitter Facebook Linkedin

Financial innovation and technology for transparent & mission-aligned capital

LendingTree

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.

LendingTree

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.

LendingTree

Veeto

Crunchbase Website Twitter Facebook Linkedin

Veeto enables consumer choice by monitoring service contracts and ensuring consumer rights.

LendingTree

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.

LendingTree

eRESI Mortgage

Crunchbase Website Twitter Facebook Linkedin

eRESI Mortgage provides a funding platform for the acquisition of mortgages, funding, capital, and loans.

LendingTree

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.

LendingTree

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.

LendingTree

Binance Capital Options

Crunchbase Website Twitter Facebook Linkedin

Binance Capital Options is in various financial businesses that specialize in trading, investment, and research services.

LendingTree

Beacon Partners

Crunchbase Website Twitter Facebook Linkedin

Beacon Partners specializes in the fields of commercial development, property management, leasing, accounting, and construction management.

LendingTree

Durfey-Hoover-Bowden Insurance Agency

Crunchbase Website Twitter Facebook Linkedin

DHB is an independent insurance agency providing business, home, and auto insurance.

LendingTree

Family Legacy Financial Solutions

Crunchbase Website Twitter Facebook Linkedin

Family Legacy Financial Solutions offers comprehensive wealth management focused solely on clients’ needs.

LendingTree

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.

LendingTree

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.

LendingTree

Stockpulp

Crunchbase Website Twitter Facebook Linkedin

We are a financial tool that helps investors make data driven decisions. The evolution of investment decision making

LendingTree

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.

LendingTree

Allcare Insurance Agency

Crunchbase Website Twitter Facebook Linkedin

Allcare Insurance Agency is a financial agency that provides auto, homeowners, renters, and theft identity insurance.

LendingTree

Lawson Insurance Group

Crunchbase Website Twitter Facebook Linkedin

Lawson Insurance Group provides auto, homeowners, disability, long-term care, general liability, and recreational vehicle insurance.

LendingTree

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.

LendingTree

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.

LendingTree

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.

LendingTree

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.

LendingTree

Piedmont Insurance Associates

Crunchbase Website Twitter Facebook Linkedin

Piedmont Insurance Associates is an independent insurance agency.

LendingTree

ACH Investment Group

Crunchbase Website Twitter Facebook Linkedin

ACH offers a wide variety of financial products.

LendingTree

SpaceVault

Crunchbase Website Twitter Facebook Linkedin

Digital savings account for Space enthusiasts and professionals

LendingTree

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.

LendingTree

RPSI

Crunchbase Website Twitter Facebook Linkedin

RPSI offers financial solutions such as accounting, retirement planning, acquisitions, administration and payroll services.

LendingTree

National Pawn

Crunchbase Website Twitter Facebook Linkedin

National Pawn is a financial firm that offers pawning, credit, microloans, personal finance, and trading.

LendingTree

Outer Banks Harley Davidson

Crunchbase Website Twitter Facebook Linkedin

Outer Banks Harley Davidson offers parts manufacturing, services, dealership and bike dealing assistance.

LendingTree

AmericaQuote

Crunchbase Website Twitter Facebook Linkedin

AmericaQuote provides insurance services for health and term life as well as financial services for real estate.

LendingTree

Carolina Insurance Professionals

Crunchbase Website Twitter Facebook Linkedin

Carolina Insurance Professionals offers various types of insurance services including health, dental, homeowners, motorcycle, and auto.

LendingTree

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.

LendingTree

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.

LendingTree

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.

LendingTree

SavingScore

Crunchbase Website Twitter Facebook Linkedin

SavingScore is a financial aggregator website, designed to allow consumers to take control of their personal finances.

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