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
Top North Carolina Personal Finance Startups
Data sourced from Crunchbase and SemRush.
Honeyfi
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Honeyfi is an app that helps couples handle their everyday finances and save for their biggest life goals together.
LendingTree
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LendingTree is an online lending exchange that connects consumers with multiple lenders who compete for their business.
WalletFi
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WalletFi is the Subscription Management solution for Financial Institutions and Fintechs
Finsophy PBC
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Financial innovation and technology for transparent & mission-aligned capital
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.
Veeto
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Veeto enables consumer choice by monitoring service contracts and ensuring consumer rights.
Tri City Ford
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Tri City Ford is an automotive car dealership agency that offers new and used vehicles, schedule, and financing services.
eRESI Mortgage
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eRESI Mortgage provides a funding platform for the acquisition of mortgages, funding, capital, and loans.
OnePriceTaxes
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OnePriceTaxes is an online tax preparation and filing service. The company provides its services to consumers and other partners.
The Pinnacle Benefits Group
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The Pinnacle Benefits Group is an insurance firm that provides accident, critical illness, dental, final expense, and term life insurance.
Binance Capital Options
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Binance Capital Options is in various financial businesses that specialize in trading, investment, and research services.
Beacon Partners
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Beacon Partners specializes in the fields of commercial development, property management, leasing, accounting, and construction management.
Durfey-Hoover-Bowden Insurance Agency
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DHB is an independent insurance agency providing business, home, and auto insurance.
Family Legacy Financial Solutions
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Family Legacy Financial Solutions offers comprehensive wealth management focused solely on clients’ needs.
Trey Siner Insurance Group
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Trey Siner Insurance Group is a financial firm that provides auto, home, recreational vehicle, general liability, bonds, and life insurance.
Bowen Insurance Agency
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Bowen Insurance Agency provides auto, homeowners, off-road vehicle, term life, bonds, builders risk, and natural disaster insurance.
Stockpulp
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We are a financial tool that helps investors make data driven decisions. The evolution of investment decision making
Dolfin Home Loans
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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
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Allcare Insurance Agency is a financial agency that provides auto, homeowners, renters, and theft identity insurance.
Lawson Insurance Group
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Lawson Insurance Group provides auto, homeowners, disability, long-term care, general liability, and recreational vehicle insurance.
Lockamy/Tek Insurance Agency
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Lockamy/Tek Insurance Agency offers insurance services for auto, homeowners, builders risk, agriculture, flood, and surety bonds.
Ted N. Reese Insurance Agency
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Ted N. Reese Insurance Agency is an insurance company that provides auto, homeowners, business owners, flood, and slide insurance services.
First Brockland Insurance
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First Brockland Insurance is an insurance brokerage firm that offers auto, homeowners, business owners, health, and life insurance services.
Ark Royal Wealth Management
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Ark Royal provides comprehensive wealth management services without the conflicts of interest that are common in financial services.
Piedmont Insurance Associates
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Piedmont Insurance Associates is an independent insurance agency.
ACH Investment Group
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ACH offers a wide variety of financial products.
SpaceVault
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Digital savings account for Space enthusiasts and professionals
Cornerstone Wealth Management
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Cornerstone Wealth Management is a full service Financial Planning and Investment Advisory firm built on four principal cornerstones.
RPSI
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RPSI offers financial solutions such as accounting, retirement planning, acquisitions, administration and payroll services.
National Pawn
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National Pawn is a financial firm that offers pawning, credit, microloans, personal finance, and trading.
Outer Banks Harley Davidson
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Outer Banks Harley Davidson offers parts manufacturing, services, dealership and bike dealing assistance.
AmericaQuote
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AmericaQuote provides insurance services for health and term life as well as financial services for real estate.
Carolina Insurance Professionals
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Carolina Insurance Professionals offers various types of insurance services including health, dental, homeowners, motorcycle, and auto.
Finance Guider
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Finance Guider is a financial service company that specializes in loans, personal finance, credit cards, cryptocurrency, and insurance.
Don Whicker Insurance Agency
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Don Whicker Insurance Agency offers auto, homeowners, commercial property, general liability, health, and term life insurance services.
RJ Schrift Private Asset Management
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RJ Schrift Private Asset Management is a financial firm that offers investment consulting, as well as offers, advise for client portfolios.
SavingScore
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SavingScore is a financial aggregator website, designed to allow consumers to take control of their personal finances.