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101 Best North Carolina Asset Management Companies and Startups - Best Startup US

101 Best North Carolina Asset Management Companies and Startups

February 8, 2023
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This article showcases our top picks for the best North Carolina based Asset Management companies. These startups and companies are taking a variety of approaches to innovating the Asset 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

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Top North Carolina Asset Management Startups

Data sourced from Crunchbase and SemRush.

Bank of America

Bank of America

Crunchbase Website Twitter Facebook Linkedin

Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.

Brightly

Brightly

Crunchbase Website Twitter Facebook Linkedin

Brightly provides an asset management solution that delivers predictive insights to help users oversee the performance of their assets.

Brightly

Ekos

Crunchbase Website Twitter Facebook Linkedin

Empowering craft beverage producers to make more through our cloud-based business management software.

Brightly

Barings

Crunchbase Website Twitter Facebook Linkedin

Barings is a global financial services firm dedicated to meeting the evolving investment and capital needs.

Brightly

Morgan Creek Digital

Crunchbase Website Twitter Facebook Linkedin

Morgan Creek Digital is a hedge fund backed by Morgan Creek Capital.

Brightly

WISER Systems

Crunchbase Website Twitter Facebook Linkedin

WISER Systems is develops a smart system to automatically track the location of key assets like equipment, containers, pallets, etc.

Brightly

Prometheus Group

Crunchbase Website Twitter Facebook Linkedin

Prometheus Platform is a suite of integrated solutions deployed on mobile/desktop that natively extend and enhance your EAM, ERP, or CMMS.

Brightly

The Morgan Companies

Crunchbase Website Twitter Facebook Linkedin

The Morgan Companies operates as a full-service commercial real estate firm.

Brightly

Chekhub

Crunchbase Website Twitter Facebook Linkedin

Chekhub provides your organization with an operations management software platform. It offers services like asset management, and others.

Brightly

Investors Management Corp

Crunchbase Website Twitter Facebook Linkedin

Investors Management Corp is a privately owned investment company.

Brightly

Horizon Investments

Crunchbase Website Twitter Facebook Linkedin

Horizon investments is an asset and investment management company.

Brightly

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

Brightly

Cetaris

Crunchbase Website Twitter Facebook Linkedin

Cetaris is a world class provider of enterprise asset management and fleet maintenance solutions.

Brightly

Equis Financial

Crunchbase Website Twitter Facebook Linkedin

Equis Financial operates as a capital equipment lessor and asset management organization.

Brightly

Friday POS

Crunchbase Website Twitter Facebook Linkedin

cloud based restaurant management system, restaurant POS, Restaurant inventory management Software

Brightly

Variant Perception

Crunchbase Website Twitter Facebook Linkedin

Empirical, Repeatable, Actionable. A man plus a machine beats a machine.

Brightly

Aqueduct Capital Group LLC

Crunchbase Website Twitter Facebook Linkedin

Aqueduct Capital Group, LLC (“Aqueduct”) is an alternative asset placement agent and registered broker-dealer founded in 2006.

Brightly

Highwoods Properties

Crunchbase Website Twitter Facebook Linkedin

Highwoods Properties, headquartered in Raleigh, North Carolina,

Brightly

Magellan Aviation Group

Crunchbase Website Twitter Facebook Linkedin

Magellan Aviation Group provides engines and airframe part sales, expendables part sales, custom leasing, and asset management solutions.

Brightly

Ginkgo Residential

Crunchbase Website Twitter Facebook Linkedin

Ginkgo Residential is a real estate firm that offers property management, asset management, renovation and acquisitions services.

Brightly

Fairview Investment Services

Crunchbase Website Twitter Facebook Linkedin

Fairview Investment Services is providing compliance support services to investment advisers, broker-dealers & other financial institutions.

Brightly

Ecree

Crunchbase Website Twitter Facebook Linkedin

Ecree is a provider of an automatic essay assessment platform designed to improve student outcomes.

Brightly

World Information Systems

Crunchbase Website Twitter Facebook Linkedin

World Information Systems offers software solution for asset management for manufacturing and other sectors.

Brightly

Hargett Hunter Capital Partners

Crunchbase Website Twitter Facebook Linkedin

Hargett Hunter Capital Partners is a Investment Firm.

Brightly

Impact Financial Systems

Crunchbase Website Twitter Facebook Linkedin

IFS offers the only complete onboarding automation solution in the financial services industry.

Brightly

Hancock Timber Resource Group

Crunchbase Website Twitter Facebook Linkedin

HTRG specializes in developing and managing diverse timberland portfolios.

Brightly

Aventon Companies

Crunchbase Website Twitter Facebook Linkedin

Aventon Companies is a real estate company that acquires, develops, and builds apartment communities.

Brightly

Capstone Apartment Partners

Crunchbase Website Twitter Facebook Linkedin

Capstone is a multi-housing advisory firm that offers strategic ownership decisions, market insight, and raising equity capital services.

Brightly

WithersRavenel

Crunchbase Website Twitter Facebook Linkedin

WithersRavenel is a civil and environmental engineering firm.

Brightly

Blue Heron Asset Management

Crunchbase Website Twitter Facebook Linkedin

Blue Heron Asset Management provides real estate investment management and investment advisory services.

Brightly

Eller Capital Partners

Crunchbase Website Twitter Facebook Linkedin

Eller Capital Partners is a real estate investment firm that develops, invests, and manages properties.

Brightly

Triad Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

Triad Financial Advisors specializes in asset, debt management, cash flow, income, investment, estate planning and financial services.

Brightly

Hinsdale

Crunchbase Website Twitter Facebook Linkedin

Hinsdale is an endowment-style investment partnership that has a portfolio across asset classes, geographies, and strategies.

Brightly

Verity Investments, Inc.

Crunchbase Website Twitter Facebook Linkedin

Verity Investments is driven by the conviction that our role is to contribute to your financial well-being with a careful plan.

Brightly

Adept IP Ventures

Crunchbase Website Twitter Facebook Linkedin

Adapt IP Ventures is a financial service-based company.

Brightly

Eastern Federal

Crunchbase Website Twitter Facebook Linkedin

Eastern Federal is a company which provides Commercial Real Estate, Private Equity, Residential Real Estate & Asset Management services.

Brightly

25 Capital Partners

Crunchbase Website Twitter Facebook Linkedin

25 Capital Partners provides real estate investments, mortgages, capital growth and asset management services.

Brightly

Alphastar Capital Management

Crunchbase Website Twitter Facebook Linkedin

Alphastar Capital Management provides discretionary portfolio management to individual client families and institutional investors.

Brightly

Gvest Capital

Crunchbase Website Twitter Facebook Linkedin

Gvest Capital is a real estate investment company that offers real estate brokerage, property management, and asset management services.

Brightly

BWC Consulting

Crunchbase Website Twitter Facebook Linkedin

BWC Consulting is an economic development finance consulting firm.

Brightly

Spectrum

Crunchbase Website Twitter Facebook Linkedin

Spectrum is a commercial real estate services company.

Brightly

Loss Prevention Magazine

Crunchbase Website Twitter Facebook Linkedin

LP Magazine is the leader in news and education for the loss prevention/asset protection industry.

Brightly

Maestro Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

Maestro Wealth Advisors is a financial firm that offers taxation, college funding, retirement planning, asset, and risk management services.

Brightly

Key Services

Crunchbase Website Twitter Facebook Linkedin

Key Services provides lifecycle management services for mobile and IT technologies.

Brightly

ARCHIBUS Solution Centers

Crunchbase Website Twitter Facebook Linkedin

ARCHIBUS Solution Centers provide implementation, consulting, hosting, and workplace management systems software.

Brightly

FCA Partners

Crunchbase Website Twitter Facebook Linkedin

FCA Partners is a real estate investment management company.

Brightly

Concorde Financial Resources

Crunchbase Website Twitter Facebook Linkedin

Concorde Financial Resources specializes in tax planning and preparation, investments, and fiduciary portfolio management services.

Brightly

Coretek Enterprises

Crunchbase Website Twitter Facebook Linkedin

Coretek Enterprises provides IT asset management and recovery services for IT leasing companies, and corporations.

Brightly

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.

Brightly

Faison

Crunchbase Website Twitter Facebook Linkedin

Faison Enterprises is a commercial real estate investment firm.

Brightly

Stony Point Group

Crunchbase Website Twitter Facebook Linkedin

Stony Point Group is a private equity firm that specializes in investment, asset management, and acquisition of manufacturing companies.

Brightly

ACT Advisors

Crunchbase Website Twitter Facebook Linkedin

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

Brightly

Raleigh Mortgage Group

Crunchbase Website Twitter Facebook Linkedin

Raleigh Mortgage Group is a family-owned and operated, licensed mortgage broker providing finance for properties.

Brightly

LifeTime Asset Management

Crunchbase Website Twitter Facebook Linkedin

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

Brightly

Octagon Asset Management

Crunchbase Website Twitter Facebook Linkedin

Octagon Asset Management renders pre-export & inventory financial services and offers supply chain and asset management services.

Brightly

John H. Wellons Foundation

Crunchbase Website Twitter Facebook Linkedin

John H. Wellons Foundation is an NGO that provides affordable housing and asset management for seniors and handicapped persons.

Brightly

Deronja Real Estate

Crunchbase Website Twitter Facebook Linkedin

Deronja Real Estate is a real estate firm that sells and buys residential properties and offers customized solutions.

Brightly

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.

Brightly

Thornburg & Associates

Crunchbase Website Twitter Facebook Linkedin

Thornburg & Associates provides real estate property management services.

Brightly

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.

Brightly

SYNCO Properties

Crunchbase Website Twitter Facebook Linkedin

SYNCO Properties is a real estate firm that provides acquisition, real estate investment, renovation, asset & property management services.

Brightly

Elliott

Crunchbase Website Twitter Facebook Linkedin

Elliott is a real estate services company serving the banking, title, and financial services industry.

Brightly

Selwyn Property Group

Crunchbase Website Twitter Facebook Linkedin

Selwyn Property Group are into property management, development, retail, acquisitions, and also residential asset management.

Brightly

South Atlantic Capital

Crunchbase Website Twitter Facebook Linkedin

South Atlantic Capital is an independent investment adviser that maintains a full list and record of composites, as well as GIPS reports.

Brightly

Falcon Square Capital

Crunchbase Website Twitter Facebook Linkedin

Falcon Square Capital offers trading, execution, transition management, portfolio construction, research and client commission services.

Brightly

Harris Development

Crunchbase Website Twitter Facebook Linkedin

Harris Development is a real estate property development, brokerage, and asset management firm.

Brightly

Sector Supply

Crunchbase Website Twitter Facebook Linkedin

Sector Supply is a supplier of mobile backhaul and central office equipment.

Brightly

Capital Management Group

Crunchbase Website Twitter Facebook Linkedin

Capital Management Group offers an array of financial services such as accounting, taxation, consulting, retirement, and insurance.

Brightly

Gulf Stream Asset Management

Crunchbase Website Twitter Facebook Linkedin

Gulf Stream Asset Management is provider of asset management services.

Brightly

Chaucer Creek Capital

Crunchbase Website Twitter Facebook Linkedin

Chaucer Creek Capital is a private real estate investment firm that provides investment and asset management services.

Brightly

Atlantic Capital Advisors

Crunchbase Website Twitter Facebook Linkedin

Atlantic Capital Advisors is a provider of investment service.

Brightly

Silverback Asset Management

Crunchbase Website Twitter Facebook Linkedin

Silverback Asset Management is an investment advisor firm that provides consulting, financial and investment management services.

Brightly

Plybon & Associates

Crunchbase Website Twitter Facebook Linkedin

Plybon & Associates offers financial services including retirement and business planning, employee benefits and asset management services.

Brightly

Apartment Dynamics

Crunchbase Website Twitter Facebook Linkedin

Apartment Dynamics provides property management, dynamic training, and marketing solutions.

Brightly

Bóveda Asset Management

Crunchbase Website Twitter Facebook Linkedin

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

Brightly

Onset Capital Partners

Crunchbase Website Twitter Facebook Linkedin

Onset Capital Partners is a venture capital firm that provides asset and wealth management services.

Brightly

Coldwell Banker Commercial MECA

Crunchbase Website Twitter Facebook Linkedin

Coldwell Banker Commercial MECA is a commercial real estate agency.

Brightly

Verum Partners

Crunchbase Website Twitter Facebook Linkedin

Verum Partners is a financial firm that offers retirement planning, wealth transfer, savings, and asset management services.

Brightly

Gaskin Asset Management

Crunchbase Website Twitter Facebook Linkedin

Gaskin Asset Management offers financial planning, retirement planning, portfolio management, estate planning, and risk management services.

Brightly

New Street Investment Partners

Crunchbase Website Twitter Facebook Linkedin

New Street Investment Partner is a private firm focused on value-add asset acquisitions and market opportunities.

Brightly

CAPE Asset Management

Crunchbase Website Twitter Facebook Linkedin

CAPE Asset Management provides property management, sales, and leasing services.

Brightly

Infinite Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

Infinite Wealth Advisors offers asset protection, estate planning, and retirement income planning services.

Brightly

Macc Venture Partners

Crunchbase Website Twitter Facebook Linkedin

MACC Venture Partners is a real estate investment firm that also offers asset and fund management and market analysis.

Brightly

Chrysalis Capital Management

Crunchbase Website Twitter Facebook Linkedin

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

Brightly

Sports Med Properties

Crunchbase Website Twitter Facebook Linkedin

Sports Med Properties is expertise in brokerage, real estate, consulting, project development, asset, and property management services.

Brightly

Westchester Realty

Crunchbase Website Twitter Facebook Linkedin

Westchester Realty is a real estate brokerage firm that offers asset management, property preservation, and management services.

Brightly

Hamilton Point Investment Advisors

Crunchbase Website Twitter Facebook Linkedin

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

Brightly

Southeast Consulting

Crunchbase Website Twitter Facebook Linkedin

Southeast Consulting is a financial and technology consulting and publishing company.

Brightly

Carolina Benefits Group

Crunchbase Website Twitter Facebook Linkedin

Carolina Benefits Group provides solutions for life insurance, health insurance, long-term care and asset management.

Brightly

Griffin Stafford Hospitality

Crunchbase Website Twitter Facebook Linkedin

Griffin Stafford Hospitality offers hotel operations and asset management services.

Brightly

NextSun Energy

Crunchbase Website Twitter Facebook Linkedin

NextSun Energy is a solar energy development and asset management firm.

Brightly

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.

Brightly

TBR Strategies

Crunchbase Website Twitter Facebook Linkedin

TBR Strategies is a consulting and asset management firm.

Brightly

Asset Guard

Crunchbase Website Twitter Facebook Linkedin

Asset Guard provides risk management, asset management, investment, tax, and financial planning services.

Brightly

Williams Software Associates

Crunchbase Website Twitter Facebook Linkedin

Williams Software Associates focuses on network management, custom software, asset tracking, warehouse management and IT consulting.

Brightly

First Bank

Crunchbase Website Twitter Facebook Linkedin

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

Brightly

Trig

Crunchbase Website Twitter Facebook Linkedin

Trig offers industrial & product design, brand asset management, patent drafting, animation and brand identity services.

Brightly

Duncan Prime Realty

Crunchbase Website Twitter Facebook Linkedin

Duncan Prime Realty is a real estate company that offers both residential and commercial properties.

Brightly

Blue Sky Solutions

Crunchbase Website Twitter Facebook Linkedin

Blue Sky Solutions provides environmentally electronics recycling solutions to public consumers, businesses, and corporations.

Brightly

Access Medical Development

Crunchbase Website Twitter Facebook Linkedin

ACCESS Medical Development is a real estate development firm that focuses on the development, leasing, acquisition and management.

Brightly

CRG Appraisal Services

Crunchbase Website Twitter Facebook Linkedin

CRG Appraisal Services offers real estate appraisal and financial services.

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