List of Financial Services companies in North Carolina

Truisttruist.com

A financial institution formed to inspire and improve lives and communities, offering a wide range of services to individuals and businesses nationwide

Bank of America Merrill Lynchbusiness.bofa.com

Global banking and markets business providing strategic advisory, securities, investment banking, retirement services, and commercial banking activities across local and global financial markets.

BB&Tbbt.com

Financial services provider offering retail, small business, and commercial banking, insurance, mortgage, asset management, and wealth management for millions of households and businesses.

SunTrusttruist.com

Financial institution providing retail, small business, and commercial banking services, including asset management, capital markets, insurance, mortgage, specialized lending, and wealth management solutions.

SECUncsecu.org

Largest credit union in North Carolina, serving over 26 million members with 270+ branches, 24/7 account access, and award-winning financial services since 1937

Self-Help Credit Unionself-help.org

A family of nonprofit organizations providing fair lending, community development, research, and policy support to create ownership and economic opportunity for all

Baringsbarings.com

Global investment manager with $381+ billion AUM invested in public and private fixed income, real estate, and specialist equity markets worldwide

CAPTRUSTcaptrust.com

Specializing in financial advisory services for retirement plans, endowments, institutional investors, executives, and high-net-worth individuals to build strong financial foundations

Cardinal Financial Company, Limited Partnershipcardinalfinancial.com

Revolutionizing the mortgage industry with transparency, simplicity, and speed Offering low rates, fast closings, great service, and a personal experience

Truist Wealthtruist.com

Providing guidance in building wealth, protecting assets, and generating income in retirement through personalized financial planning and innovative solutions

LendingTreelendingtree.com

An online marketplace connecting consumers with various financial services, empowering them to compare and choose the best option for their needs

Allspring Global Investmentsallsprg.co

This company is redefining investing by focusing on financial returns and positive outcomes, with a commitment to thoughtful and purposeful planning

Bank of America Businessbusiness.bofa.com

Global banking and markets services including commercial lending, financial instrument trading, strategic advisory, and investment banking activities for diverse clients across international jurisdictions.

Abrigoabrigo.com

Abrigo provides compliance, credit risk, and lending solutions to help community financial institutions succeed in managing risk and driving growth

Paymentuspaymentus.com

A leading provider of cloud-based bill payment technology, offering flexible and secure electronic payment solutions to over 1,900 billers across North America

Live Oak Bancshares

A financial holding company and its subsidiary are focused on revolutionizing the banking industry through technology and innovation for customer efficiency

Meduit | Driving Revenue Cycle Performancemeduitrcm.com

An innovative RCM company collaborates with leading firms to improve revenue cycle management for healthcare organizations, focusing on financial, operational, and clinical performance

HomeTrust Bankhtb.com

A regional bank providing full-service commercial banking tailored to businesses' needs through relationship-focused, personalized solutions by experienced local bankers

Tree.comtree.com

A leading marketplace connecting consumers with financial and real estate businesses and professionals to comparison shop for loans and other products

Regional Acceptance Corporationregionalacceptance.com

A company specializing in sub-prime automotive financing and portfolio acquisitions, with nationwide dealer support and top rankings in the industry

Bank of America Merchant Servicesmerch.bankofamerica.com

A leading provider of payment, eCommerce, and security solutions, guiding businesses through the world of payments to improve customer experiences and optimize global commerce

Wachovia Corpwachovia.com

A leading provider of investment and advisory services, catering to individuals, corporations, and institutions in the financial sector

Allegacy Financialallegacy.org

A leading credit union in North Carolina offering financial services, investment management, and student-run credit unions to over 177,000 members

RegEdreged.com

RegEd provides RegTech enterprise solutions to financial services firms, focusing on automating compliance processes and mitigating risks effectively

Top Flite Home Loanstfhomeloans.com

Top Flite Financial is a nationwide mortgage company offering unparalleled support, technology, and lender relations to help clients succeed

EMS Management & Consultants, Inc.emsmc.com

EMS|MC is a leading billing services provider specializing in emergency medical services in the US They offer revenue cycle management, reporting, and consulting nationwide

AgSouth Farm Creditagsouthfc.com

Providing financing for a wide range of agricultural and rural property needs including farms, recreational tracts, timber tracts, and home construction

Yodleeyodlee.com

Envestnet revolutionizes financial advice delivery with technology, solutions, and intelligence, connecting daily decisions to long-term goals for better financial understanding and outcomes

Commercial Credit Group Inc.commercialcreditgroup.com

An independent commercial equipment finance company providing secured loans and leases to small and mid-sized businesses in various industries

Revco Solutionsrevcosolutions.com

Healthcare revenue cycle experts offering patient communications and intelligence tools, assisting with access, denials, collections, and compliance for optimal patient experience

Civic Federal Credit Unioncivicfcu.org

Civic Federal Credit Union is a financial institution located in Raleigh, NC, offering banking services to individuals and businesses in the area

Definiti LLCdefiniti.com

This company provides comprehensive retirement solutions and services, including plan design, compliance, actuarial consulting, pension outsourcing, recordkeeping, and fiduciary services

Good Will Industriesgoodwill.org

A financial services company located in Mocksville, North Carolina, offering a range of services to individuals and businesses

finzlyfinzly.com

Provides a cloud-native operating system with a payment hub for banks to process various payments and offer products in payments, trade, BaaS, and treasury experience.

1st Metropolitan Mortgage1stmet.com

Dedicated mortgage provider offering fast, friendly service to maximize financial resources and help clients achieve homeownership goals with high standards of care

Consolidated Planning, Inc.cplanning.com

A finance company challenging the industry norm by focusing on protection first and empowering clients to take control of their financial future

Crediblecredible.com

Operates an online marketplace for comparing personalized prequalified rates and quotes from lenders and carriers for loans and insurance, simplifying the financial product search.

Apitureapiture.com

Apiture helps financial institutions provide personalized and efficient online and mobile banking solutions to better serve their clients

Uwharrie Bankuwharrie.com

It provides financial services, focusing on personal relationships and community empowerment, helping customers achieve their financial goals effectively.

Sunlight Financialsunlightfinancial.com

The company provides easy financing solutions for home upgrades, specializing in solar and home improvement projects with innovative technology and supportive partnerships

BM Technologies, Inc.bmtechnologiesinc.com

Leading digital banking platform in the US offering checking/savings accounts, loans, credit cards, and financial wellness with a customer-focused and innovative approach

AgCarolina Farm Credit, ACAagcarolina.com

Providing tailored lending solutions to farmers in North Carolina, offering low-cost financing and exceptional service through a member-owned financial cooperative structure

Nottinghamnottinghamco.com

A company providing structural and operational solutions for mutual funds, private funds, and other investment vehicles, offering customized fund accounting and reporting services

Spreedlyspreedly.com

Create seamless payment systems by connecting to various services, optimizing revenue, and analyzing performance with a flexible, PCI compliant platform for payment orchestration

GEMgeminvestments.com

An investment management firm specializing in protecting and growing multigenerational capital for long-term investors through bespoke portfolios and alternative investment vehicles

DebtBookdebtbook.com

DebtBook provides cloud-based software solutions for public finance industry, helping organizations manage debt, leases, subscriptions, improve financial outcomes, and achieve strategic goals

Wyndham Capital Mortgagewyndhamcapital.com

Empowering employees through a caring corporate culture, Wyndham Capital Mortgage provides direct lending services with a focus on integrity and exceptional customer experience

FRG | Financial Risk Groupfrgrisk.com

An international risk management firm offering technology, implementation services, business advisory, and thought leadership to maximize effectiveness of risk management investments globally

Piedmont Federal Bankpiedmontfederal.bank

This company specializes in assisting clients with home purchases, savings, business financing, and community development with a focus on core values

Capital Investment Companiescapital-invest.com

A leading financial services firm offering investment brokerage, money management, trust services, estate planning, insurance, retirement plans, and more Based in Raleigh, NC

Infovisa, Inc.infovisa.com

A leader in trust accounting software, developing intuitive applications for professionals to focus on client counsel with customized, real-time reporting

Ally Financial Service LLCallyfinancialservicellc.com

The company delivers positive results and exceptional value through personalized financial services, offering both in-person and online consultations

Marsh McLennan Agency | Compass Financial Partnerscompassfp.com

A nationally recognized firm specializing in retirement plan consulting, providing fiduciary services and investment advisory services through MMA Securities LLC

Strategic Retirement Solutions Inc.RetirementBySRS.com

Retirement planning and insurance firm focused on putting clients first, offering specialized services and forming lasting partnerships with top-tier providers

Adams Financialadamsfinancial.com

A client-focused financial services and investment management firm in central North Carolina, prioritizing trust, ethical treatment, and personalized solutions for achieving financial goals

Live Oak Private Wealthliveoakprivatewealth.com

We provide innovative wealth and investment management strategies, personalized client experiences, expert financial guidance, and a comprehensive range of financial services

Carolina Asset Managementcamplanning.com

The company provides personalized financial solutions, education, and macro-economic modeling to help clients achieve their goals and navigate retirement planning efficiently

Wisepath Financial Groupwisepathgroup.com

We specialize in structuring financial strategies for retirement that provide lasting income, protect assets, and ensure a comfortable and worry-free retirement

Athens Capital Managementacm401.com

A leading financial investment service provider with over 20 years' experience, dedicated to helping clients achieve their financial objectives globally

Harris Williams Primary Fund Placementharriswilliams.com

An alternative asset placement business connecting top investment talent with exclusive pools of capital to generate high returns

Amulettradeamulet.com

This company provides a user-friendly derivatives trading platform with a focus on customer success and usability

FG Venturesfg.ventures

Venture firm investing in bold entrepreneurs with first-rate CEO talent, offering expertise, resources, and support to help tech companies succeed and leave a legacy

Carolina Wealth Stewardship Groupstewardingwealth.com

A financial services firm offering a wide range of products and services to individuals and business owners, helping them pursue their financial goals

KENSON Investmentskensoninvestments.com

A team of experienced professionals at the forefront of digital asset investing, offering opportunities for diversification and growth to HNWI and enterprises

NAKA Capital Partners

An investment firm specializing in consumer and technology sectors, partnering with top management teams to drive value through operational improvements and growth alignment

Bluefox Privatebluefoxprivate.com

Asset management firm specializing in alternative investments, offering investors opportunities to diversify from traditional equity holdings

Retiring In Peaceretiringinpeace.com

A full-service financial firm providing a wide range of products and services to help individuals and business owners achieve their financial goals

Fulcrum Financial Services, LLCfulcrumfp.com

A financial services firm offering asset management to high net worth individuals and institutional investors

Old Well Partnersoldwellpartners.com

Global investment firm utilizing technology for long-term investing, managed by experienced professionals from hedge funds and institutional firms Email for opportunities or strategy information

Brown Legacy Enterprisesbrownlegacy-enterprises.com

A rapidly growing financial institution in the southeast, dedicated to serving others and improving quality of life through impactful work

Robinson-Langley Capital Management, LLCrlcap.com

Global asset manager specializing in systematic investment strategies across futures, commodities, and stocks for superior risk-adjusted returns for various investors worldwide