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68 Best North Carolina Based Wealth Management Startups and Companies 2021

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

Top North Carolina Wealth Management Startups

Data sourced from Crunchbase and SemRush.

CAPTRUST

CAPTRUST

Crunchbase Website Twitter Facebook Linkedin

CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals.

ETON Solutions

ETON Solutions

Crunchbase Website Twitter Facebook Linkedin

ETON Solutions is a third-generation wealth management technology firm for the family office and multi-family office market.

ETON Solutions

First Citizens Bank

Crunchbase Website Twitter Facebook Linkedin

First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more.

ETON Solutions

Freeman Capital

Crunchbase Website Twitter Facebook Linkedin

Freeman Capital is a wealth management and financial planning company.

ETON Solutions

Uwharrie Bank

Crunchbase Website Twitter Facebook Linkedin

Uwharrie Bank is to protect the assets of customers to help people and businesses secure financing and to support their shareholders.

ETON Solutions

BovaMetrics

Crunchbase Website Twitter Facebook Linkedin

AI Portfolio Monitoring + Performance Based Rebalancing for Wealth Advisors

ETON Solutions

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.

ETON Solutions

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

ETON Solutions

Rockalltech

Crunchbase Website Twitter Facebook Linkedin

Rockall is an Irish company founded in 2000 to provide specialized banking book collateral management technology.

ETON Solutions

Adhesion Wealth Advisor Solutions

Crunchbase Website Twitter Facebook Linkedin

Adhesion Wealth Advisor Solutions, Inc. provides wealth advisor solutions to independent financial advisors and wealth managers. The

ETON Solutions

Carroll Financial

Crunchbase Website Twitter Facebook Linkedin

Carroll Financial is an independent financial planning and wealth management firm.

ETON Solutions

Chapter IV Investors

Crunchbase Website Twitter Facebook Linkedin

Chapter IV Investors provides services to institutional investors and high-net-worth individuals.

ETON Solutions

Gordon Asset Management

Crunchbase Website Twitter Facebook Linkedin

Gordon Asset Management specializes in financial services and offers wealth management, retirement plans, consultation and investment.

ETON Solutions

Stearns Financial Group

Crunchbase Website Twitter Facebook Linkedin

Stearns Financial Group is an investment advisor that offers personalized investment consultancy services.

ETON Solutions

Point91

Crunchbase Website Twitter Facebook Linkedin

Point91 is an investment advisory firm that offers captive insurance, consulting, wealth management and financial planning solutions.

ETON Solutions

ECM Solutions

Crunchbase Website Twitter Facebook Linkedin

ECM is a independent insurance agency, have departments in Commercial Lines, Personal Lines, Benefits & Financial Services.

ETON Solutions

Delegate

Crunchbase Website Twitter Facebook Linkedin

Delegate specializes in financial services and offers wealth management, financial education, consulting and estate planning.

ETON Solutions

Salem Investment Counselors

Crunchbase Website Twitter Facebook Linkedin

Salem Investment Counselors is a financial advisory firm that provides wealth management services.

ETON Solutions

Synergy

Crunchbase Website Twitter Facebook Linkedin

Synergy Wealth Management is a firm that offers planning guidance such as retirement, business, college financing, etc.

ETON Solutions

Wrenn Financial Strategies

Crunchbase Website Twitter Facebook Linkedin

Wrenn Financial Strategies is an independent, family-owned wealth management firm

ETON Solutions

Queens Oak Advisors

Crunchbase Website Twitter Facebook Linkedin

Queens Oak Advisors specializes in wealth management, asset allocation, investment planning and risk management services.

ETON Solutions

Colton Groome & Company

Crunchbase Website Twitter Facebook Linkedin

Colton Groome & Company is a financial planning firm.

ETON Solutions

Kuhn Advisors

Crunchbase Website Twitter Facebook Linkedin

Kuhn Advisors is a wealth management firm that provides investment planning, retirement, financial and advisory services.

ETON Solutions

Nest Egg

Crunchbase Website Twitter Facebook Linkedin

Nest Egg allows users to create and contribute to an investment account for their children.

ETON Solutions

Baker Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Baker Wealth Management consults in financial planning, investment, wealth managment, insurance, tax, retirement and estate planning.

ETON Solutions

Abiding Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

Abiding Wealth Advisors offers wealth management and business advisory services.

ETON Solutions

Sapere Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Sapere Wealth Management is an investment management company.

ETON Solutions

Altavista Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Altavista Wealth Management provides financial statement, tax preparation, risk management, investment and estate planning services.

ETON Solutions

Tucker Bria

Crunchbase Website Twitter Facebook Linkedin

Tucker Bria offers wealth advisory services such as accumulation, taxation, risk management, retirement and estate planning.

ETON Solutions

Alloy Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Alloy Wealth Management specializes in investing strategies, retirement investing, conservation and risk management.

ETON Solutions

Providence Capital Advisors

Crunchbase Website Twitter Facebook Linkedin

Providence Capital Advisors engages in financial planning, portfolio strategy, wealth and investment management advisory services.

ETON Solutions

Boys Arnold Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Boys Arnold Wealth Management provides trust and estate administration and investment services.

ETON Solutions

Epic Capital Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Epic Capital Wealth Management is a consultancy that renders a complete portfolio of financial planning and investment management services.

ETON Solutions

BlueSky Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

BlueSky Wealth Advisors provides financial planning and investment management services.

ETON Solutions

Raleigh Wealth Solutions

Crunchbase Website Twitter Facebook Linkedin

Raleigh Wealth Solutions educates about the financial opportunities and maintain financial independence to individuals and families.

ETON Solutions

Bice Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Bice Wealth Management is an independent financial firm that offers financial and wealth management services.

ETON Solutions

Byron Financial

Crunchbase Website Twitter Facebook Linkedin

Byron Financial is a wealth management firm.

ETON Solutions

LFM Wealth Management

Crunchbase Website Twitter Facebook Linkedin

LFM Wealth Management is a finance company that renders investment management and financial planning services.

ETON Solutions

Conversus

Crunchbase Website Twitter Facebook Linkedin

Conversus provides wealth solutions and financial services.

ETON Solutions

Jolley Asset Management

Crunchbase Website Twitter Facebook Linkedin

Jolley Asset Management is an investment adviser and wealth management company.

ETON Solutions

Wealth Management Strategies, Inc.

Crunchbase Website Twitter Facebook Linkedin

Wealth Management Strategies, Inc. strive to provide you with the highest level of service while giving you exceptional value.

ETON Solutions

LifeTime Asset Management

Crunchbase Website Twitter Facebook Linkedin

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

ETON Solutions

BRC Wealth Management

Crunchbase Website Twitter Facebook Linkedin

BRC Wealth Management is a fee-based advisory firm that offers portfolio management, consulting, investment and financial planning services.

ETON Solutions

Atlas Principals

Crunchbase Website Twitter Facebook Linkedin

Atlas Principals provides investment management strategies and broad financial planning services to individuals and families.

ETON Solutions

Hutchins Canning & Company

Crunchbase Website Twitter Facebook Linkedin

Hutchins Canning & Company offers compilation, budget analysis, payroll, wealth management, taxation, financial & estate planning services.

ETON Solutions

Three Counties

Crunchbase Website Twitter Facebook Linkedin

Three Counties is a wealth management company that provides financial planning and investment management services.

ETON Solutions

Townsend Asset Management

Crunchbase Website Twitter Facebook Linkedin

Townsend Asset Management provides consulting and guidance services on taxes, insurance, business, retirement and estate planning.

ETON Solutions

Old North State Trust

Crunchbase Website Twitter Facebook Linkedin

Old North State Trust is an organization that provides a range of financial assistance, trust and wealth management services.

ETON Solutions

Semmax Financial Group

Crunchbase Website Twitter Facebook Linkedin

Semmax Financial Group provides wealth management, retirement planning, investment and financial advisory services.

ETON Solutions

Maze Financial Planning

Crunchbase Website Twitter Facebook Linkedin

Maze Financial Planning offers wealth management, risk management, and retirement planning services.

ETON Solutions

First Generation Life

Crunchbase Website Twitter Facebook Linkedin

First Generation Life is a life insurance firm that specializes in retirement planning, mortgage protection and wealth management services.

ETON Solutions

Cornerstone Wealth

Crunchbase Website Twitter Facebook Linkedin

Cornerstone Wealth is a wealth management firm that provides advice to individuals, families and businesses.

ETON Solutions

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.

ETON Solutions

The Teague Group

Crunchbase Website Twitter Facebook Linkedin

The Teague Group is a financial services company that offers wealth management, tax filing, insurance, and retirement planning.

ETON Solutions

First Oak Wealth Management

Crunchbase Website Twitter Facebook Linkedin

First Oak Wealth Management provides wealth management and financial services.

ETON Solutions

The Potter Financial Group

Crunchbase Website Twitter Facebook Linkedin

The Potter Financial Group provides financial advisory, risk management, and wealth management services.

ETON Solutions

McShane Partners

Crunchbase Website Twitter Facebook Linkedin

McShane Partners is a wealth investment advisory firm that focuses on offering financial planning and wealth advisory to SMEs.

ETON Solutions

Edwards Falls Renegar

Crunchbase Website Twitter Facebook Linkedin

Edwards Falls Renegar provides accounting, tax planning, financial planning, and wealth management service.

ETON Solutions

Hilltop Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

Hilltop work to develop a deep and lasting personal relationship based on mutual trust and understanding.

ETON Solutions

JGM Wealth Management, LLC

Crunchbase Website Twitter Facebook Linkedin

JGM Wealth Management, LLC is dedicated to providing fee-based financial planning, investment management services and strategic wealth

ETON Solutions

Horizons Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Horizons Wealth Management is a financial advisory firm that provides financial planning to help clients.

ETON Solutions

Blackbridge Financial

Crunchbase Website Twitter Facebook Linkedin

Blackbridge Financial offers investment management and risk management services.

ETON Solutions

Gaiser Financial Group

Crunchbase Website Twitter Facebook Linkedin

Gaiser Financial Group provides tax management, retirement services, estate conservation, and insurance services.

ETON Solutions

Tassel Capital

Crunchbase Website Twitter Facebook Linkedin

Tassel Capital is an investment advisory firm that specializes in providing financial planning and investment advisory services.

ETON Solutions

Morton Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Morton is a consulting firm providing comprehensive wealth management, financial planning and investment management services.

ETON Solutions

Maynard & Associates Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Maynard & Associates Wealth Management offers wealth & investment management, social security, and retirement income planning.

ETON Solutions

Nabell Winslow Investments

Crunchbase Website Twitter Facebook Linkedin

Nabell Winslow Investments provides wealth management, investment, estate & financial planning, taxation, insurance and advisory services.

ETON Solutions

Hayden Royal

Crunchbase Website Twitter Facebook Linkedin

Hayden Royal provides wealth management, retirement planning, investment analysis, insurance and risk management services.

Written by Tenner Smith

Tenner Smith - I have experience in financial intelligence and automated intelligence. In industry I have worked on artificial intelligence and machine learning. Tenner Smith is a reporter at DF media.

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