Top Investment Firms in North Carolina
83 Companies
List of the Top North Carolina Investment Management Firms
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UndisclosedUndisclosed10 - 49Cary, NC
Services provided
50% Funding & Investment50% Financial Advising & PlanningFitzcores is a small Funding & Investment and Financial Advising & Planning company. Established in 2000, the team provides Funding & Investment and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Davidson, NC
Services provided
15% Funding & Investment40% Business Consulting20% Financial Advising & Planning +2 services15% Business Valuation Services10% Financial ConsultingLaunched in 2015, Quest - Advisory, Business Succession & M&A is a Business Consulting company. The small team provides Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Greensboro, NC
Services provided
50% Funding & Investment50% Commercial FinancingTriad Insurance Partners is a Greensboro, North Carolina-based Commercial Financing and Funding & Investment company. They offer Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Charlotte, NC
Services provided
50% Funding & Investment50% Commercial FinancingEstablished in 1993, Ridgemont Equity Partners is a Commercial Financing and Funding & Investment company. The team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Chapel Hill, NC
Services provided
50% Funding & Investment50% Commercial FinancingFounded in 2015, Prudent Growth Partners, LLC is a Commercial Financing and Funding & Investment company. Their team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Charlotte, NC
Services provided
50% Funding & Investment50% Commercial FinancingLaunched in 2006, Summit Park is a midsize Charlotte, North Carolina-based Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding &
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UndisclosedUndisclosed1,000 - 9,999Asheville, NC
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingBaird is a large Financial Advising & Planning company. They offer Financial Advising & Planning and Commercial Financing and were founded in 1919.
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UndisclosedUndisclosed50 - 249Charlotte, NC
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Pamlico Capital was launched in 1988. Located in Charlotte, North Carolina, the team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Charlotte, NC
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Global Endowment Management was established in 2007. The company offers Commercial Financing and Funding & Investment, and is midsize.
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UndisclosedUndisclosed50 - 249Charlotte, NC
Services provided
50% Funding & Investment50% Commercial Financing7 Mile Advisors is a Commercial Financing and Funding & Investment company launched in 2008. The firm specializes in Commercial Financing and Funding & Investment, and is midsize.
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UndisclosedUndisclosed250 - 999Charlotte, NC
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Brown Advisory was founded in 1993. The firm provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Charlotte, NC
Services provided
50% Funding & Investment50% Commercial FinancingAsana Partners, a Commercial Financing and Funding & Investment company, was launched in 2015. The company specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Charlotte, NC
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Madison Capital Group was launched in 2009. The midsize team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed1,000 - 9,999Charlotte, NC
Services provided
75% Funding & Investment25% Business Valuation ServicesLaunched in 1940, Barings is a large Charlotte, North Carolina-based Funding & Investment company. Their team offers Funding & Investment and Business Valuation Services.
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$5,000+Undisclosed2 - 9Charlotte, NC
Services provided
20% Funding & Investment40% Financial Advising & Planning20% Business Consulting +1 service20% Financial ConsultingDeal Process Partners is a Financial Advising & Planning company. Their team is in Charlotte, North Carolina and provides Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed10 - 49Greensboro, NC
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Trust Company of the South offers Commercial Financing and Funding & Investment. They are in Greensboro, North Carolina.
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UndisclosedUndisclosed10 - 49Greensboro, NC
Services provided
50% Funding & Investment50% Commercial FinancingSL Companies, Inc. Is a Commercial Financing and Funding & Investment company established in 2011. The small team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Charlotte, NC
Services provided
50% Funding & Investment50% Commercial FinancingChurchill Realty, a Commercial Financing and Funding & Investment company, was established in 2014. The team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Durham, NC
Services provided
50% Funding & Investment50% Commercial FinancingSJF Ventures is a Commercial Financing and Funding & Investment company in Durham, North Carolina and New York, New York. The team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Winston-Salem, NC
Services provided
50% Funding & Investment50% Commercial FinancingBased in Winston-Salem, North Carolina, Front Street Capital is a Commercial Financing and Funding & Investment company. They focus on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Charlotte, NC
Services provided
50% Funding & Investment50% Commercial FinancingLaunched in 2022, Axum Capital Partners is a Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Charlotte, NC
Services provided
50% Funding & Investment50% Commercial FinancingFounded in 1999, Frontier Growth is a Commercial Financing and Funding & Investment company. The team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Charlotte, NC
Services provided
50% Funding & Investment50% Commercial FinancingFalfurrias Capital Partners, a Commercial Financing and Funding & Investment company, was founded in 2006. The small team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Raleigh, NC
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Plexus Capital, LLC is in Raleigh, North Carolina and Charlotte, North Carolina. They specialize in Commercial Financing and Funding &
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UndisclosedUndisclosed10 - 49Greensboro, NC
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50% Funding & Investment50% Commercial FinancingSalem Investment Partners, a Commercial Financing and Funding & Investment company, was founded in 1999. The team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Winston-Salem, NC
Services provided
50% Funding & Investment50% Commercial FinancingLocated in Winston-Salem, North Carolina, Five Points Capital is a Commercial Financing and Funding & Investment company. They focus on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Charlotte, NC
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Carousel Capital provides Commercial Financing and Funding & Investment. They were launched in 1996.
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UndisclosedUndisclosed10 - 49Raleigh, NC
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Investors Management Corporation was established in 1971. The agency focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Raleigh, NC
Services provided
50% Funding & Investment50% Commercial FinancingLaunched in 2010, NovaQuest Capital Management is a Commercial Financing and Funding & Investment company. The team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Greensboro, NC
Services provided
50% Funding & Investment50% Commercial FinancingGranville Capital, Inc. Is a Commercial Financing and Funding & Investment company founded in 2003. Their team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Charlotte, NC
Services provided
50% Funding & Investment50% Commercial FinancingCorrum Capital Management LLC , a Commercial Financing and Funding & Investment company, was founded in 2013. The company provides Commercial Financing and Funding & Investment, and is small.
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UndisclosedUndisclosed10 - 49Winston-Salem, NC
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Verger Capital Management specializes in Commercial Financing and Funding & Investment. They were founded in 2014.
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UndisclosedUndisclosed10 - 49Charlotte, NC
Services provided
50% Funding & Investment50% Commercial FinancingTrinity Capital Advisors is a Commercial Financing and Funding & Investment company. The team is in Charlotte, North Carolina, and their services include Commercial Financing and Funding &
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UndisclosedUndisclosed10 - 49Charlotte, NC
Services provided
50% Funding & Investment50% Commercial FinancingWSC & Company, a Commercial Financing and Funding & Investment company, is headquartered in Charlotte, North Carolina. The team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Charlotte, NC
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company WestEnd Advisors was launched in 2004. The team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Charlotte, NC
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Thirty Capital was launched in 2019. The team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Charlotte, NC
Services provided
50% Funding & Investment50% Commercial FinancingLaunched in 2009, South Street Partners is a small Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Greensboro, NC
Services provided
50% Funding & Investment50% Commercial FinancingEstablished in 1990, Sharpless & Stavola is a small Commercial Financing and Funding & Investment company. Their team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Greensboro, NC
Services provided
50% Funding & Investment50% Commercial FinancingThe Spagnola Law Firm is a small Commercial Financing and Funding & Investment company based in Greensboro, North Carolina. The team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Asheville, NC
Services provided
50% Funding & Investment50% Commercial FinancingBig Path Capital is a Commercial Financing and Funding & Investment company. They offer Commercial Financing and Funding & Investment and are located in Asheville, North Carolina.
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UndisclosedUndisclosed2 - 9Charlotte, NC
Services provided
50% Funding & Investment50% Commercial FinancingCrimson Capital Partners is a small Charlotte, North Carolina-based Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Durham, NC
Services provided
50% Funding & Investment50% Commercial FinancingAiglon Capital is a Commercial Financing and Funding & Investment company. Established in 2014, their team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Charlotte, NC
Services provided
50% Funding & Investment50% Commercial FinancingEagle Marsh Holdings is a Charlotte, North Carolina-based Commercial Financing and Funding & Investment company. They offer Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Lincolnton, NC
Services provided
50% Funding & Investment50% Commercial FinancingFitzgerald Venture Capital is a small Commercial Financing and Funding & Investment company in Lincolnton, North Carolina. The team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Mooresville, NC
Services provided
50% Funding & Investment50% Commercial FinancingGTF Holdings LLC is a Commercial Financing and Funding & Investment company. The Mooresville, North Carolina-based company focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Charlotte, NC
Services provided
50% Funding & Investment50% Commercial FinancingCrutchfield Capital is a Commercial Financing and Funding & Investment company. Located in Charlotte, North Carolina, their team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Charlotte, NC
Services provided
50% Funding & Investment50% Commercial FinancingSeward Capital LLC is a Commercial Financing and Funding & Investment company. Based in Charlotte, North Carolina, the agency offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Greensboro, NC
Services provided
50% Funding & Investment50% Commercial FinancingHeadquartered in Greensboro, North Carolina, Creek Road Capital is a Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Charlotte, NC
Services provided
50% Funding & Investment50% Commercial FinancingLocated in Charlotte, North Carolina, The Zabel Companies is a Commercial Financing and Funding & Investment company. The team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Charlotte, NC
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Centerlane Capital provides Commercial Financing and Funding & Investment. They were launched in 2014.
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List of the Top North Carolina Investment Management Firms
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UndisclosedUndisclosed10 - 49Cary, NC
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed10 - 49Davidson, NC
Ability to deliver
7.1/40.00/20 Reviews1.8/10 Clients & Experience5.3/10 Market PresenceService focus
15% Funding & Investment85% Other -
UndisclosedUndisclosed50 - 249Greensboro, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed50 - 249Charlotte, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed50 - 249Chapel Hill, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed50 - 249Charlotte, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed1,000 - 9,999Asheville, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
30% Funding & Investment70% Other -
UndisclosedUndisclosed50 - 249Charlotte, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed50 - 249Charlotte, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed50 - 249Charlotte, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed250 - 999Charlotte, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed50 - 249Charlotte, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed50 - 249Charlotte, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed1,000 - 9,999Charlotte, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
75% Funding & Investment25% Other -
$5,000+Undisclosed2 - 9Charlotte, NC
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% Funding & Investment80% Other
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