Mark Smith
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
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Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
Brightly
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Brightly provides an asset management solution that delivers predictive insights to help users oversee the performance of their assets.
Ekos
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Empowering craft beverage producers to make more through our cloud-based business management software.
Barings
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Barings is a global financial services firm dedicated to meeting the evolving investment and capital needs.
Morgan Creek Digital
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Morgan Creek Digital is a hedge fund backed by Morgan Creek Capital.
WISER Systems
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WISER Systems is develops a smart system to automatically track the location of key assets like equipment, containers, pallets, etc.
Prometheus Group
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Prometheus Platform is a suite of integrated solutions deployed on mobile/desktop that natively extend and enhance your EAM, ERP, or CMMS.
The Morgan Companies
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The Morgan Companies operates as a full-service commercial real estate firm.
Chekhub
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Chekhub provides your organization with an operations management software platform. It offers services like asset management, and others.
Investors Management Corp
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Investors Management Corp is a privately owned investment company.
Horizon Investments
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Horizon investments is an asset and investment management company.
Vectorvest, Inc.
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VectorVest provides you a better platform for cost effective stock analysis and buy, sell, or hold recommendation on every stock
Cetaris
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Cetaris is a world class provider of enterprise asset management and fleet maintenance solutions.
Equis Financial
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Equis Financial operates as a capital equipment lessor and asset management organization.
Friday POS
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cloud based restaurant management system, restaurant POS, Restaurant inventory management Software
Variant Perception
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Empirical, Repeatable, Actionable. A man plus a machine beats a machine.
Aqueduct Capital Group LLC
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Aqueduct Capital Group, LLC (“Aqueduct”) is an alternative asset placement agent and registered broker-dealer founded in 2006.
Highwoods Properties
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Highwoods Properties, headquartered in Raleigh, North Carolina,
Magellan Aviation Group
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Magellan Aviation Group provides engines and airframe part sales, expendables part sales, custom leasing, and asset management solutions.
Ginkgo Residential
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Ginkgo Residential is a real estate firm that offers property management, asset management, renovation and acquisitions services.
Fairview Investment Services
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Fairview Investment Services is providing compliance support services to investment advisers, broker-dealers & other financial institutions.
Ecree
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Ecree is a provider of an automatic essay assessment platform designed to improve student outcomes.
World Information Systems
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World Information Systems offers software solution for asset management for manufacturing and other sectors.
Hargett Hunter Capital Partners
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Hargett Hunter Capital Partners is a Investment Firm.
Impact Financial Systems
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IFS offers the only complete onboarding automation solution in the financial services industry.
Hancock Timber Resource Group
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HTRG specializes in developing and managing diverse timberland portfolios.
Aventon Companies
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Aventon Companies is a real estate company that acquires, develops, and builds apartment communities.
Capstone Apartment Partners
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Capstone is a multi-housing advisory firm that offers strategic ownership decisions, market insight, and raising equity capital services.
WithersRavenel
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WithersRavenel is a civil and environmental engineering firm.
Blue Heron Asset Management
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Blue Heron Asset Management provides real estate investment management and investment advisory services.
Eller Capital Partners
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Eller Capital Partners is a real estate investment firm that develops, invests, and manages properties.
Triad Financial Advisors
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Triad Financial Advisors specializes in asset, debt management, cash flow, income, investment, estate planning and financial services.
Hinsdale
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Hinsdale is an endowment-style investment partnership that has a portfolio across asset classes, geographies, and strategies.
Verity Investments, Inc.
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Verity Investments is driven by the conviction that our role is to contribute to your financial well-being with a careful plan.
Adept IP Ventures
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Adapt IP Ventures is a financial service-based company.
Eastern Federal
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Eastern Federal is a company which provides Commercial Real Estate, Private Equity, Residential Real Estate & Asset Management services.
25 Capital Partners
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25 Capital Partners provides real estate investments, mortgages, capital growth and asset management services.
Alphastar Capital Management
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Alphastar Capital Management provides discretionary portfolio management to individual client families and institutional investors.
Gvest Capital
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Gvest Capital is a real estate investment company that offers real estate brokerage, property management, and asset management services.
BWC Consulting
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BWC Consulting is an economic development finance consulting firm.
Spectrum
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Spectrum is a commercial real estate services company.
Loss Prevention Magazine
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LP Magazine is the leader in news and education for the loss prevention/asset protection industry.
Maestro Wealth Advisors
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Maestro Wealth Advisors is a financial firm that offers taxation, college funding, retirement planning, asset, and risk management services.
Key Services
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Key Services provides lifecycle management services for mobile and IT technologies.
ARCHIBUS Solution Centers
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ARCHIBUS Solution Centers provide implementation, consulting, hosting, and workplace management systems software.
FCA Partners
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FCA Partners is a real estate investment management company.
Concorde Financial Resources
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Concorde Financial Resources specializes in tax planning and preparation, investments, and fiduciary portfolio management services.
Coretek Enterprises
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Coretek Enterprises provides IT asset management and recovery services for IT leasing companies, and corporations.
Cassia Capital Partners
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Cassia Capital Partners provides investment allocations and financial planning to help individuals and institutions achieve financial goals.
Faison
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Faison Enterprises is a commercial real estate investment firm.
Stony Point Group
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Stony Point Group is a private equity firm that specializes in investment, asset management, and acquisition of manufacturing companies.
ACT Advisors
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ACT Advisors offers investment management, estate structuring, long-term insurance, retirement planning and asset management services.
Raleigh Mortgage Group
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Raleigh Mortgage Group is a family-owned and operated, licensed mortgage broker providing finance for properties.
LifeTime Asset Management
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LifeTime Asset Management is an investment and wealth management services provider company.
Octagon Asset Management
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Octagon Asset Management renders pre-export & inventory financial services and offers supply chain and asset management services.
John H. Wellons Foundation
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John H. Wellons Foundation is an NGO that provides affordable housing and asset management for seniors and handicapped persons.
Deronja Real Estate
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Deronja Real Estate is a real estate firm that sells and buys residential properties and offers customized solutions.
Pendleton Financial Wealth Management
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Pendleton Financial Wealth Management offers tax reduction planning, investment oversight service, and family wealth planning services.
Thornburg & Associates
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Thornburg & Associates provides real estate property management services.
Cook Wealth Management Group
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Cook Wealth Management Group offers various management and financial services such as wealth, tax planning, asset management & consulting.
SYNCO Properties
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SYNCO Properties is a real estate firm that provides acquisition, real estate investment, renovation, asset & property management services.
Elliott
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Elliott is a real estate services company serving the banking, title, and financial services industry.
Selwyn Property Group
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Selwyn Property Group are into property management, development, retail, acquisitions, and also residential asset management.
South Atlantic Capital
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South Atlantic Capital is an independent investment adviser that maintains a full list and record of composites, as well as GIPS reports.
Falcon Square Capital
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Falcon Square Capital offers trading, execution, transition management, portfolio construction, research and client commission services.
Harris Development
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Harris Development is a real estate property development, brokerage, and asset management firm.
Sector Supply
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Sector Supply is a supplier of mobile backhaul and central office equipment.
Capital Management Group
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Capital Management Group offers an array of financial services such as accounting, taxation, consulting, retirement, and insurance.
Gulf Stream Asset Management
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Gulf Stream Asset Management is provider of asset management services.
Chaucer Creek Capital
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Chaucer Creek Capital is a private real estate investment firm that provides investment and asset management services.
Atlantic Capital Advisors
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Atlantic Capital Advisors is a provider of investment service.
Silverback Asset Management
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Silverback Asset Management is an investment advisor firm that provides consulting, financial and investment management services.
Plybon & Associates
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Plybon & Associates offers financial services including retirement and business planning, employee benefits and asset management services.
Apartment Dynamics
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Apartment Dynamics provides property management, dynamic training, and marketing solutions.
Bóveda Asset Management
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Bóveda Asset Management provides asset management services including investment strategies, portfolio and wealth management.
Onset Capital Partners
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Onset Capital Partners is a venture capital firm that provides asset and wealth management services.
Coldwell Banker Commercial MECA
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Coldwell Banker Commercial MECA is a commercial real estate agency.
Verum Partners
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Verum Partners is a financial firm that offers retirement planning, wealth transfer, savings, and asset management services.
Gaskin Asset Management
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Gaskin Asset Management offers financial planning, retirement planning, portfolio management, estate planning, and risk management services.
New Street Investment Partners
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New Street Investment Partner is a private firm focused on value-add asset acquisitions and market opportunities.
CAPE Asset Management
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CAPE Asset Management provides property management, sales, and leasing services.
Infinite Wealth Advisors
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Infinite Wealth Advisors offers asset protection, estate planning, and retirement income planning services.
Macc Venture Partners
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MACC Venture Partners is a real estate investment firm that also offers asset and fund management and market analysis.
Chrysalis Capital Management
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Chrysalis Capital Management offers financial planning, advisory services, investment, asset and wealth management services.
Sports Med Properties
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Sports Med Properties is expertise in brokerage, real estate, consulting, project development, asset, and property management services.
Westchester Realty
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Westchester Realty is a real estate brokerage firm that offers asset management, property preservation, and management services.
Hamilton Point Investment Advisors
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Hamilton Point Investment Advisors specializes in investment advisory, asset and wealth management services.
Southeast Consulting
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Southeast Consulting is a financial and technology consulting and publishing company.
Carolina Benefits Group
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Carolina Benefits Group provides solutions for life insurance, health insurance, long-term care and asset management.
Griffin Stafford Hospitality
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Griffin Stafford Hospitality offers hotel operations and asset management services.
NextSun Energy
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NextSun Energy is a solar energy development and asset management firm.
Clear Income Strategies Group
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Clear Income Strategies Group is an advisory firm that offers retirement and legacy planning, life insurance, and social security analysis.
TBR Strategies
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TBR Strategies is a consulting and asset management firm.
Asset Guard
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Asset Guard provides risk management, asset management, investment, tax, and financial planning services.
Williams Software Associates
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Williams Software Associates focuses on network management, custom software, asset tracking, warehouse management and IT consulting.
First Bank
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First Bank is a banking service, financial planning, asset management, and wealth management company.
Trig
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Trig offers industrial & product design, brand asset management, patent drafting, animation and brand identity services.
Duncan Prime Realty
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Duncan Prime Realty is a real estate company that offers both residential and commercial properties.
Blue Sky Solutions
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Blue Sky Solutions provides environmentally electronics recycling solutions to public consumers, businesses, and corporations.
Access Medical Development
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ACCESS Medical Development is a real estate development firm that focuses on the development, leasing, acquisition and management.
CRG Appraisal Services
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CRG Appraisal Services offers real estate appraisal and financial services.
