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99 Top Asset Management Startups & Projects (North Carolina)

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

Top North Carolina Asset Management Startups

Data sourced from Crunchbase and SemRush.

Brinkley Financial Group

Brinkley Financial Group

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Brinkley Financial Group is a highly individualized and service-oriented approach to financial planning and corporate clients.

Stafford Consulting Engineers

Stafford Consulting Engineers

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Stafford Consulting Engineers provider of engineering consulting services.

Stafford Consulting Engineers

Strategian

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Strategian offers asset management, investment education, business consulting, and financial planning solutions.

Stafford Consulting Engineers

Hamilton Point Investment Advisors

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

Stafford Consulting Engineers

CRG Appraisal Services

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CRG Appraisal Services offers real estate appraisal and financial services.

Stafford Consulting Engineers

Saratoga Asset Management

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Saratoga Asset Management specializes in offering a broad spectrum of real estate investment services.

Stafford Consulting Engineers

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.

Stafford Consulting Engineers

Coretek Enterprises

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

Stafford Consulting Engineers

AdaptFirst Investments

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AdaptFirst Investments specializes in investment research, portfolio management, and consulting services that suit the client’s needs.

Stafford Consulting Engineers

Raleigh Securities

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Raleigh Securities is an advisory firm that offers investment management services with unbiased opinions to achieve long-term goals.

Stafford Consulting Engineers

Burke Robertson & Associates

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Burke Robertson & Associates offers commercial real estate sales and investment, acquisitions, asset management, and advisory services.

Stafford Consulting Engineers

Black Oak Wealth Management

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Black Oak Wealth Management provides consultation, risk optimization, analytics, and asset management services.

Stafford Consulting Engineers

Dreher Financial Partners

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Dreher Financial Partners provides investment management, retirement, education and cashflow planning, and asset protection services.

Stafford Consulting Engineers

Universal Services of North Carolina

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Universal Services is a repossession agency that offers repossession, skip-tracing, storage, locksmith and collateral liquidation services.

Stafford Consulting Engineers

A&B Advisors

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A&B Advisors provides retirement plans, investments, insurance, financial strategy, estate planning & business succession planning services.

Stafford Consulting Engineers

Network Legal Express

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Network Legal Express offers asset funding, deed preparation, life insurance protection, estate planning, notary public, and legal services.

Stafford Consulting Engineers

Gaskin Asset Management

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

Stafford Consulting Engineers

Adept IP Ventures

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Adapt IP Ventures is a financial service-based company.

Stafford Consulting Engineers

Frazier Financial Consultants

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Frazier Financial Consultants is a fee-only, family-run financial planning firm.

Stafford Consulting Engineers

Williams Software Associates

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

Stafford Consulting Engineers

Financial Strategies of Lake Norman

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Financial Strategies of Lake Norman is a financial service company.

Stafford Consulting Engineers

Rhino Wealth Management

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Rhino Wealth Management offers asset management, financial planning, and retirement planning solutions.

Stafford Consulting Engineers

Spectrum

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Spectrum is a commercial real estate services company.

Stafford Consulting Engineers

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.

Stafford Consulting Engineers

Roof Solutions

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Roof Solutions offers asset management, project design, building leak assessment, testing and engineering services.

Stafford Consulting Engineers

25 Capital Partners

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

Stafford Consulting Engineers

Concorde Financial Resources

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

Stafford Consulting Engineers

Cassia Capital Partners

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Cassia Capital Partners provides investment allocations and financial planning to help individuals and institutions achieve financial goals.

Stafford Consulting Engineers

ACT Advisors

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

Stafford Consulting Engineers

Tru-Point Synergy

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Tru-Point Synergy offers company restructuring, angel investment, distressed investment and stock market portfolio management services.

Stafford Consulting Engineers

IFS

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IFS focuses on asset management, finance, insurance, investment tax and estate planning services.

Stafford Consulting Engineers

Cascades Capital Asset Management

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Cascades Capital Asset Management is the provider of an independent investment advisory firm.

Stafford Consulting Engineers

Bóveda Asset Management

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

Stafford Consulting Engineers

Old North State Trust

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

Stafford Consulting Engineers

Investor Advisory Group

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Investor Advisory Group provides retirement planning, investment management, estate planning, insurance, and wealth management services.

Stafford Consulting Engineers

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.

Stafford Consulting Engineers

Carolina Benefits Group

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

Stafford Consulting Engineers

The Maintenance Excellence Institute International

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TMEII is a physical asset management and reliable maintenance practices are essential for profit-optimization.

Stafford Consulting Engineers

Blue Heron Asset Management

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

Stafford Consulting Engineers

Hancock Timber Resource Group

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HTRG specializes in developing and managing diverse timberland portfolios.

Stafford Consulting Engineers

Point91

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

Stafford Consulting Engineers

Thornburg & Associates

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Thornburg & Associates provides real estate property management services.

Stafford Consulting Engineers

Asset Guard

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

Stafford Consulting Engineers

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.

Stafford Consulting Engineers

Trig

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

Stafford Consulting Engineers

World Information Systems

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

Stafford Consulting Engineers

Woodard and Company

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Woodard and Company provide asset management and financial services.

Stafford Consulting Engineers

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.

Stafford Consulting Engineers

Chrysalis Capital Management

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

Stafford Consulting Engineers

Infinite Wealth Advisors

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

Stafford Consulting Engineers

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.

Stafford Consulting Engineers

Alphastar Capital Management

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

Stafford Consulting Engineers

ARCHIBUS Solution Centers

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

Stafford Consulting Engineers

LifeTime Asset Management

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

Stafford Consulting Engineers

Plybon & Associates

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

Stafford Consulting Engineers

Carolina Asset Management

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Carolina Asset Management offers various financial solutions including retirement, business development, investments & consulting services.

Stafford Consulting Engineers

Milestone Investments

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Milestone Investments renders 401(k) plans, retirement income planning, wealth management, asset management, and distribution services.

Stafford Consulting Engineers

Octagon Asset Management

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

Stafford Consulting Engineers

Triad Financial Advisors

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

Stafford Consulting Engineers

Faison Enterprises

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Faison Enterprises is a commercial real estate investment firm.

Stafford Consulting Engineers

Silverback Asset Management

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

Stafford Consulting Engineers

Falcon Square Capital

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

Stafford Consulting Engineers

Bradshaw Financial Planning

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Bradshaw Financial Planning provides taxation, retirement planning, asset management, insurance, investments and risk management services.

Stafford Consulting Engineers

Lumina Wealth Management

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Lumina Wealth Management offers asset allocation, portfolio construction, risk management, and financial planning services.

Stafford Consulting Engineers

SYNCO Properties

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

Stafford Consulting Engineers

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.

Stafford Consulting Engineers

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.

Stafford Consulting Engineers

Eller Capital Partners

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

Stafford Consulting Engineers

Steele Creek

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Steele Creek is a manager of collateralized loan obligations with high experience in asset management.

Stafford Consulting Engineers

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.

Stafford Consulting Engineers

The Morgan Companies

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

Stafford Consulting Engineers

Capital Management Group

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

Stafford Consulting Engineers

Ginkgo Residential

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

Stafford Consulting Engineers

Chapter IV Investors

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

Stafford Consulting Engineers

Spark Asset Management Group

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Spark Asset Management Group specializes in investment strategies and institutional-style asset management services.

Stafford Consulting Engineers

Reiles Capital Group

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Reiles Capital Group is a financial investment firm that specializes in real estate acquisition, development and asset management services.

Stafford Consulting Engineers

Friday POS

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

Stafford Consulting Engineers

Plurify Holdings

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Plurify Holdings is a private holding company.

Stafford Consulting Engineers

Impact Financial Systems

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

Stafford Consulting Engineers

Waterstone Defeasance

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Waterstone Defeasance specializes in commercial underwrite and loan service that fixates to secure business finance to various industries.

Stafford Consulting Engineers

Pickering & Company

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Pickering & Company is a management company.

Stafford Consulting Engineers

Horizon Investments

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Horizon Investments assist investors in financial planning with solutions based on cutting-edge technology for asset management.

Stafford Consulting Engineers

Queens Oak Advisors

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

Stafford Consulting Engineers

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

Stafford Consulting Engineers

Chekhub

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

Stafford Consulting Engineers

Cetaris

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

Stafford Consulting Engineers

Loss Prevention Magazine

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

Stafford Consulting Engineers

Equis Financial

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

Stafford Consulting Engineers

RichFX

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RichFX is a provider of online visual merchandising solutions enabling retailers to turn existing assets into marketing tools.

Stafford Consulting Engineers

Highwoods Properties

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Highwoods Properties, headquartered in Raleigh, North Carolina,

Stafford Consulting Engineers

Fairview Investment Services

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

Stafford Consulting Engineers

Investors Management Corp

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Investors Management Corp is a privately owned investment company.

Stafford Consulting Engineers

Ecree

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

Stafford Consulting Engineers

Bank of America

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Bank of America offers banking, investing, and other financial and risk management services to individuals, SMBs, and large corporations.

Stafford Consulting Engineers

Ekos

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

Stafford Consulting Engineers

Barings

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

Stafford Consulting Engineers

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.

Stafford Consulting Engineers

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.

Stafford Consulting Engineers

Morgan Creek Digital

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

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