Top 30 Financial Services Companies in Raleigh

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Below is the list of Top 30 Financial Services Companies in Raleigh ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Raleigh

1. Secu

Industry: Financial Services

Location: Raleigh, North Carolina

Website: ncsecu.org

Company Founded: 1937

Company Size: 5001-10000

Secu Contact Details

Name Title LinkedIn Phone Email
Rod Flowers Senior Vice President Of Human Resources Development
Raymond Wohltman Resource Manager
Kyle Moore Vice President Of Member Experience
Bsacs Allison Senical Team Leader, Corporate And Bsa Compliance
Elexus Howard Senior Financial Services Officer
Dwayne Herrera Executive Vice President
Jamie Gainey Escrow Technician I
Requires/Intent and 87 more Employees
Technology Consulting
Employee Training & Workforce Development
API Integration For FinTech
and more

2. Capitol Financial Solutions

Industry: Financial Services

Location: Raleigh, North Carolina

Website: capfs.com

Company Founded: 2001

Company Size: 51-200

Company Address: 8816 Six Forks Road, Raleigh, North Carolina, United States

Capitol Financial Solutions Contact Details

Name Title LinkedIn Phone Email
Pierre Greene Registered Representative
Jim Ritchie Financial Advisor
Steven Consiglio Financial Planner
Ashley Howell Firm Supervision Specialist, Operations Manager
Daryl Smith Registered Representative
Greylan Cosby Title
Kenneth Kapinskis Investment Advisor Representative
Requires/Intent and 6 more Employees
Performance Tracking & KPI Analytics
AI-powered Financial Insights
Employee Training & Workforce Development
Financial Forecasting & Modeling
Banking & Payment Processing
and more

3. Issuer Direct Corporation

Industry: Financial Services

Location: Raleigh, North Carolina

Website: issuerdirect.com

Company Founded: 2006

Company Size: 51-200

Company Address: 1 Glenwood Avenue, Raleigh, North Carolina, United States

Issuer Direct Corporation Contact Details

Name Title LinkedIn Phone Email
Thomas Reino Strategic Account Manager
Sean Carliss Senior Strategic Account Manager
Steven Knerr Chief Financial Officer
Daniel Yoon Business Analyst Intern
Requires/Intent
IoT-enabled Smart Banking Solutions
Data Analytics & Business Intelligence
and more

4. Bone Financial Group

Industry: Financial Services

Location: Raleigh, North Carolina

Website: bonefinancial.com

Company Founded: 1985

Company Size: 1-10

Company Address: P/o Box 33371, Raleigh, North Carolina, United States

Bone Financial Group Contact Details

Name Title LinkedIn Phone Email
Deanna Bone Vice President At Bone Financial Group, Inc
Jim Bone President And Chief Executive Officer
Requires/Intent
Asset Management
Omnichannel Customer Support
Data Analytics & Business Intelligence
ESG & Sustainable Finance Consulting
Mortgage & Loan Processing
and more

5. Massmutual North Carolina

Industry: Financial Services

Location: Raleigh, North Carolina

Company Size: 51-200

Company Address: 4000 Westchase Boulevard, Raleigh, North Carolina, United States

Massmutual North Carolina Contact Details

Name Title LinkedIn Phone Email
Tony Wagoner Financial Services
Jennifer Naraine Team Lead Mailroom
Sergio Lamonica Claim Examiner
Jorge Cila Case Manager
Requires/Intent
Performance Tracking & KPI Analytics
Branding & Public Relations
ERP For Financial Institutions
Financial Forecasting & Modeling
AI-powered Financial Insights
and more

6. Consolidated Asset Recovery Systems

Industry: Financial Services

Location: Raleigh, North Carolina

Website: ez-recovery.com

Company Founded: 2005

Company Size: 51-200

Company Address: 4800 Six Forks Road, Raleigh, North Carolina, United States

Consolidated Asset Recovery Systems Contact Details

Name Title LinkedIn Phone Email
Jim Wilmsen Chief Technology Officer
Kem Morris Director, Remarketing
Dallan Smith Account Specialist
Parker Grant Software Developer
Requires/Intent
Technology Consulting
Data Analytics & Business Intelligence
and more

7. Capital Investment Companies

Industry: Financial Services

Location: Raleigh, North Carolina

Website: capital-invest.com

Company Founded: 1984

Company Size: 201-500

Company Address: 100 East Six Forks Road, Raleigh, North Carolina, United States

Capital Investment Companies Contact Details

Name Title LinkedIn Phone Email
J Andy Ingram Private Wealth Management * 401 Consultant * Investment And Retirement Advisor
Justin Chadwick Financial Advisor
Matt Mowles Financial Advisor
Todd Harden Investment Advisor
Bruce Harris Registered Rep-gsp
Charles Forgason Registered Representative
Charles Todd Agent
Requires/Intent
ERP For Financial Institutions
Risk Assessment & Mitigation
Tax Planning & Strategy
and more

8. Adams Financial

Industry: Financial Services

Location: Raleigh, North Carolina

Website: adamsfinancialpartners.com

Company Founded: 1994

Company Size: 1-10

Company Address: 4141 Parklake Avenue, Raleigh, North Carolina, United States

Adams Financial Contact Details

Name Title LinkedIn Phone Email
Jeffrey Adam President
Kae Lamontagne Senior Tax Manager
Jami Campbell Bookkeeper
Matthew Underhill Manager
Requires/Intent
Fraud Detection & Prevention
Cybersecurity & Data Protection
Banking & Payment Processing
Financial Auditing & Reporting
and more

9. Atlantic Merchant Services

Industry: Financial Services

Location: Raleigh, North Carolina

Website: atlanticmerchant.com

Company Size: 11-50

Company Address: 1121 Situs County Road, Raleigh, North Carolina, United States

Atlantic Merchant Services Contact Details

Name Title LinkedIn Phone Email
Keith Barker Sales Manager
Jimmy Cooke Owner
Jim Stewart Sales Manager At Atlantic Merchant Services
Tracey Wells Business Consultant
Requires/Intent
Performance Tracking & KPI Analytics
API Integration For FinTech
and more

10. Financial Analysts

Industry: Financial Services

Location: Raleigh, North Carolina

Website: fainvestors.com

Company Size: 1-10

Company Address: 2626 Glenwood Avenue, Raleigh, North Carolina, United States

Financial Analysts Contact Details

Name Title LinkedIn Phone Email
Marina Babushkin Financial Analyst
Alex Livingstone Financial Analyst
Eric Doane Vice President
Emil Pushkar Financial Advisor
Jess Yu Financial Analyst
Jane Smith Analyst
Requires/Intent
HR & Talent Acquisition
Customer Relationship Management (CRM)
and more

11. Sporting Wealth Partners Of Raymond James

Industry: Financial Services

Location: Raleigh, North Carolina

Website: sportingwealthpartners.com

Company Founded: 2018

Company Size: 1-10

Company Address: 3515 Glenwood Avenue, Raleigh, North Carolina, United States

Sporting Wealth Partners Of Raymond James Contact Details

Name Title LinkedIn Phone Email
Brian Carroll Financial Planner | Investment Advisor Representative
Requires/Intent
API Integration For FinTech
Blockchain & Cryptocurrency Solutions
and more

12. Plexus Capital, Llc

Industry: Financial Services

Location: Raleigh, North Carolina

Website: plexuscap.com

Company Founded: 2005

Company Size: 11-50

Company Address: 4242 Six Forks Road, Raleigh, North Carolina, United States

Plexus Capital, Llc Contact Details

Name Title LinkedIn Phone Email
Ronda Penn Chief Financial Officer
Wayne Williamson Managing Partner
Mark Vavolizza Associate
Requires/Intent
Omnichannel Customer Support
Legal Compliance & Advisory
Mergers & Acquisitions Advisory
Marketing Services
Online Advertising & SEO
and more

13. Carolinas Credit Union League

Industry: Financial Services

Location: Raleigh, North Carolina

Website: carolinasleague.org

Company Founded: 2014

Company Size: 11-50

Company Address: 323 West Jones Street, Raleigh, North Carolina, United States

Carolinas Credit Union League Contact Details

Name Title LinkedIn Phone Email
Barbara Lehew Director Of Conferences And Training
Susanne Witteborg Vice President Human Resources
Requires/Intent
Financial Auditing & Reporting
Hedge Fund & Private Equity Consulting
Securities Trading & Brokerage
and more

14. Agcarolina Farm Credit, Aca

Industry: Financial Services

Location: Raleigh, North Carolina

Company Size: 51-200

Agcarolina Farm Credit, Aca Contact Details

Name Title LinkedIn Phone Email
David Corum President And Chief Executive Officer
Requires/Intent
Online Advertising & SEO
Loan Origination & Servicing Platforms
Branding & Public Relations
and more

15. Calloway & Associates

Industry: Financial Services

Location: Raleigh, North Carolina

Website: -calloway-assoc.com

Company Founded: 1985

Company Size: 51-200

Company Address: 8961 Harvest Oaks Drive, Raleigh, North Carolina, United States

Calloway & Associates Contact Details

Name Title LinkedIn Phone Email
Ashley Calloway Director Of Business Development - Eastern Region
Marvin Parker Education Services Specialist
Alicia Mcevoy Education Advisor And Test Examiner
Catherine Calloway Vice President
Carvon Ellerbee Production Clerk
Mindy Clour Medical Case Manager
Bob Jacksford Fda
Requires/Intent and 1 more Employees
Employee Training & Workforce Development
Sales & Lead Generation Strategy
Insurance & Underwriting Services
Fraud Detection & Prevention
and more

16. The Carolinas Financial Network

Industry: Financial Services

Location: Raleigh, North Carolina

Website: mytcfn.com

Company Founded: 2007

Company Size: 51-200

Company Address: 4020 Westchase Boulevard, Raleigh, North Carolina, United States

The Carolinas Financial Network Contact Details

Name Title LinkedIn Phone Email
Gary Hardy Agent
Craig English Business Financial Planning
Requires/Intent
Accounting Services
Portfolio Management
and more

17. Qrps, Inc.

Industry: Financial Services

Location: Raleigh, North Carolina

Website: qrps.com

Company Founded: 1988

Company Size: 11-50

Company Address: 2724 Discovery Drive, Raleigh, North Carolina, United States

Qrps, Inc. Contact Details

Name Title LinkedIn Phone Email
John Briski Retirement Plan Consultant
Requires/Intent
Business Strategy & Growth Consulting
AI-powered Financial Insights
and more

18. Home Credit Corp.inc

Industry: Financial Services

Location: Raleigh, North Carolina

Company Size: 1-10

Company Address: 328 Tryon Road, Raleigh, North Carolina, United States

Home Credit Corp.inc Contact Details

Name Title LinkedIn Phone Email
Brianna Potts Loan Officer
Requires/Intent
Branding & Public Relations
Online Advertising & SEO
Debt Collection & Recovery
Banking & Payment Processing
HR & Talent Acquisition
and more

19. Steward Wealth Strategies

Industry: Financial Services

Location: Raleigh, North Carolina

Website: steward-wealth.com

Company Founded: 2009

Company Size: 11-50

Steward Wealth Strategies Contact Details

Name Title LinkedIn Phone Email
Amy Welborn Financial Paraplanner
Requires/Intent
Document Management & E-signature Solutions
Cloud Computing Solutions
Online Advertising & SEO
Branding & Public Relations
and more

20. Filepoint

Industry: Financial Services

Location: Raleigh, North Carolina

Website: filepoint.com

Company Founded: 2007

Company Size: 11-50

Filepoint Contact Details

Name Title LinkedIn Phone Email
Danielle Taweel Typeset Associate
Requires/Intent
IoT-enabled Smart Banking Solutions
Compliance & Regulatory Advisory
and more

21. Diamond Financial Services

Industry: Financial Services

Location: Raleigh, North Carolina

Website: diamondfs.com

Company Founded: 1996

Company Size: 1-10

Company Address: 5306 Six Forks Road, Raleigh, North Carolina, United States

Diamond Financial Services Contact Details

Name Title LinkedIn Phone Email
Augie Leuchten Sba Business Finance Consultant
Teresa Hadley Owner Mortgage Broker
Kathy Diamond Owner
Don Johnson President At Diamond Financial Services
Anthony Gonzalez President
Requires/Intent
Blockchain & Cryptocurrency Solutions
Customer Relationship Management (CRM)
Legal Compliance & Advisory
Treasury & Cash Flow Management
and more

22. Sageworks

Industry: Financial Services

Location: Raleigh, North Carolina

Website: sageworks.com

Company Founded: 1998

Company Size: 201-500

Company Address: 5444 Wade Park Boulevard, Raleigh, North Carolina, United States

Sageworks Contact Details

Name Title LinkedIn Phone Email
Debra Ulrich Human Resources Advisor
Analicia Garcia Artist
Anna Dombalis Public Relations Intern
Requires/Intent
Investment Advisory
Mobile App Development For Financial Services
and more

23. Malartu

Industry: Financial Services

Location: Raleigh, North Carolina

Website: malartufunds.us

Company Founded: 2014

Company Size: 1-10

Company Address: 310 South Harrington Street, Raleigh, North Carolina, United States

Malartu Contact Details

Name Title LinkedIn Phone Email
James Luke Co-founder, Board Member, And Chief Visionary
Requires/Intent
Document Management & E-signature Solutions
Automation & Workflow Optimization
Financial Planning & Retirement Solutions
and more

24. Capital Mortgage

Industry: Financial Services

Location: Raleigh, North Carolina

Website: capmortcorp.com

Company Founded: 1991

Company Size: 1-10

Company Address: 3200 Wake Forest Road, Raleigh, North Carolina, United States

Capital Mortgage Contact Details

Name Title LinkedIn Phone Email
Kim Armstead Loan Processor
John Barnhizer Partner
Christopher Elliott Mortgage Consultant
Cecil Trusela Loan Officer
Kurt Weidt Owner
Brian Donahue Branch Manager
Gail Taylor Office Manager
Requires/Intent and 7 more Employees
Credit Rating & Analysis
HR & Talent Acquisition
Cloud Computing Solutions
Debt Collection & Recovery
Securities Trading & Brokerage
and more

25. Five Star Wholesale

Industry: Financial Services

Location: Raleigh, North Carolina

Company Size: 1-10

Company Address: 3125 Gresham Lake Road, Raleigh, North Carolina, United States

Five Star Wholesale Contact Details

Name Title LinkedIn Phone Email
Ion Nicula Chief Executive Officer
Requires/Intent
Mobile App Development For Financial Services
Digital Payment & Subscription Solutions
Document Management & E-signature Solutions
and more

26. Freedom Funding, Llc

Industry: Financial Services

Location: Raleigh, North Carolina

Website: freedomfundingllc.com

Company Founded: 2012

Company Size: 1-10

Company Address: 35 West Davie Street, Raleigh, North Carolina, United States

Freedom Funding, Llc Contact Details

Name Title LinkedIn Phone Email
Gurpreet Singh Underwriter
Requires/Intent
Credit Rating & Analysis
Insurance & Underwriting Services
Portfolio Management
Loan Origination & Servicing Platforms
and more
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Raleigh Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Rod Flowers Secu Senior Vice President Of Human Resources Development
2 Raymond Wohltman Secu Resource Manager
3 Kyle Moore Secu Vice President Of Member Experience
4 Bsacs Allison Senical Secu Team Leader, Corporate And Bsa Compliance
5 Elexus Howard Secu Senior Financial Services Officer
6 Dwayne Herrera Secu Executive Vice President
7 Jamie Gainey Secu Escrow Technician I
8 Pierre Greene Capitol Financial Solutions Registered Representative
9 Jim Ritchie Capitol Financial Solutions Financial Advisor
10 Steven Consiglio Capitol Financial Solutions Financial Planner
11 Ashley Howell Capitol Financial Solutions Firm Supervision Specialist, Operations Manager
12 Daryl Smith Capitol Financial Solutions Registered Representative
13 Greylan Cosby Capitol Financial Solutions Title
14 Kenneth Kapinskis Capitol Financial Solutions Investment Advisor Representative
15 Thomas Reino Issuer Direct Corporation Strategic Account Manager
16 Sean Carliss Issuer Direct Corporation Senior Strategic Account Manager
17 Steven Knerr Issuer Direct Corporation Chief Financial Officer
18 Daniel Yoon Issuer Direct Corporation Business Analyst Intern
19 Deanna Bone Bone Financial Group Vice President At Bone Financial Group, Inc
20 Jim Bone Bone Financial Group President And Chief Executive Officer
21 Tony Wagoner Massmutual North Carolina Financial Services
22 Jennifer Naraine Massmutual North Carolina Team Lead Mailroom
23 Sergio Lamonica Massmutual North Carolina Claim Examiner
24 Jorge Cila Massmutual North Carolina Case Manager
25 Jim Wilmsen Consolidated Asset Recovery Systems Chief Technology Officer
26 Kem Morris Consolidated Asset Recovery Systems Director, Remarketing
27 Dallan Smith Consolidated Asset Recovery Systems Account Specialist
28 Parker Grant Consolidated Asset Recovery Systems Software Developer
29 J Andy Ingram Capital Investment Companies Private Wealth Management * 401 Consultant * Investment And Retirement Advisor
30 Justin Chadwick Capital Investment Companies Financial Advisor
31 Matt Mowles Capital Investment Companies Financial Advisor
32 Todd Harden Capital Investment Companies Investment Advisor
33 Bruce Harris Capital Investment Companies Registered Rep-gsp
34 Charles Forgason Capital Investment Companies Registered Representative
35 Charles Todd Capital Investment Companies Agent
36 Jeffrey Adam Adams Financial President
37 Kae Lamontagne Adams Financial Senior Tax Manager
38 Jami Campbell Adams Financial Bookkeeper
39 Matthew Underhill Adams Financial Manager
40 Keith Barker Atlantic Merchant Services Sales Manager

Financial Services companies in different cities of North Carolina

No. Industry Number of Contacts Download
1 Financial services Companies in Charlotte 47196
2 Financial services Companies in Durham 4104
3 Financial services Companies in Greensboro 8892
4 Financial services Companies in Wilmington 4788
5 Financial services Companies in Winston Salem 5472
6 Financial services Companies in Cary 2736
7 Financial services Companies in Chapel Hill 2736