This article showcases our top picks for the best North Carolina based Personal Finance companies. These startups and companies are taking a variety of approaches to innovating the Personal Finance 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 Personal Finance Companies
Data sourced from Crunchbase and SemRush.
Honeyfi
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Honeyfi is a free mobile app that makes it easy to manage money as a couple. With Honeyfi, it’s easy to collaborate with your partner about money.
Just link your accounts to the app, choose what to share with your partner, and see your household finances — organized and categorized — in one place.. .
LendingTree
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LendingTree, LLC is an online lending exchange, providing a marketplace that connects consumers with multiple lenders that compete for their business. LendingTree provides access to lenders offering mortgages and refinance loans, home equity loans/lines of credit, auto loans, personal loans and credit cards.
Launched in 1998 with headquarters in Charlotte, N.C., LendingTree also owns and operates LendingTree Loans sm, GetSmart.com, and HomeLoanCenter.com. LendingTree, LLC is a subsidiary of Tree.com, Inc.
(NASDAQ: TREE).. .
WalletFi
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WalletFi enables cardholders to seamlessly update their new or reissued card with top online merchants, all within their banking app.
Finsophy PBC
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Financial innovation and technology for transparent & mission-aligned capital
Private Wealth Systems, Inc.
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Private Wealth Systems is the industry-defining financial technology company that is revolutionizing the $52Tril private wealth industry.
Veeto
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*Please note: Veeto.co is in Beta testing stage* | *Please note: Veeto was formerly known as CellBreaker* Veeto enables consumer choice and ensures consumers’ rights: How? Veeto monitors contracts, detects changes, and figures out exactly what those changes mean for consumers. We also automated the process of getting our users out of breached contracts with no early termination fees.
This allows users to keep a finger on the pulse of their contractual life. Our story? Founder Jon Colgan had three unwanted cell phone contracts and faced $750 in early termination fees.
Hesitant to keep paying for horrible service, and unwilling to pay the absurd ETF, he had to come up with a solution. By carefully studying his contract over several months and finding various breaches by his provider, Jon was able to leave his contract without paying a dime.
Jon decided consumers needed a way to automate his work, and created Veeto. Why? All too often consumers are taken advantage of by large corporations who think they’re above the law.
Government attempts at enforcing consumer rights laws have been ineffective. Veeto aims to create a country of David’s to fight these Goliaths, by keeping consumers informed and enabling them to act on their rights.
Our goal is to make the industry more competitive and enable meaningful consumer choice. Together, we can keep large corporations honest.
OnePriceTaxes
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OnePriceTaxes is an online tax preparation and filing service. The company provides its services to consumers and other partners.
SpaceVault
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Digital savings account for Space enthusiasts and professionals
Beacon Partners
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Beacon Partners is a commercial real estate company that specializes in the fields of commercial development, property management, leasing, accounting, and construction management. It develops, acquires and provides related property and investment services for industrial, flex, office, and other property types throughout North and South Carolina.
The company was founded in 1989 and headquartered in Charlotte, North Carolina.. .
SavingScore
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SavingScore is a next generation financial aggregator website, designed to allow consumers in India the ability to take control of their personal finances while making it a fun and engaging experience. We provide free and unbiased information from several banks, all in one place.
The site helps consumers save money on everything including Fixed Deposits, Credit Cards, Home Loans and Savings Accounts. In addition, SavingScore also provides with some helpful tools such as bank locators, calculators and financial educational articles through their blog.
As the name suggests, our focus is on savings. We look at consumersâ€:tm: unique needs, do the tedious math and clearly show how much they can save.
This way we help consumers make smart banking decisions that fit their needs.. .
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