DataPile investor atlas

Angel investors & venture capitalists in North Carolina, United States

Last updated 25-10-2025. Data refreshed weekly.

12 Matches for your filters
46 Total investors in region
3,050 Profiles tracked nationwide
46 Based in North Carolina
Charlotte (19) Largest investor hub
Nucor Corporation, Frontier Growth Notable firms

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We found 12 investors with keyword financial services.

Market intelligence

  • Most active investment themes in North Carolina, United States: venture capital & private equity, financial services, retail.
  • 19 profiles are headquartered in Charlotte, making it the busiest hub in North Carolina, United States.
  • Featured firms include Nucor Corporation, Frontier Growth, SECU, Insight Partners.

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Showing 1 – 12 of 12 investors

AY
Aaron Yarger
Sr. Director, Investor Relations
Lowe's Companies, Inc.
Focus areas
retail home improvement retail home & garden diy hardware lighting plumbers information technology retail: building materials consumer discretionary building supplies appliances kitchen fixtures bathroom fixtures outdoor living tools professional contractors installation services customer empowerment renovation remodeling maintenance repair e-commerce omni-channel retailing seasonal products lawn and garden customer service corporate responsibility diverse customer base suburban homeowners diy enthusiasts professional services protection plans home improvement retail north america competitive pricing quality products customer loyalty workshops project support home safety community engagement value proposition customer demographics market position competitive analysis flooring credit center rewards program lumber garden supplies contractor supplies kitchen essentials paint home decor delivery options online shopping mobile app credit cards financial services lease to own promotions discounts store locator gift cards savings outdoor decor indoor decor seasonal sales buy online pickup smart home energy efficiency product matching bulk pricing daily deals special financing reward points business credit loyalty membership sales installation certification free measurement shipping options project calculators home renovation b2b b2c services consumer internet consumers internet information technology & services professional training & coaching internet of things environmental services renewables & environment hardware stores home services nurseries & gardening shopping
Location
Charlotte, North Carolina, United States
Signals
Amy Olli profile photo Equiniti logo
Amy Olli
Board Member
Equiniti
Focus areas
financial services business process services provider financial services share registration pension services hr & employee benefits administration & payment solutions it services software pension administration technology customer management corporate actions ipos wealth & life management reward & benefit shareholder management bereavement services employee share plans personal investments people outsourcing wealth management international payments ownership solutions data analytics corporate governance shareholder engagement advisory services employee equity plans global payments proxy solicitation customer service digital solutions compliance management asset recovery corporate trust sustainable growth ethical business practices customer-centric values-driven technology-enabled complex transactions financial institutions public companies mutual funds employee compensation shareholder relations data-driven insights operational efficiency market leadership innovative technology client partnerships financial administration regulatory compliance customer experience employee development trust collaboration continuous improvement b2b b2c consulting services retail information technology & services investment management
Location
Wake Forest, North Carolina, United States
Signals
Andrew Baker profile photo Empire Angels logo
Andrew Baker
Angel Investor/Deal Team Leader
Empire Angels
Focus areas
venture capital & private equity consumer ecommerce technology mobile financial services & payments analytics consumer information technology venture capital & private equity principals mentorship in startups international deal flow active investor community securities and commodity contracts intermediation and brokerage investor collaboration financial services portfolio support diverse industry sectors capital markets millennial investors venture capital fundraising strategies portfolio management long-term investment angel investor network finance investment network collaborative diligence early-stage ventures active portfolio support angel investing seed funding nyc and london investment hubs startups risk management education support for disruptive startups internet information technology & services venture capital & private equity
Location
North Carolina, United States
Signals
Conor Archbald profile photo TrueBridge Capital Partners logo
Conor Archbald
Senior Associate, Investor Relations
TrueBridge Capital Partners
Focus areas
venture capital & private equity venture capital venture capital & private equity principals blockchain sector lp relationships fund management secondary lp stakes access-constrained funds direct venture investments seed funds venture ecosystem advisory direct investments data-driven insights fund of funds management venture ecosystem connectivity elite venture funds investment strategies fund of funds investment analytics venture capital & private equity private markets seed-stage investing venture ecosystem technology investments venture funding asset management elite venture managers data analytics lp support secondary investments fundraising securities and commodity contracts intermediation and brokerage b2b growth capital venture data analytics financial services top-tier vc funds blockchain investments finance fund-raising
Location
Chapel Hill, North Carolina, United States
Signals
Gary Baughman profile photo Watermill Group logo
Gary Baughman
Board of Advisors
Watermill Group
Focus areas
venture capital & private equity private equity corporate renewal turnaround strategy acquisitions family business corporate divestures venture capital & private equity principals private investment firm strategic transformation investment approach portfolio management operational improvement due diligence value creation transaction execution turnaround strategy market analysis investment opportunities mid-market investments growth potential m&a advisory industry expertise diverse teams business performance financial management capital strategies cross-border investments equity partnerships corporate carve-outs family transitions entrepreneurial vision creative solutions investment criteria manufacturing focus sustainable practices customer relationships innovative strategies strategic acquisitions advisory network board governance long-term value market positioning business strategy international expansion risk management expertise in manufacturing supply chain optimization investor relations collaborative partnerships team building operational strategy financing solutions sector-specific knowledge dynamics of investment experienced management portfolio growth business transformation b2b financial services
Location
Charlotte, North Carolina, United States
Signals
Jason Metters profile photo SECU logo
Jason Metters
Advisory Board Member
SECU
Focus areas
financial services member-owned not-for-profit financial cooperative community support financial services savings accounts checking accounts credit cards mortgages loans digital banking mobile app financial education competitive rates member satisfaction community development accessibility transparency personalized service cooperative principles financial literacy local impact north carolina state employees families diverse financial products member-centric philanthropic efforts economic development trust security innovative technology 24 7 support member helpline financial planning budgeting credit improvement credit union personal loans auto loans home equity line of credit deposit accounts investment accounts insurance services estate planning financial empowerment mobile banking online banking billpay fico score direct deposit funds transfer overdraft protection wire transfer visa credit card cash advance balance transfer fixed rate mortgages adjustable rate mortgages loan resources automated account services holiday savings accounts money market accounts retirement planning trust services customer service member access atm services financial tools loan applications community impact financial resources educational seminars security features online security branch locations member services calculation tools member support loan terms b2c non-profit services law practice legal services nonprofit organization management banks & credit unions
Location
Thomasville, North Carolina, United States
Signals
Jonathan Gomes profile photo Vanguard logo
Jonathan Gomes
Director, Consultant Relations- Institutional Investor Group
Vanguard
Focus areas
financial services active funds retail financial innovation investment advisory asset growth low-cost investing financial services other financial investment activities digital investing tools cost efficiency active management retirement planning investment research and insights asset management online investing market tracking market indices client resources market index tracking passive index funds index tracking b2c market insights retirement solutions retirement plans client-focused mutual funds investment solutions passive vs active management investment performance diversified portfolios portfolio management global presence cost-effective investing institutional investing fund shareholder structure cost savings etfs financial technology private equity transparency risk management financial planning global asset management global offices retail investing fund offerings digital platform index mutual funds tax planning retirement plan services fund shareholder ownership wealth management investment research financial advice financial advisory etfs for diversification passive investing low-cost index funds services investment management iras 401(k) plans portfolio diversification dividend growth funds target-date funds index funds bond funds active equity funds cash management retirement readiness personalized investing tax-exempt bonds money market funds robo-advisory financial wellness automatic enrollment environmental sustainability funds global equity investment advisory services direct indexing fixed income etfs educational resources investment objectives diversification strategies financial planning tools institutional investments nonprofit investing economic outlook client services brokerage services digital advice services wealth accumulation strategies emergency funds 401(k) management finance finance technology information technology & services financial consulting consulting management consulting
Location
Charlotte, North Carolina, United States
Signals
MA
Michael Adams
SVP, Head of Investor Relations
LPL Financial
Focus areas
financial services independent broker dealer institution services ria independent advisors custom clearing services financial services investment bankers brokers service finance independent broker-dealer wealth management investment products financial advisors client-centric practices comprehensive resources digital marketing platform retirement planning estate planning tax planning cash management solutions affluent investors practice management tools investment advice financial goal setting technology platforms customer support regulatory compliance esg practices financial planning tools investment management business support financial institutions market flexibility client success advisor independence customer loyalty financial decision-making asset management investment strategies financial education client relationships personalized services competitive analysis industry leadership financial advising ria custodian investment solutions advisor support personalized financial planning technology platform client management business growth custodial services sustainable investing financial goals market research compliance support business operations financial planning software investment advisory integrated technology client engagement financial planning capabilities operational support custom solutions fee-based advisory market performance risk management investment platforms financial literacy client-focused services recruitment financial tools advisor networks community involvement strategic partnerships research insights diversity in finance high-net-worth services business transition operating model advisory leadership client-first approach non-proprietary investment best-in-class resources b2b consulting services law practice legal services capital markets
Location
Charlotte, North Carolina, United States
Signals
NB
Nancy Brown
Chief Seamless Officer & Board Member
CLA (CliftonLarsonAllen)
Focus areas
accounting audit tax consulting outsourcing wealth advisory public accounting cpa state & local tax assurance international tax cost segregation financial services administrative finance artificial intelligence nonprofit services financial reporting accounting digital transformation tools services digital solutions for clients client-centric government services global network charitable foundation cloud security automation tools service innovation wealth management data security nonprofit community engagement digital reporting tools data analytics global reach operational improvement digital reporting cloud platforms client-centric approach financial analytics tax consulting investment advisory cloud computing cloud services diversity growth strategy digital tools audit services education risk management credit union services cloud solutions financial reporting tools digital workflows business intelligence regulatory compliance digital platforms entrepreneurship support long-term relationships tax advisory client trust investment management manufacturing automation healthcare b2b tax preparation bookkeeping and payroll services digital transformation leadership development cloud technology cloud infrastructure management cloud integration credit unions employee growth digital audit tools industry focus charitable giving digital audit data-driven insights regulatory advisory automation in auditing data management platforms client tailored solutions operational efficiency digital solutions community programs entrepreneurship industry specialization digital collaboration cloud-based outsourcing data analytics tools financial planning data analytics platforms employee benefits cloud security solutions digital tools for finance cybersecurity cloud computing services data management systems business advisory national reach employee development technology platforms cloud-based solutions industry expertise diversity and inclusion tax planning enterprise software national presence integrated services outsourcing services client solutions professional services technology consulting integrated solutions government business consulting cloud infrastructure data management private businesses automation platforms client partnership accounting services service delivery financial institutions cloud-based software data security solutions cpas consultants wealth advisors tax services accounting solutions assurance services cloud accounting sec-registered advisor private business support succession planning entrepreneur support integrated capabilities team collaboration local support financial compliance client engagement strategic growth technology solutions secure file transfer performance improvement legal entity compliance accounting standards customized solutions customer focus financial education opportunity creation community support client relationship management global presence remote collaboration personalized service financial analysis market trends business strategy tax compliance financial insights webinars and events legal non-profit distribution transportation & logistics construction & real estate information technology & services computer & network security enterprises computer software analytics mechanical or industrial engineering health care health wellness & fitness hospital & health care professional training & coaching management consulting internet infrastructure internet nonprofit organization management
Location
Charlotte, North Carolina, United States
Signals
Paige Wallington profile photo SECU logo
Paige Wallington
Sr. Default Specialist - Investor Loans
SECU
Focus areas
financial services member-owned not-for-profit financial cooperative community support financial services savings accounts checking accounts credit cards mortgages loans digital banking mobile app financial education competitive rates member satisfaction community development accessibility transparency personalized service cooperative principles financial literacy local impact north carolina state employees families diverse financial products member-centric philanthropic efforts economic development trust security innovative technology 24 7 support member helpline financial planning budgeting credit improvement credit union personal loans auto loans home equity line of credit deposit accounts investment accounts insurance services estate planning financial empowerment mobile banking online banking billpay fico score direct deposit funds transfer overdraft protection wire transfer visa credit card cash advance balance transfer fixed rate mortgages adjustable rate mortgages loan resources automated account services holiday savings accounts money market accounts retirement planning trust services customer service member access atm services financial tools loan applications community impact financial resources educational seminars security features online security branch locations member services calculation tools member support loan terms b2c non-profit services law practice legal services nonprofit organization management banks & credit unions
Location
Raleigh, North Carolina, United States
Signals
Ronda Roscoe profile photo Freedom Mortgage logo
Ronda Roscoe
VP Investor Reporting
Freedom Mortgage
Focus areas
financial services va loans conventional loans fha loans independent mortgage lender refinancing homeownership support loan origination mortgage products mortgage servicing technology mortgage industry innovation mortgage growth initiatives mortgage customer engagement va mortgage loans retail lending mortgage innovation mortgage employee culture mortgage digital transformation client base construction & real estate lending mortgage mortgage community partnerships mortgage product offerings community support refinance digital mortgage platform military community support client services wholesale lending mortgage industry leader mortgage servicing rights management services usda loans mortgage loan pipeline government-backed mortgage large loan portfolio financial services community engagement mortgage technology loan origination technology mortgage risk assessment full-service mortgage solutions workplace culture awards mortgage servicing platform full-service mortgage independent mortgage company mortgage company family-founded business technology in mortgage mortgage industry mortgage lending workplace culture finance mortgage analytics family business mortgage capital markets mortgage market expansion capital markets loan application automation loan management philanthropy retail mortgage portfolio homeownership promotion servicing mortgage marketing fha mortgage loans correspondent lending mortgage analytics tools fast-growing mortgage company loan application processing community-focused mortgage digital mortgage mortgage industry growth home loans mortgage data analytics loan portfolio mortgage leadership mortgage compliance multi-channel mortgage government-backed loans multi-channel mortgage delivery veteran home loans growth in mortgage mortgage risk management philanthropy in housing philanthropic mortgage programs loan portfolio management real estate loan origination systems mortgage operations homeownership b2c customer service mortgage growth mortgage platform mortgage data management independent non-bank lender loan servicing mortgage customer engagement tools workplace recognition fast-growing company mortgage customer service military support mortgage servicing rights loan processing mortgage growth strategy mortgage community outreach usda mortgage loans mortgage community programs mortgage and nonmortgage loan brokers
Location
Charlotte, North Carolina, United States
Signals
Terry Kane profile photo Excelerate Health Ventures logo
Terry Kane
Board of Advisors
Excelerate Health Ventures
Focus areas
venture capital & private equity health care information technology venture capital mobile health healthcare services health care finance venture capital & private equity principals healthcare investment healthcare saas remote patient monitoring healthcare technology digital health ai in healthcare clinical trials healthcare workflow automation healthcare digital transformation healthcare software tech-enabled healthcare services healthcare it healthcare data interoperability healthcare innovation b2b saas healthcare data analytics health it healthcare startups clinical trial supply chain early-stage healthcare startups b2b consulting services securities and commodity contracts intermediation and brokerage startups risk management healthcare analytics health wellness & fitness hospital & health care internet information technology & services financial services venture capital & private equity
Location
Chapel Hill, North Carolina, United States
Signals

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