Financial technology solutions in North Carolina
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EHR Concepts
● OpenEHR Concepts, located at 121 North Center Street in Statesville, North Carolina, is a leading institution in the healthcare industry. Our innovative solutions are helping healthcare clients reduce physician burnout, improve EHR engagement, and decrease costs. Our full suite of professional services makes health IT easier for organizations. We offer revolutionary training approaches to reduce physician burnout, optimize EHR usage, and improve adoption rates while reducing costs through our managed services. Whether you need staff augmentation, EHR support, or fractional support services, we have you covered.
121 N Center St, Statesville, NC 28677, United States -
Epsilon, Inc. NC Headquarters
● OpenEpsilon, Inc. NC Headquarters is a cutting-edge technology company located at 1 Monticello Village Drive in Weaverville, North Carolina. Our headquarters serves as the hub for our innovative research and development projects, as well as our corporate operations. With a focus on pushing the boundaries of technology and innovation, Epsilon, Inc. is dedicated to providing top-notch solutions for our clients. Our team of talented professionals work tirelessly to create groundbreaking products and services that make a positive impact on the world. Visit us at our headquarters to see firsthand the exciting work we are doing at Epsilon, Inc.
1 Monticello Village Dr, Weaverville, NC 28787, United States -
Public Consulting Group
● OpenPublic Consulting Group is a leading consulting firm located at 10 Brook Street in Asheville, North Carolina. With a strong presence in the United States, PCG offers a wide range of services to public sector clients, including government agencies, non-profit organizations, and educational institutions. From program management to technology solutions, PCG is dedicated to helping its clients achieve their goals and improve outcomes for the communities they serve. With a team of experienced consultants and a commitment to excellence, Public Consulting Group is a trusted partner for organizations looking to make a positive impact.
10 Brook St #210, Asheville, NC 28803, United States -
Profit Advisory Group
● OpenProfit Advisory Group is a leading institution located at 10590 Independence Pointe Parkway in Matthews, North Carolina, United States. We specialize in providing expert guidance to optimize your technology budget, helping you grow your business while keeping your finances in check. With our cost-effective technology plans and risk-free audits, we have helped our clients save over $700 million and maximize their unique tech budgets. Our goal is to guide you towards solutions that will support your business growth and ensure financial stability in the future. At Profit Advisory Group, we start by determining if we are a good fit for partnership, then suggest a plan to get you from Point A to Point B. We perform an inventory and audit, presenting you with savings opportunities. We evaluate your current technology and long-term goals, providing ongoing support and project management. Make smart, budget-conscious technology choices with Profit Advisory Group today.
10590 Independence Pointe Pkwy #120, Matthews, NC 28105, United States -
Digital Tax Advisory, LLC
● OpenDigital Tax Advisory, LLC is a leading finance institution located at 216 West North Main Street in Waxhaw, North Carolina, United States. Specializing in digital tax advisory services, our team of experts is dedicated to providing comprehensive and personalized tax solutions for individuals and businesses. With a focus on leveraging technology to streamline the tax process, we strive to help our clients maximize their tax savings and minimize their liabilities. Trust Digital Tax Advisory, LLC to navigate the complexities of the tax system and ensure financial success for all your needs.
216 W North Main St #330, Waxhaw, NC 28173, United States -
Rethink Ledgers
● OpenRethink Ledgers is a cutting-edge financial institution located at 7332 Summerlin Place in Charlotte, North Carolina. Our team of experts is dedicated to revolutionizing the way businesses manage their finances by offering innovative solutions and modern technology. From bookkeeping and accounting services to financial consulting and budget planning, we are committed to helping our clients achieve their financial goals. Visit us at Rethink Ledgers and let us help you rethink the way you manage your finances.
7332 Summerlin Pl, Charlotte, NC 28226, United States -
CIDVER Corp
● OpenCIDVER Corp is a leading institution located in Lumberton, North Carolina, United States. We specialize in providing cutting-edge solutions and services in the fields of technology, research, and development. Our team of experts is dedicated to delivering innovative and high-quality products to meet the needs of our clients. Visit us at 4311 Ludgate Street and discover how CIDVER Corp can help you stay ahead in today's competitive market.
4311 Ludgate St Suite B, Lumberton, NC 28358, United States -
Horizon Investments
● OpenHorizon Investments, located at 6210 Ardrey Kell Road in Charlotte, North Carolina, is a finance institution that focuses on goals-based strategies. They prioritize their clients' goals by offering investment management, technology, and consulting services with a behavioral framework. Horizon Investments helps financial advisors navigate market volatility and regulatory changes, while providing tools to grow their businesses. They offer GAIN, PROTECT, and SPEND portfolios designed to meet clients' life goals, along with outsourced CIO solutions and practice management services. Their active investment management approach combines qualitative and quantitative processes based on academic research and industry experience. With a focus on enhancing practice efficiency, Horizon Investments provides tools for advisors and institutions to help clients achieve their financial objectives.
6210 Ardrey Kell Rd Suite 300, Charlotte, NC 28277, United States -
Staton CPA, P.C.
● OpenStaton CPA, P.C. is a reputable accounting and finance institution located at 316 South Chester Street in Gastonia, North Carolina, United States. Specializing in accounting, litigation support, and business advisory services, we offer personalized solutions for a wide range of financial matters. Our experienced team is dedicated to helping individuals and businesses succeed by providing expert advice and assistance tailored to their unique needs. With offices in Rutherfordton/Spindale, Gastonia, and Asheville NC, we stay on top of the latest technology and regulations to offer exceptional guidance in an ever-changing business environment. Whether you need assistance with personal tax matters, business expansion, legal proceedings, or data interpretation, we are here to help you navigate complex financial challenges and achieve your goals.
316 S Chester St, Gastonia, NC 28052, United States -
GCG Wealth Management
● OpenGCG Wealth Management is a finance institution located at 1415 Vantage Park Drive in Charlotte, North Carolina, United States. No matter where you are in life, the experienced advisors at GCG can provide guidance, coaching, and tools to prepare for life’s uncertainties. Their strategies include common financial tactics as well as unique, sophisticated strategies for more advanced planning needs. With their Personal CFO platform, GCG uses cutting-edge technology to aggregate all your financial information in one place in real time. Whether you need help with wealth transfer strategies, business solutions, family-office style service, alternative investments, or risk management, GCG's team of advisors can customize a solution to meet your needs.
1415 Vantage Pk Dr #250, Charlotte, NC 28203, United States -
Embark
● OpenEmbark is a finance institution located at 1422 South Tryon Street in Charlotte, North Carolina, United States. Our focus is on optimizing finance, accounting, and technology for our clients, with a unique company culture that supports elite consultants in transforming how businesses use people, processes, and systems. Our practices address specific business challenges, improving decision-making and bandwidth during critical times. Our teams excel in their core areas while also collaborating to solve broader problems. Introducing Emerge, a new company and solution from Embark. We can help you navigate the final SEC climate disclosure rules and provide key insights, surprises, timelines, and guidance on compliance. Learn how to transition from Audit to ERP Pro and become a NetSuite consultant, as well as considerations for NetSuite pricing.
1422 S Tryon St, Charlotte, NC 28203, United States -
RVirtualCFO
● OpenRVirtualCFO is a cutting-edge institution located at 3701 Arco Corporate Drive in Charlotte, North Carolina, United States. Specializing in accounting and finance, our business solutions and services are tailored to support companies of all sizes. Our team of experts offers traditional accounting, finance, and HR services with a modern CFO mindset, utilizing a blend of technology, people, and results to propel your organization to the next level. Trust RVirtualCFO to provide the support and expertise you need to achieve your business goals.
3701 Arco Corporate Dr # 450, Charlotte, NC 28273, United States -
Kristin Prentice, Cetera Investors
● OpenKristin Prentice, Cetera Investors is a financial institution located at 5200 77 Center Drive in Charlotte, North Carolina, United States. As a financial advisor, Kristin understands the importance of having your money work for you. With the changing landscape of investing and the rise of financial technology, it's crucial to have a trusted professional by your side to guide you towards your financial goals. Whether you're just starting out on your financial journey, preparing for retirement, managing your business finances, or navigating the probate process after the loss of a loved one, Kristin and her team are here to help. They offer personalized financial advice and solutions tailored to your unique situation.
5200 77 Center Dr #330, Charlotte, NC 28217, United States -
Bascom Advisors
● OpenBascom Advisors is a finance institution located at 2108 South Boulevard, Charlotte, North Carolina, United States. At Bascom Advisors, you can browse properties for sale or lease that fit your unique needs and location preferences. Whether you are looking to add to your investment portfolio, find commercial properties for lease, or explore investment sales and financing options, Bascom Advisors can help. They offer services to improve the value of your assets through positioning, marketing, and leasing of vacant space, as well as negotiating lease terms to help your business thrive. Bascom Advisors also provides solutions for retaining talent, enhancing employee experience, and reducing costs to optimize spaces for occupiers. With their innovative portfolio of real estate technology, Bascom Advisors pairs technology with unmatched real estate services and expertise to create a brighter future for their clients. Visit jllt.com to explore the tech products that are defining the future of real estate with Bascom Advisors.
2108 South Blvd #210, Charlotte, NC 28203, United States -
Quest - Advisory, Business Succession & M&A
● OpenQuest is a finance institution located at 215 South Main Street in Davidson, North Carolina, United States. Specializing in advisory, business succession, and M&A services, Quest is dedicated to helping business owners make informed decisions that lead to successful outcomes. Serving the Southeast region of the United States, Quest focuses on increasing business value, supporting estate and tax plans, and helping business owners achieve their liquidity goals during transitions. With expertise in industries such as Manufacturing, Construction, Technology, and Real Estate, Quest offers services including business valuations, M&A, succession planning, and management buyouts. The institution operates as an extended team to business owners, providing strategic guidance and support to align business and personal goals. Through packages such as Explore, Grow, Change, and Legacy, Quest helps business owners plan for the future, grow their businesses, navigate transitions, and secure their legacies. With a focus on collaboration and mutual success, Quest leverages partnerships to deliver innovative solutions and exceptional value to clients. Learn more about how Quest has helped clients achieve tax savings, increased revenue, and successful business sales.
215 S Main St #303, Davidson, NC 28036, United States -
Cheiron, Inc
● OpenCheiron, Inc is a finance institution located at 9115 Harris Corners Parkway in Charlotte, North Carolina, United States. We specialize in helping clients understand and manage uncertainty by stress testing their pension and health plans. Our team of highly qualified consultants and sophisticated tools create effective solutions to address risks and vulnerabilities. We offer adjustable pension plans to balance risk and security, as well as data visualization techniques to help clients understand their health plans. Our in-house software development capacity allows us to create customized tools to meet unique client needs. We regularly stress test pension and health plans to illustrate the biggest risks and analyze the impact of changes in investment returns, interest rates, longevity, and contribution rates. Our goal is to empower clients to make informed decisions and secure lifetime pensions for their participants.
9115 Harris Corners Pkwy # 380, Charlotte, NC 28269, United States -
Community Bank Consulting, Inc.
● OpenCommunity Bank Consulting, Inc. is a leading institution specializing in providing expert consulting services to community banks in Charlotte, North Carolina. With a focus on bank and finance, our team of experienced professionals offers tailored solutions to help community banks thrive in today's competitive market. Located at 10130 Perimeter Parkway, our institution is dedicated to helping community banks achieve their financial goals and navigate the ever-changing industry landscape. Trust Community Bank Consulting, Inc. to provide the strategic guidance and support needed to succeed in the banking world.
10130 Perimeter Pkwy, Charlotte, NC 28216, United States -
NTT DATA Consulting
● OpenNTT DATA Consulting is a leading global technology services company located at 212 South Tryon Street in Charlotte, North Carolina. With a strong presence in the United States, NTT DATA Consulting offers a wide range of consulting services to help businesses optimize their IT strategies and drive innovation. Their team of experts work closely with clients to deliver customized solutions that meet their specific needs and goals. Whether it's digital transformation, cloud computing, data analytics, or cybersecurity, NTT DATA Consulting has the expertise to help businesses succeed in today's rapidly evolving technology landscape.
212 S Tryon St, Charlotte, NC 28281, United States -
GreerWalker CPAs & Advisors
● OpenGreerWalker CPAs & Advisors is a trusted accounting and finance institution located in Charlotte, North Carolina, United States. Our services are tailored to meet the evolving needs of our clients, from tax and accounting support to assurance and advisory services. As your trusted advisor, we build lasting relationships that span a lifetime. In addition to our core services, our affiliate GreerWalker Corporate Finance, LLC and strategic partner Choreo, LLC offer exit planning and wealth management services to help businesses and owners achieve continued success. Our team of experienced professionals utilizes advanced audit and accounting assurance techniques and the latest technology to provide efficient and comprehensive services while upholding the highest standards of independent auditing.
227 W Trade St # 1100, Charlotte, NC 28202, United States -
GlobalReact
● OpenGlobalReact is a cutting-edge institution located at 11330 Vanstory Drive in Huntersville, North Carolina. Our mission is to provide innovative solutions and services on a global scale, reacting to the ever-changing needs of our clients. With a team of experts in various fields, we offer a wide range of services including consulting, technology solutions, and training programs. At GlobalReact, we are dedicated to helping our clients succeed in today's fast-paced and competitive business environment. Visit us today to see how we can help your organization thrive in the global market.
11330 Vanstory Dr, Huntersville, NC 28078, United States -
Visual Risk IQ LLC
● OpenVisual Risk IQ LLC is a leading institution based in Charlotte, North Carolina, United States. Our team of experts specializes in providing cutting-edge solutions for risk management and analysis through visual data. With a focus on innovation and technology, we help businesses make informed decisions to mitigate risks and optimize performance. Visit us at 1131 Iverleigh Trail to learn more about how Visual Risk IQ LLC can help your organization thrive in today's complex business landscape.
1131 Iverleigh Trail, Charlotte, NC 28270, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 1414 Raleigh Road, Chapel Hill, North Carolina, United States, is a finance institution dedicated to providing comprehensive wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the institution offers personalized financial strategies tailored to meet each client's unique goals and challenges. In addition to wealth planning advice, the advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The institution is committed to client service, community involvement, and helping clients achieve their long-term financial objectives. By leveraging the resources of Merrill Lynch Wealth Management, clients have access to industry-leading insights, technology, and expertise to navigate the ever-changing financial landscape. Whether clients are preparing for retirement, managing investments, or planning for future generations, the advisors at Merrill Lynch are dedicated to putting their clients' interests first and helping them reach their financial goals.
1414 Raleigh Rd, Chapel Hill, NC 27517, United States -
Circle Consulting Group
● OpenCircle Consulting Group is a leading institution located at 1118 Scholastic Circle in Durham, North Carolina, United States. We specialize in providing expert consulting services to businesses of all sizes, helping them navigate the ever-changing landscape of the modern business world. Our team of experienced consultants offers strategic guidance, innovative solutions, and personalized support to help our clients achieve their goals and drive success. Whether you need assistance with marketing, technology, or business development, Circle Consulting Group is here to help you thrive in today's competitive market.
1118 Scholastic Cir, Durham, NC 27713, United States -
Clarkston Consulting
● OpenClarkston Consulting is a premier management and technology consulting firm located at 2655 Meridian Parkway in Durham, North Carolina, United States. With a focus on providing strategic solutions to clients in various industries, Clarkston Consulting offers expertise in areas such as business process optimization, digital transformation, and supply chain management. Their team of experienced consultants are dedicated to helping organizations achieve their goals and drive growth through innovative and customized solutions. Visit Clarkston Consulting today to learn how they can help your business thrive in today's competitive market.
2655 Meridian Pkwy, Durham, NC 27713, United States -
Global IT Consultancy
● OpenGlobal IT Consultancy is a leading technology firm located at 4110 Collamer Drive in Cary, North Carolina. With a team of highly skilled consultants and experts in the field of information technology, we provide innovative solutions and strategic guidance to businesses around the world. Our services range from IT infrastructure management to software development, cybersecurity, and digital transformation. We are committed to delivering cutting-edge solutions that drive growth, efficiency, and success for our clients. Contact us today to learn more about how Global IT Consultancy can help your business thrive in the digital age.
4110 Collamer Drive, Cary, NC 27519, United States -
Dean Dorton
● OpenLocated at 4130 Parklake Avenue in Raleigh, North Carolina, Dean Dorton is a leading professional services firm specializing in accounting, finance, and technology solutions. With a team of experienced business advisors who have expertise in every industry, Dean Dorton helps clients redefine success through innovation and data-driven strategies. From tax planning to technology integration, Dean Dorton empowers businesses to navigate growth and profitability, while providing trusted guidance on key financial decisions. Named as one of the top 100 accounting firms in the U.S., Dean Dorton offers a holistic approach to solving complex business problems, with a focus on long-term success for every client. Whether you need assistance with tax planning, technology solutions, or business consulting, Dean Dorton has the expertise and resources to help you achieve your goals.
4130 Parklake Ave #400, Raleigh, NC 27612, United States -
Iconitel Consulting Services Inc
● OpenIconitel Consulting Services Inc, located at 11000 Regency Parkway in Cary, North Carolina, offers a specialized research portfolio management and cost control solution called AREUSConnect. This solution is designed for organizations that rely on subscription products for data services. AREUSConnect automatically tracks vendors, contract values, renewals, and more, providing organizations with a comprehensive view of their data usage and costs. In today's market, spending on market data is on the rise, leading to more complex data service contracts and escalating costs for organizations. Iconitel Consulting Services Inc helps organizations navigate this challenge by providing expertise in data sourcing and contract management, helping to control costs while ensuring access to necessary information for researchers and professionals.
11000 Regency Pkwy #103, Cary, NC 27518, United States -
Segal Co
● OpenSegal Co, located at 1100 Crescent Green in Cary, North Carolina, is dedicated to providing trusted advice that improves lives. With over 80 years of experience, we offer personalized solutions for career advancement, health insurance, and retirement savings. Our team understands the unique challenges and opportunities faced by each organization we work with, and we strive to deliver tailored advice rather than one-size-fits-all products. We have deep expertise across various industries, serving organizations large and small, public and private. Thousands of clients have placed their trust in us to help them navigate complex issues and make informed decisions. Our commitment to using technology to enhance lives sets us apart, and our top team is dedicated to making a positive impact through innovative solutions.
1100 Crescent Green # 103, Cary, NC 27518, United States -
Brimma Tech, Inc.
● OpenBrimma Tech, Inc. is a finance institution located at 7605 Carrick Hill Court, Wake Forest, North Carolina, United States. We offer a variety of loan solutions with integrated tools for efficient origination. Our Vallia Disclose tool simplifies initial disclosures, ensures compliance, and accuracy. With our seamless integration, loan replication becomes effortless, saving time and eliminating errors. Our user-friendly platform helps optimize loans, streamline submissions, and ensure compliance. Access loan data seamlessly with Vallia Chat, a tailored interface to meet your needs. Customize LOS notifications with Vallia Alerts to boost engagement and control. Our VLE system boosts lead conversion through automated calls, texts, and emails for loan officers and prospects. Brimma also offers consulting services tailored to the mortgage industry, providing quick or thorough analysis to meet your unique needs and risk preferences. We are revolutionizing the mortgage industry with cutting-edge AI solutions and unparalleled consulting services. By partnering with lenders, we re-engineer processes, deliver automation, and maximize ROI in origination.
7605 Carrick Hill Ct, Wake Forest, NC 27587, United States -
Fairview Investment Services
● OpenFairview Investment Services, located at 1330 Saint Marys Street in Raleigh, North Carolina, offers a wide range of tailored support services for the financial services industry. With a focus on making things happen, Fairview works with clients to ensure their compliance programs are up-to-date and ready for regulatory review. They also provide comprehensive data and cyber security solutions to reduce risk and protect client information. In addition, Fairview offers full-service private fund accounting, investor record keeping, and investor reporting, allowing clients to focus on building investor relationships. They also provide ongoing performance and composite management support, as well as assistance with SEC EDGAR filing compliance and fund website hosting through their affiliate company, FilePoint.
1330 St Marys St Suite 400, Raleigh, NC 27605, United States
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