> Enrich.chat gives AI agents verified work emails and mobiles. To use it from an agent, read https://enrich.chat/agents.md . This is the Markdown version of https://enrich.chat/companies-in/raleigh-nc/financial-services/ # Financial Services Companies in Raleigh, NC The bigger financial services companies headquartered in Raleigh, NC, with what they do, their sizes and how to reach their people. By Enrich.chat Editorial. Updated October 22, 2026. **Short answer:** Among the financial services companies counted in Raleigh, NC, the biggest by headcount range include Secu, Captrust and Yodlee. They are mostly very small: 72% have 50 or fewer employees. ## Which financial services companies are in Raleigh? Among the companies whose public profile lists Financial Services as their industry and Raleigh, NC as their headquarters, the biggest by headcount range include Secu, Captrust, Yodlee, Curi and Kurtosys Cloud Solutions. Names link to a company profile where we have one. | Company | Employees | | --- | --- | | Secu | 5,001 to 10,000 | | Captrust | 1,001 to 5,000 | | Yodlee | 1,001 to 5,000 | | Curi | 501 to 1,000 | | Kurtosys Cloud Solutions | 201 to 500 | | Civic Federal Credit Union | 201 to 500 | | Capital Investment Companies | 201 to 500 | | [Northwestern Mutual](https://enrich.chat/company/northwestern-mutual/) | 201 to 500 | | Paybright | 51 to 200 | | Advisorengine | 51 to 200 | | Massmutual North Carolina | 51 to 200 | | Fairview | 51 to 200 | | Consolidated Asset Recovery Systems | 51 to 200 | | Filepoint | 51 to 200 | | Bonham & Brook Usa | 51 to 200 | | Modern Wealth Associates | 51 to 200 | | Nc Assist Loan | 51 to 200 | | Swift Recovery Us | 51 to 200 | | Carolinas Credit Union League | 11 to 50 | | Carolina Small Business Development Fund | 11 to 50 | | Constellation Digital Partners | 11 to 50 | | Songvest | 11 to 50 | | Vip Capital Funding | 11 to 50 | | 4traderx | 11 to 50 | | Curi Capital | 11 to 50 | The table shows the 25 biggest by headcount range, with ties broken by audience size. The charts and percentages below cover every company counted for this page, not just these 25, and companies with fewer than 11 employees are not counted. Headquarters is the location on each company's public profile. ## What do financial services companies in Raleigh do? Financial Services is a broad label. The most common NAICS codes among them are 523940 (25%), 522130 (12%) and 541611 (12%). **Figure: What financial services companies in Raleigh do.** Bars for the share of counted financial services companies with each code: 523940 25%, 522130 12%, 541611 12%, 221118 6%, 522292 6%, 522320 6%, 541511 6%. *Share of counted financial services companies in Raleigh by their NAICS code.* [NAICS 523940](https://enrich.chat/naics/523940/)[NAICS 522130](https://enrich.chat/naics/522130/)[NAICS 221118](https://enrich.chat/naics/221118/)[NAICS 522292](https://enrich.chat/naics/522292/)[NAICS 522320](https://enrich.chat/naics/522320/)[NAICS 541511](https://enrich.chat/naics/541511/) ## How big are they? 72% of the financial services companies counted in Raleigh have 50 or fewer employees, and the middle one is in the 11 to 50 range. Companies with fewer than 11 employees are not counted. **Figure: Size of financial services companies in Raleigh.** Seven columns for the share of counted financial services companies in Raleigh in each employee range: 11 to 50 72%, 51 to 200 15%, 201 to 500 6%, 501 to 1,000 2%, 1,001 to 5,000 3%, 5,001 to 10,000 2%, 10,001+ 0%. *Share of counted financial services companies in Raleigh in each employee range.* ## How do you reach the people at financial services companies in Raleigh? The people to talk to are usually finance, operations and technology leaders. Build the list in three prompts to your AI agent. ### 1. Count them (free) Counting who matches never uses credits. ```text Use www.enrich.chat to count the financial services companies in Raleigh, NC ``` ### 2. Find the people (5 credits per person) Name the roles you sell to. Each person returned is 5 credits, and name, title and company are included. ```text Use www.enrich.chat to find the finance, operations and technology leaders at financial services companies in Raleigh, NC, with their titles ``` ### 3. Get their work emails (10 credits each) An email is 10 credits only when one is found. Every email comes with a status: verified, catch-all or unknown. ```text Use www.enrich.chat to find the work emails for these people and tell me which ones are verified ``` ## More to explore Other industries in Raleigh: [Construction Companies](https://enrich.chat/companies-in/raleigh-nc/construction/)[Software Companies](https://enrich.chat/companies-in/raleigh-nc/software-development/)[Real Estate Companies](https://enrich.chat/companies-in/raleigh-nc/real-estate/)[IT Services Companies](https://enrich.chat/companies-in/raleigh-nc/it-services-and-it-consulting/)[Hospitals and Health Care Organizations](https://enrich.chat/companies-in/raleigh-nc/hospitals-and-health-care/)[Advertising Agencies](https://enrich.chat/companies-in/raleigh-nc/advertising-services/)[Nonprofit Organizations](https://enrich.chat/companies-in/raleigh-nc/non-profit-organizations/)[Consulting Firms](https://enrich.chat/companies-in/raleigh-nc/business-consulting-and-services/)[Facilities Services Companies](https://enrich.chat/companies-in/raleigh-nc/facilities-services/)[Staffing and Recruiting Firms](https://enrich.chat/companies-in/raleigh-nc/staffing-and-recruiting/)[Law Firms](https://enrich.chat/companies-in/raleigh-nc/law-practice/)[All of Raleigh](https://enrich.chat/companies-in/raleigh-nc/) Financial Services Companies in other cities: [New York, NY](https://enrich.chat/companies-in/new-york-ny/financial-services/)[Miami, FL](https://enrich.chat/companies-in/miami-fl/financial-services/)[Chicago, IL](https://enrich.chat/companies-in/chicago-il/financial-services/)[San Francisco, CA](https://enrich.chat/companies-in/san-francisco-ca/financial-services/)[Los Angeles, CA](https://enrich.chat/companies-in/los-angeles-ca/financial-services/)[Houston, TX](https://enrich.chat/companies-in/houston-tx/financial-services/)[Atlanta, GA](https://enrich.chat/companies-in/atlanta-ga/financial-services/)[Dallas, TX](https://enrich.chat/companies-in/dallas-tx/financial-services/)[Austin, TX](https://enrich.chat/companies-in/austin-tx/financial-services/)[San Diego, CA](https://enrich.chat/companies-in/san-diego-ca/financial-services/) ## Frequently asked questions ### Which are the biggest financial services companies in Raleigh? Among those counted, they include Secu, Captrust, Yodlee, Curi and Kurtosys Cloud Solutions, ranked by headcount range. ### How big are financial services companies in Raleigh? 72% of those counted have 50 or fewer employees, and the middle one is in the 11 to 50 range. Companies with fewer than 11 employees are not counted. ### Which companies count as financial services? Companies whose public profile lists Financial Services as their industry and whose headquarters are in Raleigh, NC. ## Try this prompt Find the people at financial services companies in Raleigh ```text Use www.enrich.chat to find the finance, operations and technology leaders at financial services companies in Raleigh, NC, with titles and verified work emails ``` ## Related - [Companies using a technology](https://enrich.chat/companies-using/) - [Construction Companies in Raleigh](https://enrich.chat/companies-in/raleigh-nc/construction/) - [Software Companies in Raleigh](https://enrich.chat/companies-in/raleigh-nc/software-development/) - [Real Estate Companies in Raleigh](https://enrich.chat/companies-in/raleigh-nc/real-estate/) - [IT Services Companies in Raleigh](https://enrich.chat/companies-in/raleigh-nc/it-services-and-it-consulting/) - [Financial Services Companies in New York](https://enrich.chat/companies-in/new-york-ny/financial-services/) - [Financial Services Companies in Miami](https://enrich.chat/companies-in/miami-fl/financial-services/) - [Financial Services Companies in Chicago](https://enrich.chat/companies-in/chicago-il/financial-services/) - [Financial Services Companies in San Francisco](https://enrich.chat/companies-in/san-francisco-ca/financial-services/) - [Tech stack lookup](https://enrich.chat/tools/tech-stack-lookup/)