Recently Funded Financial Services Startups in Charlotte
Updated Aug 2026
FundedIQ tracks 25 funded Financial Services startups in Charlotte, with their funding rounds, amounts, investors, industries, locations and company details. This page provides an overview of the Financial Services startup funding landscape in Charlotte, along with the 25 most recently funded Financial Services startups in Charlotte.
Financial Services startups in Charlotte closed 11 funding rounds over the last 24 months, 3 of them in the last 12 months, and raised $1.9B in disclosed capital. The median disclosed round is $223M, with the middle half of rounds falling between $94M and $496M.
Charlotte financial services firms lean toward mid-sized teams. This concentration of growth-stage companies means a shift from early seed risk toward scaling operations. Sourcing efforts hit a sweet spot of established product market fit and expanding payrolls. The presence of larger organizations indicates a mature local cluster where professional services and enterprise tools find a ready audience.
Financial Services funded startup statistics in Charlotte
Most recent funding round on record: Jun 2026.
25 most recently funded Financial Services startups in Charlotte
25 shownOrdered by the date of the latest funding round. Each row gives the company, its location and industry, what it does, the stage and date of that round, and the disclosed amount.
Financial Services startup funding trends in Charlotte
Funding activity
Financial Services startups in Charlotte closed 11 funding rounds over the last 24 months, 3 of them in the last 12, adding up to $1.9B in disclosed capital.
Round sizes
The median disclosed round is $223M, with the middle half running from $94M to $496M. 7 of 11 rounds disclosed an amount.
Company size
The most common headcount band across the segment is 11-50.
About the FundedIQ Financial Services startup funding data in Charlotte
FundedIQ tracks announced startup funding rounds and organises them by company, funding date, stage, amount, industry, location and investor. The dataset is refreshed weekly, and new rounds are normalised and de-duplicated before they are published, so the same round reported twice on different dates is recorded once.
Figures on this page cover the 25 funded Financial Services startups in Charlotte currently tracked. Round counts, capital totals and the median round are computed over a trailing 24 months. Rounds whose amount was not disclosed (4 of 11 in that period) are counted as rounds but excluded from capital totals and from the median. The most recent round on record for funded Financial Services startups in Charlotte is dated Jun 2026.
The table above shows the 25 most recently funded companies. Full funding histories, investor lists and founder contacts across the whole dataset open on a FundedIQ plan.
Frequently asked questions
How many funded Financial Services startups are there in Charlotte?
FundedIQ tracks 25 funded Financial Services startups in Charlotte. This page lists the 25 most recently funded of them, ordered by the date of their latest round, and the full set is available on a FundedIQ plan.
How much funding have Financial Services startups in Charlotte raised?
Financial Services startups in Charlotte tracked by FundedIQ have raised $1.9B in disclosed capital across 11 funding rounds over the last 24 months, including 3 rounds in the last 12 months. 7 of those 11 rounds disclosed an amount; undisclosed rounds are excluded from the capital total.
What is a typical funding round size for Financial Services startups in Charlotte?
The median disclosed round over the last 24 months is $223M, and the middle half of rounds fall between $94M and $496M. Round sizes vary widely by stage, so the seed and later-stage bands sit well either side of that figure.
How often is the Financial Services startup funding data in Charlotte updated?
The dataset is refreshed weekly. New rounds are normalised and de-duplicated before they are published, and the most recent round currently on record for funded Financial Services startups in Charlotte is dated Jun 2026. Counts and totals on this page are recomputed on every refresh.
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