List of 97 North Carolina-based Financial Services Companies

Name	Sector	Revenue $mlns	M&A Activity			Last 5 Years
Name	Sector	Revenue $mlns	Total	Buy	Sell	Last 5 Years
Truist NYSE : TFC Charlotte, North Carolina, United States website	Financial Services	13,278	51	50	1
Bank of America NYSE : BAC Charlotte, North Carolina, United States website	Financial Services	101,887	28	12	16
First Citizens Bank NASDAQ : FCNCA Raleigh, North Carolina, United States website	Financial Services	9,730	10	10	-
LendingTree NASDAQ : TREE Charlotte, North Carolina, United States website	Financial Services	900	11	9	2
Wachovia Corporation Acquired Wells Fargo 2009-01-01 $15.1B Charlotte, North Carolina, United States website	Financial Services	-	6	6	-
Branch Banking and Trust Co. Private Winston-Salem, North Carolina, United States	Financial Services	-	5	5	-
Teachers Insurance and Annuity Association of America (TIAA) Private Charlotte, North Carolina, United States website	Financial Services	-	5	4	1
HomeTrust Bank NASDAQ : HTBI Asheville, North Carolina, United States website	Financial Services	202	4	4	-
Yadkin Financial Corp. Acquired First National Bank 2016-07-21 $1.4B Raleigh, North Carolina, United States website	Financial Services	261	4	4	-
Park Sterling Corp. Acquired SouthState 2017-11-15 Charlotte, North Carolina, United States website	Financial Services	107	4	4	-
Aspida Financial PE Backed Ares Private Equity Group 2019-07-09 Durham, North Carolina, United States website	Financial Services	-	3	3	-
Capital Bank Financial Corp. Acquired First Horizon 2017-05-04 $2.2B Charlotte, North Carolina, United States website	Financial Services	314	3	3	-
NewBridge Bancorp. Acquired Yadkin Financial Corp. 2015-10-13 $456M Greensboro, North Carolina, United States website	Financial Services	102	3	3	-
GCG Wealth Management PE Backed BharCap Partners 2025-09-10 Charlotte, North Carolina, United States website	Financial Services	-	2	2	-
RBC Centura Banks, Inc. Acquired RBC 2001-01-26 $2.3B Rocky Mount, North Carolina, United States	Financial Services	-	2	2	-
Barings NYSE : BBDC Charlotte, North Carolina, United States website	Financial Services	123	2	2	-

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