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Top Wilmington, NC Financial Services Companies (6)

Fintech • Payments • Financial Services
2 Offices
240 Employees

Thomas, Judy and Tucker, P.A. has been serving clients in the Triangle and the surrounding area for more than 30 years. Our firm has 19 partners and 245+ professionals with offices located in Raleigh, Durham, Wilmington and Emerald Isle, NC. We are a full service accounting firm offering audit, tax, outsourced accounting, and consulting services. We strive to exceed client expectations by establishing a collaborative business partnership with our clients. This partnership reflects our responsiveness to client needs as well as our proactive approach to solving client issues. We have clients and employees who have been with the firm for those 34 years and we know their loyalty is a direct result of how we do business. We provide our employees the right work/life balance that results in low staff turnover which allows us to develop continuity with our clients and helps us to really get to know our clients and their needs. Our firm has the size and breadth of experience to handle a variety of clients doing business in diverse industries. We service clients in construction and real estate, hospitality, professional services, retail, and not-for-profit organizations. As a large local firm, we have the unique technical resources and expertise of a larger firm combined with the personal attention and service of a local firm. Our tag line is "Building Partnerships that Deliver…"​ and that's truly what we hope to develop with all of our clients


Financial Services
Wilmington, North Carolina, USA
19 Employees

CAP3 is Consulting, Accounting, and Planning. We align these three concepts to help business owners and their staff with administrative tasks. Sure, we help businesses with their day-to-day operations; bookkeeping, cash budgets, and financial statements - but we also help them plan for their future. We create a custom dashboard for each of our clients, help them with five-year planning strategies, and can even help them hire and train their own in-house staff. Why do we do all of this? We want to build the most profitable accounting departments in the world. When our clients succeed, we succeed! Follow and Like Us! --------------------------- twitter.com/CAP3Wilmington facebook.com/CAP3Wilmington instagram.com/CAP3Wilmington


Financial Services
Wilmington, North Carolina, USA
27 Employees

Founded in 1982, Earney & Company, L.L.P. has built a reputation in Wilmington and Southeastern North Carolina as a leading provider of accounting, tax, and risk advisory services. Our firm is focused on privately held businesses, their owners, not-for-profits, tax exempts, and other community support organizations. As certified public accountants we bring credibility to the tax and financial information provided to government agencies, banks, and other stakeholders. Communication and attentiveness are our focus. We help individuals, businesses, organizations, and associations, successfully navigate the tax code, financial reporting requirements, and the stormy waters and changing tides of the economy. We possess the technical skills and expertise to get the job done. More than that, we appreciate each of our clients, the trust they place in us, and we strive to be their reliable partner in preparing, understanding, and accurately reporting financial information. With knowledge, experience, and education as the foundation we guide our clients and employees to success. We may be accountants, but we truly believe that everyone counts.


Financial Services
Wilmington, North Carolina, USA
14 Employees

APPROVE is YOUR custom-branded, in-house financing program that displays affordable monthly payments at EVERY point-of-sale, and delivers multiple financing offers from a network of top lenders that compete to earn your customers' business. Competing lenders drive higher approval rates, lower customer costs and more closed sales for your business.


Fintech • Payments • Financial Services
3 Offices
969 Employees

Live Oak Bank has had the privilege of helping thousands of passionate, driven people turn their dreams into reality. These everyday heroes aren’t in it for the fortune or the fame. They’re in it to make a difference, just like we are. As one of the last banks to get a charter before the start of the Great Recession, Live Oak emerged out of the rubble of 2008 as the first bank to keep the customer at the center of the business model. We put a groundbreaking spin on what banking could be, focused on service and technology to redefine banking. Live Oak is a digital, cloud-based bank serving small business owners in all 50 states. We are the #1 SBA 7(a) lender by dollar volume* in the country and our mission is to be America’s small business bank. We aim to fulfill that mission through banking products that help business owners buy, build and expand, along with FDIC-insured checking, high-yield savings and CD accounts to grow their hard-earned money. Our family of companies under the holding and parent company Live Oak Bancshares (NYSE: LOB), and our subsidiaries, partner with businesses who share a groundbreaking focus on service and technology to redefine banking. Our mantra is to treat every customer like the only customer and our mission is to be America’s small business bank.


Financial Services
Wilmington, North Carolina, USA
18 Employees

Adam Shay CPA, PLLC provides accounting and financial services to both individuals and businesses. We give the same attention to all clients, no matter how large or small. The accounting, tax preparation, and other financial services we provide are tailored to the unique needs of each client, ensuring the best possible results and maximized returns. Our firm remains on the cutting edge of tax law and financial trends. We are well-informed and continually adapt to the ever-changing world of tax law and accounting.