Radar · Asset Management in Florida
Best Asset Management Companies in Florida, United States
The 181 best Asset Management companies in Florida, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Citadel Securities.
By Riya SenguptaFinancials
181companies tracked
$1.5Bdisclosed funding
1unicorns
19have raised
Ranked: Best Asset Management companies in Florida
| # | Company | Last round | Disclosed funding | Employees | Founder | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | AC Sunshine Securities M&A and strategic advisory firm focused on small and mid-sized public and private companies | — | — | — | Hua Li Managing Director | — | — | — |
| 2 | ACP Group Corporate advisory firm | — | — | — | Cesar Labarthe Managing Director | WordPressMySQLPHP+11 | 36 patents Advanced microwave oven systems with combined heating, airflow, and dynamic magnetron control | — |
| 3 | Adeloncapital Asset management firm | — | — | — | Elias Zerbib Co-Chairman and Founder | — | — | — |
| 4 | Agora Capital Partners Private equity firm focused on multiple sectors | — | — | — | Igor Omelchenko Co-Founder | — | — | — |
| 5 | AGP Capital Management Provider of insurance, investment, and financial management services | — | — | — | Daniel Pacheco Founder | — | — | — |
| 6 | Alhambra Investments It is a financial advisory firm | — | — | — | — | WordPressMySQLPHP+22 | — | — |
| 7 | Align Private Capital Private fund focused on equity and fund of funds investments in real estate and multiple sectors | — | — | — | Robert Blabey Co-Founder | — | — | — |
| 8 | Allen & Company Wealth management firm | — | — | 62 62 → 68 (+10%) · sector median +43% | — | WordPressMySQLPHP+32 | 32 patents Woodworking clamping and fixture systems for adjustable track and hole‑drilling operations. | 1 award |
Top 12 Asset Management companies in Florida
#1
Public · Orlando, Florida · founded 2015 · 36 employees$39.1Mraised▾
Public · Orlando, Florida · founded 2015 · 36 employees
Diversified investment management firm
LinkedIn Pulse recent public activity · Jul 2026
Audience: 3k LinkedIn followers
Activity: 1 partnerships (incl. Pacific Northwest National Laboratory) announced in 12 mo
Funding rounds
- Oct 2025Post IPO$9.8M
- Mar 2025Post IPO$28.9M
- Oct 2024Series A$11M
- Sep 2023Series A$28.1M
Founders & team
Investors
Lincoln Park Capital, Asterisk Partners
Tech stack
Acquia Cloud PlatformAcquia Cloud Site FactoryAdobe AnalyticsAdobe Experience Platform Identity ServiceAdobe Experience Platform LaunchAmazon Web Services
#2
Series B · Miami, Florida · founded 2003$20.4Mraised▾
Series B · Miami, Florida · founded 2003
GFG Capital is a multi-family office that offers wealth management services with a fresh perspective on family wealth. They prioritize the interests of their clients and provide customized approaches to wealth management.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 2k LinkedIn followers
Funding rounds
- Sep 2025Series B$9.7M
- Mar 2024Series B$10.8M
Tech stack
WordpressMysqlPhpZurb FoundationGravity FormsYoast Seo
#3
Seed · Lake Mary, Florida · founded 2003 · 11 employees$1.9Mraised▾
Seed · Lake Mary, Florida · founded 2003 · 11 employees
ShariaPortfolio is a boutique asset management firm specializing in socially responsible and halal investing, offering Sharia-compliant wealth management solutions to clients. The company provides comprehensive halal investment and wealth management services, with a focus on helping clients achieve their financial goals while adhering to Islamic principles.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 2k LinkedIn followers
Funding rounds
- Apr 2025Seed$1.9M
Founders & team
Tech stack
CdnjsCloudflareContact Form 7DiviFacebook LoginFancybox
#4
Series D · Miami, Florida · founded 2002 · 3363 employees$1.1Braised▾
Series D · Miami, Florida · founded 2002 · 3363 employees
Provider of financial planning services. It provides banks, broker-dealers, and other market makers services. It also offers liquidity and trade execution services to retail and institutional clients in capital markets.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 333k LinkedIn followers — 18.8% of this cohort's audience
Funding rounds
- Jan 2022Series D$1.1B
Founders & team
Investors
Sequoia Capital, Paradigm
Tech stack
Adobe Audience ManagerAmazon Web ServicesBootstrapCloudflareCloudflare Bot ManagementCloudflare Turnstile
#5
Series C · Miami, Florida · founded 2011$100.8Mraised▾
Series C · Miami, Florida · founded 2011
Provider of wealth management services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 24k LinkedIn followers
Activity: 1 awards announced in 12 mo
Funding rounds
- Jun 2022Series C$100M
- Aug 2017Seed$800K
Founders & team
Investors
Bain Capital Credit, J.C. Flowers
Tech stack
Apache Http ServerApple Icloud MailBootstrapCore-JsFirebaseGodaddy
#6
Funding Raised · Aventura, Florida · founded 1997 · 70 employees$30Mraised▾
Funding Raised · Aventura, Florida · founded 1997 · 70 employees
Diversified investment management firm
LinkedIn Pulse recent public activity · Jul 2026
Audience: 4k LinkedIn followers
Funding rounds
- Mar 2021Unattributed—
- Aug 2018Conventional Debt$30M
Founders & team
Investors
Citi, BTG Pactual
Tech stack
Apple Icloud MailBamboohrDocusignGodaddyGoogle AnalyticsHubspot
#7
Series B · Miami, Florida · founded 2013$15.9Mraised▾
Series B · Miami, Florida · founded 2013
Provider of capital and investment management services
Funding rounds
- Feb 2022Series B$15.9M
Founders & team
#8
Public · Miami, Florida · founded 2011 · 3 employees$34.5Mraised▾
Public · Miami, Florida · founded 2011 · 3 employees
Diversified investment management firm
Funding rounds
- Jul 2018Conventional Debt$34.5M
#9
Series A · Miami, Florida · founded 2016$8.8Mraised▾
Series A · Miami, Florida · founded 2016
Provider of investment advisory services
Funding rounds
- Oct 2021Series A$8.8M
Founders & team
#10
Acquired · Miami Beach, Florida · founded 1978$15Mraised▾
Acquired · Miami Beach, Florida · founded 1978
Wealth management company
Funding rounds
- Oct 2019Conventional Debt$15M
Founders & team
#11
Acquired · Tampa, Florida · founded 2002 · 149 employees$20Mraised▾
Acquired · Tampa, Florida · founded 2002 · 149 employees
Retirement based investment management firm
LinkedIn Pulse recent public activity · Jul 2026
Audience: 15k LinkedIn followers
Activity: 1 partnerships (incl. PCS Retirement) announced in 12 mo
Funding rounds
- Apr 2012Series B$20M
Investors
FTV Capital, Centana Growth Partners, Beacon VC, GTCR
Tech stack
AzureAzure Front DoorBootstrapFont AwesomeGoogle AdsenseGoogle Hosted Libraries
#12
Seed · Winter Garden, Florida · founded 2022$1.3Mraised▾
Seed · Winter Garden, Florida · founded 2022
Diversified investment management firm
Fliar Intelligence Index™ 53how this company ranks against its industry peers
Talent
top 27%Tech
top 31%Partners
top 33%Market
top 36%News
bottom 45%Growth
bottom 32%Talent: 3 named leaders on record · 3 C-suite/founder profiles curated · 4 leadership moves in 12 mo
Tech: 41 technologies across 5/8 capability areas · Cloud: Akamai, Amazon Cloudfront · Devops: Nginx
Partners: 0 partnership announcements in 12 mo (1 in 24 mo) · Marquee-customer mentions: top 5% of tracked companies
Audience (LinkedIn): 176k LinkedIn followers — 9.9% of this cohort's audience
Hiring (LinkedIn): 6 hiring posts in 12 mo (public) · momentum +6 · hiring: IT Specialist (INFOSEC), Supervisory IT Specialist
Funding rounds
- Jun 2022Seed$1.3M
Founders & team
Tech stack
Acquia Cloud PlatformAkamaiAkamai MpulseAmazon CloudfrontAmazon Web ServicesAngular
Funding & investor landscape
$1.5Btotal disclosed funding
17companies funded
21disclosed rounds
0rounds last 90 days
Most active investors
Notable founders
Rick Brenner
Co-Founder · Innventure
Mike Otworth
Co-Founder and Executive Chairman of the Board · Innventure
Naushad Virji
Founder & CEO · ShariaPortfolio
Peng Zhao
CEO · Citadel Securities
Henriquez Raul
Chairman & CEO · Insigneo
Daniel Ades
Founder · Kawa
Patrick Grattan
Founder · WILLIAM JAMES CAPITAL
Martin Ametrano
Founder · Delta Bridge Partners
Patrick Farrell
CEO & President · Investacorp
Sachin Maskey
Co-CEO · Tranquility Village
Vasu Persaud
Co-CEO · Tranquility Village
Stan Moss
CEO · Polen Capital
Prism market signals · United States · country-scoped Prism corpus, 13,477,469 docs
Market landscape — 10 sub-themes by coverage
Share of Asset Management coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
How many Asset Management companies are there in Florida, United States?
Radar tracks 181 indexable Asset Management companies headquartered in Florida, United States that meet our profile-completeness bar.
What is the total funding raised by Asset Management companies in Florida, United States?
The Asset Management companies in Florida, United States on this list have raised a combined $1.5B in disclosed equity funding across 17 funded companies.
Which is the highest-funded Asset Management company in Florida, United States?
Citadel Securities is the highest-funded Asset Management company in Florida, United States, with $1.1B in disclosed equity funding.
How many Asset Management companies in Florida, United States are funded?
17 of the 181 Asset Management companies in Florida, United States on this list have disclosed at least one equity funding round.
How many Asset Management unicorns are there in Florida, United States?
1 Asset Management company in Florida, United States on this list is valued at $1B or more.
Who are the top investors in Florida, United States Asset Management companies?
The most active investors in Florida, United States Asset Management companies on this list include Actua, Asterisk Partners, Austin Ventures, BTG Pactual, Bain Capital Credit.
Riya SenguptaFinancials
Riya reads income statements for fun. She covers the real money in a sector — revenue, growth, who actually earns — and never met a vague claim she didn't want a number for.