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Radar · Finance & Accounting Services in Florida

Best Finance & Accounting Services Companies in Florida, United States

The 226 best Finance & Accounting Services companies in Florida, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Three Shores Bancorporation.

226companies tracked
$122.5Mdisclosed funding
0unicorns
3have raised
FLIAR INTELLIGENCE · FINANCE & ACCOUNTING SERVICES × FLORIDA

Our analysis of 50 Finance & Accounting Services companies

$6.2b in tracked funding; 80% of the stack-profiled cohort runs cloud-native; funding activity peaked in 2022.

50companies analysed
80%cloud-native stacks
2022funding peak (by rounds)
1unicorns
2009median founding year
51kcombined LinkedIn audience
80%of audience held by top 3
3companies hiring publicly (12 mo)

Ranked: Best Finance & Accounting Services companies in Florida

#CompanyDisclosed fundingLast roundStageFounderFoundedTech stackRecent signals
1Three Shores Bancorporation
Bank holding firm
37Funding bottom 49%Talent bottom 49%Global bottom 34%
All 3 signals ▾
Fundingbottom 49%
Talentbottom 49%
Globalbottom 34%
Funding: Raised $61.0M across 3 rounds · 3 rounds over 17 yrs (0.2/yr)
Talent: 1 named leader on record · 1 C-suite/founder profile curated
rank vs industry peers · Fliar Intelligence Index 37/100
$61M149 mo agoAcquiredGideon Haymaker
CEO
2009——
2KevCo
Tax related services
42Innovation top 30%Product top 35%Funding bottom 45%Global bottom 29%
All 5 signals ▾
Innovationtop 30%
Producttop 35%
Fundingbottom 45%
Globalbottom 29%
Techbottom 24%
Innovation: 3 product lines
Product: 3 distinct product lines · Company stage: Series B
rank vs industry peers · Fliar Intelligence Index 42/100
$37M323 mo agoSeries B—1995——
3HSP Group
Cloud-based accounting software for businesses
60Tech top 27%Talent top 28%Funding top 32%Product top 34%
All 9 signals ▾
Techtop 27%
Talenttop 28%
Fundingtop 32%
Producttop 34%
Growthtop 37%
Marketbottom 48%
Innovationbottom 46%
Newsbottom 45%
Globalbottom 32%
Tech: 55 technologies across 6/8 capability areas · Cloud: Amazon S3, Amazon Web Services
Talent: 3 named leaders on record · 3 C-suite/founder profiles curated
rank vs industry peers · Fliar Intelligence Index 60/100
$24M20 mo agoSeries BIsidro Helder
Co-Founder
2002WordPressZohoSalesforce+361 job opening
4Diversity Group International
Provider of finance and acocunting services
$130K178 mo agoEarly StageKevin Bobryk
CEO
1997——
5FCP Advisor Partners
Provider of banking and financial services
$50K45 mo agoSeedMatthew H Ellis
CEO
———
6Campus Ivy
Provider of financial aid management and compliance solutions for schools, blending expertise and technology.
—21 mo agoSeed—2014Windows ServerMicrosoft ASP.NETIIS+2—
7FMS
Provider of accounting, payroll and tax screening services
—63 mo agoFunding Raised—1974WordPressMySQLMariaDB+25—
81source partners
1Source Partners provides an extensive range of services in tax, business consulting and accounting for…
————2010WordPressMySQLPHP+11—

Top 7 Finance & Accounting Services companies in Florida

#1
Series B · Tampa, Florida · founded 2002 · 166 employees
$24.3Mraised
▾

HSP provides cloud-based accounting software for businesses. Its solutions include HSP Overseas Direct, an integrated service bundle which incorporates all required recurring services, including international payroll, expense reimbursement, cash management, vendor payments, bookkeeping, quarterly & annual tax filings and local statutory compliance; and HSP OverseasConnect, a cloud-based application for the aggregation and management of accounting, finance, HR and legal requirements across multiple geographies and lifecycles.

Fliar Intelligence Index™ 60how this company ranks against its industry peers
Tech
top 27%
Talent
top 28%
Funding
top 32%
Product
top 34%
Growth
top 37%
Market
bottom 48%
Tech: 55 technologies across 6/8 capability areas · Cloud: Amazon S3, Amazon Web Services · Devops: Envoy
Talent: 3 named leaders on record · 3 C-suite/founder profiles curated
Funding: Raised $24.3M across 3 rounds · 3 rounds over 6 yrs (0.5/yr) · Last round Series B (Oct 2024)
Audience (LinkedIn): 22k LinkedIn followers — 42.2% of this cohort's audience
Hiring (LinkedIn): 1 hiring post in 12 mo (public) · hiring: Senior GSA - Tax & Accounting
Funding rounds
  • Oct 2024Series B$8.3M
  • Nov 2022Series B$14M
  • Nov 2020Series A$2M
Founders & team
Isidro HelderCo-FounderRandy WorzalaCo-Founder & Head of GrowthLarry HardingFounder & CEO
Investors
ABS Capital, Baird Capital
Tech stack
CloudflareCloudflare Bot ManagementCore-JsDraftpress HfcmElementorEnvoy
#2
Acquired · Orlando, Florida · founded 2009
$61Mraised
▾

Bank holding firm

Fliar Intelligence Index™ 37how this company ranks against its industry peers
Funding
bottom 49%
Talent
bottom 49%
Global
bottom 34%
Funding: Raised $61.0M across 3 rounds · 3 rounds over 17 yrs (0.2/yr) · Last round Series D (Jan 2014)
Talent: 1 named leader on record · 1 C-suite/founder profile curated
Global: Single-market focus (United States)
Funding rounds
  • Jan 2014Series D$12.3M
  • Jun 2011Series C$8.3M
  • Dec 2009Series C$40.4M
Founders & team
Gideon HaymakerCEO
#3
Series B · Daytona Beach, Florida · founded 1995
$37Mraised
▾

Tax related services

Fliar Intelligence Index™ 42how this company ranks against its industry peers
Innovation
top 30%
Product
top 35%
Funding
bottom 45%
Global
bottom 29%
Tech
bottom 24%
Innovation: 3 product lines
Product: 3 distinct product lines · Company stage: Series B
Funding: Raised $37.0M · 1 rounds over 27 yrs (0.0/yr) · Last round round (Jul 1999)
Investors
Wingate Partners
Tech stack
PhpBootstrapApache Http ServerCloudflareJquery CdnJquery
#4
Seed · Tampa, Florida
$50Kraised
▾

Provider of banking and financial services

Founders & team
Matthew H EllisCEO
#5
Early Stage · Miami, Florida · founded 1997
$130Kraised
▾

Provider of finance and acocunting services

Founders & team
Kevin BobrykCEO
#6
Seed · Sunrise, Florida · founded 2014 · 59 employees
—raised
▾

Campus Ivy provides financial aid automation systems and tools to make financial aid processes easy and student-friendly for their school clients. With expertise and technology, Campus Ivy has been assisting financial aid departments for over 30 years.

Funding rounds
  • Sep 2024Seed—
Investors
PSG
Tech stack
Apache Http ServerGodaddyIisMicrosoft 365Microsoft Asp.NetMysql
#7
Funding Raised · Fort Lauderdale, Florida · founded 1974 · 213 employees
—raised
▾

Provider of accounting, payroll and tax screening services

LinkedIn Pulse recent public activity · Jul 2026
Audience: 9k LinkedIn followers — 17.3% of this cohort's audience
Investors
New Heritage Capital, Maranon Capital
Tech stack
AlloyuiAmazon Web ServicesBootstrapCloudflareCloudflare Bot ManagementCookieyes

Funding & investor landscape

$122.5Mtotal disclosed funding
5companies funded
6disclosed rounds
0rounds last 90 days
Most active investors
ABS Capital1 rounds
Baird Capital1 rounds
Chatham Capital1 rounds
Maranon Capital1 rounds
New Heritage Capital1 rounds
PSG1 rounds
Penta Four Solutions1 rounds
SE Capital1 rounds
Wingate Partners1 rounds

Notable founders

Isidro Helder
Co-Founder · HSP Group
Randy Worzala
Co-Founder & Head of Growth · HSP Group
Gideon Haymaker
CEO · Three Shores Bancorporation
Matthew H Ellis
CEO · FCP Advisor Partners
Kevin Bobryk
CEO · Diversity Group International
Prism market signals · United States · country-scoped Prism corpus, 4,671,638 docs

Market landscape — 10 sub-themes by coverage

Share of Finance & Accounting Services coverage by sub-theme.

Regulatory-risk over time rising

Funding & growth over time

funding rising · growth rising

RESEARCH SIGNALS · United States

How research on Fintech is moving in the United States

A read on the academic research around Fintech — which themes are gaining ground, the institutions and researchers driving them, and how the tone is shifting. Based on 907 United States-affiliated papers.

research sentiment over time
201620212026
enthusiastic · positive · guarded tone
Tone is overwhelmingly optimistic and intensifying — the enthusiastic (strongly-positive) share moved 23% → 38% across 2016–2026.
top research entities
  • Film Independent54
  • United States Department of Commerce26
  • Community Partners22
  • University of Virginia18
  • International Monetary Fund12
leading researchers
Crypto Education Research Lab · Kapil Dharika · Bibitayo Ebunlomo Abikoye · Adesola Oluwatosin Adelaja · Stanley Chidozie Umeorah · Pingale, Mandar Vijay · Hajwane, Shaeena Samir · Rogers, Anuoluwapo
▲ Breakthroughs97 · 11%
▲ 0%→11% share
0 median citations96% since 2021mostly methods-led
Financial services breakthrough research surged from 0% to 11% field-share, with 42 rising and 41 brand-new papers.
rising sub-themes (early→recent)
  • Financial services42
  • Database transaction16
  • Payment15
  • Scalability12
  • Credit risk11
Newly emergingFinancial services 0→41 · Database transaction 0→15 · Payment 0→14
Landmark E.T.-RNN · 87 cites
◆ Advancements352 · 39%
▲ 28%→41% share
▲1.5× share momentum0 median citations95% since 2021mostly empirical
Financial inclusion advancement papers exploded from 2 to 74, signaling rapidly intensifying US fintech equity research.
rising sub-themes (early→recent)
  • Financial services7→190
  • Financial inclusion2→74
  • Payment2→50
  • Mobile payment3→29
  • Leverage (statistics)1→21
Newly emergingTransformative learning 0→37 · Database transaction 0→34 · Financial literacy 0→32
Landmark Fintech Adoption Drivers for Innovation for SMEs in Indonesia · 143 cites
▼ Concerns281 · 31%
▼ 56%→29% share
▼0.5× share momentum0 median citations83% since 2021mostly empirical
Concern-flagged cryptocurrency papers rose from 1 to 17, while big data and financial market risks newly emerged.
rising sub-themes (early→recent)
  • Financial services9→149
  • Financial inclusion1→56
  • Payment2→27
  • Investment (military)1→19
  • Cryptocurrency1→17
Newly emergingFinancial market 0→22 · Big data 0→18 · Corporate governance 0→18
Landmark The FinTech Opportunity · 433 cites
RESEARCH HOTSPOTS · United States

Where fintech is researched across United States

Location clusters by institution affiliation — each city's volume, stance tone, and a quick read on its hot topic, what's advancing, the opening opportunity, and the main concern.

New York25 · +0.24
Hot · Financial servicesAdvancing · Credit riskOpportunity · Big dataConcern · Financial innovation
Seattle14 · +0.21
Hot · Financial servicesOpportunity · LoanConcern · Financial inclusion
Philadelphia13 · +0.19
Hot · Digital transformationAdvancing · Financial servicesOpportunity · Leverage (statistics)
Boston12 · +0.34
Hot · Financial servicesOpportunity · Key (lock)Concern · Financial innovation
Los Angeles8 · +0.42
Hot · Credit riskOpportunity · Financial services
Ann Arbor8 · +0.49
Hot · Financial servicesAdvancing · Financial inclusionOpportunity · Risk management
SF Bay Area5 · +0.42
Hot · Financial servicesOpportunity · Leverage (statistics)
Chicago5 · +0.08
Opportunity · Financial market
Atlanta5 · +0.36
Hot · Financial servicesOpportunity · Credit card
PATENT SIGNAL · United States

Who's filing fintech patents in the United States

United States fintech patent filing is accelerating — 20 filings from 16 assignees (2016–2025), led by Mastercard International, Verifone, Financial Cloud Innovations; annual filings 1→7.

20 filings16 assigneespeak 7/yr2016–2025
filing momentum (YoY 2016–2025)
top patent filers
  • Mastercard International20
  • Verifone4
  • Financial Cloud Innovations2
  • Atombeam Technologies2
  • Salah ALI Khalil1
  • LNW Gaming1
  • Kassetty Nikhil1
  • DR Mariappan RAJA1

Common questions

How many Finance & Accounting Services companies are there in Florida, United States?
Radar tracks 226 indexable Finance & Accounting Services companies headquartered in Florida, United States that meet our profile-completeness bar.
What is the total funding raised by Finance & Accounting Services companies in Florida, United States?
The Finance & Accounting Services companies in Florida, United States on this list have raised a combined $122.5M in disclosed equity funding across 5 funded companies.
Which is the highest-funded Finance & Accounting Services company in Florida, United States?
Three Shores Bancorporation is the highest-funded Finance & Accounting Services company in Florida, United States, with $61M in disclosed equity funding.
How many Finance & Accounting Services companies in Florida, United States are funded?
5 of the 226 Finance & Accounting Services companies in Florida, United States on this list have disclosed at least one equity funding round.
How many Finance & Accounting Services unicorns are there in Florida, United States?
None of the Finance & Accounting Services companies in Florida, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Florida, United States Finance & Accounting Services companies?
The most active investors in Florida, United States Finance & Accounting Services companies on this list include ABS Capital, Baird Capital, Chatham Capital, Maranon Capital, New Heritage Capital.
Rohit KhannaTrends & Stories

Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.

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