Best Finance & Accounting Tech Companies in Miami, United States
The 39 best Finance & Accounting Tech companies in Miami, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: ClassWallet.
Our analysis of 50 Finance & Accounting Tech companies
$10.3b in tracked funding; 100% of the stack-profiled cohort runs cloud-native; funding activity peaked in 2025.
Ranked: Best Finance & Accounting Tech companies in Miami
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ClassWallet Provider of digital wallet platform for managing and disbursing public funds | $107M | 36 mo ago | Series A | — | 2014 | WordPressPleskApple iCloud Mail+36 | 4 patents Network resource allocation and tracking systems for managing bandwidth and services. | 1 award |
| 2 | Finally AI and cloud-based accounting and bookkeeping solutions for businesses 67Tech top 16%Moat top 22%Funding top 27%Talent top 28% All 10 signals ▾Techtop 16% Moattop 22% Fundingtop 27% Talenttop 28% AItop 45% Producttop 46% Growthbottom 47% Marketbottom 44% Globalbottom 29% Newsbottom 21% Tech: 52 technologies across 7/8 capability areas · Cloud: Amazon Ses, Amazon Web Services Moat: Editorial + unicorn rating 8/10 · Soonicorn rank vs industry peers · Fliar Intelligence Index 67/100 | $73M | 23 mo ago | Series B | Glennys Rodriguez Co-Founder & COO | 2018 | WordPressApple iCloud MailGoogle Workspace+37 | — | — |
| 3 | Taxfyle Online tax filing services for individuals and businesses 60Funding top 28%Tech top 28%Talent top 38%Moat top 39% All 10 signals ▾Fundingtop 28% Techtop 28% Talenttop 38% Moattop 39% Growthtop 45% Producttop 46% Marketbottom 48% Customersbottom 47% Globalbottom 36% Newsbottom 27% Funding: Raised $35.0M across 8 rounds · 8 rounds over 11 yrs (0.7/yr) Tech: 52 technologies across 6/8 capability areas · Cloud: Cloudflare, Google Cloud rank vs industry peers · Fliar Intelligence Index 60/100 | $35M | 13 mo ago | Series B | Michael Mouriz Co-Founder & COO | 2015 | WebflowApple iCloud MailGoogle Workspace+34 | — | — |
| 4 | Versapay Provider of accounts receivable automation software and integrated payment solutions | $29M | 94 mo ago | Acquired | Carey Kolaja CEO & Board Member | 2006 | SentryAtlassian StatuspageZendesk+33 | — | — |
| 5 | Gelt Tax management and compliance solutions for businesses 32Growth top 35%Funding top 37%Tech top 46%Talent bottom 49% All 8 signals ▾Growthtop 35% Fundingtop 37% Techtop 46% Talentbottom 49% Globalbottom 44% Marketbottom 30% Patentsbottom 26% Innovationbottom 24% Growth: Fresh capital in last 24 mo Funding: Raised $13.0M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) rank vs industry peers · Fliar Intelligence Index 32/100 | $13M | 11 mo ago | Series A | Tal B Founder | 2022 | WebflowGSAPMicrosoft Clarity+22 | 3 patents Color calibration technology for digital imaging and display devices | 2 partnerships |
| 6 | DadeSystems Account receivable payment automation solution. | $11M | 78 mo ago | Acquired | — | 2011 | Node.jsRubyRaphael+20 | 11 patents Data-driven automation of business process control and workflow management systems | — |
| 7 | Biller Genie Cloud-based invoicing and payment platform for businesses 53Product top 30%News top 32%Innovation top 34%Growth top 35% All 10 signals ▾Producttop 30% Newstop 32% Innovationtop 34% Growthtop 35% Fundingtop 40% Techtop 46% Moattop 48% Talentbottom 49% Marketbottom 40% Globalbottom 29% Product: 8 distinct product lines · Company stage: Series B News: 4 BI events in 12 mo (of 6 tracked, 2 types) · Top themes: Funding, Hiring rank vs industry peers · Fliar Intelligence Index 53/100 | $8M | 9 mo ago | Series B | Thomas Aronica Founder | 2018 | WordPressMySQLPHP+31 | — | — |
| 8 | Axela Account receivable and collection software for financial institutions | $5M | 55 mo ago | Series A | Martin Urruela Founder & CEO | 2001 | WordPressMySQLPHP+32 | 9 patents Biomarker-based diagnostics and optical analysis for traumatic brain injury risk assessment | — |
| 9 | Calculum Cloud and AI-based cash flow and financial analytics solutions for businesses 29AI top 30%Funding top 46%Talent bottom 49%Global bottom 32% All 5 signals ▾AItop 30% Fundingtop 46% Talentbottom 49% Globalbottom 32% Marketbottom 29% AI: Classified as an AI company · Product described with: ai-based Funding: Raised $4.2M across 2 rounds · 2 rounds over 3 yrs (0.7/yr) rank vs industry peers · Fliar Intelligence Index 29/100 | $4M | 10 mo ago | Seed | Oliver Belin Co-Founder & CEO | 2020 | — | — | — |
| 10 | Astride Provider of digital accounting and international tax services | $4M | 23 mo ago | Seed | Eduardo Assola Co-Founder / Investor | 2021 | — | — | — |
| 11 | Caribou Healthcare planning and cost prediction tool for the finance industry | $4M | 55 mo ago | Acquired | Christine Simone Co-Founder | 2019 | — | — | — |
| 12 | Tickmark Tax filling Automation | $520K | 76 mo ago | Funding Raised | Richard Lavina Co-Founder & CEO | 2015 | — | — | — |
Top 12 Finance & Accounting Tech companies in Miami
#1
Series B · Miami, Florida · founded 2015 · 106 employees$35Mraised▾
Online tax filing services for individuals and businesses. It offers tax calculations tax refund tracking tax security, tax monitoring, and more. The assigned CPA will prepare and file taxes for the user. It also offers tax-related resources for users.
- Jul 2025Series B$500K
- Aug 2024Series B$6.3M
- Nov 2021Series B$20M
- Sep 2018Series A$4.3M
#2
Series B · Miami, Florida · founded 2018 · 40 employees$8.5Mraised▾
Cloud-based invoicing and payment platform for businesses. It offers an automated accounts receivables platform, online payment processing, payment reminders, accounts reconciliation, and more. It can integrate with accounting systems. Pricing is available on a monthly subscription plan.
- Nov 2025Series B$22.4M
- Dec 2024Series A$2M
- Oct 2022Series A$5M
- Mar 2021Seed$3.5M
#3
Series A · Miami, Florida · founded 2022 · 32 employees$13Mraised▾
Tax management and compliance solutions for businesses. Features tax control, end-to-end tax compliance, tax renewal, tax filing, and more. Offers solutions to fund managers, investors, founders, and more.
- Sep 2025Series A$13M
#4
Series B · Miami, Florida · founded 2018 · 104 employees$72.8Mraised▾
AI and cloud-based accounting and bookkeeping solutions for businesses. The platform offers bookkeeping, payroll, bill payment, and tax preparation. It also provides corporate cards, invoicing, expense management, and cash flow management tools. The suite includes an accounting mobile application, vision and clarity reports, payment processing, and tax compliance features.
- Sep 2024Venture Debt$150M
- Jul 2024Series B$50M
- Feb 2024Series A$10M
- Sep 2022Grant (prize money)$275.8K
#5
Seed · Miami, Florida · founded 2020 · 25 employees$4.2Mraised▾
Cloud and AI-based cash flow and financial analytics solutions for businesses. It offers features like insights, increased accuracy, data management, data enrichment, visualization, and advisory solutions. It also offers features such as optimizing payment terms, competitor analytics, and more.
- Oct 2025Seed$1.4M
- Feb 2023Seed$4.2M
#6
Series A · Miami, Florida · founded 2014 · 300 employees$106.7Mraised▾
Provider of digital wallet platform for managing and disbursing public funds. The platform offers a streamlined solution for recipients to access and utilize funds, both online and in physical stores. It provides tools for compliance, audit-ready reporting, and secure transactions. The platform supports various sectors, including government agencies, educational institutions, and scholarship programs, facilitating efficient and transparent fund management.
- Aug 2023Series A$95M
- Mar 2023Seed—
- May 2018Seed$2.3M
- Feb 2018Seed$735K
#7
Seed · Miami, Florida · founded 2021$3.9Mraised▾
Astride US is a digital accounting and international tax services platform that offers tax and accounting solutions for those who invest or want to invest in the US. They provide efficient tax solutions and aim to deliver the best services in the industry.
- Sep 2024Seed$685K
- Jun 2024Seed$1.5M
- Nov 2023Seed$614.5K
- Jan 2023Seed$1.1M
#8
Acquired · Miami, Florida · founded 2006 · 360 employees$28.9Mraised▾
Provider of accounts receivable automation software and integrated payment solutions. The company offers digital invoicing, cash application, collections management, and reporting and reconciliation tools. B2B payment services include ACH, credit cards, and ERP options. The platform integrates with ERP systems via open APIs or flat files.
- Oct 2018Post IPO$9.2M
- Oct 2017Post IPO$10.7M
- May 2015Post IPO$4M
- Feb 2014Post IPO$5M
#9
Series A · Miami, Florida · founded 2001 · 36 employees$5Mraised▾
Axela provides account receivable and collection software for financial institutions. It features solutions for record management, collection management, data management, debt management, and more. It also offers a risk analytics solution for the lending industry.
- Jan 2022Series A—
- Jan 2021Series A$4M
- Oct 2017Series A$4.9M
- Feb 2012Venture Debt$70.8K
#10
Acquired · Miami, Florida · founded 2011 · 31 employees$11Mraised▾
Dade Systems is an account receivable (AR) payment automation solution for banks and credit unions, manufacturers, property management firms, insurers, distributors and other organizations. Its product name is DadePay; offers customers more payment options and improve customer satisfaction. The family of products includes AR Automation that automatically matches payments to open billing/account receivables, including tedious exceptions and deposits checks in the bank. DadePay Mobile, DadePay ePayments, DadePay Mailroom - Automates the processing of all types of loan payments and deposits received by the financial institution, DadePay Remote Deposit Capture - cheque deposit from mobile, DadePay Virtual Lockbox - remote lockbox services to their business customers, DadePay Transaction Manager - Allows businesses' financial institution to monitor all transactions to identify out-of-balance exceptions and/or “flagged” transactions based on user-defined rules to find potential fraudulent or other anomalous transactions.
- Feb 2020Series D—
- Nov 2019Series D$9M
- May 2018Series A—
- Apr 2017Series A$2M
#11
Acquired · Miami, Florida · founded 2019 · 13 employees$3.6Mraised▾
Healthcare planning and cost prediction tool for the finance industry. The company has developed software that predicts and optimizes healthcare costs, helping to mitigate financial risk and identify planning opportunities as clients go through various life stages and healthcare needs.
- Jan 2022Seed$3M
- 2021Seed$575K
- Feb 2020Seed$50K
#12
Seed · Miami, Florida · founded 2023$20Kraised▾
Online platform for cash flow management and capital. It helps users grow a construction business by providing financial solutions for builders to take on projects and expand operations.
- 2024Seed$20K
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Finance & Accounting Tech coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
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.
- Film Independent54
- United States Department of Commerce26
- Community Partners22
- University of Virginia18
- International Monetary Fund12
- Financial services42
- Database transaction16
- Payment15
- Scalability12
- Credit risk11
- Financial services7→190
- Financial inclusion2→74
- Payment2→50
- Mobile payment3→29
- Leverage (statistics)1→21
- Financial services9→149
- Financial inclusion1→56
- Payment2→27
- Investment (military)1→19
- Cryptocurrency1→17
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.
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.
- Mastercard International20
- Verifone4
- Financial Cloud Innovations2
- Atombeam Technologies2
- Salah ALI Khalil1
- LNW Gaming1
- Kassetty Nikhil1
- DR Mariappan RAJA1
Common questions
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.