Best Financial Services Companies in Boca Raton, United States
The 71 best Financial Services companies in Boca Raton, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: GEO.
Ranked: Best Financial Services companies in Boca Raton
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | GEO Equity REIT investing in correctional, detention and re-entry facilities | $600M | 122 mo ago | Public | George Zoley Founder & CEO | 1984 | DrupalPHPAmazon Web Services+27 | — |
| 2 | Crossroads Online trade financing marketplace for businesses | $50M | 53 mo ago | Funding Raised | Lee Haskin CEO | 2004 | WordPressMySQLPHP+16 | — |
| 3 | Swift Lending Provider of real estate funding services | $30M | 47 mo ago | Funding Raised | Steven Bettinger Founder | 2000 | — | — |
| 4 | Momentum Funding Lawsuit funding for plaintiffs, providing financial assistance during legal proceedings | $30M | 137 mo ago | Series A | Michael Pekin Co-Founder & CEO | 2015 | WordPressMySQLSalesforce+26 | — |
| 5 | Polen Capital Diversified investment management firm | $8M | 125 mo ago | Late Stage | Stan Moss CEO | 1979 | DrupalPHPVimeo+20 | 1 launch |
| 6 | PreIPO Digital marketplace for investing in pre-IPO private market securities | $5M | 34 mo ago | Seed | — | 2021 | — | — |
| 7 | Client First Settlement Funding Provider of debt purchase services | $2M | 138 mo ago | Series A | Burt Kroner Founder & CEO | 2008 | — | — |
| 8 | SBA Communications Provider of wireless infrastructure services | — | 231 mo ago | Public | — | 1989 | Apple iCloud MailQ4MediaElement.js+14 | — |
Top 8 Financial Services companies in Boca Raton
#1
Seed · Boca Raton, Florida · founded 2021 · 21 employees$4.7Mraised▾
Digital marketplace for investing in pre-IPO private market securities. Empowering buyers and sellers of pre-IPO company equity to expedite funding. Enables issuers, brokers/dealers, underwriters, fund managers, incubators, and accelerators to onboard and promote primary and secondary deal flows to the platform. Provides a pre-IPO investment platform for issuers, intermediaries, and investors to access private equity deals, earn liquidity, and democratize the capital formation process.
- Aug 2023Seed$4.7M
#2
Funding Raised · Boca Raton, Florida · founded 2000 · 6 employees$30Mraised▾
Provider of lending and financial solutions catering to real estate investors. The company offers financial consulting, direct loans, commercial loans, bridge loans, real estate investment capital, hard money loans and other related services, thereby helping clients to grow their real estate portfolios.
- Jul 2022Conventional Debt$30M
#3
Funding Raised · Boca Raton, Florida · founded 2004$50Mraised▾
Online trade financing marketplace for businesses. It enables businesses to obtain multiple financing options including purchase order financing, eCommerce financing, retail and commercial inventory financing by using the inventory as collateral, and more. Users must add the required details and apply for the loan. The platform matches borrowers with lenders based on the criteria. Once matched and approved, the funds are transferred to the registered bank account.
- Jan 2022Conventional Debt$50M
#4
Public · Boca Raton, Florida · founded 1984 · 15800 employees$600Mraised▾
Equity REIT investing in correctional, detention and re-entry facilities
- Apr 2016Conventional Debt$350M
- Oct 2009Conventional Debt$250M
#5
Series A · Boca Raton, Florida · founded 2015 · 32 employees$30Mraised▾
Lawsuit funding for plaintiffs, providing financial assistance during legal proceedings. This company offers pre and post-settlement lawsuit funding, providing financial support to plaintiffs involved in personal injury and workers' compensation cases. They alleviate financial strain by assisting with essential living expenses and medical bills during legal battles. The process is quick and easy, with funding available rapidly. The company operates on a no-risk basis, only getting paid if the plaintiff wins their case. They are known for their transparent approach, competitive fees, and excellent client service, making them a recommended choice by attorneys. Their services empower clients by providing financial solutions during times of need, helping them navigate the legal process with greater stability.
- Jan 2015Series A$30M
#6
Series A · Boca Raton, Florida · founded 2008 · 43 employees$1.8Mraised▾
Provider of structured settlement transactions services to individuals. The company's services include reviewing of structured settlement transactions, enabling individuals in need of liquid fund to get the cash in a lump sum in exchange for the long-term periodic payments offered by structured settlement and lottery winnings.
- Dec 2014Series A—
- 2014Series A—
- Apr 2013Seed$144.5K
- Apr 2013Seed$745K
#7
Late Stage · Boca Raton, Florida · founded 1979 · 132 employees$7.5Mraised▾
Polen Capital is an independently owned equity boutique focused on investing in long-term growth and providing highly personalized customer service.
#8
Public · Boca Raton, Florida · founded 1989 · 1787 employees—raised▾
SBA Communications owns and operators wireless communications infrastructure. Their primary business is leasing space on towers for the antenna to wireless service providers on a long term basis and site development services which includes acquisition, zoning, construction, and equipment installation. In 2022, the company recorded annual revenues of $2.69B and a net profit of $0.37B.
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Financial Services coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
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.