Radar · Financial Services in Coral Gables
Best Financial Services Companies in Coral Gables, United States
The 47 best Financial Services companies in Coral Gables, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Korth Direct.
By Rohit KhannaTrends & Stories
47companies tracked
$134.1Mdisclosed funding
0unicorns
3have raised
Ranked: Best Financial Services companies in Coral Gables
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Korth Direct Provides fund loans on single properties or groups of properties | $79M | 61 mo ago | Series B | Jim Korth Founder | 2016 | — | — | — |
| 2 | Weston Insurance Windstorm insurance carrier | $40M | 126 mo ago | Series A | Michael Lyons Founder & CEO & President | 2011 | — | — | — |
| 3 | Professional Holding Blog focused on investment sectors | $15M | 91 mo ago | Acquired | — | 2014 | — | — | — |
| 4 | Abitos Provider of US and international tax services for businesses and high-net-worth individuals | — | — | Unfunded | — | — | WordPressMySQLPHP+19 | — | — |
| 5 | ACI Companies Managing general agency specializing in business and personal insurance products and program management | — | — | Unfunded | — | 2009 | Windows ServerBootstrapMicrosoft ASP.NET+6 | — | — |
| 6 | Amerant Mortgage Provider of home loans | — | — | Unfunded | — | 1987 | WordPressMySQLPHP+24 | — | — |
| 7 | appelrouth farah & co Appelrouth Farah & Co offers forensic accounting, audit assurance, taxation, litigation support, business… | — | — | — | — | 1985 | — | — | — |
| 8 | Axxes Capital Provides financial advisors and investment management services | — | — | Unfunded | Joseph DaGrosa CEO | 2022 | — | — | — |
Top 3 Financial Services companies in Coral Gables
#1
Series B · Coral Gables, Florida · founded 2016$79.4Mraised▾
Series B · Coral Gables, Florida · founded 2016
Provides fund loans on single properties or groups of properties. It originates, underwrites, lends on, and services fixed‑rate mortgage loans on income‑producing properties.
Funding rounds
- Jun 2021Series B$19M
- Nov 2020Conventional Debt$44M
- Aug 2020Conventional Debt$9.1M
- Oct 2019Series A$5M
Founders & team
#2
Acquired · Coral Gables, Florida · founded 2014 · 212 employees$15Mraised▾
Acquired · Coral Gables, Florida · founded 2014 · 212 employees
Blog focused on investment sectors
Funding rounds
- Dec 2018Post IPO$20M
- Feb 2017Post IPO$18.9M
- Apr 2015Series A$15M
Tech stack
HighstockMicrosoft Asp.NetRequirejsJqueryGoogle Tag ManagerCdnjs
#3
Series A · Coral Gables, Florida · founded 2011 · 15 employees$39.7Mraised▾
Series A · Coral Gables, Florida · founded 2011 · 15 employees
Windstorm insurance carrier
Funding rounds
- Feb 2016Series A$7.5M
- Jul 2014Series A$7.5M
- Jul 2014Series A$24.7M
Founders & team
Tech stack
Windows ServerAuth0BootstrapMicrosoft Asp.NetIisCloudflare
Funding & investor landscape
$134.1Mtotal disclosed funding
3companies funded
12disclosed rounds
0rounds last 90 days
Most active investors
Prism market signals · United States · country-scoped Prism corpus, 18,693,399 docs
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
How many Financial Services companies are there in Coral Gables, United States?
Radar tracks 47 indexable Financial Services companies headquartered in Coral Gables, United States that meet our profile-completeness bar.
What is the total funding raised by Financial Services companies in Coral Gables, United States?
The Financial Services companies in Coral Gables, United States on this list have raised a combined $134.1M in disclosed equity funding across 3 funded companies.
Which is the highest-funded Financial Services company in Coral Gables, United States?
Korth Direct is the highest-funded Financial Services company in Coral Gables, United States, with $79.4M in disclosed equity funding.
How many Financial Services companies in Coral Gables, United States are funded?
3 of the 47 Financial Services companies in Coral Gables, United States on this list have disclosed at least one equity funding round.
How many Financial Services unicorns are there in Coral Gables, United States?
None of the Financial Services companies in Coral Gables, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Coral Gables, United States Financial Services companies?
The most active investors in Coral Gables, United States Financial Services companies on this list include DaGrosa Capital Partners.
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.