Best Financial Services Companies in Florida, United States
The 1506 best Financial Services companies in Florida, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Willis Lease Finance.
Ranked: Best Financial Services companies in Florida
| # | Company | Disclosed funding | Last round | Stage | Employees | Founder | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Willis Lease Finance Provider of aircraft and engine services helping reduce aviation costs, expense, and risk | $1.2B | 84 mo ago | Public | 288 | Austin Willis CEO | HubSpot CMS HubMaterial Design LiteIsotope+18 | 1 job opening |
| 2 | Citadel Securities 🦄 Provider of financial planning services | $1.1B | 53 mo ago | Series D | 3,363 3,363 → 2,394 (-29%) | Peng Zhao CEO | WordPressMySQLPHP+29 | 1 internship |
| 3 | GEO Equity REIT investing in correctional, detention and re-entry facilities | $600M | 122 mo ago | Public | 15,800 | George Zoley Founder & CEO | DrupalPHPAmazon Web Services+27 | — |
| 4 | Starwood Property Trust REIT that invests in commercial mortgages | $500M | 102 mo ago | Public | 312 | — | Q4MediaElement.jsMicrosoft ASP.NET+12 | — |
| 5 | Fidelity National Financial Financial institution offering insurance & transaction services | $500M | 165 mo ago | Public | 23,648 23,648 → 20,848 (-12%) | — | DrupalApple iCloud MailPHP+21 | — |
| 6 | eCapital Provider of asset-based, supply chain, and invoice financing solutions 74Funding top 20%Tech top 31%Talent top 31%Growth top 35% All 12 signals ▾Fundingtop 20% Techtop 31% Talenttop 31% Growthtop 35% Fin. healthtop 35% Partnerstop 37% Markettop 43% Newstop 44% Producttop 47% Customerstop 50% Moatbottom 43% Globalbottom 37% Funding: Raised $470M across 8 rounds · 8 rounds over 2 yrs (4.0/yr) Tech: 46 technologies across 5/8 capability areas · Cloud: Amazon Alb, Amazon Web Services rank vs industry peers · Fliar Intelligence Index 74/100 | $470M | 8 mo ago | Acquired | 155 | Marius Silvasan Co-CEO | WordPressApple iCloud MailMicrosoft 365+26 | — |
| 7 | Sila Realty Trust Sila Realty Trust is a net lease real estate investment trust with a strategic focus on investing in the… | $400M | — | Acquired | 54 | Michael Seton CEO | Q4MediaElement.jsMicrosoft ASP.NET+14 | — |
| 8 | Sterling Organization Private equity real estate firm investing across the risk spectrum | $311M | 138 mo ago | Late Stage | — | Gregory Moross Founder | WordPressApple iCloud MailTypeScript+28 | 2 job openings · 5 expansions |
| 9 | Calumet Capital Provider of financial advisors services | $300M | 52 mo ago | Series D | — | Dan Carroll CEO | — | — |
| 10 | AssuredPartners Provider of life insurance, risk management, and other services 53Tech top 28%Innovation top 30%Funding top 35%News top 36% All 10 signals ▾Techtop 28% Innovationtop 30% Fundingtop 35% Newstop 36% Producttop 37% Growthbottom 48% Talentbottom 48% Moatbottom 38% Globalbottom 37% Marketbottom 26% Tech: 40 technologies across 5/8 capability areas · Cloud: Azure, Cloudflare Innovation: 3 product lines rank vs industry peers · Fliar Intelligence Index 53/100 | $219M | 140 mo ago | Acquired | 15 | Jim Henderson Co-Founder | SitecoreUnbounceLeaflet+22 | — |
| 11 | Fortegra Provider of specialty insurance and warranty solutions 64Innovation top 20%Product top 26%Funding top 32%News top 39% All 10 signals ▾Innovationtop 20% Producttop 26% Fundingtop 32% Newstop 39% Growthtop 40% Partnerstop 40% Techtop 46% Markettop 50% Talentbottom 49% Globalbottom 29% Innovation: 11 product lines Product: 11 distinct product lines · Company stage: Acquired rank vs industry peers · Fliar Intelligence Index 64/100 | $200M | 47 mo ago | Acquired | 727 | Richard Kahlbaugh President & CEO | HubSpot CMS HubBugHerdlit-html+24 | 2 awards |
| 12 | CTLC REIT that invests in commercial, single & multi-tenant office & retail real estate properties | $200M | 84 mo ago | Public | 33 | John Albright CEO & President | — | — |
| 13 | Parkway Properties Real estate investment, operations, and management firm | $200M | 168 mo ago | Acquired | — | James Heistand President and Chief Executive Officer | — | — |
| 14 | Intermex Provider of international money transfer and payroll card services | $178M | 90 mo ago | Acquired | 588 | Robert Lisy Chairman / CEO | DrupalPHPZURB Foundation+21 | — |
| 15 | Nicholas Financial Consumer loans provider | $175M | 86 mo ago | Public | 278 | — | — | — |
| 16 | EverBank Banking, investing, and commercial financing solutions for personal and business needs | $175M | 132 mo ago | Acquired | 2,367 | — | Apple iCloud MailTypeScriptSalesforce+20 | — |
| 17 | Enhance Health Provider of health insurance services | $150M | 55 mo ago | Series D | 63 | Matt Herman CEO | WordPressMySQLPHP+25 | — |
| 18 | Rayonier Provider of equity REIT investing in timberland assets | $150M | 202 mo ago | Public | 419 419 → 906 (+116%) | David Nunes CEO | Apple iCloud MailGoogle WorkspaceZoho+25 | 1 expansion |
| 19 | SMART Financial Diversified lending NBFI | $148M | 48 mo ago | Funding Raised | 500 | Tom Hansen Founder & Advisor | — | — |
| 20 | Heritage Insurance Property insurance company | $120M | 29 mo ago | Public | 612 | Ernie Garateix Chief Executive Officer | WordPress Block EditorElementorWordPress+29 | — |
| 21 | Platinum Auto Finance Provider of auto loans | $115M | 83 mo ago | Funding Raised | 16 | Mike Kastrenakes Founder & Owner | — | — |
| 22 | Insigneo Provider of wealth management services | $101M | 48 mo ago | Series C | — | Henriquez Raul Chairman & CEO | WordPressApple iCloud MailMicrosoft 365+25 | 1 award |
| 23 | Florida Peninsula Diversified P&C insurance carrier | $100M | 40 mo ago | Funding Raised | 200 200 → 129 (-36%) | — | WebflowSwiperjQuery+13 | 1 job opening |
| 24 | TypTap Insurance Online P&C insurance platform for for individuals | $100M | 63 mo ago | Series C | 276 | — | WordPress Block EditorWordPressApple iCloud Mail+28 | — |
| 25 | Korth Direct Provides fund loans on single properties or groups of properties | $79M | 59 mo ago | Series B | — | Jim Korth Founder | — | — |
| 26 | Independence Pet Group Provider of pet insurance services | $67M | 31 mo ago | Series C | 116 | — | WordPress Block EditorElementorWordPress+23 | — |
| 27 | FedNat Insurance provider offering diverse coverage options, now under liquidation/receivership | $66M | 61 mo ago | Public | 341 | Michael Braun CEO | WordPressMySQLPHP+20 | — |
| 28 | US Century Bank South Florida bank providing business and personal financial solutions | $65M | 10 mo ago | Public | 256 | Luis De La Aguilera Chairman I CEO I President | ScalaVarnishPlay+13 | 1 internship · 1 award |
| 29 | Anchor Insurance Property insurance carrier | $55M | 89 mo ago | Deadpooled | 164 | — | — | — |
| 30 | SAFCO Auto loans provider | $50M | 28 mo ago | Late Stage | 122 | George Fussell Founder & CEO | WordPressMySQLPHP+24 | — |
| 31 | Crossroads Online trade financing marketplace for businesses | $50M | 52 mo ago | Funding Raised | — | Lee Haskin CEO | WordPressMySQLPHP+16 | — |
| 32 | Horsepower Financial Provider of motorcycle loans | $40M | 2 mo ago | Funding Raised | 13 | Chris Garrido CEO | PHPDebugBarUbuntuBootstrap+23 | — |
| 33 | Innventure Diversified investment management firm | $39M | 8 mo ago | Public | 36 | Rick Brenner Co-Founder | DrupalPHPAmazon Web Services+26 | 1 partnership |
| 34 | Florida One Insurance Provider of car insurance services 11Funding bottom 49%Tech bottom 40%Growth bottom 35%Global bottom 25% All 5 signals ▾Fundingbottom 49% Techbottom 40% Growthbottom 35% Globalbottom 25% Marketbottom 22% Funding: Raised $34.3M · 1 rounds over 3 yrs (0.3/yr) Tech: 16 technologies across 2/8 capability areas · Security: Hsts, Recaptcha rank vs industry peers · Fliar Intelligence Index 11/100 | $34M | 31 mo ago | Funding Raised | 41 | — | GoDaddy Website BuilderGoogle MapsReact+9 | — |
| 35 | Swift Lending Provider of real estate funding services | $30M | 47 mo ago | Funding Raised | 6 | Steven Bettinger Founder | — | — |
| 36 | Amerant Commercial bank | $30M | 51 mo ago | Funding Raised | 742 | Manolo Cuervo Chairman & CEO | WordPress Block EditorWordPressMySQL+34 | 2 internships · 1 expansion |
| 37 | Climate First Bank Commercial bank | $29M | 6 mo ago | Seed | 58 | — | WebflowApple iCloud Mailcore-js+17 | 1 partnership |
| 38 | HSP 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 | $24M | 20 mo ago | Series B | 166 166 → 178 (+7%) | Isidro Helder Co-Founder | WordPressZohoSalesforce+36 | 1 job opening |
| 39 | GFG Capital It is a multi-family office that offers wealth management services | $20M | 9 mo ago | Series B | — | — | — | — |
| 40 | Alterna Capital Solutions Working capital loans provider | $15M | 37 mo ago | Acquired | 38 | Stan Carpenter Founder & President | — | — |
| 41 | Fountain Health Insurance Provider of healthcare insurance services | $15M | 38 mo ago | Series B | — | Robert Rossiter CEO | — | — |
| 42 | AmeriLife Provider of insurance and retirement solutions | $14M | 42 mo ago | Acquired | 1,800 | — | WordPressMySQLPHP+28 | — |
| 43 | Innovations FCU Financial solutions tailored to your goals with exceptional service and friendly staff | $13M | 21 mo ago | Funding Raised | 35 | David A Southall CEO & President | Apache HTTP ServerPriority HintsMicrosoft 365+4 | — |
| 44 | LM Funding Provider of capital to community associations and digital asset mining operations 35Product top 14%News top 31%Innovation top 32%Patents top 35% All 11 signals ▾Producttop 14% Newstop 31% Innovationtop 32% Patentstop 35% Growthtop 40% Fundingtop 42% Moatbottom 49% Fin. healthbottom 43% Globalbottom 40% Techbottom 26% Marketbottom 24% Product: 8 distinct product lines · Company stage: Public News: 9 BI events in 12 mo (of 23 tracked, 8 types) · +0% YoY rank vs industry peers · Fliar Intelligence Index 35/100 | $13M | 10 mo ago | Public | 8 | — | BootstrapApache HTTP ServerjQuery+7 | — |
| 45 | Insurance Office of America Insurance solutions, risk management, and employee benefits for diverse industries 69Growth top 21%Fin. health top 31%Funding top 42%Tech top 42% All 7 signals ▾Growthtop 21% Fin. healthtop 31% Fundingtop 42% Techtop 42% Markettop 50% Globalbottom 37% Newsbottom 34% Growth: Revenue +934% YoY · Fresh capital in last 24 mo Fin. health: Revenue ~$5.4M · Revenue +934% YoY rank vs industry peers · Fliar Intelligence Index 69/100 | $11M | 8 mo ago | Series B | 1,329 | — | WordPressApple iCloud MailMicrosoft 365+27 | 2 awards |
| 46 | Sypher Provider of property insurance and reinsurance services | $7M | 8 mo ago | Series A | 9 | Subhashish Dutta Founder & CEO | — | — |
| 47 | Cogent Bank Provider of commercial bank | $7M | 25 mo ago | Series B | 154 154 → 245 (+59%) | — | WordPress Block EditorWordPressSentry+32 | 1 job opening |
| 48 | ShariaPortfolio Asset management firm specializing in Sharia-compliant investing and halal wealth management, providing… | $2M | 13 mo ago | Seed | 11 11 → 14 (+27%) | Naushad Virji Founder & CEO | WordPressMicrosoft WordMySQL+22 | — |
| 49 | Alive Credit Union Inspiring financial wellness through inclusive banking, education, and community involvement | $250K | 15 mo ago | Funding Raised | — | Rose Gunter CEO & President | Amazon WebstorePHPBootstrap+16 | — |
| 50 | Dreamex Provider of an online capital markets platform, built on digital exchange technology | $100K | 7 mo ago | Seed | 36 | — | WordPressMySQLPHP+30 | — |
Top 12 Financial Services companies in Florida
#1
Acquired · Miami, Florida · founded 2006 · 155 employees$469.9Mraised▾
Provider of asset-based, supply chain, and invoice financing solutions. The company delivers working capital through asset-based lending, accounts receivable financing, supply chain finance, factoring, and other specialized financial solutions. It caters to industries like healthcare, staffing, consumer goods, and transportation, offering financing for various scenarios including high growth, restructurings, and mergers and acquisitions. The company aims to provide businesses with flexible access to capital, supported by technology.
- Oct 2025Conventional Debt$388M
- May 2025Unattributed$13.3M
- Apr 2025Unattributed$8.8M
- Mar 2025Unattributed$2M
#2
Funding Raised · Bradenton, Florida · founded 2009 · 13 employees$40Mraised▾
Provider of motorcycle loans
- Apr 2026Conventional Debt—
- Mar 2022Conventional Debt$40M
#3
Seed · Florida · founded 2014 · 58 employees$29Mraised▾
Commercial bank
- Nov 2025Seed$1.4M
- Oct 2025Conventional Debt$30M
#4
Public · Orlando, Florida · founded 2015 · 36 employees$39.1Mraised▾
Diversified investment management firm
- Oct 2025Post IPO$9.8M
- Mar 2025Post IPO$28.9M
- Oct 2024Series A$11M
- Sep 2023Series A$28.1M
#5
Public · Miami, Florida · founded 2002 · 256 employees$65Mraised▾
South Florida bank providing business and personal financial solutions. The bank offers a range of commercial banking services, including commercial lending, small business administration (SBA) loans, association banking, and correspondent banking. They cater to business owners, entrepreneurs, and professionals, offering customized solutions for various business needs. The bank also provides personal banking services, focusing on building strong relationships and offering solutions for financial success. E-banking options are available for both business and personal clients, including mobile banking, treasury services, ACH, wire transfers, positive pay, remote deposit capture, and Zelle. They focus on serving the South Florida market with customized solutions.
- Aug 2025Post IPO$40M
- Mar 2015Series C$65M
#6
Series B · Miami, Florida · founded 2003$20.4Mraised▾
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.
- Sep 2025Series B$9.7M
- Mar 2024Series B$10.8M
#7
Series B · Longwood, Florida · founded 1988 · 1329 employees$10.6Mraised▾
Insurance solutions, risk management, and employee benefits for diverse industries. They provide comprehensive coverage and expert advice across business, personal, and employee needs. Their services include business insurance, personal insurance, employee benefits, and risk management solutions. They cater to a wide array of industries, offering tailored programs and expertise. They focus on building relationships and providing value to clients, offering resources like risk management tools, compliance support, and HR resources. They offer innovative tools, excellent compensation, and professional autonomy. They provide specific market outlooks, practical guides, updates on market trends, advice on risk management and much more.
- Oct 2025Series B—
- Jan 2020Series B$10.6M
#8
Public · Tampa, Florida · founded 2008 · 8 employees$12.6Mraised▾
Provider of capital to community associations and digital asset mining operations. The company offers funding solutions to nonprofit community associations through various financial products. It also operates a cryptocurrency mining business focused on digital asset production. The company participates in blockchain contracts and provides specialty financing.
- Aug 2025Post IPO$12.6M
#9
Series A · Florida · founded 2021 · 9 employees$7.2Mraised▾
Provider of property insurance and reinsurance services
- Sep 2025Series A$5.2M
- Jan 2024Series A$7.2M
#10
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.
- Oct 2024Series B$8.3M
- Nov 2022Series B$14M
- Nov 2020Series A$2M
#11
Funding Raised · Panama City, Florida · founded 1952 · 35 employees$13Mraised▾
Financial solutions tailored to your goals with exceptional service and friendly staff. We are a credit union providing a range of financial products and services to meet diverse needs. From checking and savings accounts to loans and credit cards, we offer solutions for individuals and businesses. Digital banking provides convenient and secure access to accounts, while personalized service ensures members receive tailored support. We focus on building relationships and helping members achieve their financial aspirations. Our offerings include accounts, loans, business services, and digital banking. We are committed to providing exceptional financial products, a friendly atmosphere, knowledgeable staff, custom financial solutions, and fast, accurate, and professional service. We are federally insured and an equal opportunity lender.
- Aug 2024Conventional Debt$13M
#12
Series D · Miami, Florida · founded 2002 · 3363 employees$1.1Braised▾
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.
- Jan 2022Series D$1.1B
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
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.