Best Financial Services Companies in Fort Lauderdale, United States
The 69 best Financial Services companies in Fort Lauderdale, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: FedNat.
Ranked: Best Financial Services companies in Fort Lauderdale
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | FedNat Insurance provider offering diverse coverage options, now under liquidation/receivership | $66M | 62 mo ago | Public | Michael Braun CEO | 1992 | WordPressMySQLPHP+20 | — |
| 2 | SAFCO Auto loans provider | $50M | 29 mo ago | Late Stage | George Fussell Founder & CEO | 1990 | — | — |
| 3 | 123 Lump Sum Debt purchasing firm | $11M | 149 mo ago | Series A | Michael Asseff CEO & Founder | 2001 | — | — |
| 4 | OptimumBank Community bank providing personal and business banking services in South Florida | $8M | 175 mo ago | Public | Timothy Terry President/CEO | 2000 | — | — |
| 5 | Wheat Capital Management Real estate investment trust | $4M | 123 mo ago | Series A | Joseph Touizer Founder & CEO | 2015 | — | — |
| 6 | Liberty Settlement Funding Provider of legal funding solutions | $1M | 50 mo ago | Seed | Jim Cabe CEO | 2011 | — | — |
| 7 | baron capital enterprise Blog focusing on insecurity & anger in children related topics | $45K | 175 mo ago | Public | Matthew Dwyer CEO | 2011 | — | — |
| 8 | FMS Provider of accounting, payroll and tax screening services | — | 64 mo ago | Funding Raised | — | 1974 | — | — |
Top 10 Financial Services companies in Fort Lauderdale
#1
Late Stage · Fort Lauderdale, Florida · founded 1990 · 122 employees$50Mraised▾
Auto loans provider
- Jan 2024PE—
- Nov 2011Conventional Debt$50M
#2
Public · Fort Lauderdale, Florida · founded 1992 · 341 employees$66Mraised▾
Insurance provider offering diverse coverage options, now under liquidation/receivership. The company underwrote homeowners, federal flood, and other insurance lines. They offered a range of products to fit customer needs, ensuring policies, pricing, and service. They aimed to provide fair, fast, and personal service. They reinsured a portion of written premiums to limit loss exposure, managing capacity and protecting capital resources. They focused on homeowners multi-peril insurance solutions. The company also managed other insurance carriers’ lines of business, processing and adjusting claims. They were committed to providing exceptional customer service and personalized claims handling. The company is currently under liquidation and receivership.
- Apr 2021Post IPO$21M
- Jan 2018Conventional Debt$20M
- Dec 2017Conventional Debt$25M
#3
Seed · Fort Lauderdale, Florida · founded 2011 · 32 employees$1.2Mraised▾
Provider of specialty finance services intended to make the funding process as fast and efficient as possible. The company offers pre-settlement funding, medical lien funding and surgical funding, enabling customers to receive periodic payments from an insurance company.
- Apr 2022Seed$1.2M
#4
Series A · Fort Lauderdale, Florida · founded 2001 · 51 employees$11.4Mraised▾
Provider of specialty financing services based in Fort Lauderdale, Florida. The company originates and services secondary structured settlement transactions and other financial products by applying institutional financing, underwriting and legal expertise to purchase future cash flows for its clients.
- Jan 2014Series A$1M
- Apr 2013Series A$10.4M
- Conventional Debt$25M
#5
Public · Fort Lauderdale, Florida · founded 2000 · 48 employees$8.4Mraised▾
Community bank providing personal and business banking services in South Florida. The bank offers traditional in-person banking with online and mobile banking access. Personal banking includes checking, savings, money market accounts, CDs, and IRAs. Business banking provides checking, commercial real estate lending, SBA small business services, cash management, and HOA services. Services include online banking, ATM networks, and additional services like check reorder and secure email. They focus on community support, customer education, and faith-based financing. They offer login access for personal and business accounts. They provide lending solutions and financial support for various stages of financial journeys. They are committed to combining strong financial performance with a deep commitment to the community.
- Nov 2011Post IPO$8.4M
#6
Series A · Fort Lauderdale, Florida · founded 2015$4Mraised▾
Real estate investment trust
- Mar 2016Series A$2.8M
- Jan 2016Seed$1.2M
#7
Public · Fort Lauderdale, Florida · founded 2011 · 79 employees$45Kraised▾
Blog focusing on insecurity & anger in children related topics
- Nov 2011Seed$45K
#8
Funding Raised · Fort Lauderdale, Florida · founded 1974 · 213 employees—raised▾
Provider of accounting, payroll and tax screening services
#9
Funding Raised · Fort Lauderdale, Florida · founded 1946 · 159 employees—raised▾
Urban credit union
#10
Series A · Fort Lauderdale, Florida · founded 2013 · 7 employees—raised▾
Parametric insurance solutions provider, specializing in innovative coverage for catastrophic events. The company delivers fair, transparent insurance solutions, addressing gaps in the traditional market. They specialize in parametric insurance, offering customized payment structures based on event parameters like wind speed or storm track. Their products cover windstorms, earthquakes, terrorism, and other catastrophic events. They provide solutions for both commercial and residential policyholders, offering customized coverage and leveraging data analytics and proprietary technology. They also offer traditional insurance solutions, providing a full scope of protection. Their focus is on providing innovative, customized insurance solutions to meet client needs in a changing world.
- Nov 2018Series A—
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.