Best Financial Services Companies in Jacksonville, United States
The 91 best Financial Services companies in Jacksonville, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Fidelity National Financial.
Ranked: Best Financial Services companies in Jacksonville
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity National Financial Financial institution offering insurance & transaction services | $500M | 166 mo ago | Public | — | 1847 | DrupalApple iCloud MailPHP+21 | — |
| 2 | 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 | 48 mo ago | Acquired | Richard Kahlbaugh President & CEO | 1978 | HubSpot CMS HubBugHerdlit-html+24 | 2 awards |
| 3 | EverBank Banking, investing, and commercial financing solutions for personal and business needs | $175M | 132 mo ago | Acquired | — | 1998 | Apple iCloud MailTypeScriptSalesforce+20 | — |
| 4 | Rayonier Provider of equity REIT investing in timberland assets | $150M | 202 mo ago | Public | David Nunes CEO | 1926 | Apple iCloud MailGoogle WorkspaceZoho+25 | 1 expansion |
| 5 | Independence Pet Group Provider of pet insurance services | $67M | 31 mo ago | Series C | — | 2021 | WordPress Block EditorElementorWordPress+23 | — |
| 6 | FirstAtlantic Bank Retail and business community bank | $49M | 186 mo ago | Acquired | Mitch Hunt CEO & President | 2007 | — | — |
| 7 | MedMal Direct Insurance Company Medical malpractice insurance company | $10M | 126 mo ago | Acquired | — | 2010 | Apple iCloud MailMicrosoft 365Bootstrap+11 | 1 job opening |
| 8 | Iron Horse Credit Provider of working capital loans | $2M | 47 mo ago | Seed | — | 2016 | — | — |
| 9 | Alive Credit Union Inspiring financial wellness through inclusive banking, education, and community involvement | $250K | 15 mo ago | Funding Raised | Rose Gunter CEO & President | 1954 | Amazon WebstorePHPBootstrap+16 | — |
| 10 | zorrotaxandfinancial.com Provider of auto, home, health & business insurance services | $33K | 204 mo ago | Seed | — | — | — | — |
| 11 | VyStar Credit Union Credit Union | — | 51 mo ago | Funding Raised | — | 1952 | HubSpot CMS HubApple iCloud MailMicrosoft 365+29 | 1 partnership · 1 award |
| 12 | CSX Corporation Rail-based transportation service provider | — | 53 mo ago | Public | James Foote CEO & President | 1827 | Apple iCloud MailMicrosoft 365Q4+13 | 1 expansion |
| 13 | Regency Centers Equity REIT investing in retail properties | — | 84 mo ago | Public | Lisa Palmer President & CEO | 1963 | Progress SitefinitySentryApple iCloud Mail+36 | 2 expansions |
| 14 | Fortegra Financial Insurance provider | — | 228 mo ago | Acquired | Richard Kahlbaugh CEO & President | 1982 | — | — |
| 15 | First Home Insurance Company Provider of homeowner insurance services | — | 253 mo ago | Deadpooled | — | 2005 | — | — |
| 16 | FIS Provider of software suite for banks and financial institutions | — | 256 mo ago | Acquired | Gary Norcross Co-CEO | 1968 | DrupalSentryZendesk+36 | 7 awards |
Top 12 Financial Services companies in Jacksonville
#1
Funding Raised · Jacksonville, Florida · founded 1954$250Kraised▾
Inspiring financial wellness through inclusive banking, education, and community involvement. This organization empowers members with diverse financial tools and resources, extending economic opportunities. They offer personal and business checking and savings accounts, loans, credit cards, and investment services. They provide online and mobile banking with bill pay, shared branching, and surcharge-free ATMs. They are committed to financial education, community involvement, and member outreach, supporting local charities and healthcare initiatives. They offer financial wellness coaching, scholarship programs, and fraud protection tips. They focus on serving members' financial needs and supporting the community through volunteer work and partnerships. They provide services like card activation, lost/stolen card assistance, and switch-to-us support. They are dedicated to increasing the health and happiness of their members.
- Mar 2025Grant (prize money)$250K
#2
Series C · Jacksonville, Florida · founded 2021 · 116 employees$66.9Mraised▾
Provider of pet insurance services
- Oct 2023Series C$55.6M
- May 2023Series B$11.3M
#3
Acquired · Jacksonville, Florida · founded 1978 · 727 employees$200Mraised▾
Provider of specialty insurance and warranty solutions. It underwrites a variety of insurance and insurance-related products on an admitted and non-admitted basis. These programs are tailored to meet the specific needs of its partners, supporting their long-term success. The company offers risk management solutions for individuals and businesses, including admitted and surplus lines insurance products, and warranty solutions. Its services encompass credit protection, consumer goods, automotive, and premium finance. A focus on disciplined underwriting and program performance builds trust and delivers value to its partners.
#4
Public · Jacksonville, Florida · founded 1847 · 23648 employees$500Mraised▾
Fidelity National Financial is a financial institution offering insurance & transaction services. Offers title insurance and transaction services to the real estate and mortgage industries. It provides a platform for real estate agents called CNC. It also runs ServiceLink, a transaction service for mortgage & financial services for mortgage origination & default services. Their clientele includes individuals and business. In 2022, the company recorded annual revenues of $11.55B and a net profit of $1.13B.
#5
Acquired · Jacksonville, Florida · founded 1998 · 2367 employees$175Mraised▾
Banking, investing, and commercial financing solutions for personal and business needs. The company provides a range of financial services, including high-yield deposit accounts, diversified investing options, and commercial financing solutions. It caters to both personal and business clients, offering services such as checking and savings accounts, CDs, credit cards, and various loan options. The company emphasizes delivering competitive rates, digital tools, and dedicated service to help clients achieve their financial goals. It aims to provide innovative solutions and build long-term relationships with its customers. The company also offers online and mobile banking services, including mobile check deposits and access to a network of ATMs. The company focuses on security and customer support.
- Jun 2015Conventional Debt$175M
- Jul 2008Series A—
- 2008Unattributed—
#6
Public · Jacksonville, Florida · founded 1926 · 419 employees$150Mraised▾
Provider of equity REIT investing in timberland assets
#7
Acquired · Jacksonville, Florida · founded 2007 · 202 employees$48.8Mraised▾
Welcome to FirstAtlantic Bank! We are a local community bank, founded and headquartered in Jacksonville, Florida.
- Dec 2010Series B$12.4M
- Aug 2007Series B$36.4M
#8
Seed · Jacksonville, Florida · founded 2016 · 11 employees$1.5Mraised▾
Provider of working capital loans
- Jul 2022Seed$1.5M
#9
Acquired · Jacksonville, Florida · founded 2010 · 42 employees$10Mraised▾
Medical malpractice insurance company
- Dec 2015Series B$10M
#10
Seed · Jacksonville, Florida$33Kraised▾
Provider of auto, home, health & business insurance services
#11
Funding Raised · Jacksonville, Florida · founded 1952 · 1781 employees—raised▾
Credit Union
#12
Public · Jacksonville, Florida · founded 1827 · 23000 employees—raised▾
CSX Corporation is an American holding company focused on real estate and railways in North America, among other industries. The company’s rail and intermodal businesses provide rail-based transportation services including traditional rail service and the transport of intermodal containers and trailers. The CSX Transportation network encompasses about 21,000 route miles of track in 23 states, the District of Columbia and the Canadian provinces of Ontario and Quebec. Serves major markets in the eastern United States and has access to over 70 ocean, river and lake port terminals.In 2022, the company recorded annual revenues of $14.85B and a net profit of $4.16B.
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.