Best Financial Services Companies in Miami, United States
The 209 best Financial Services companies in Miami, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Citadel Securities.
Ranked: Best Financial Services companies in Miami
| # | Company | Disclosed funding | Last round | Stage | Employees | Founder | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | AccuBANKER Manufacturer of cash processing equipment | — | — | Unfunded | — | Carlos Gonzalez CEO | Cart FunctionalityShopifyVisa+28 | 5 launchs |
| 2 | ACP Group Corporate advisory firm | — | — | Unfunded | — | Cesar Labarthe Managing Director | WordPressMySQLPHP+11 | — |
| 3 | Actuarial Factor Provider of actuarial services for insurance and corporate clients | — | — | Unfunded | — | Esperanza Mead Founder | — | — |
| 4 | aegis finserv corp™ Aegis Finserv Corp provides financial and banking consulting services. AegisFS is based in Miami, FL. | — | — | Private | 4 | — | — | — |
| 5 | Aliya Provider of financial services | — | — | Unfunded | — | Ross Kestin CEO | — | — |
| 6 | alonso & garcia Alonso & Garcia offers accounting and tax services to businesses and individuals. | — | — | Acquired | 26 | — | — | — |
| 7 | Alta Advisors Provider of credit brokerage and advisory services | — | — | Deadpooled | — | David Schubel Managing Director | — | — |
| 8 | American Bancshares Mortgage Provider of mortgage loans | — | — | Funding Raised | 193 193 → 139 (-28%) | John Cosculluela CEO | WordPressMySQLPHP+26 | — |
Top 12 Financial Services companies in Miami
#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
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
#3
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
#4
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
#5
Funding Raised · Miami, Florida · founded 2014 · 41 employees$34.3Mraised▾
Provider of car insurance services
#6
Series D · Miami, Florida · founded 2017$300Mraised▾
Provider of financial advisors services
- Jan 2022Series D$300M
#7
Series C · Miami, Florida · founded 2011$100.8Mraised▾
Provider of wealth management services
- Jun 2022Series C$100M
- Aug 2017Seed$800K
#8
Public · Miami, Florida · founded 1991 · 312 employees$500Mraised▾
Starwood Property Trust is a real estate finance company. It provides services like real estate lending, real estate investing & servicing to businesses. In 2022, the company recorded annual revenues of $1.7B and a net profit of $0.59B
- Nov 2017Conventional Debt$500M
#9
Acquired · Miami, Florida · founded 1994 · 588 employees$177.5Mraised▾
Provider of international money transfer and payroll card services. It facilitates the sending of funds to various international destinations. Additionally, it offers payroll card solutions for businesses. The platform provides options for individuals to send money through its application. It also provides resources such as help and frequently asked questions.
- Nov 2018Conventional Debt$125M
- Mar 2015Conventional Debt$50M
- Apr 2004Conventional Debt$2.5M
#10
Funding Raised · Miami, Florida · founded 2010 · 742 employees$30Mraised▾
Commercial bank
- Mar 2022Conventional Debt$30M
#11
Series B · Miami, Florida · founded 2013$15.9Mraised▾
Provider of capital and investment management services
- Feb 2022Series B$15.9M
#12
Funding Raised · Miami, Florida · founded 2013 · 77 employees$70Mraised▾
Provider of revenue-based financing for businesses. This financing is based on daily cash flow, not credit scores. It offers working capital to support various business needs, including equipment purchases, payroll, expansion, and staffing. The funding process is designed to be fast and easy, allowing business owners to focus on growth. The company prioritizes client relationships, providing support and understanding of individual business requirements.
- Apr 2015Conventional Debt$70M
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.