Best Financial Services Companies in Orlando, United States
The 77 best Financial Services companies in Orlando, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Parkway Properties.
Ranked: Best Financial Services companies in Orlando
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Parkway Properties Real estate investment, operations, and management firm | $200M | 168 mo ago | Acquired | James Heistand President and Chief Executive Officer | 1998 | — | — |
| 2 | SMART Financial Diversified lending NBFI | $148M | 48 mo ago | Funding Raised | Tom Hansen Founder & Advisor | 2016 | — | — |
| 3 | Three Shores Bancorporation Bank holding firm 37Funding bottom 49%Talent bottom 49%Global bottom 34% All 3 signals ▾Fundingbottom 49% Talentbottom 49% Globalbottom 34% Funding: Raised $61.0M across 3 rounds · 3 rounds over 17 yrs (0.2/yr) Talent: 1 named leader on record · 1 C-suite/founder profile curated rank vs industry peers · Fliar Intelligence Index 37/100 | $61M | 149 mo ago | Acquired | Gideon Haymaker CEO | 2009 | — | — |
| 4 | Seaside National Bank & Trust Community bank providing personal, business, mortgage, and wealth management services | $40M | 198 mo ago | Acquired | — | 2006 | — | — |
| 5 | Innventure Diversified investment management firm | $39M | 8 mo ago | Public | Rick Brenner Co-Founder | 2015 | DrupalPHPAmazon Web Services+26 | 1 partnership |
| 6 | Alterna Capital Solutions Working capital loans provider | $15M | 37 mo ago | Acquired | Stan Carpenter Founder & President | 2018 | — | — |
| 7 | Cogent Bank Provider of commercial bank | $7M | 25 mo ago | Series B | — | 2001 | WordPress Block EditorWordPressSentry+32 | 1 job opening |
| 8 | Legion Capital Provider of specialized lending and private equity to small and medium-sized businesses | $1M | 115 mo ago | Seed | Shane Hackett Co-Founder & Chief Strategy Officer | 2015 | — | — |
| 9 | CNL Healthcare Properties Equity REIT investing in seniors housing and healthcare real estate properties | $564K | 118 mo ago | Deadpooled | Stephen Mauldin Co-CEO | 2016 | — | — |
Top 12 Financial Services companies in Orlando
#1
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
#2
Funding Raised · Orlando, Florida · founded 2016 · 500 employees$148Mraised▾
Diversified lending NBFI
- Jun 2022Conventional Debt$68M
- Dec 2018Conventional Debt$80M
#3
Series B · Orlando, Florida · founded 2001 · 154 employees$6.6Mraised▾
Provider of commercial bank
- Apr 2024Series B$11.2M
- May 2022Conventional Debt$22.5M
#4
Acquired · Orlando, Florida · founded 2018 · 38 employees$15Mraised▾
Working capital loans provider
- May 2023Conventional Debt$65M
- Mar 2021Conventional Debt$30M
- Aug 2020Conventional Debt$30M
- Jul 2020Series B$15M
#5
Acquired · Orlando, Florida · founded 1998$200Mraised▾
Real estate investment, operations, and management firm. It invests in and manages commercial real estate properties. The firm provides services to investors, developers, and financial leaders. It focuses on transforming communities and delivering superior returns for stakeholders. The firm's portfolio includes a significant amount of commercial space under management.
- Jun 2012Post IPO$200M
#6
Acquired · Orlando, Florida · founded 2009$61Mraised▾
Bank holding firm
- Jan 2014Series D$12.3M
- Jun 2011Series C$8.3M
- Dec 2009Series C$40.4M
#7
Acquired · Orlando, Florida · founded 2006 · 132 employees$40Mraised▾
Community bank providing personal, business, mortgage, and wealth management services. Offers a range of financial solutions including checking, savings, loans, credit cards, and online & mobile banking with login. Caters to both individual and business clients with specialized lending programs and treasury management services. Supports communities through local initiatives and financial literacy projects, demonstrating a commitment to social impact. Provides digital support, fraud prevention resources, and various online tools. Offers home loans, refinancing options, and wealth management advisory services.
- Nov 2009Series B$40M
- Conventional Debt$15M
#8
Seed · Orlando, Florida · founded 2015$1.1Mraised▾
Provider of specialized lending and private equity to small and medium-sized businesses. It offers bridge funding, acquisition finance, development, and growth capital. The firm invests in real estate development, construction, infrastructure, and materials businesses. It also acquires ownership stakes in select companies and projects within growth industries, either controlling or non-controlling. Investment products offered to investors include diversified equity and debt options.
- Nov 2016Seed$1.1M
#9
Deadpooled · Orlando, Florida · founded 2016$563.8Kraised▾
Equity REIT investing in seniors housing and healthcare real estate properties
- Aug 2016Seed$563.8K
#10
Funding Raised · Orlando, Florida · founded 1936 · 66 employees—raised▾
Credit Union
#11
Funding Raised · Orlando, Florida · founded 1979—raised▾
Private equity firm focused on multiple sectors
- Feb 2020Unattributed—
#12
Public · Orlando, Florida · founded 1984 · 82 employees—raised▾
NNN REIT, Inc. is a real estate investment trust that invests in single-tenant net-leased retail properties throughout the United States. They have a 5-year average annual dividend growth rate of 3.0%.
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.