Best Financial Services Companies in Sarasota, United States
The 46 best Financial Services companies in Sarasota, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: FastLife.
Ranked: Best Financial Services companies in Sarasota
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | FastLife Life insurance broker | $4M | 104 mo ago | Deadpooled | Malgosia G CEO | 2002 | — | — |
| 2 | HC Government Realty Trust REIT specializing in federally leased properties in small to midsize markets | $2M | 124 mo ago | Seed | Robert Kaplan Co-Founder & President | 2016 | — | — |
| 3 | Sabal Palm Bank Community bank offering personal accounts, mobile banking, and fraud protection | $1M | 165 mo ago | Seed | Neil McCurry CEO | 2006 | TypeScriptMicrosoft ASP.NETZone.js+5 | — |
| 4 | AI Blockchain Ventures Venture capital firm investing in blockchain & AI sectors | — | — | Unfunded | Jonathan Capriola Co-Founder | 2022 | — | — |
| 5 | Al Purmort; a Shepherd Insurance Partner Al Purmort Insurance, Inc. | — | — | — | — | 1985 | — | — |
| 6 | Align Private Capital Private fund focused on equity and fund of funds investments in real estate and multiple sectors | — | — | Unfunded | Robert Blabey Co-Founder | 2014 | — | — |
| 7 | American Insurance Agencies Direct Insurance brokerage firm | — | — | Funding Raised | — | 2008 | — | — |
| 8 | American Momentum Personal and business banking solutions with expertise in treasury management | — | — | Unfunded | Donald Adam CEO | 2006 | PHPBootstrapMixpanel+17 | — |
Top 3 Financial Services companies in Sarasota
#1
Deadpooled · Sarasota, Florida · founded 2002$4.2Mraised▾
Life insurance broker
- Dec 2017Conventional Debt$4.2M
#2
Seed · Sarasota, Florida · founded 2016$1.7Mraised▾
REIT specializing in federally leased properties in small to midsize markets nationwide. The company focuses on the management of federally leased, built-to-suit, and refit-to-suit, single-tenant properties. It aims to provide secure, long-term federal government tenants and strong, stable cash flows. The business model is designed to create a unique operation with high barriers to entry and attractive risk-adjusted returns in a nationally diversified marketplace. The company operates as a real estate investment trust, emphasizing the importance of understanding the implications and risks associated with investing in real estate securities.
- Mar 2016Seed$1.7M
#3
Seed · Sarasota, Florida · founded 2006$1.5Mraised▾
Community bank offering personal accounts, mobile banking, and fraud protection. We provide a range of financial products and services, including checking and savings accounts, to meet diverse customer needs. We prioritize security, offering resources to defend against fraud, identity theft, and cyber threats. Mobile banking app provides convenient access to accounts. We are committed to serving the community with a focus on customer service and financial well-being. We offer online banking login, resources, and support. We are a traditional bank with modern solutions, emphasizing trust and long-term relationships.
- Nov 2012Seed$1.5M
Funding & investor landscape
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.