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Radar · Financial Services in Tampa

Best Financial Services Companies in Tampa, United States

The 147 best Financial Services companies in Tampa, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Sila Realty Trust.

147companies tracked
$894.7Mdisclosed funding
0unicorns
15have raised

Ranked: Best Financial Services companies in Tampa

#CompanyDisclosed fundingLast roundEmployeesFoundedFounderPatents & IP focusRecent signals
1Sila Realty Trust
Sila Realty Trust is a net lease real estate investment trust with a strategic focus on investing in the…
$400M—542013Michael Seton
CEO
——
21source partners
1Source Partners provides an extensive range of services in tax, business consulting and accounting for…
——362010———
3a&b insurance and financial
A&B Insurance and Financial is an insurance company specializing in health insurance products.
——962016———
4accell audit & compliance
Accell Audit & Compliance is a full-service tax, accounting and business consulting firm located in Tampa, FL.
———2004———
5Access Collections
Provider of debt collection services using a flat fee model
———2011Brian Bogart
Founder & President
——
6access street
Access Street is a provider of loans, specifically to small businesses.
——11————
7ADC
Provider of home loans
———1970Vincent Tedone
Founder
65 patents
High‑speed cable and connector designs that reduce alien crosstalk and improve signal integrity.
—
8ADS
Provider of insurance claim processing services
———2009Casey Weldon
Founder & Owner
69 patents
Autonomous drilling and well‑control technologies for oil and gas extraction
—

Top 12 Financial Services companies in Tampa

#1
Public · Tampa, Florida · founded 2008 · 8 employees
$12.6Mraised
▾

Provider of capital to community associations and digital asset mining operations. The company offers funding solutions to nonprofit community associations through various financial products. It also operates a cryptocurrency mining business focused on digital asset production. The company participates in blockchain contracts and provides specialty financing.

Fliar Intelligence Index™ 35how this company ranks against its industry peers
Product
top 14%
News
top 31%
Innovation
top 32%
Patents
top 35%
Growth
top 40%
Funding
top 42%
Product: 8 distinct product lines · Company stage: Public
News: 9 BI events in 12 mo (of 23 tracked, 8 types) · +0% YoY · 1 high-value events (IPO/M&A/funding/contracts) in 12 mo
Innovation: 16 patents (top 31% of patent-holders) · 8 filings since 2022 vs 7 in 2017-21 · 8 product lines
Funding rounds
  • Aug 2025Post IPO$12.6M
Investors
Craven House Capital
Tech stack
Apache Http ServerBootstrapFancyboxGodaddyHcaptchaHsts
#2
Series B · Tampa, Florida · founded 2002 · 166 employees
$24.3Mraised
▾

HSP provides cloud-based accounting software for businesses. Its solutions include HSP Overseas Direct, an integrated service bundle which incorporates all required recurring services, including international payroll, expense reimbursement, cash management, vendor payments, bookkeeping, quarterly & annual tax filings and local statutory compliance; and HSP OverseasConnect, a cloud-based application for the aggregation and management of accounting, finance, HR and legal requirements across multiple geographies and lifecycles.

Fliar Intelligence Index™ 60how this company ranks against its industry peers
Tech
top 27%
Talent
top 28%
Funding
top 32%
Product
top 34%
Growth
top 37%
Market
bottom 48%
Tech: 55 technologies across 6/8 capability areas · Cloud: Amazon S3, Amazon Web Services · Devops: Envoy
Talent: 3 named leaders on record · 3 C-suite/founder profiles curated
Funding: Raised $24.3M across 3 rounds · 3 rounds over 6 yrs (0.5/yr) · Last round Series B (Oct 2024)
Audience (LinkedIn): 22k LinkedIn followers — 25.2% of this cohort's audience
Hiring (LinkedIn): 1 hiring post in 12 mo (public) · hiring: Senior GSA - Tax & Accounting
Funding rounds
  • Oct 2024Series B$8.3M
  • Nov 2022Series B$14M
  • Nov 2020Series A$2M
Founders & team
Isidro HelderCo-FounderRandy WorzalaCo-Founder & Head of GrowthLarry HardingFounder & CEO
Investors
ABS Capital, Baird Capital
Tech stack
CloudflareCloudflare Bot ManagementCore-JsDraftpress HfcmElementorEnvoy
#3
Public · Tampa, Florida · founded 2012 · 612 employees
$119.5Mraised
▾

Property insurance company

Funding rounds
  • Dec 2023Post IPO—
  • Dec 2017Post IPO$40M
  • Dec 2016Conventional Debt$79.5M
Founders & team
Ernie GarateixChief Executive Officer
Investors
Fermat Capital Management, Hudson Structured Capital Management
Tech stack
Apple Icloud MailBootstrapCloudflareCloudflare Bot ManagementDocusignElementor
#4
Funding Raised · Tampa, Florida · founded 2005 · 200 employees
$100Mraised
▾

Diversified P&C insurance carrier

LinkedIn Pulse recent public activity · Jul 2026
Audience: 9k LinkedIn followers — 10.7% of this cohort's audience · 8 engagements/post (1.5× cohort median)
Hiring: 1 hiring post in 12 mo (public) · hiring: business analyst
Funding rounds
  • Jan 2023Conventional Debt$70M
  • Aug 2019Conventional Debt$30M
Investors
Regions Bank
Tech stack
CdnjsCloudflareDnnDocusignFont AwesomeGoogle Analytics
#5
Acquired · Tampa, Florida · founded 2013 · 54 employees
$400Mraised
▾

Sila Realty Trust is a net lease real estate investment trust with a strategic focus on investing in the healthcare sector. They are committed to maintaining a healthy and sustainable community through environmental stewardship. They recently released their second-quarter results and offer investor relations services.

LinkedIn Pulse recent public activity · Jul 2026
Audience: 1k LinkedIn followers
Activity: 1 awards announced in 12 mo
Funding rounds
  • Conventional Debt$400M
Founders & team
Michael SetonCEO
Investors
Validus Group Partners
Tech stack
CloudflareFancyboxGodaddyGoogle AnalyticsGoogle Font ApiHsts
#6
Public · Tampa, Florida · founded 2007 · 363 employees
$103Mraised
▾

Diversified insurance carrier

LinkedIn Pulse recent public activity · Jul 2026
Audience: 2k LinkedIn followers — 2.9% of this cohort's audience
Hiring: 6 hiring posts in 12 mo (public) · momentum -1 · hiring: Executive Administrative Assistant, Payroll Specialist
Funding rounds
  • Dec 2013Post IPO$103M
Founders & team
Paresh PatelChairman of the Board & CEO
Tech stack
CloudflareCore-JsGoogle AnalyticsGoogle Font ApiGoogle Hosted LibrariesHsts
#7
Series C · Tampa, Florida · founded 1984 · 266 employees
$42.4Mraised
▾

Tampa Bay's premier community bank offering comprehensive financial and wealth management services. It provides a wide array of personal and commercial banking solutions, including deposit and credit options, residential mortgages, and online/mobile banking with features like Zelle. For businesses, it offers middle market and SBA lending, commercial real estate financing, treasury services, and aircraft financing. The bank also specializes in trust services, encompassing trust administration, estate administration, and investment management. Wealth management services are delivered by non-commissioned advisors. It focuses on building strong, personal relationships while serving the financial needs of the community. Services include account login, online banking, and mobile app access.

LinkedIn Pulse recent public activity · Jul 2026
Audience: 63 LinkedIn followers
Hiring: 1 hiring post in 12 mo (public) · hiring: Wonderful Advisor
Tech stack
Amazon CloudfrontAmazon Web ServicesApache Http ServerBootstrapCart FunctionalityCdnjs
#8
Series B · Tampa, Florida · founded 2006
$23.4Mraised
▾

Commercial bank

Funding rounds
  • Jul 2011Series B$5.1M
  • Jun 2009Series B$18.3M
Founders & team
Bryan JordanCEO
Investors
Jacobs Asset Management, Endicott Group, Lovett Miller
#9
Acquired · Tampa, Florida · founded 2002 · 149 employees
$20Mraised
▾

Retirement based investment management firm

LinkedIn Pulse recent public activity · Jul 2026
Audience: 15k LinkedIn followers — 18.0% of this cohort's audience · 21 engagements/post (3.9× cohort median)
Activity: 1 partnerships (incl. PCS Retirement) announced in 12 mo
Funding rounds
  • Apr 2012Series B$20M
Investors
FTV Capital, Centana Growth Partners, Beacon VC, GTCR
Tech stack
AzureAzure Front DoorBootstrapFont AwesomeGoogle AdsenseGoogle Hosted Libraries
#10
Acquired · Tampa, Florida · founded 2009 · 13 employees
$15.9Mraised
▾

P&C insurance carrier

Funding rounds
  • Nov 2010Series B$15.9M
#11
Acquired · Tampa, Florida · founded 2014 · 155 employees
$12.2Mraised
▾

Provider of commercial banking services intended to offer financial services. The company's commercial banking services include savings, credit, loan, mortgages and other related financial transactions, enabling its customers avail innovative products and services that truly add value to our customer's financial needs.

Funding rounds
  • Dec 2015Post IPO$12.2M
Founders & team
Andrew SamuelCEO
#12
Acquired · Tampa, Florida · founded 2007 · 15 employees
$10.8Mraised
▾

Commercial bank

Funding rounds
  • Apr 2015Series A$9.2M
  • Jan 2013Seed$1.6M
Investors
Validus Group Partners

Funding & investor landscape

$894.7Mtotal disclosed funding
19companies funded
20disclosed rounds
0rounds last 90 days
Most active investors
Validus Group Partners2 rounds
ABS Capital1 rounds
Baird Capital1 rounds
Beacon VC1 rounds
Caltius Capital Management1 rounds
Capital Southwest1 rounds
Centana Growth Partners1 rounds
China eCapital Partners1 rounds
Copper Rock Capital Partners1 rounds
Craven House Capital1 rounds

Notable founders

Isidro Helder
Co-Founder · HSP Group
Randy Worzala
Co-Founder & Head of Growth · HSP Group
Ernie Garateix
Chief Executive Officer · Heritage Insurance
Michael Seton
CEO · Sila Realty Trust
Paresh Patel
Chairman of the Board & CEO · HCI
Bryan Jordan
CEO · Florida Bank Group
Andrew Samuel
CEO · Sunshine Bank
Paul Jessee
Founder & CEO · ChoiceLegal
Scott Taylor
CEO & President · NorthStar Bank
Stephanie Lee
Founder & CEO · Covercasa
Matthew H Ellis
CEO · FCP Advisor Partners
Bob Beard
Founder · EnviroCap
Prism market signals · United States · country-scoped Prism corpus, 18,693,399 docs

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

How many Financial Services companies are there in Tampa, United States?
Radar tracks 147 indexable Financial Services companies headquartered in Tampa, United States that meet our profile-completeness bar.
What is the total funding raised by Financial Services companies in Tampa, United States?
The Financial Services companies in Tampa, United States on this list have raised a combined $894.7M in disclosed equity funding across 19 funded companies.
Which is the highest-funded Financial Services company in Tampa, United States?
Sila Realty Trust is the highest-funded Financial Services company in Tampa, United States, with $400M in disclosed equity funding.
How many Financial Services companies in Tampa, United States are funded?
19 of the 147 Financial Services companies in Tampa, United States on this list have disclosed at least one equity funding round.
How many Financial Services unicorns are there in Tampa, United States?
None of the Financial Services companies in Tampa, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Tampa, United States Financial Services companies?
The most active investors in Tampa, United States Financial Services companies on this list include Validus Group Partners, ABS Capital, Baird Capital, Beacon VC, Caltius Capital Management.
Riya SenguptaFinancials

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.

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