Radar · Financial Services in West Palm Beach
Best Financial Services Companies in West Palm Beach, United States
The 36 best Financial Services companies in West Palm Beach, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Onity Group.
By Riya SenguptaFinancials
36companies tracked
$62.6Mdisclosed funding
0unicorns
1have raised
Ranked: Best Financial Services companies in West Palm Beach
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Onity Group Non-bank mortgage servicer and originator that provides a range of financial services | $60M | 209 mo ago | Public | Glen Messina Chair | 1988 | DrupalApple iCloud MailPHP+26 | 16 patents Electronic door lock and wireless access control systems for hotels and buildings | 1 award |
| 2 | Bullion Asset Management Commodity Exchange | $2M | 67 mo ago | Series A | — | 2018 | — | — | — |
| 3 | Affiliated Managers Group Provider of asset management services | — | 122 mo ago | Public | William Nutt Co-Founder | 1993 | Cart FunctionalityWordPressPlesk+30 | — | — |
| 4 | A Tax Defense and Accounting A Tax Defense and Accounting | — | — | — | — | 2015 | — | — | — |
| 5 | Access Insurance Underwriter We are an all lines independent insurance agency. | — | — | — | — | — | — | — | — |
| 6 | Bgsallc Provider of construction, renovation, and maintenance services for commercial properties | — | — | Unfunded | Gary Cuccia CFO | 2002 | — | — | — |
| 7 | caler, donten, levine, cohen, porter & veil pa Caler, Donten, Levine, Cohen, Porter & Veil PA provides auditing, tax, litigation and financial services. | — | — | — | — | 1987 | — | — | — |
| 8 | Chatham Lodging Trust Real estate investment trust focused on upscale, extended-stay and select-service hotels | — | — | Public | Jeffrey Fisher CEO & President | 2009 | — | — | — |
Top 3 Financial Services companies in West Palm Beach
#1
Series A · West Palm Beach, Florida · founded 2018$2.4Mraised▾
Series A · West Palm Beach, Florida · founded 2018
Commodity Exchange
Investors
Theta Gold Mines, DigitalX
#2
Public · West Palm Beach, Florida · founded 1988$60.2Mraised▾
Public · West Palm Beach, Florida · founded 1988
Non-bank mortgage servicer and originator that provides a range of financial services. It provides solutions for the entire mortgage lifecycle through its primary brands, PHH Mortgage and Liberty Reverse Mortgage.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 41k LinkedIn followers — 80.5% of this cohort's audience
Activity: 1 awards announced in 12 mo
Funding rounds
- Apr 2009Post IPO$60.2M
Founders & team
Tech stack
Acquia Cloud PlatformAcquia Cloud Site FactoryAdobe AnalyticsAdobe Experience Platform Identity ServiceAdobe Experience Platform LaunchAkamai
#3
Public · West Palm Beach, Florida · founded 1993 · 4064 employees—raised▾
Public · West Palm Beach, Florida · founded 1993 · 4064 employees
Provider of asset management services. It provides investment products and services. It also offers access to differentiated investment strategies through its wealth platform.
Founders & team
Investors
Mount Lucas Management, TA
Tech stack
Acquia Cloud PlatformAcquia Cloud Site FactoryAdobe AnalyticsAdobe Experience Platform Identity ServiceAdobe Experience Platform LaunchAmazon Cloudfront
Funding & investor landscape
$62.6Mtotal disclosed funding
2companies funded
1disclosed rounds
0rounds last 90 days
Most active investors
Citi1 rounds
TA1 rounds
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 West Palm Beach, United States?
Radar tracks 36 indexable Financial Services companies headquartered in West Palm Beach, United States that meet our profile-completeness bar.
What is the total funding raised by Financial Services companies in West Palm Beach, United States?
The Financial Services companies in West Palm Beach, United States on this list have raised a combined $62.6M in disclosed equity funding across 2 funded companies.
Which is the highest-funded Financial Services company in West Palm Beach, United States?
Onity Group is the highest-funded Financial Services company in West Palm Beach, United States, with $60.2M in disclosed equity funding.
How many Financial Services companies in West Palm Beach, United States are funded?
2 of the 36 Financial Services companies in West Palm Beach, United States on this list have disclosed at least one equity funding round.
How many Financial Services unicorns are there in West Palm Beach, United States?
None of the Financial Services companies in West Palm Beach, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in West Palm Beach, United States Financial Services companies?
The most active investors in West Palm Beach, United States Financial Services companies on this list include 777 Partners, BMO Harris Bank, Bank of America, Barclays, Citi.
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.