Best FinTech Companies in Boca Raton, United States
The 83 best FinTech companies in Boca Raton, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Cortera.
Biggest earners American Express Co ($10.5B, +9% YoY), Mastercard Inc ($8.3B, +13% YoY), Flex Ltd. ($6.6B, +4% YoY), Fiserv Inc ($5.0B, +10% YoY)
Our analysis of 243 FinTech companies
$56.0b in tracked funding; 98% of the stack-profiled cohort runs cloud-native; funding activity peaked in 2025.
Ranked: Best FinTech companies in Boca Raton
| # | Company | Disclosed funding | Last round | Employees | Founded | Founder | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | 25 Point Systems CRM and activity manager for financial advisors | — | — | 5 | 2016 | John Baier Co-Founder and Chairman | — | — | — |
| 2 | adam financial associates Adam Financial Associates is a personal financial advisory firm. | — | — | 4 | 1995 | — | — | — | — |
| 3 | american dream investing American Dream Investing is a financial news publication and membership service. | — | — | 2 | 2016 | — | — | — | — |
| 4 | Antheus Technology Biometric fingerprint technology solutions provider with SDK and search engine | — | — | — | 2001 | Arturo Fernandez Barrio Co-Founder & CEO | — | — | — |
| 5 | AnytimeCheck E-check processing solutions | — | — | — | 2016 | Manish Panjwani Co-Founder | — | — | — |
| 6 | Auctria Fundraising auction platform | — | — | 3 | 2011 | Rob Walker Founder | SanityNode.jsZoho+25 | — | — |
| 7 | Autoagent Data Solutions Provider of tax, mortgage lending, and mass pay services | — | — | — | — | Niko Spyridonos CEO | WordPressMySQLPHP+18 | — | — |
| 8 | Bill1st Payment processing solution for businesses | — | — | 11 | 2012 | — | — | — | — |
Top 12 FinTech companies in Boca Raton
#1
Public · Boca Raton, Florida · founded 2018 · 22 employees$42Mraised▾
Provider of real estate financing services
- Apr 2025Post IPO$42M
#2
Series A · Boca Raton, Florida · founded 2015 · 24 employees$12.3Mraised▾
Find the lowest rates on recurring monthly bills, forever. The company is a licensed insurance agency that shops for the best deals on insurance, home loans, and other recurring bills. It empowers users to maximize value from paid services by providing options tailored to their needs and budget. The platform shops across trusted providers, saving users time and money. It offers services like automatic reshopping for renewals and assistance with switching to lower rates. The company focuses on serving people by simplifying complex processes and ensuring consumers get the best value. It provides a user-friendly experience with licensed insurance professionals available to assist. The goal is to help people save money and secure their financial future by optimizing their recurring expenses. The company offers a comparison platform, and subscription service, and is focused on B2C consumers.
- Mar 2024Series A$1.9M
- Sep 2023Series A$6.6M
- Jun 2020Series A$1.7M
- May 2018Seed$402K
#3
Acqui-Hired · Boca Raton, Florida · founded 1993 · 70 employees$576.2Mraised▾
Credit scoring and assessment solutions for businesses. It provides AI-enabled B2B analytics and cloud-based workflow solutions that enable companies to understand their customers, suppliers, and business partners. It provides credit reports, customer monitoring, and insights on what customers and prospects buy & method of payments.
- Sep 2018Series D$10M
- Apr 2016Series D$3.5M
- Nov 2011Series D$2.9M
- Mar 2011Series D$49.8M
#4
Series A · Boca Raton, Florida · founded 2018 · 200 employees$20.6Mraised▾
Property and casualty insurance comparison platform for individuals. It offers quotes for auto and property insurance. It allows individuals to buy insurance policies online. It also offers claims processing services.
- Jun 2023Series A$14.5M
- Apr 2023Series A—
- Feb 2021Series A$2.9M
- Mar 2020Seed$800K
#5
Public · Boca Raton, Florida · founded 2005$241.4Mraised▾
AI-powered identity intelligence platform transforming data into actionable insights. They provide information solutions leveraging artificial intelligence and machine learning to set industry standards in risk management. Their platform delivers actionable intelligence for verifying consumer and business identities, due diligence, fraud detection and prevention, legislative compliance, and debt recovery. The cloud-native technology platform transforms how customers interact with information, revealing connections and relevance, leading to better outcomes. They offer solutions for identity verification, marketing, risk management, investigations, and background screening. Industries served include financial services, government, law enforcement, investigative services, collections, real estate, retail, travel, legal, insurance, healthcare, and education. Their services support use cases like fraud prevention, skip tracing, and marketing, enabling organizations to operate with confidence. They offer APIs, batch processing, and a secure environment with compliance standards. The platform analyzes data points in real time, delivering intelligence and insights for decision-making.
- Dec 2015Venture Debt$47M
- Nov 2015Series D$155.3M
- Jul 2015Series C$10M
- Mar 2015Series C$70M
#6
Public · Boca Raton, Florida · founded 2003 · 155 employees$141.6Mraised▾
FlexShopper is a platform that offers shoppers lease-to-own payment option. It also has its owm online store. It offers its services through distinct ways: 1) through its own online store, 2) through third party online store, 3) through automated kiosks at selected offline retail stores. The lease payments can be spread across for a maximum of 52 weeks.
- Jun 2016Post IPO$21.9M
- Mar 2015Post IPO$9.3M
- Mar 2015Conventional Debt$100M
- Oct 2014Post IPO$3.2M
#7
Funding Raised · Boca Raton, Florida · founded 2004$50Mraised▾
Online trade financing marketplace for businesses. It enables businesses to obtain multiple financing options including purchase order financing, eCommerce financing, retail and commercial inventory financing by using the inventory as collateral, and more. Users must add the required details and apply for the loan. The platform matches borrowers with lenders based on the criteria. Once matched and approved, the funds are transferred to the registered bank account.
- Jan 2022Conventional Debt$50M
#8
Seed · Boca Raton, Florida · founded 2021 · 21 employees$4.7Mraised▾
Digital marketplace for investing in pre-IPO private market securities. Empowering buyers and sellers of pre-IPO company equity to expedite funding. Enables issuers, brokers/dealers, underwriters, fund managers, incubators, and accelerators to onboard and promote primary and secondary deal flows to the platform. Provides a pre-IPO investment platform for issuers, intermediaries, and investors to access private equity deals, earn liquidity, and democratize the capital formation process.
- Aug 2023Seed$4.7M
#9
Series B · Boca Raton, Florida · founded 2016$16.3Mraised▾
Payment platform for consumers. It automates 1099 tax compliance, payment elections, and payment execution for consumers. It supports multiple payment methods including instant deposit, direct deposit, check, eCheck, and PayPal.
- Jan 2022Series B$16M
- Nov 2020Series A—
- Seed$295K
#10
Acquired · Boca Raton, Florida · founded 2013 · 12 employees$11.4Mraised▾
Cloud-based health benefits management platform for employers, patients, and providers. The company provides a member engagement solution for health providers to assist with care planning and healthcare costs. It enables employees and individuals to access different health plans, compare plans, and communicate with providers. It has features for payments, care team coordination, and more.
- Mar 2021Series A$8.1M
- Jun 2019Series A$3.3M
#11
Deadpooled · Boca Raton, Florida · founded 2012 · 20 employees$22.1Mraised▾
CircleBack Lending is an online marketplace for loans. Borrowers can apply for loans, while institutional and accredited investors can purchase loans displayed on the portal. Circle Back Lending has recently tied up with Jefferies for a $500 million consumer loan sale program. Jefferies aims to leverage its expertise in the securitization market to structure securities backed by CircleBack-generated assets that can be rated by agencies like S&P and Fitch, and then be sold to a wide array of fixed income investors, including insurance companies. The portal charges several types of fee to borrowers upon conditions of origination, late payment, failed payment, and others.
- Jul 2015Series A$17.5M
- Mar 2015Conventional Debt$2M
- Jun 2014Seed$2.5M
- Dec 2013Seed$1.9M
#12
Funding Raised · Boca Raton, Florida · founded 2014$180Kraised▾
Provider of payment solutions for businesses. It provides solutions for payment gateways, white label, issuing, merchant account, retail credit card processing solutions, API integrations, and more.
- Apr 2024Conventional Debt$180K
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of FinTech coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
How research on Fintech is moving in the United States
A read on the academic research around Fintech — which themes are gaining ground, the institutions and researchers driving them, and how the tone is shifting. Based on 907 United States-affiliated papers.
- Film Independent54
- United States Department of Commerce26
- Community Partners22
- University of Virginia18
- International Monetary Fund12
- Financial services42
- Database transaction16
- Payment15
- Scalability12
- Credit risk11
- Financial services7→190
- Financial inclusion2→74
- Payment2→50
- Mobile payment3→29
- Leverage (statistics)1→21
- Financial services9→149
- Financial inclusion1→56
- Payment2→27
- Investment (military)1→19
- Cryptocurrency1→17
Where fintech is researched across United States
Location clusters by institution affiliation — each city's volume, stance tone, and a quick read on its hot topic, what's advancing, the opening opportunity, and the main concern.
Who's filing fintech patents in the United States
United States fintech patent filing is accelerating — 20 filings from 16 assignees (2016–2025), led by Mastercard International, Verifone, Financial Cloud Innovations; annual filings 1→7.
- Mastercard International20
- Verifone4
- Financial Cloud Innovations2
- Atombeam Technologies2
- Salah ALI Khalil1
- LNW Gaming1
- Kassetty Nikhil1
- DR Mariappan RAJA1
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.