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Radar · Investment Banks in Florida

Best Investment Banks Companies in Florida, United States

The 216 best Investment Banks companies in Florida, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Eyzenberg & Company.

216companies tracked
$30.8Mdisclosed funding
0unicorns
6have raised

Ranked: Best Investment Banks companies in Florida

#CompanyDisclosed fundingLast roundStageFounderFoundedTech stackPatents & IP focusRecent signals
1Eyzenberg & Company
Investment banking firm offering debt restructuring
$28M96 mo agoFunding RaisedJim Breen
Managing Director
2016WordPressMySQLPHP+18——
2I-Bankers Securities
Boutique investment bank specializing in small cap offerings with global reach
$2M135 mo agoSeries AAndy Miles
Managing Director
1996———
3Dawson James Securities
Investment banking and wealth management firm providing financial services
$800K86 mo agoSeedRobert Keyser
CEO
2004———
4Purim Ventures
Strategic and M&A advisory firm focused on healthcare and IT sectors
$300K25 mo agoSeedGreg Downey
Founder & Managing Director
2010GoDaddy Website BuilderReactRequireJS+9——
5SK2 Capital
M&A and corporate advisory firm
$198K120 mo agoSeedRoger Saad
CEO & Managing Director
2013———
6Murphy Business
Corporate and M&A advisory firm focused on multiple sectors
—145 mo agoSeries ARoger Murphy
Founder
1994WordPressMySQLPHP+26——
7Raymond James
M&A, capital advisory, and wealth management firm
—171 mo agoPublicEvan Schutz
Managing Director
1962SitecoreApple iCloud MailMicrosoft ASP.NET+23——
8Seacoast Banking Corporation of Florida
Small market focused full service investment bank
—192 mo agoPublicDennis Hudson
CEO
1926Q4HighchartsHighstock+14——

Top 8 Investment Banks companies in Florida

#1
Seed · Sarasota, Florida · founded 2010
$300Kraised
▾

Strategic and M&A advisory firm focused on healthcare and IT sectors

Funding rounds
  • Apr 2024Seed$300K
Founders & team
Greg DowneyFounder & Managing Director
Tech stack
CalendlyGodaddyGodaddy Website BuilderGoogle Tag ManagerHstsHubspot
#2
Funding Raised · Miami, Florida · founded 2016 · 26 employees
$28Mraised
▾

Investment banking firm offering debt restructuring

LinkedIn Pulse recent public activity · Jul 2026
Audience: 3k LinkedIn followers
Hiring: 3 hiring posts in 12 mo (public) · momentum -3 · hiring: Senior Level - CRE Capital Advisor, Senior Level - Commercial Real Estate Capital Advisor
Funding rounds
  • May 2018Conventional Debt$28M
Founders & team
Jim BreenManaging DirectorAndrew MurrayMananging Director & VP of OperationsLilia EyzenbergDirector Of Finance
Tech stack
CloudflareCloudflare Bot ManagementCore-JsElementorGodaddyGoogle Analytics
#3
Seed · Boca Raton, Florida · founded 2004
$800Kraised
▾

Investment banking and wealth management firm providing financial services. It offers a range of services including investment banking, research, capital markets, syndicate operations, institutional sales and trading, insurance, and wealth management. The firm caters to individual investors, providing tailored financial solutions. It also focuses on capital raising and strategic advisory for businesses. The firm emphasizes regulatory compliance and transparency, providing disclosures and customer account agreements. It hosts conferences and publishes research to keep clients informed. The firm aims to provide comprehensive financial guidance and support to its clients.

Funding rounds
  • Apr 2019Seed$100K
  • Aug 2017Seed$350K
  • Feb 2012Seed$350K
Founders & team
Cory WachowizManaging DirectorGene SticeChief Financial OfficerDoug KaiserManaging Partner
Tech stack
WordpressMysqlPhpBootstrapJetpackContact Form 7
#4
Series A · Boca Raton, Florida · founded 1996
$1.5Mraised
▾

Boutique investment bank specializing in small cap offerings with global reach. The firm facilitates access to capital markets for small cap issuers and provides institutional investors access to select small cap investments. They focus on investment banking, international presence, IPO origination, and institutional distribution. Their services include IPOs, SPACs, private placements, and mergers & acquisitions. They connect fast-growing companies with creative funding solutions across sectors like biotech, energy, fashion, consumer goods, media, IT, healthcare, banking, renewable energy, and real estate. They are a certified women's business enterprise. They offer expertise in special purpose acquisition companies (SPACs), guiding investors and acquisition targets through the process of public listing and mergers.

Funding rounds
  • Mar 2015Series A$1.5M
Founders & team
Andy MilesManaging DirectorMatt McCloskeyPresidentMike MarshallManaging Director
Tech stack
MdbootstrapBootstrapApache Http ServerCloudflareJqueryCdnjs
#5
Seed · Naples, Florida · founded 2013
$198Kraised
▾

M&A and corporate advisory firm

Funding rounds
  • Jun 2016Seed$198K
Founders & team
Roger SaadCEO & Managing DirectorRoger Charles SaadChief Executive Officer
#6
Series A · Clearwater, Florida · founded 1994 · 251 employees
—raised
▾

Provider of business brokerage services intended to help business owners sell their entities in an effective manner. The company specializes in selling corporates, franchise resales, business valuations, machinery and equipment appraisals and mergers and acquisitions along with commercial real estate, enabling its clients with a simplified buying and selling process to improve their earnings.

Funding rounds
  • May 2014Series A—
Founders & team
Roger MurphyFounderCeline DufresneOwnerDavid HammOwner
Investors
Greybull Stewardship
Tech stack
Amazon Web ServicesApache Http ServerBootstrapCloudflareCloudflare Bot ManagementCookieyes
#7
Public · St. Petersburg, Florida · founded 1962 · 18000 employees
—raised
▾

M&A, capital advisory, and wealth management firm. Its services include M&A advisory, equity capital market, debt capital market, restructuring, retirement planning, banking and lending, investments and insurance solutions, and more. It offers services to multiple sectors including retail, real estate, financial services, defense, transport, and more. In 2022, the company recorded annual revenues of $11.3B and a net profit of $1.5B.

LinkedIn Pulse recent public activity · Jul 2026
Audience: 231k LinkedIn followers — 79.7% of this cohort's audience
Founders & team
Roderick McGearyBoard of DirectorsRaymond McDanielBoard of DirectorsGordon JohnsonBoard of Directors
Tech stack
AkamaiAkamai Bot ManagerAkamai MpulseApple Icloud MailBoomerangDocusign
#8
Public · Stuart, Florida · founded 1926 · 1541 employees
—raised
▾

Seacoast Banking Corporation is a small market focused full-service investment bank. It provides services such as merger & acquisition advisory, etc. The company has 1 offices located in Stuart.

Founders & team
Joseph ForlenzaChief Risk OfficerDennis HudsonCEO
Investors
BayBoston, The Banc Funds
Tech stack
AddtoanyCdnjsCloudflareFancyboxHighchartsHighstock

Funding & investor landscape

$30.8Mtotal disclosed funding
5companies funded
7disclosed rounds
0rounds last 90 days
Most active investors
BayBoston1 rounds
BellTower Partners1 rounds
Greybull Stewardship1 rounds
The Banc Funds1 rounds
Trirec1 rounds

Notable founders

Greg Downey
Founder & Managing Director · Purim Ventures
Jim Breen
Managing Director · Eyzenberg & Company
Andrew Murray
Mananging Director & VP of Operations · Eyzenberg & Company
Cory Wachowiz
Managing Director · Dawson James Securities
Gene Stice
Chief Financial Officer · Dawson James Securities
Andy Miles
Managing Director · I-Bankers Securities
Matt McCloskey
President · I-Bankers Securities
Roger Saad
CEO & Managing Director · SK2 Capital
Roger Charles Saad
Chief Executive Officer · SK2 Capital
Roger Murphy
Founder · Murphy Business
Celine Dufresne
Owner · Murphy Business
Roderick McGeary
Board of Directors · Raymond James
Prism market signals · United States · country-scoped Prism corpus, 14,695,639 docs

Market landscape — 10 sub-themes by coverage

Share of Investment Banks coverage by sub-theme.

Regulatory-risk over time rising

Funding & growth over time

funding rising · growth rising

Common questions

How many Investment Banks companies are there in Florida, United States?
Radar tracks 216 indexable Investment Banks companies headquartered in Florida, United States that meet our profile-completeness bar.
What is the total funding raised by Investment Banks companies in Florida, United States?
The Investment Banks companies in Florida, United States on this list have raised a combined $30.8M in disclosed equity funding across 5 funded companies.
Which is the highest-funded Investment Banks company in Florida, United States?
Eyzenberg & Company is the highest-funded Investment Banks company in Florida, United States, with $28M in disclosed equity funding.
How many Investment Banks companies in Florida, United States are funded?
5 of the 216 Investment Banks companies in Florida, United States on this list have disclosed at least one equity funding round.
How many Investment Banks unicorns are there in Florida, United States?
None of the Investment Banks companies in Florida, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Florida, United States Investment Banks companies?
The most active investors in Florida, United States Investment Banks companies on this list include BayBoston, BellTower Partners, Greybull Stewardship, The Banc Funds, Trirec.
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