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Radar · Investment Industry in Boca Raton

Best Investment Industry Companies in Boca Raton, United States

The 93 best Investment Industry companies in Boca Raton, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Emergent Capital.

93companies tracked
$84.7Mdisclosed funding
0unicorns
4have raised

Ranked: Best Investment Industry companies in Boca Raton

#CompanyDisclosed fundingLast roundStageFounderFoundedTech stackRecent signals
1Emergent Capital
PE firm focused on investing in life-settlement industry
$82M88 mo agoDeadpooledPatrick Curry
CEO
2006——
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——
4Digital Health Acquisition
Digital healthcare professionals acquisition platform for institutions
$300K37 mo agoPublic—2021——
5Pandora Invest
Real-estate focused investment management company
—168 mo agoFunding RaisedMikkel Vendelin Olesen
CEO
———
622C Capital
Venture capital firm investing in healthcare, business & financial tech sectors
——UnfundedKevin Black
Partner
2017——
7AE Industrial Partners
PE firm invests in the US
——UnfundedDavid Rowe
Co-CEO & Managing Partner
1998WordPressMySQLPHP+232 awards
8Amerivest Group
Florida business brokers guiding owners through successful sales, mergers, and acquisitions
——UnfundedCharles Spallitta
Vice President/Founder
1983—2 awards

Top 5 Investment Industry companies in Boca Raton

#1
Public · Boca Raton, Florida · founded 2021 · 2 employees
$300Kraised
▾

Digital healthcare professionals acquisition platform for institutions. The company has developed software that enables organizations to manage business plans and acquisition opportunities. It has features for telehealth solutions, executive management, industry networking, and more.

Funding rounds
  • May 2023Post IPO$300K
#2
Deadpooled · Boca Raton, Florida · founded 2006
$82.1Mraised
▾

PE firm focused on investing in life-settlement industry

Funding rounds
  • Feb 2019Conventional Debt$8.6M
  • Aug 2017Post IPO$10M
  • Aug 2017Post IPO$31.5M
  • Mar 2016Conventional Debt$21.6M
Founders & team
Patrick CurryCEO
#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
Funding Raised · Boca Raton, Florida
—raised
▾

Real-estate focused investment management company

Founders & team
Mikkel Vendelin OlesenCEO
Investors
IFU

Funding & investor landscape

$84.7Mtotal disclosed funding
4companies funded
10disclosed rounds
0rounds last 90 days
Most active investors
G. K. Goh Holdings1 rounds
IFU1 rounds
Lion Cao Asset Management1 rounds

Notable founders

Patrick Curry
CEO · Emergent Capital
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
Mikkel Vendelin Olesen
CEO · Pandora Invest
Prism market signals · United States · country-scoped Prism corpus, 15,864,826 docs

Market landscape — 10 sub-themes by coverage

Share of Investment Industry coverage by sub-theme.

Regulatory-risk over time rising

Funding & growth over time

funding rising · growth rising

Common questions

How many Investment Industry companies are there in Boca Raton, United States?
Radar tracks 93 indexable Investment Industry companies headquartered in Boca Raton, United States that meet our profile-completeness bar.
What is the total funding raised by Investment Industry companies in Boca Raton, United States?
The Investment Industry companies in Boca Raton, United States on this list have raised a combined $84.7M in disclosed equity funding across 4 funded companies.
Which is the highest-funded Investment Industry company in Boca Raton, United States?
Emergent Capital is the highest-funded Investment Industry company in Boca Raton, United States, with $82.1M in disclosed equity funding.
How many Investment Industry companies in Boca Raton, United States are funded?
4 of the 93 Investment Industry companies in Boca Raton, United States on this list have disclosed at least one equity funding round.
How many Investment Industry unicorns are there in Boca Raton, United States?
None of the Investment Industry companies in Boca Raton, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Boca Raton, United States Investment Industry companies?
The most active investors in Boca Raton, United States Investment Industry companies on this list include G. K. Goh Holdings, IFU, Lion Cao Asset Management.
Rohit KhannaTrends & Stories

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.

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