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.
Ranked: Best Investment Industry companies in Boca Raton
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Emergent Capital PE firm focused on investing in life-settlement industry | $82M | 88 mo ago | Deadpooled | Patrick Curry CEO | 2006 | — | — |
| 2 | I-Bankers Securities Boutique investment bank specializing in small cap offerings with global reach | $2M | 135 mo ago | Series A | Andy Miles Managing Director | 1996 | — | — |
| 3 | Dawson James Securities Investment banking and wealth management firm providing financial services | $800K | 86 mo ago | Seed | Robert Keyser CEO | 2004 | — | — |
| 4 | Digital Health Acquisition Digital healthcare professionals acquisition platform for institutions | $300K | 37 mo ago | Public | — | 2021 | — | — |
| 5 | Pandora Invest Real-estate focused investment management company | — | 168 mo ago | Funding Raised | Mikkel Vendelin Olesen CEO | — | — | — |
| 6 | 22C Capital Venture capital firm investing in healthcare, business & financial tech sectors | — | — | Unfunded | Kevin Black Partner | 2017 | — | — |
| 7 | AE Industrial Partners PE firm invests in the US | — | — | Unfunded | David Rowe Co-CEO & Managing Partner | 1998 | WordPressMySQLPHP+23 | 2 awards |
| 8 | Amerivest Group Florida business brokers guiding owners through successful sales, mergers, and acquisitions | — | — | Unfunded | Charles 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.
- May 2023Post IPO$300K
#2
Deadpooled · Boca Raton, Florida · founded 2006$82.1Mraised▾
PE firm focused on investing in life-settlement industry
- Feb 2019Conventional Debt$8.6M
- Aug 2017Post IPO$10M
- Aug 2017Post IPO$31.5M
- Mar 2016Conventional Debt$21.6M
#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.
- Apr 2019Seed$100K
- Aug 2017Seed$350K
- Feb 2012Seed$350K
#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.
- Mar 2015Series A$1.5M
#5
Funding Raised · Boca Raton, Florida—raised▾
Real-estate focused investment management company
Funding & investor landscape
Notable founders
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