Best Services for Investment Industry Companies in Florida, United States
The 100 best Services for Investment Industry companies in Florida, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: PreIPO.
Ranked: Best Services for Investment Industry companies in Florida
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | PreIPO Digital marketplace for investing in pre-IPO private market securities | $5M | 34 mo ago | Seed | — | 2021 | — | — |
| 2 | EnviroCap Provider of financial services | $500K | 277 mo ago | Late Stage | Bob Beard Founder | 1998 | — | — |
| 3 | Endorser Provider of working capital loans | $40K | 71 mo ago | Seed | Paul Linden Founder & Managing Partner | 2020 | — | — |
| 4 | NxtCRE Provider of financial services for investment industries | — | 41 mo ago | Series A | — | 2019 | — | — |
| 5 | Dakota Wealth Management Provider of wealth & investment management services | — | 41 mo ago | Seed | — | 2018 | WordPressMySQLPHP+25 | — |
| 6 | CNL Strategic Capital Private equity firm focused on multiple sectors | — | 75 mo ago | Funding Raised | Paul Drury Senior Managing Director | 1979 | — | — |
| 7 | Association Financial Services Provider of debt collection services | — | 184 mo ago | Series A | Kenneth Arnold Co-Founder & CEO | 2006 | — | — |
| 8 | 3LOX Sector agnostic startup studio | — | — | Unfunded | Andres Rahn Chief Operating Officer | 2009 | — | — |
Top 7 Services for Investment Industry companies in Florida
#1
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
#2
Late Stage · Tampa, Florida · founded 1998$500Kraised▾
Provider of financial services
#3
Seed · Miami, Florida · founded 2020 · 2 employees$40Kraised▾
Operator of a financial service company intended to provide cash services to sports and entertainment clients. The company's platform offers factoring services for income-related invoices pertaining to sponsorships, media rights and licensing agreements, enabling clients to understand the constraints of cash flow and the sensitivity of relationships with your revenue partners.
- Jul 2020Seed$40K
#4
Series A · Miami, Florida · founded 2019 · 11 employees—raised▾
Operator of an open-bank fintech commercial real estate market intended to provide brokers with access to tens of thousands of lender-verified must-buy investors (MBI). The company's platform helps investors to sell one investment property and convert it into another and a curated list of investment properties that meet their investment requirements is provided within a short period of time, enabling real estate professionals to understand the needs of lenders to assist their borrowers, thereby allowing both brokers and MBI to agree to share contact information.
- Jan 2023Series A—
- Nov 2022Series A—
#5
Seed · Palm Beach Gardens, Florida · founded 2018 · 42 employees—raised▾
Provider of wealth & investment management services
- Jan 2023Seed—
#6
Funding Raised · Orlando, Florida · founded 1979—raised▾
Private equity firm focused on multiple sectors
- Feb 2020Unattributed—
#7
Series A · Miami, Florida · founded 2006 · 26 employees—raised▾
Provider of specialty lending and financial services to condominium and homeowner associations. The company's services include debt collection using its modern software that specializes in collecting the amount due, limiting the effect of the uncollectible amount from the bank, enabling clients to improve cash flow for the association, ensuring better Federal Housing Administration (FHA) compliance, improve communication with owners and get timely payment of receipts.
- Feb 2011Series A—
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Services for Investment Industry coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
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