Locked revenue figures are available in Radar; the eight company financial previews stay the same throughout this page. A dash means the figure is outside these featured lists. Revenue years vary by company; the figures are not a like-for-like revenue comparison. Compare annual accounts ↗
Miami’s
financial services industry,
in focus.
The companies, capital and talent shaping financial services in Miami. Find the leaders. Understand the segments. See where the activity is.

An industry ecosystem,
measured in context.
MEET THE COMPANIESExplore Miami’s financial services leaders
24 featured companies from the funding, hiring, revenue and team-size leaderboards.
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Explore Miami’s financial services leaders
24 featured companies from the funding, hiring, revenue and team-size leaderboards.
Company discovery
Recorded evidence onlyExplore the live startup set in Radar
No company example met every recorded classification, independence and public-profile gate in this snapshot. The live directory may have newer qualifying companies.
Explore classified startups in Radar ↗Financial Services industry KPIs in Miami
A few useful ratios bring the size of this ecosystem into perspective.
41 of 456 tracked companies have open roles.
28 of 456 tracked companies have a recorded round.
Share of disclosed capital received by the three largest recorded recipients.
Midpoint of 32 rounds with a disclosed amount.
Scale is concentrated. Opportunity is broader. The three largest funding recipients hold 68.1% of disclosed capital, while 93.9% of tracked companies have no recorded funding round.
Explore the segments →CAPITAL & COMPANY FORMATIONHow Miami financial services has grown
Recorded company formation and disclosed funding across the complete annual series shown.
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How Miami financial services has grown
Recorded company formation and disclosed funding across the complete annual series shown.
Disclosed funding by year
Sum of recorded funding rounds · USD
View the numbers
| Year | Funding (USD) | Founded | Raising |
|---|---|---|---|
| 2016 | $4M | 15 | 1 |
| 2017 | $500.8M | 17 | 2 |
| 2018 | $160.37M | 15 | 3 |
| 2019 | $0 | 19 | 0 |
| 2020 | $12.29M | 21 | 2 |
| 2021 | $53.83M | 15 | 3 |
| 2022 | $1.6B | 13 | 6 |
| 2023 | $0 | 14 | 0 |
| 2024 | $34.15M | 7 | 3 |
| 2025 | $551.84M | 0 | 5 |
Funding concentration
Share of all disclosed company funding.
- Citadel Securities37.0%
- Starwood Property Trust16.1%
- eCapital15.1%
- Other companies31.9%
Funding by stage
39 recorded rounds since 2016
Investors appearing most often
Recorded participation in financial services company rounds since 2016.
- 01First Horizon National Corporation 2 rounds
- 02Sequoia Capital 1 rounds
- 03Paradigm 1 rounds
- 04Bain Capital Credit 1 rounds
- 05J.C. Flowers 1 rounds
- 06Riverlake Partners 1 rounds
- 07Altamont Capital Partners 1 rounds
- 08Stone Point Capital 1 rounds
- 09I2BF Global Ventures 1 rounds
- 010Capital Factory 1 rounds
Recent recorded rounds
Latest recorded rounds · USDLargest and notable recorded rounds
Each card is one recorded roundBacked by Sequoia Capital and Paradigm.
Participating investors were not recorded in this snapshot.
Backed by Bain Capital Credit and J.C. Flowers.
Backed by Patriot Financial Partners.
Participating investors were not recorded in this snapshot.
Participating investors were not recorded in this snapshot.
Backed by I2BF Global Ventures and Capital Factory and others.
Participating investors were not recorded in this snapshot.
Participating investors were not recorded in this snapshot.
Participating investors were not recorded in this snapshot.
THE BUSINESS BEHIND THE ACTIVITYRevenue, profitability & financial strength
Annual accounts for reporting companies linked to this landscape, on like-for-like currency and reporting bases.
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Revenue, profitability & financial strength
Annual accounts for reporting companies linked to this landscape, on like-for-like currency and reporting bases.
Display conversions use the dated reference rates above. Where a verified rate is unavailable, figures retain their source currency. Each reporting cohort keeps its currency and accounting basis separate.
FY2025 · company accounts; aggregate reporting threshold not met · 4 reporting entities from 7 eligible matches.
Sum of reporting-entity revenue; not Miami market sales.
Combined result for the same cohort.
Combined net income ÷ combined revenue.
The middle covered reporting entity.
None of 4 covered entities.
Share of covered revenue from the five largest entities.
Annual account trend
Reported cohort totals by year; coverage is stated for every period.
Bar height shows revenue. Changes in coverage can affect totals.
Profitability has two perspectives
FY2025 · 4 reporting entities
Open the company accounts
Up to eight fixed company previews show financial amounts. Search and sort the wider company list, then continue in Radar.
| Company / reporting entity | Revenue | Net profit / loss | Net margin | Revenue growth | Total assets |
|---|---|---|---|---|---|
| Starwood Property Trust ↗1465128 | $1,844.3m | $411.5m | +22.3% | — | — |
| Intermex ↗1683695 | $607.8m | $32.7m | +5.4% | — | — |
| BankUnited ↗1504008 | $21.7m | $268.4m | +1234.8% | — | — |
| Standard Premium Finance Holdings ↗1807893 | $12.5m | $1.2m | +9.7% | — | — |
Explore full company accounts and filings.
Explore a reporting entity
Choose “View accounts” to inspect an available company preview.
How does financial services compare?
Each pair uses the same year, currency and reporting basis. Cohort overlap is disclosed.
| Industry | Covered / eligible | Revenue total | Median revenue | Net profit / loss | Aggregate margin | Profitable share | Overlap |
|---|
Available-account cohorts are not estimates of whole industries. Overlapping entities can occur in more than one cohort; do not add cohort totals.
Coverage, calculations & financial sources
Filed annual accounts for exact designated national identifiers. Every aggregate and peer pair uses one fiscal year, source currency and reporting basis; periods, coverage and overlap are explicit; 2026 partials are excluded.
The same up to eight reporting entities remain open across years, filters and sorts. Other company figures are available in Radar.
Source currencies and accounting bases stay separate. Missing accounts are excluded rather than treated as zero. Exact reporting periods appear on company previews. Annual totals can change with coverage and do not measure growth of a fixed company cohort.
Web traffic, app reach and release cadence
How the Miami companies on this page show up online: the sites people visit, the apps they install, and how often those apps ship.
Most-installed apps
30 of these companies (6.6%) publish at least one Android app — 39 apps in all, carrying 1.1M installs between them.
| App | Installs | Rating | Store category |
|---|---|---|---|
| IntermexIntermex | 493.3K | 4.7 | Finance |
| APRIL Easy ClaimAPRIL International | 159K | 3.9 | Tools |
| Ocean Bank Mobile BankingOcean Bank | 154.4K | 4.8 | Finance |
| BB Americas PersonalBBAmericas | 90.6K | 3.3 | Finance |
| Santander Private BankingSantander Private Banking International | 42.3K | 4.2 | Finance |
| BB Americas BusinessBBAmericas | 32.9K | — | Finance |
| Amerant Mobile BankingAmerant | 22.2K | 3.9 | Finance |
| Power Financial Credit UnionPower Financial Credit Union | 19.6K | 4.8 | Finance |
| City National Bank of FloridaCity National Bank of Florida | 17.1K | 4.6 | Finance |
| BankUnitedBankUnited | 13.5K | 4.8 | Finance |
Installs are lifetime totals to date at the June 2026 store reading — a measure of reach, not of people using an app today.
App reach by segment
The busiest app inside each of this page’s own segments, with the quarterly release trend behind it (2023Q1–2025Q4).
| Segment | Apps | Installs | Leading app | Release trend |
|---|---|---|---|---|
| Remittance Services | 3 | 495.4K | Intermex 493.3K | |
| Banks | 21 | 400.3K | Ocean Bank Mobile Banking 154.4K | |
| Insurance Carriers | 3 | 169.2K | APRIL Easy Claim 159K | |
| Asset Management | 5 | 61.4K | Santander Private Banking 42.3K | |
| Services For Investment Industry | 2 | 47.3K | Santander Digital Wealth 5K | |
| Consumer And Sme Loans | 3 | 13.8K | eCapital Mobile App 10.3K |
A company can carry several segment tags, so these rows overlap and should not be added together. Trend lines are zero-based and share one quarter grid, so a flat line is a quiet segment, not a missing one.
Release cadence by quarter
New apps published, beside apps whose most recent update landed in that quarter — the second bar is how much of the shelf is still being maintained.
Darker bars are new releases, lighter bars apps updated. 39 of 39 apps carry a release date. The series ends at 2025Q4, the last quarter that closed before the June 2026 reading.
INSIDE THE INDUSTRYThe Miami financial services market map
Explore the segments behind the headline numbers.
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The Miami financial services market map
Explore the segments behind the headline numbers.
Where companies are building
Rank segments by scale, hiring or disclosed funding.
Companies can sit in several segments. Counts and funding overlap.
Nbfc lenders
The largest measured segment in this report snapshot.
5 companies hiring · $841.28M disclosed funding
Explore in RadarHow companies make money
Common revenue models; a company can use more than one.
THE COMPANIES IN MOTIONWho is listing, hiring leaders, launching and winning work
Recorded corporate activity linked to companies in this landscape.
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Who is listing, hiring leaders, launching and winning work
Recorded corporate activity linked to companies in this landscape.
Recent corporate headlines 10 dated reports
Specialty Program Group (SPG) has acquired Logistiq Insurance Solutions and will merge the business with Anova Marine Insurance, which SPG took over in 2025.
Indosuez Wealth Management has ... acquired the Belgian bank Degroof Petercam, the Swiss bank Thaler and the portfolio of customers wealth management of the BNP Paribas branch in Monaco.
Baker McKenzie client Credicorp Ltd. has announced that its subsidiary, Banco de Crédito del Perú (BCP), has entered into an agreement to acquire 100% of the issued and outstanding shares of Helm Bank USA for USD 180 million, subject to customary price adjustments at closing.
Baker Tilly has announced the acquisition of Berkowitz Pollack Brant (https://www.bpbcpa.com/).
Miami-based NSI Insurance Group has acquired another Miami-headquartered brokerage, Mutual Insurance Group, adding another milestone for the company that has doubled in size in recent years.
Western Union, on Aug. 10. announced the acquisition of Intermex (NASDAQ:IMXI) for approximately $500 million.
Roughly a couple of months back, Starwood Property Trust, Inc. STWD closed the acquisition of Fundamental Income Properties from Brookfield Asset Management for around $2.2 billion to achieve both portfolio diversification and more predictable, long-term earnings.
Earlier this month, Merit completed its second-largest acquisition to date when it partnered with Sanctuary Wealth Management.
Cibc World Markets Corp bought a new stake in BankUnited, Inc.
Miami-based KSDT CPA is merging with Douglas N. Rice CPA, a full-service accounting practice in Coconut Grove, FL.
Full recorded event mix
Top 10 categories among 218 recorded events in the 24-month window.
IPO pipeline
1 companies with recorded IPO activity
Follow-on Offering · NYSE2 reports
Leadership moves
44 tracked people moves
Appointment Country Head of India and Singapore
Appointment Head of Credit Trading for Apac
Appointment Senior Executive Vice President, Chief Operating Officer
Appointment Chief Executive Officer
Appointment Chief Legal Officer
Appointment partner, MGA
Retirement Previously Chief Executive Officer
Appointment Weather Risk Consultant
Contract wins
6 recorded customer wins
Customer: Guernsey Ports
Customer: AJet (Türkiye)Aviation
Customer: air greenlandAviation
Customer: cim groupReal Estate
Regulatory events
4 recorded events
pending regulatory approval
licensed to Korea Investment Management
Licensed for the Global X Artificial Intelligence UCITS ETF
Litigation
2 tracked suits
bank loan repaymentCivil · Ongoing
receivership protection · Ongoing
Mergers and acquisitions
Company-linked deal reports; status is preserved as recorded.
| Acquirer → target | Status | Date | Value / context |
|---|---|---|---|
| specialty program group→ANOVA Marine Insurance ↗ | Completed | 2026-02-19 | Not stated in snapshot |
| logistiq insurance solutions→ANOVA Marine Insurance ↗ | Announced | 2026-02-19 | Not stated in snapshot |
| CA Indosuez Wealth→banque thaler | Completed | 2026-02-17 | Not stated in snapshot |
| Starwood Property Trust→fundamental income | Announced | 2026-02-06 | $2.2B |
| CA Indosuez Wealth→degroof petercam | 2026-02-04 | Not stated in snapshot | |
| CA Indosuez Wealth→BNP Paribas branch in Monaco | 2026-02-04 | Not stated in snapshot |
A discussion or rumour is not a completed transaction. An unstated value is not zero.
PEOPLE & OPPORTUNITYThe talent market
1,668 postings in the preceding 12 months. The full 2,688-posting snapshot covers 48 employers.
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The talent market
1,668 postings in the preceding 12 months. The full 2,688-posting snapshot covers 48 employers.
Most advertised job titles
28 tracked postings mention remote work.
The seniority mix
1,137 postings specify a level.
Skills employers mention
Top skills across 2,688 tracked postings in the available jobs snapshot.
Median across 573 postings with pay data, expressed in USD.
Salary by seniority
Advertised posting medians do not describe all employees or roles.
Companies hiring
Large employers
| Company | Employees |
|---|---|
| BankUnited ↗ | 1,588 |
| City National Bank of Florida ↗ | 972 |
| Lennar Corporation ↗ | 785 |
| Amerant ↗ | 742 |
| Ocean Bank ↗ | 632 |
| berkowitz pollack brant ↗ | 372 |
| US Century Bank ↗ | 256 |
| Indxx ↗ | 126 |
THE PEOPLE BUILDING THE FIELDFounders and leaders
103 founders and chief executives across 85 companies.
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Founders and leaders
103 founders and chief executives across 85 companies.
Peng Zhao
Citadel Securities ↗The Asian American Foundation, ex-Citadel Securities, ex-Lehman Brothers, University of California, Berkeley, 2006
Marius Silvasan
eCapital ↗Managing Director Silvasan Funds · HEC Montreal MBA 2003
Dan Carroll
Calumet Capital ↗University of Illinois BS, University of Chicago Booth School of Business MBA
Luis De La Aguilera
US Century Bank ↗Us Century Bank, ex-Totalbank, ex-Ocean Bank, University of Miami, 1981
Henriquez Raul
Insigneo ↗Insigneo, university of pennsylvania, 1984
Jerry Plush
Amerant ↗Amerant Bank, ex-Amerant, ex-Patriot Financial Partners, Saint Joseph's University
Patrick Grattan
WILLIAM JAMES CAPITAL ↗Credit Suisse.University of Miami Herbert Business School MBA 1985, Tulane University BA 1984
Joe Ackerman
Pensam Capital ↗Grupo Javer, Nexxus, Cidel Financial Group. Bentley University in Waltham
Cristian Brandt
ACP Group ↗Co-Founder Latam Recovery, ex-Banco Columbia. University of Buenos Aires BSc 2005, University of 'San Andrés' 2009, London Business School 2020
Carlos Dominguez
Element Pointe ↗Ex-J.P. Morgan, Alpine Capital Partners, Orbit II Partners.Duke University BA 1994, Stanford University Graduate School of Business MBA 2002.
Walton Comer
XBTO ↗Co-Founder Falcon Bridge Partners, ex-Co-Founder Lucid, SAC Capital, Instant Gravity. University of the South BS, Columbia University BS, MS
Guillermo Eslava
Insight Reinsurance ↗Ex-Argo Group, Senior Vice President Brit Insurance, Vice President Swiss Re, Juan Pablo Cardenás Abogado. Rosario University LLB 2006…
Education networks
17 profiles with education records.
Prior employers
2 profiles with prior-work records.
Profiles cover recorded founders and leaders; contact details remain in Radar.
NEWS INTELLIGENCEHow this industry appears in the news
68,427 articles in the measured 12-month window.
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How this industry appears in the news
68,427 articles in the measured 12-month window.
News volume trends
Financial Services coverage tagged Miami · articles per complete quarter
View quarterly article counts
| Quarter | Articles |
|---|---|
| 2021Q2 | 9,114 |
| 2021Q3 | 10,263 |
| 2021Q4 | 8,279 |
| 2022Q1 | 10,518 |
| 2022Q2 | 10,270 |
| 2022Q3 | 9,827 |
| 2022Q4 | 10,494 |
| 2023Q1 | 10,727 |
| 2023Q2 | 13,272 |
| 2023Q3 | 13,267 |
| 2023Q4 | 12,112 |
| 2024Q1 | 13,499 |
| 2024Q2 | 11,482 |
| 2024Q3 | 12,554 |
| 2024Q4 | 13,489 |
| 2025Q1 | 16,374 |
| 2025Q2 | 14,244 |
| 2025Q3 | 35,336 |
| 2025Q4 | 12,267 |
| 2026Q1 | 14,308 |
| 2026Q2 | 6,516 |
Article volume measures coverage, not market sales.
Tone of coverage over time
Most-covered companies
Company share of voice
278 recorded company events across 20 companies; percentages use that event total.
Leading coverage topics
Financial Services coverage tagged Miami · ranked by full-period article count.
Recent and prior counts use the source comparison windows.
Topics gaining and losing attention
United States comparison coverage
| Keyword | Recent | Prior | Change |
|---|---|---|---|
| investment deal | 10,657 | 3,498 | 205% |
| stablecoin fx impact | 10,542 | 7,470 | 41% |
| etf trading | 6,865 | 3,947 | 74% |
| private equity | 6,471 | 1,648 | 293% |
| oil price volatility | 6,308 | 3,815 | 65% |
| share price | 5,968 | 3,366 | 77% |
| etfs | 5,957 | 3,424 | 74% |
| sector etfs | 5,715 | 3,305 | 73% |
| etf structures | 5,385 | 2,981 | 81% |
| etf products | 5,313 | 2,858 | 86% |
| patent claims | 141 | 28,788 | -100% |
| patent prosecution | 141 | 28,787 | -100% |
| patent examination | 139 | 28,774 | -100% |
| litigation defenses | 114 | 28,766 | -100% |
| tariff negotiations | 14,842 | 25,875 | -43% |
Event and signal lenses
United States comparison coverage
Regulatory Risk
3,333,458 classified articlesterritories, disputed islands, monetary easing
44.8% critical · 25.2% positiveFunding Momentum
660,994 classified articlesinflation reports fx, currency intervention policies, trade deficits fx
39.9% critical · 41.4% positiveGrowth
935,055 classified articlesgdp growth forex, earnings report, inflation reports fx
38.8% critical · 40.9% positiveFinancial Services coverage tagged Miami. Topic labels describe recorded classifications and can include broad context.
Financial Services in Miami: key questions
Clear definitions for making better comparisons.
What does this landscape measure?
It measures the tracked company ecosystem, recorded funding, hiring and other available evidence. It is not a market-size estimate.
Can segment counts be added together?
No. A company can belong to several segments, so segment counts and funding can overlap.
What does a missing figure mean?
A dash or unavailable panel means the current reviewed source snapshot does not support that figure.
Company ecosystem snapshot: 2 September 2026. Funding is recorded in USD; filed accounts retain their stated currency and reporting basis. Each section identifies its own coverage. The news and research behind these sections is explorable in Prism.
Canonical landscape ↗