Industry landscapes
Industry report

Funding and advertised pay are reported in USD; filed accounts retain their stated source currency and basis.

Exchange-rate basis

Indicative conversions use ECB reference rates dated 2026-09-14, applied consistently across all periods. They are not historical exchange rates. Indian rupees may use crore (1 crore = 10 million); other currencies use K, M and B. CSV downloads, source documents and quoted news headlines retain their original currencies.

THE MIAMI EDITION 2026

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.

Snapshot: Funding in USD
Illustrated cover for Financial Services Industry Landscape of Miami
US
COMPANIES · CAPITAL · TALENT

An industry ecosystem,
measured in context.

Financial Services illustration
MEET THE COMPANIES

Explore Miami’s financial services leaders

24 featured companies from the funding, hiring, revenue and team-size leaderboards.

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Financial Services company highlights in Miami, snapshot 2 September 2026
Company
Citadel Securitiescitadelsecurities.com$1.15B—3,363—
Starwood Property Truststarwoodpropertytrust.com$500M—312$1.84BFYFY2025 filing
eCapitalecapital.com$469.87M8 roles155—
Calumet Capitalcalumetcapital.com$300M———
Intermexintermexonline.com$177.5M—588$607.78MFYFY2025 filing
US Century Bankuscentury.com$105.04M—256—
Insigneoinsigneo.com$100.8M———
Standard Premium Finance Holdingsstandardpremium.com$85.06M——$12.47MFYFY2025 filing
Kaufman Rossinkaufmanrossin.com—12 roles——
BankUnitedbankunited.com—10 roles1,588$21.73MFYFY2025 filing
LoanBudloanbud.com—8 roles——
Amerantamerantbank.com—7 roles742—
Berkowitz Pollack Branbpbcpa.com—7 roles372—
City National Bank of Floridacitynational.com—7 roles972—
One Park Financialonepark.tech—7 roles——
APRIL Internationalapril-international.com——30—
BBAmericasbbamericas.com————
BMIbmicos.com——140—
CA Indosuez Wealthca-indosuez.com————
City National Bankcitynationalcm.com——1,090—
Helpcartaohelpcartao.com————
Indxxindxx.com——126—
Lennar Corporationlennarmortgage.com——785—
Ocean Bankoceanbank.com——632—
24 featured companies

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 ↗

Company discovery

Recorded evidence only

Explore 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 ↗
THE KEY SIGNALS

Financial Services industry KPIs in Miami

A few useful ratios bring the size of this ecosystem into perspective.

2 September 2026
Hiring participation9.0%

41 of 456 tracked companies have open roles.

Funding participation6.1%

28 of 456 tracked companies have a recorded round.

Top 3 funding share68.1%

Share of disclosed capital received by the three largest recorded recipients.

Median disclosed round$12.25M

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 FORMATION

How Miami financial services has grown

Recorded company formation and disclosed funding across the complete annual series shown.

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2016 — 2025

Disclosed funding by year

Sum of recorded funding rounds · USD

Miami financial services
$0$456.4M$912.8M$1.37B$1.83B2016: $4M20162017: $500.8M20172018: $160.37M20182019: $020192020: $12.29M20202021: $53.83M20212022: $1.6B20222023: $020232024: $34.15M20242025: $551.84M2025
View the numbers
Annual financial services funding and company formation in Miami
YearFunding (USD)FoundedRaising
2016$4M151
2017$500.8M172
2018$160.37M153
2019$0190
2020$12.29M212
2021$53.83M153
2022$1.6B136
2023$0140
2024$34.15M73
2025$551.84M05
WHERE CAPITAL SITS

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

NUMBER OF ROUNDS
Seed & Angel8 20.5%
Series A–B9 23.1%
Series C+ / PE4 10.3%
Grants, debt & other18 46.2%

Recent recorded rounds

Latest recorded rounds · USD
0 rounds

Swipe or scroll horizontally to browse.

Largest and notable recorded rounds

Each card is one recorded round
10 cards

Swipe or scroll horizontally to browse.

THE BUSINESS BEHIND THE ACTIVITY

Revenue, profitability & financial strength

Annual accounts for reporting companies linked to this landscape, on like-for-like currency and reporting bases.

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USD · millions · consolidated

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.

Revenue in covered accounts—

Sum of reporting-entity revenue; not Miami market sales.

Net profit / loss—

Combined result for the same cohort.

Aggregate net margin—

Combined net income ÷ combined revenue.

Median company revenue—

The middle covered reporting entity.

Profitable entities—

None of 4 covered entities.

Top-five concentration—

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.

4 reporting entities
Continue your financial research in Radar

Explore full company accounts and filings.

View financials in Radar ↗
MIAMI · INDUSTRY COHORTS

How does financial services compare?

Each pair uses the same year, currency and reporting basis. Cohort overlap is disclosed.

IndustryCovered / eligibleRevenue totalMedian revenueNet profit / lossAggregate marginProfitable shareOverlap

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.

DIGITAL FOOTPRINT

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.

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).

SegmentAppsInstallsLeading appRelease trend
Remittance Services3495.4KIntermex 493.3K
Banks21400.3KOcean Bank Mobile Banking 154.4K
Insurance Carriers3169.2KAPRIL Easy Claim 159K
Asset Management561.4KSantander Private Banking 42.3K
Services For Investment Industry247.3KSantander Digital Wealth 5K
Consumer And Sme Loans313.8KeCapital 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.

2022Q4: 12022Q4: 02022Q42023Q1: 12023Q1: 02023Q12023Q4: 52023Q4: 02023Q42024Q2: 22024Q2: 02024Q22024Q4: 22024Q4: 02024Q42025Q1: 22025Q1: 22025Q12025Q2: 32025Q2: 12025Q22025Q3: 12025Q3: 02025Q32025Q4: 12025Q4: 52025Q4

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 INDUSTRY

The Miami financial services market map

Explore the segments behind the headline numbers.

Expand panel +

Where companies are building

Rank segments by scale, hiring or disclosed funding.

Nbfc lenders63
Fintech15
Enterprise tech14
Consumer digital8
Housing finance6

Companies can sit in several segments. Counts and funding overlap.

SEGMENT TO EXPLORE

Nbfc lenders

The largest measured segment in this report snapshot.

63companies
7.9%have hiring activity

5 companies hiring · $841.28M disclosed funding

Explore in Radar

How companies make money

Common revenue models; a company can use more than one.

Fee-for-service260
Commission on transaction225
E-commerce - service48
Lending41
Subscription40
Advertising32
E-commerce - product22
Physical commerce9
THE COMPANIES IN MOTION

Who is listing, hiring leaders, launching and winning work

Recorded corporate activity linked to companies in this landscape.

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Recent corporate headlines 10 dated reports
Mergers & acquisitionsanovamarine.com ↗

Specialty Program Group (SPG) has acquired Logistiq Insurance Solutions and will merge the business with Anova Marine Insurance, which SPG took over in 2025.

Mergers & acquisitionsca-indosuez.com ↗

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.

Mergers & acquisitionshelmbankusa.com ↗

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.

Mergers & acquisitionsbpbcpa.com ↗

Baker Tilly has announced the acquisition of Berkowitz Pollack Brant (https://www.bpbcpa.com/).

Mergers & acquisitionsnsigroup.org ↗

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.

Mergers & acquisitionsintermexonline.com ↗

Western Union, on Aug. 10. announced the acquisition of Intermex (NASDAQ:IMXI) for approximately $500 million.

Mergers & acquisitionsstarwoodpropertytrust.com ↗

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.

Mergers & acquisitionssanctuarywealthmanagement.com ↗

Earlier this month, Merit completed its second-largest acquisition to date when it partnered with Sanctuary Wealth Management.

Mergers & acquisitionsbankunited.com ↗

Cibc World Markets Corp bought a new stake in BankUnited, Inc.

Mergers & acquisitionsksdt-cpa.com ↗

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.

Leadership moves
74
Earnings
60
Mergers & acquisitions
29
Company announcements
14
Contracts
11
Buyback
8
Asset acquisitions
5
Lawsuit
4
Capital infusions
4
Regulatory
4
5 activity cards

Swipe or scroll horizontally to browse.

Leadership moves

44 tracked people moves

Prakash Subramanian K V

Appointment Country Head of India and Singapore

Redha Achour

Appointment Head of Credit Trading for Apac

Amerant ↗
Carlos Iafigliola

Appointment Senior Executive Vice President, Chief Operating Officer

Marc Feigelson

Appointment Chief Executive Officer

eCapital ↗
Richard Tong

Appointment Chief Legal Officer

Lucy Carter

Appointment partner, MGA

Blain Heckaman

Retirement Previously Chief Executive Officer

Sergio Isaza

Appointment Weather Risk Consultant

Litigation

2 tracked suits

Company
city national bank v EYM Café

bank loan repaymentCivil · Ongoing

Company
city national bank of florida v Louisiana Apple

receivership protection · Ongoing

Mergers and acquisitions

Company-linked deal reports; status is preserved as recorded.

Acquirer → targetStatusDateValue / context
specialty program group→ANOVA Marine Insurance ↗Completed2026-02-19Not stated in snapshot
logistiq insurance solutions→ANOVA Marine Insurance ↗Announced2026-02-19Not stated in snapshot
CA Indosuez Wealth→banque thalerCompleted2026-02-17Not stated in snapshot
Starwood Property Trust→fundamental incomeAnnounced2026-02-06$2.2B
CA Indosuez Wealth→degroof petercam2026-02-04Not stated in snapshot
CA Indosuez Wealth→BNP Paribas branch in Monaco2026-02-04Not stated in snapshot

A discussion or rumour is not a completed transaction. An unstated value is not zero.

PEOPLE & OPPORTUNITY

The talent market

1,668 postings in the preceding 12 months. The full 2,688-posting snapshot covers 48 employers.

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Most advertised job titles

Bilingual Customer Service Representative43
Business Banker30
Investment Consultant26
Community Lending Mortgage Banker24
Small Business Banker24
Wealth Strategist (Financial Planner)21
0 internship postings

28 tracked postings mention remote work.

The seniority mix

1,137 postings specify a level.

unspecified
1,551
manager
523
senior
443
lead
111
intern
41
entry
19

Skills employers mention

Top skills across 2,688 tracked postings in the available jobs snapshot.

Excel
66
Word
28
Powerpoint
28
Outlook
27
Microsoft Word
22
Portfolio Management
20
Sql
19
Microsoft Office
17
Disaster Recovery
16
Python
15
ADVERTISED PAY$92.1K/ year

Median across 573 postings with pay data, expressed in USD.

Salary by seniority

manager$92.1K/ year141 postings
senior$99.0K/ year106 postings

Advertised posting medians do not describe all employees or roles.

THE PEOPLE BUILDING THE FIELD

Founders and leaders

103 founders and chief executives across 85 companies.

Expand panel +
12 profiles

Swipe or scroll horizontally to browse.

Education networks

17 profiles with education records.

Sciences Po
2
Stanford University
2
Harvard Business School
2
IIM Ahmedabad
1
Yale University
1
University of Toronto
1
HEC Paris
1
Peking University
1

Prior employers

2 profiles with prior-work records.

Profiles cover recorded founders and leaders; contact details remain in Radar.

NEWS INTELLIGENCE

How this industry appears in the news

68,427 articles in the measured 12-month window.

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68,427articles in the measured year
6,516articles in 2026Q2
69.9%positive tone in the latest complete year

News volume trends

Financial Services coverage tagged Miami · articles per complete quarter

010,15920,31830,47740,6362021Q2: 9,1142021Q22021Q3: 10,2632021Q4: 8,2792022Q1: 10,5182022Q2: 10,2702022Q22022Q3: 9,8272022Q4: 10,4942023Q1: 10,7272023Q2: 13,2722023Q22023Q3: 13,2672023Q4: 12,1122024Q1: 13,4992024Q2: 11,4822024Q22024Q3: 12,5542024Q4: 13,4892025Q1: 16,3742025Q2: 14,2442025Q22025Q3: 35,3362025Q4: 12,2672026Q1: 14,3082026Q2: 6,5162026Q2
View quarterly article counts
QuarterArticles
2021Q29,114
2021Q310,263
2021Q48,279
2022Q110,518
2022Q210,270
2022Q39,827
2022Q410,494
2023Q110,727
2023Q213,272
2023Q313,267
2023Q412,112
2024Q113,499
2024Q211,482
2024Q312,554
2024Q413,489
2025Q116,374
2025Q214,244
2025Q335,336
2025Q412,267
2026Q114,308
2026Q26,516

Article volume measures coverage, not market sales.

Tone of coverage over time

2021
18,644 positive · 541 neutral · 10,583 negative
2022
25,885 positive · 788 neutral · 14,336 negative
2023
31,702 positive · 1,131 neutral · 16,423 negative
2024
34,034 positive · 1,065 neutral · 15,812 negative
2025
54,547 positive · 1,770 neutral · 21,745 negative

Company share of voice

278 recorded company events across 20 companies; percentages use that event total.

CA Indosuez Wealth ↗ca-indosuez.com
25.2% 70 events
BankUnited ↗bankunited.com
15.8% 44 events
Amerant ↗amerantbank.com
11.9% 33 events
Starwood Property Trust ↗starwoodpropertytrust.com
9.4% 26 events
City National Bank ↗citynationalcm.com
6.5% 18 events
WhiteHorse Finance ↗whitehorsefinance.com
6.5% 18 events
Citadel Securities ↗citadelsecurities.com
5.8% 16 events
Standard Premium Finance Holdings ↗standardpremium.com
4.7% 13 events

Leading coverage topics

Financial Services coverage tagged Miami · ranked by full-period article count.

Administrative And Political Subdivisions4,359,394 articles in the full recorded period
929,770 recent · 795,452 prior
Geopolitical Disputes And Contested Areas320,888 articles in the full recorded period
106,788 recent · 82,223 prior
International And Transnational Geographic Entities320,721 articles in the full recorded period
106,735 recent · 82,154 prior
Cryptocurrency Impact On Forex Markets235,672 articles in the full recorded period
62,307 recent · 62,419 prior
International Political Relations229,321 articles in the full recorded period
59,667 recent · 58,162 prior
Security And Defense Policies163,673 articles in the full recorded period
47,390 recent · 40,421 prior
Professional League Updates159,324 articles in the full recorded period
35,556 recent · 38,726 prior
Athlete Transfer Rumors116,408 articles in the full recorded period
26,576 recent · 29,688 prior
Patent Law & Innovation Protection114,401 articles in the full recorded period
235 recent · 28,813 prior
International Relations And Diplomacy102,516 articles in the full recorded period
24,178 recent · 26,630 prior

Recent and prior counts use the source comparison windows.

Topics gaining and losing attention

United States comparison coverage

KeywordRecentPriorChange
investment deal10,6573,498205%
stablecoin fx impact10,5427,47041%
etf trading6,8653,94774%
private equity6,4711,648293%
oil price volatility6,3083,81565%
share price5,9683,36677%
etfs5,9573,42474%
sector etfs5,7153,30573%
etf structures5,3852,98181%
etf products5,3132,85886%
patent claims14128,788-100%
patent prosecution14128,787-100%
patent examination13928,774-100%
litigation defenses11428,766-100%
tariff negotiations14,84225,875-43%

Event and signal lenses

United States comparison coverage

All complete annual cohorts shown
Rising

Regulatory Risk

3,333,458 classified articles

territories, disputed islands, monetary easing

44.8% critical · 25.2% positive
Rising

Funding Momentum

660,994 classified articles

inflation reports fx, currency intervention policies, trade deficits fx

39.9% critical · 41.4% positive
Rising

Growth

935,055 classified articles

gdp growth forex, earnings report, inflation reports fx

38.8% critical · 40.9% positive

Financial Services coverage tagged Miami. Topic labels describe recorded classifications and can include broad context.

UNDERSTAND THE LANDSCAPE

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 ↗
Coming soon