Top Financial Services Companies in Miami, FL (157)
Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we’re building a resilient economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help...
Mastercard's Top Stability & Growth Strengths
Strong Revenue Growth: Net revenue rose at double‑digit rates in 2025 and continued to increase at a similar pace in early 2026, supported by higher gross dollar volume, cross‑border activity, and switched transactions. The multi‑quarter trend indicates consistent top‑line momentum rather than a one‑off spike.
Profitability: Operating income outpaced revenue growth in 2025, expanding margins, while net income and EPS also advanced strongly. This points to operating leverage as volumes and higher‑yield cross‑border flows scale.
Diversified Revenue Streams: Value‑added services and solutions grew markedly faster than the core network, with security, digital authentication, analytics, and consulting cited as key contributors. This mix shift broadens growth beyond card payment fees and supports resilience.
Citadel Securities is a technology-driven, next-generation global market maker. We provide institutional and retail investors with world-class liquidity, competitive pricing and seamless front-to-back execution in a broad array of financial products. Our teams of engineers, traders and researchers harness leading-edge quantitative research and the accelerating power of compute, machine learning and AI to power our analytics and tackle the market’s...
Citadel Securities's Top Stability & Growth Strengths
Strong Revenue Growth: Reported 2025 trading revenue rose to $12.2B from $9.7B in 2024, and 2026 featured record quarters such as a $7.3B Q2, indicating material topline expansion. EBITDA was also reported higher in 2025, reinforcing financial momentum.
Strong Market Position & Advantage: The company indicates it executes a substantial portion of daily U.S. equity and retail trading volumes and holds a top rank on Tradeweb for U.S. Treasury flows, underscoring entrenched scale. Leadership in listed options and as an NYSE Designated Market Maker further points to durable competitive advantage.
Market Expansion: New initiatives such as launching a High Touch Equities business in late 2025, opening an Amsterdam office in 2026, and operating across 50+ equity and fixed‑income markets signal active expansion. Ongoing hiring—1,800+ employees, dozens of open roles across regions, and the firm’s largest intern class—suggests continued investment in capacity.
Together, we turn ambition into action. For more than three decades, Citadel has captured undiscovered market opportunities in markets around the world by empowering extraordinary people to pursue their best and boldest ideas. We strive to identify the highest and best uses of capital to generate superior long-term returns for the world’s preeminent public and private institutions.
Citadel's Top Stability & Growth Strengths
Profitability: Investment performance is described as exceptional over multiple years, with LCH citing record cumulative net gains and annual investor profits including a record ~$16B in 2022 and further multibillion-dollar gains in 2023–2024. This track record positions the firm at or near the top of cumulative profitability rankings.
Strong Revenue Growth: Trading revenue at the affiliated market maker rose sharply, reaching a record ~$12.2B in 2025 and accelerating further with multi‑billion‑dollar quarters in 2026. This momentum indicates expanding top‑line scale alongside broader business activity.
Market Expansion: The geographic footprint is widening with Dubai slated as the 18th city, a growing London hub, and new or expanded sites such as New York, Miami, and Amsterdam. International hiring and build‑outs across Asia and Europe further reinforce expansion into additional markets.
MarketAxess is on a journey to digitally transform one of the world's largest financial markets, enabling the shift from analog, phone-based trading to a fully electronic marketplace. Why does this matter? Because our platform makes trading fixed-income more accessible, ultimately improving transparency, efficiency and competition in the marketplace. Changing the way an established industry transacts is no easy feat. There...
MarketAxess's Top Stability & Growth Strengths
Diversified Revenue Streams: Services and data-related lines are expanding at record levels, adding recurring income alongside core trading commissions. Information, post-trade, and technology services provide a broader and more resilient mix.
Product Line Growth: Newer trading protocols and products are scaling strongly, with portfolio and block trading reaching record activity. International products such as emerging markets and eurobonds are also contributing meaningful volume gains.
Strong Market Position & Advantage: The platform holds a leading position in electronic credit trading with broad institutional adoption and a differentiated all-to-all liquidity model. This entrenched network supports continued expansion across key categories.
Greenbox Capital provides fast, flexible financing solutions to small and medium-sized businesses across the United States. Through a combination of technology, data-driven decision-making, and personalized service, we help business owners access the working capital they need to grow, manage cash flow, and invest in their future. Our team works across lending, technology, data science, operations, and customer experience to simplify the...
Greenbox Capital's Top Stability & Growth Strengths
Investor Backing & Capital Strength: A 2022 refinancing and expanded credit facility lowered cost of capital and was cited to support expansion of operations and new originations. This signals increased lending capacity to fund growth.
Market Expansion: The company operates in the U.S. and Canada, expanded services in Ontario in 2024, and registered its trademark in Canada in 2025, indicating ongoing cross‑border investment. Acquisition of Level Up Funding in 2021 added distribution and presence across channels.
Strong Hiring & Retention: Recent LinkedIn activity shows active recruiting across sales, underwriting, and engineering roles into 2026. Continued postings and leadership messaging about a next phase of growth point to scaling operations.
Named one of the "Best & Brightest Places to Work for" in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits...
Fora Financial was founded in 2008, with the mission to provide capital funding to small business under a simple and seamless process. We are passionately driven to solve business owners’ biggest challenge to success: access to capital. With Fora Financials’ help, small business can finally unlock potential to reach new heights. Fora Financial is a leading business financing lender, that has provided...
Walker & Dunlop is one of the largest commercial real estate finance and advisory services firms in the United States. Our ideas and capital create communities where people live, work, shop, and play. The diversity of our people, breadth of our brand, and technological capabilities make us one of the most insightful and client-focused firms in the commercial real estate...
Walker & Dunlop's Top Stability & Growth Strengths
Strong Market Position & Advantage: Market leadership is evident in the company’s repeated top rankings in agency multifamily lending, including being the largest Fannie Mae lender for multiple consecutive years and a top combined GSE originator. Strong standing is also reflected in multifamily investment sales league-table positions and a large servicing portfolio that supports recurring platform relevance.
Strong Revenue Growth: Business activity expanded materially in 2025, with total transaction volume rising sharply year over year and revenue increasing versus 2024. Capital markets and multifamily property sales volumes also accelerated through 2025, indicating a broad rebound in core operating throughput.
Future-Ready Strategy: Forward guidance and stated long-term targets point to a plan for improving earnings power as transaction activity normalizes and extraordinary charges moderate. A significantly stronger near-term pipeline entering 2026 reinforces the expectation of continued momentum.
abrdn is a global investment company that helps clients and customers plan, save and invest for the future. Our purpose is to enable our clients to be better investors. Our strategy is to deliver client-led growth. We are structured around three businesses – Investments, Adviser and Personal – focused on their changing needs
ACAMS is the largest international membership organization for Anti-Financial Crime professionals. We support individuals and organizations who are dedicated to ending financial crime through thought leadership, continuing professional education, and our best-in-class peer network.
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its...
Citrin Cooperman is one of the largest professional services firms in the United States, founded in 1979. It provides comprehensive tax, accounting, and advisory services to middle-market companies and high-net-worth individuals. The firm delivers a tailored, integrated business approach and proactive guidance to help clients achieve their business and personal financial goals across various global markets.
Citrin Cooperman's Top Stability & Growth Strengths
Strong Revenue Growth: Revenue is portrayed as climbing rapidly, with industry lists placing the firm around the Top 20 at approximately $985M and leadership referencing "over a billion dollars in annualized revenue." Multiple sources indicate the business has more than doubled since 2021 through a mix of organic expansion and acquisitions.
Investor Backing & Capital Strength: Capital support is underscored by New Mountain Capital’s 2021 majority investment and Blackstone’s January 2025 acquisition of that stake, bringing additional resources for expansion. The unusual secondary transaction is explicitly framed as fueling the firm’s next chapter of growth and continued M&A.
Market Expansion: Geographic and service-line reach is broadening via a steady cadence of acquisitions, including ORBA in Chicago (2025) and add-ons across Ohio, New England, and Florida through 2025–2026. National and regional leader mentions and niche recognitions (e.g., construction accounting, entertainment valuation) reflect a widening footprint across key markets and sectors.
Applied Value Group is a boutique management consulting firm, investment house, and social impact group. The firm employs a Lean Growth philosophy to create sustainable financial impact for its consulting clients, the companies it acquires, and the NGOs it supports. It focuses on enhancing financial value and capital efficiency through a hands-on, results-driven approach, serving a global client base across...
EisnerAmper, one of the largest business consulting firms in the world, is comprised of EisnerAmper LLP, a licensed independent CPA firm that provides client attest services; and Eisner Advisory Group LLC, an alternative practice structure that provides business advisory and non-attest services in accordance with all applicable laws, regulations, standards and codes of conduct. Clients are in all business sectors...
EisnerAmper's Top Stability & Growth Strengths
Strong Revenue Growth: Reported revenue surpassed $1B in FY2024 and exceeded $1.2B by early 2026, supported by ongoing acquisitions and service-line buildouts. Inclusion in a “billion‑dollar cohort” underscores sustained momentum.
Strong Market Position & Advantage: Consistent top‑15 to top‑20 national placement and niche leadership in alternative investments position the firm strongly in the U.S. mid‑market. External recognitions and visibility bolster prominence with target client segments.
Investor Backing & Capital Strength: TowerBrook’s 2021 investment and a 2026 continuation vehicle provide capital for technology, AI, and M&A. This backing has underpinned an accelerated cadence of combinations since 2021.
Founded in 1990, Profile Software is a specialised financial software solutions provider with offices in key financial centers and a presence in 50+ countries across Europe, the Middle East, Asia, Africa and the Americas delivering market-proven solutions to the Investment Management and Banking industries. Profile Software is recognised as an established and trusted partner by international industry-specific advisory firms.
Amundi, the leading European asset manager, ranking among the top 10 global players* , offers its 100 million clients - retail, institutional and corporate - a complete range of savings and investment solutions in active and passive management, in traditional or real assets. This offering is enhanced with IT tools and services to cover the entire savings value chain. A...
Ripple provides one frictionless experience to send money globally using the power of blockchain technology. By joining Ripple’s growing global network, financial institutions can process their customers’ payments anywhere in the world instantly, reliably and cost-effectively. Banks and payment providers can use the digital asset XRP to further reduce their costs and access new markets. Founded in 2012, Ripple's vision...
Ripple's Top Stability & Growth Strengths
Product Line Growth: Ripple has broadened its enterprise stack with institutional custody via the Metaco acquisition and a USD‑backed stablecoin (RLUSD), unifying payments, stablecoin and custody under one roof. Ripple also positions Ripple Payments as an end‑to‑end, licensed platform for fiat and stablecoin rails beyond most pilot‑stage efforts.
Market Expansion: Ripple reports Ripple Payments is live across 60+ markets with regulatory footholds in jurisdictions like Singapore and Ireland and recent UK/EU licensing steps, alongside APAC growth. Named corridors and customers (e.g., SBI Remit, Tranglo, AMINA Bank) illustrate production usage across multiple regions.
Strong Market Position & Advantage: Within crypto‑enabled, enterprise cross‑border payments, Ripple is described as a front‑runner based on product maturity, legal clarity progress in the U.S., and an increasingly integrated stack. The combination of XRP liquidity, RLUSD, and institutional custody signals positioning oriented to regulated institutions.
Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across...
Houlihan Lokey's Top Stability & Growth Strengths
Strong Market Position & Advantage: League tables and industry awards consistently place the firm No. 1 by global M&A deal count, a leading restructuring adviser, and a long‑run leader in fairness opinions. This breadth across core advisory niches indicates durable competitive advantage in its mid‑market focus.
Strong Revenue Growth: Full‑year FY2026 revenue increased to about $2.62B from $2.39B, with EPS also higher year over year. Management cites stronger contributions across Corporate Finance and Financial & Valuation Advisory during the year.
Market Expansion: The platform expanded via acquisitions and hiring (e.g., Mellum Capital’s real estate capital advisory and a controlling interest in Audere Partners), bolstering European and capital‑solutions capabilities. Added teams and sector coverage suggest continued geographic and product growth.
Millennium is a global alternative investment management firm, founded in 1989, which manages $54.9 billion in assets. We seek to pursue a diverse array of investment strategies across industry sectors, asset classes, and geographies. Our four primary strategies are RV Fundamental Equity, Equities Arbitrage, Fixed Income Strategies, and Quantitative Strategies. Millennium was founded on the belief that innovation and results come...
Millennium's Top Stability & Growth Strengths
Strong Market Position & Advantage: The firm is consistently described as a top-tier multi‑manager platform with durable net gains and mid‑teens 2024 performance. Scale of $83B+ AUM, 330+ teams, and a broad global footprint reinforces a defensible competitive position.
Investor Backing & Capital Strength: A recent 15% minority‑stake sale at an implied multi‑billion valuation and ongoing fundraising indicate ample access to capital for platform investment. Rising AUM and allocation capacity suggest strong external confidence and balance‑sheet flexibility.
Resilient & Sustainable Growth: Multi‑year gains and a diversified pod structure have produced steady, risk‑managed compounding with positive momentum into early 2026. Expanding AUM, teams, and locations point to ongoing scaling supported by centralized risk controls.
Caliza is building the infrastructure to power stable finance for everyone. We are a global team with a global product and a global mission. Our API allows companies around the world to open digital dollar accounts for their users to save and transact. Caliza is backed by top-tier VCs including Initialized, New Form, Better Tomorrow Ventures, Abstract Ventures, Valor Capital, Quona...
