Top Miami, FL Financial Services Companies (71)
Together, we've 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 Securities is the next-generation capital markets firm. Our work is powered by the deepest integration of financial, mathematical and engineering expertise. Combining deep trading acumen with cutting-edge analytics and technology, we at Citadel Securities deliver critical liquidity to the world’s most important financial institutions—while helping shape the global markets of tomorrow.
End-to-end finance platform for businesses
Nirvana Money is a financial technology startup in stealth mode with a launch date in the second half of 2022. We are building a digital service featuring a credit card – plus checking, savings, and installment loan features – combined into a single all-purpose primary account. We’re bringing the spirit of Silicon Valley to Miami – a young, vibrant and international city. FinTech pioneer, Bill Harris, has started nine financial technology companies. Success comes from attracting best of the best – tech veterans and rising stars. If you’re a bold-thinking over-achiever, you’ll love being surrounded by others like you.
We help financial institutions reduce/manage costs and mitigate data compliance risk using our market data vendor management knowledge and expertise. We've worked in market data vendor management throughout our careers for large investment banks, buy/sell side shops, and broker dealers. Our Services Include: Cost Management/Savings Initiatives, Alternative Vendor Selection & Implementation, Usage/Inventory System Implementation, Contracts Support, Vendor & Exchange Audit Support, and Inventory/Invoicing Administration. We also offer market data as a managed service and other project-based services. If you are interested in learning more about our services, please contact me at: [email protected]
Brickell Financial Group LLC offers personalized financial planning and investment advisory services, guiding clients—such as globally focused families, high earners, and small business owners—toward financial independence. With a commitment to innovative tax strategies and wealth management, Brickell Financial helps clients optimize investments, mitigate risks, and prepare for early retirement or other financial goals.
Accial Capital is an impact-focused, tech-enabled, private debt fund manager, empowering small businesses and consumers in emerging markets. We intentionally and exclusively focus on fostering financial wellness through responsible lending. For Investors: We provide access to an ultra-diversified, multi-country, multi-lender, multi-product private debt opportunity with profound social impact. For Emerging Market Loan Originators: We provide access to capital, proprietary data, and technology, allowing you to approve more great borrowers and cultivate financial wellness at scale. www.accialcapital.com
Bci Miami is the US branch of Banco de Credito e Inversiones, a Chilean bank that has been for more than 75 years in the market. The Branch was founded in 1999 and was the first step of Bci’s strategic plan for internationalization. Our mission is to accompany our Chilean and Latin American customers in their international businesses, as well as their globalization process, specially in the US. Through our customer-centric service and an highly experienced team we serve and advise personal and corporate clients, mainly from Chile, Peru, Colombia, Mexico, Brazil and the United States. We offer a wide range of banking products and services, including time deposits and transactional accounts in major currencies, cash management, Online Banking, credit lines, foreign trade services, factoring, and Forfaiting, among others. For more information please visit the Corporation’s website Bci.cl
CoVenture invests across the capital stack of technology startups re‑inventing tomorrow’s economy. CoVenture partners with founders who are inventing new asset classes, identifying new economies, or who require alternative types of capital to grow -- and backs them with venture capital and/or debt financing.
RecargaPay is an all-in-one payments superapp based in Brazil that invites people to switch out of autopilot and rethink their finances based on convenience, affordability, and flexibility. The platform streamlines payments for over 7 million Brazilians by consolidating credit and debit cards, instant payments like Pix, and Open Finance, on a mission to democratize mobile payments and financial services in Brazil. Featuring services such as bill payments, mobile top-ups, public transportation, installment plans, and loans, designed with convenience, low cost and flexibility in mind. RecargaPay is changing the way both banked and unbanked Brazilians make their everyday payments and access their financial services. Founded in 2010, having already received over $120 million in funding from investors that include IFC and IADB, RecargaPay is authorized as a Payments Institution and SCD by the Brazilian Central Bank.
We’re a leading professional services firm that specializes in real estate and investment management. JLL shapes the future of real estate for a better world by using the most advanced technology to create rewarding opportunities, amazing spaces and sustainable real estate solutions for our clients, our people and our communities. We want the most ambitious clients to work with us, and the most ambitious people to work for us. Join us. #AchieveAmbitions
Gerson, Preston, Klein, Lips, Eisenberg & Gelber, P.A. is a full-service public accounting firm that is a respected and trusted business partner for a wide range of clients in South Florida. We are ranked among the Top 200 firms in the US offering a full line of accounting services including tax, audit, advisory, and litigation support. Our firm's success is lodged deeply in our professional commitment to honesty, integrity, values, respect, knowledge, and ethics. We are focused on delivering quality, adding value, and being an insightful resource to each and every client that we serve. Our clients range from the individual taxpayer to some of the largest companies in South Florida with both domestic and international operations. We have an experienced team of professionals located in 2 offices in South Florida - Miami, and Boca Raton.
H.I.G. Capital is a leading global private investment firm with over $50 billion of equity capital currently under management.* H.I.G.'s family of funds includes private equity, real estate, growth equity and debt/credit. H.I.G. Capital has invested in and controlled over 300 organizations globally since it was founded more than 20 years ago. The firm currently manages a portfolio of companies with combined sales in excess of $30 billion. H.I.G. is based in Miami, with offices in New York, Boston, Chicago, Dallas, Los Angeles, San Francisco, and Atlanta in the U.S., and affiliate offices in London, Hamburg, Madrid, Milan and Paris in Europe as well as Rio de Janeiro, Bogotá and São Paulo in South America. H.I.G. focuses on providing capital to small and mid-sized businesses with attractive growth potential. The firm invests in management-led buyouts and recapitalizations of well-managed and profitable manufacturing and service businesses. H.I.G. Capital also has extensive experience with operational turnarounds and financial restructurings. The firm has a proven strategy built around; (1) a flexible investment approach which emphasizes speed as well as responsiveness; (2) a large team with unique skills and capabilities, as well as a "can-do" approach; (3) a long-standing focus on small and medium sized businesses typically from $50-500 million in value, as well as an understanding of the challenges and opportunities these business present. * Based on total capital commitments managed by H.I.G. Capital and affiliates.
At Greenlight Financial, our goal is to assist small-to-medium size businesses with their financial accounting and bookkeeping needs. Our services allow organizations to focus on generating additional revenue and core business functions while allowing us to handle the administrative and back-office duties and responsibilities of entering receipts, reconciling accounts and performing month-end financial closings.
Our mission is to give Financial Advisors like you, the confidence to reach higher. Grow Faster. Explore further. UNION UMA TAMP Run your whole business from one platform—and get unique, personalized guidance to help your clients control risk. INVESTMENT STRATEGIES Select from a range of tactical strategies built to manage risk in a variety of market environments. RESEARCH Master the markets with a direct line to the same research that drives our own investment decisions. Disclosure: http://bit.ly/2l3OvaL
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Securitize is a global fintech, Top 50 blockchain company, with a mission to provide investors with access to invest in and trade alternative assets, and for companies to raise capital and offer shareholder's liquidity. Securitize has pioneered a fully digital, regulatory compliant, end-to-end platform for issuing, managing and trading digital asset securities (also known as security tokens), with over 200 businesses and nearly 400,000 investors already connected, and nearly $500 million in current-value digital asset securities issued on the Securitize platform. We are a well-funded global team made up of top blockchain and financial industry talent based around the world, based in Tel Aviv, Buenos Aires, Tokyo, New York, and San Francisco. We’re backed by leading financial institutions and blockchain investors, including Morgan Stanley, Blockchain Capital, MUFG, Sumitomo Mitsui Trust Bank, Sony Finance, Banco Santander, and Coinbase. Securitize is a Digital Asset Securities firm. Our goal is to provide access for investors to invest in private market digital asset securities (security tokens), and provide companies with a fully-digital end-to-end suite of compliant solutions leveraging the advantage of next generation blockchain technology.
Atomic is a venture studio and fund created in 2012 by serial entrepreneur Jack Abraham to speed and scale the process of building high-growth companies. Atomic pioneered the studio-fund model of bringing together ideas, capital, talent, and resources to start companies in parallel and has built successful companies across industries ranging from fintech, web3, and the workplace to proptech, education, and the enterprise. Bungalow, Found, Hims & Hers (NYSE: HIMS), Homebound, OpenStore, and Replicant are some of the companies we've built. When co-founders join Atomic, they team up with an experienced group of founders and a built-in team of specialists ranging from legal and finance to HR, design, and marketing. Described by Forbes as "The Pixar of Silicon Valley," Atomic is headquartered in Miami and San Francisco and has a distributed team across the U.S. and Canada.
Greenbox Capital is a direct funder in the merchant cash advance industry providing small businesses access to much needed working capital through merchant cash advances, invoice factoring and short-term small business loans. As a technology-driven alternative lender, Greenbox Capital’s enterprise solution, The Box, stands head and shoulders above other Fintech products. The Box increases deal security to brokers vastly improving the speed of funding and quality of underwriting for scaling and overhauls traditional means of obtaining capital with a seamless experience for the customer. Our core values are Commitment, Communication, Teamwork, Service and Integrity. Our team is made up of dedicated, hard-working, honest individuals working together toward the company goal of being the safest place to fund small businesses! We make an impact on small businesses in the US, Puerto Rico, and Canada, every day.
Play2Pay™ is a global payments platform that enables mobile phone users to pay their service provider bills by playing games, watching videos and completing special offers on their devices. It’s a fun and rewarding alternative for making payments. Consumers discover new apps and brands, earning points the more they engage and converting time spent into making payments. The payments alternative combines mobile monetization and gamification. Based in Fort Lauderdale, Florida, the company has operations in the United States, United Kingdom, Mexico and Singapore.
NovoPayment, a category leader in the area of Banking as a Service (BaaS) platforms across the Americas, enables digital financial and transactional services in support of varied use cases. The company’s bank-grade solutions use APIs and other flexible delivery models to help banks, financial institutions, merchants, networks, marketplaces, neo banks and other financial service providers to leverage their existing systems to generate new deposits, transaction streams and customer experiences.
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