Top Jacksonville, FL Financial Services Startups (12)

Canoe offers first-of-its kind AI technology powering the future of alternative investments. Canoe has reimagined the future of alternative investments with cloud-based, machine-learning technology for document collection, data extraction, and data science initiatives. We transform complex documents into actionable intelligence within seconds and empower allocators with tools to unlock new efficiencies for their business. Since the beginning, we’ve maintained a focused, client-first...

Autoscribe Corporation is a leading financial services company and payment processor. With more than two decades of innovation and leadership in the financial technology industry, Autoscribe offers a full suite of tools through PaymentVision and Lyons Commercial Data to help their customers grow their business, simplify payment processing, mitigate risk, and ensure compliance. Recently named to the Inc. 5000 as...

Founded in 2005, LoanLogics is a provider of mortgage audit software, income calculation and verification technology, and document processing automation. This data-driven digital technology improves the transparency and accuracy of the mortgage process and improves the quality of loans. The company’s capabilities and audit services help residential mortgage lenders, servicers, insurers and investors validate compliance, improve profitability and manage risk...

New Management Services is a Financial Services company located in 12276 San Jose Blvd. Jacksonville, FL 32223

Financial Solution Advisors, PLLC is a Jacksonville, Florida based accounting firm focused on tax planning and tax preparation in the middle market business environment. We are CPA firm leading the industry with the best practices and use of new technologies. We take a proactive approach with all clients needs and seek to exceed our clients’ service expectations every chance we...

Founded in 1988, U.S Auto Credit is a well-respected, indirect lending source for over 2800 independent and franchise dealers. We currently operate in eight states throughout the southeastern U.S. Our company is a division of Duval Motor Company, a private, family-owned business that was founded in Jacksonville, Florida nearly 100 years ago. With that many years in the automotive business, we...

Retirement Solutions Specialists provides qualified retirement plan consultation and administration for owner-only, small businesses, corporations, public entities and non-profit organizations throughout the southeast. Mission Statement: Partnering with our clients, plan sponsors and participants to Achieve their Retirement Vision through a high-touch, proactive and consultative relationship. It is our goal to develop a retirement solution that will maximize the contributions and tax-deferral for...

Arena Investors is an institutional asset manager that provides creative solutions for those seeking capital in special situations. Arena brings decades of experience, a track record of comfort with complexity, the ability to deliver within time constraints, and the flexibility to engage in transactions that cannot be addressed by banks and other conventional financial institutions. Arena’s mandate is global, and also...

Greenshades delivers in-house payroll, HR, and tax solutions that integrate directly with your ERP—no outsourcing required. Our platform supports complex payroll and compliance scenarios, including shift differentials, multi-jurisdictional taxes, and garnishments, with automated checks and expert-backed accuracy. By blending in-house control with cloud-based flexibility, Greenshades tailors the payroll experience to your business processes—adapting effortlessly to your unique needs and existing...

Small Batch Standard is the premier financial agency built to serve the craft brewing industry. We help craft breweries grow profits through outsourced accounting, tax planning and filing, and growth consulting.

Sound Payments creates simplified, cost-effective technology solutions in the payments, financial services and health industries. We are innovators who offer the best in software development, state-of-the-art equipment, unparalleled technical and customer service delivery, training, advanced security and compliance -- all through cost-effective and flexible subscriptions.

Triad Financial Services, Inc. NMLS ID #1063 (www.nmlsconsumeraccess.org)is one of the oldest and most trusted lenders in the manufactured home industry with over 60 years of lending experience. Triad is trusted by customers, dealers, lending institutions and realtors alike and has helped tens of thousands of families realize their American Dream of homeownership. As one of the very top consumer...