Top Orlando, FL Financial Services Startups (12)

Worth AI is a minority-founded SaaS platform powering inclusive financial underwriting through AI. Our Values: - Economic inclusion for everyone. - Equitable decision-making through technology. - Tackling financial inclusion for all - from enterprises to small businesses. Get to Know Worth AI’s Technology: Worth AI is an underwriting platform that leverages AI algorithms to deliver lightning-fast processing times, unparalleled accuracy, and a...

DiMercurio Advisors is an accounting firm with a passion for small businesses. We empower business owners by simplifying complex financial information so they can make educated decisions to succeed. At DiMercurio Advisors, our specialists alleviate the weight of complicated problems by providing you with innovative accounting, tax, and advisory solutions. That way, our clients can focus on the things they...

AndCo Consulting delivers customized institutional consulting services to meet each client’s unique needs. We offer a full range of investment consulting services for all types of institutional plans including defined contribution, deferred compensation, defined benefit, non-qualified, OPEB, VEBA, operating reserves and endowment and foundations. AndCo was founded on the belief and conviction that only an independent institutional consulting firm can put...

Ferrell & Kelly, CPAs is a growing tax service and accounting firm located in Winter Park, Florida. We offer tax planning and consulting, tax preparation, and accounting/bookkeeping services to individuals and businesses, particularly privately owned or closely-held companies. Together with our investment advisory affiliate Ferrell Wealth Management, Inc. we provide comprehensive, cohesive services to meet most business and personal financial...

In a world where personal financial issues become increasingly complex, we can help discern the true from the false, the practical from the useless, the probable from the merely possible, and the applicable from the merely interesting. Your family’s unique circumstances can be better served with such expertise. We are investors, not speculators. We manage our clients'​ investment portfolios but...

Round Table Resource Group is a full-service back office support team that works behind the scenes as an extension of your team. We have a dedicated staff of professionals with many years of experience in the industry holding numerous certifications in Human Resources, Payroll, and Financial specialties. Our support is transparent, professional and entirely seamless with a fee that includes...

International Assets Advisory, LLC, (“IAA”) is a full service brokerage and money management firm. IAA, founded in 1982, is registered under the Securities Act of 1934. From our offices in Orlando, we serve thousands of clients -- in Central Florida, throughout the country, and around the world. Our clients partner with a personal Financial Consultant, who constructs an investment strategy custom...

Abe.ai (an Envestnet | Yodlee solution) builds artificial intelligence (AI)-powered virtual assistant products & infrastructure for the finance industry. Financial institutions of every size--from small credit unions to the largest banks--use our software to create AI-powered human-like experiences to scale proactive support and engagement with their consumers. Our solutions allow financial institutions to engage with their consumers via rapidly-growing channels...

NACM South Atlantic is the leading provider of commercial credit services including: • Business Credit Reports • Notice to Owner • Commercial Collections • Industry Credit Group Meetings. • Recording Fast (eRecording Service) NACM South Atlantic provides service throughout the southeast with our headquarters located in Orlando Florida.

Welcome to Grennan Fender. 

At Grennan Fender we don’t just crunch numbers, we examine each aspect of a client’s finances to increase success and profitability.

 Our philosophy is simple: provide the client with the best accounting and auditing service in Orlando that are available, at a reasonable cost, and a long-term relationship will flourish. A leading full service accounting and...

LSQ is the leader in working capital finance and payment solutions, combining the fastest and easiest to use platform, on-demand payments, and a data-driven understanding of credit and risk to help businesses and suppliers maximize liquidity and minimize risk. LSQ is a market leader and pioneer in working capital finance and payments solutions. For more than 25 years, LSQ has leveraged...

Headquartered in Orlando, Florida, Enotiva Lending Solutions Inc is a full-service mortgage Broker offering a wide range of mortgage products for customers from all walks of life. Our primary concern is our customers’ satisfaction. Every interaction you’ll experience with our dedicated mortgage professionals will be one that puts you, the customer, front and center. We’ll take the time to listen...