Top Florida Financial Services Startups (200)

A pioneer in financial and government technology, ClassWallet's technology is used by public agencies across 35 states to maximize the positive impact of public funding on people’s lives. Since 2014, the ClassWallet platform has been used to deliver more than $4 billion in public funds to millions of citizens, and has helped clients achieve the highest standards of program integrity...

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...

At Tradeify, we empower talented traders to trade and earn payouts through a streamlined 3-step process designed to maximise opportunity and minimize personal financial risk. Our program begins with a trading challenge, progresses to a simulated funded stage, and culminates in a live funded account for consistent and successful traders. Tradeify provides cutting-edge tools to support your trading journey, including automated...

The Crews Banking Corporation is the holding institution for the Crews family of banks. With more than 90 years in the financial industry, Charlotte State Bank & Trust, Crews Bank & Trust, Englewood Bank & Trust, and Wauchula State Bank provide a broad range of financial services to the Central Florida community. You should love doing business with your financial...

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.

We invest our resources and expertise directly into Small Businesses and Independent Real Estate Agents to build their businesses into one that will produce continuous growth and profits

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...

The League of Southeastern Credit Unions & Affiliates represents 333 credit unions in Alabama, Florida and Georgia, with a combined total of more than $120 billion in assets and more than 10.3 million members. LSCU provides advocacy and regulatory information; education and training; cooperative initiatives (including financial education outreach); media relations and information; and business solutions. For more information, visit...

We’re hard at work creating a wealth management platform that will give you a simple way to grow and manage all of your money in one place in real-time.

Theorem Fund Services offers a comprehensive service offering which includes fund administration, investment manager accounting, and compliance. Our highly trained staff which are complimented with robust technology work seemingly together to ensure accurate, timely, and customer service driven experiences for our clients.

Idea Financial is a digital lending startup that provides Main Street businesses with the resources they need to be successful. Providing a variety of financial products and useful services, Idea Financial is a partner to small businesses throughout the country. Small businesses need, now more than ever, increased financial agility and control to compete in today’s marketplace. At Idea Financial, we...

ML Tech is a VC/Angel backed FinTech company. We are building the next generation trading platform within the crypto asset space. Our vision is to grow into an ecosystem empowering users to tackle problems of increasing complexity and make solutions available to our community of researchers and investors.

A leading digital tipping company across over 30,000 locations with globally patent-pending technology. 2024 Spiders Awards Winner Sponsored by Deloitte Digital 2024 Finance Award Winner at the ESG Awards in association with Grant Thornton. 2023 Best Payment Solution Award at the National Fintech Awards with Fidelity Investments 2022 Winner At the KPMG Financial Services Awards 2021 Grand Prix Overall Winner at the National Startup...

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...

World Financial Group (WFG) is an AEGON Company dedicated to helping individuals’ and families’ financial needs. Our mission, to help build and protect wealth for those from all walks of life, extends to you so you don’t have to go it alone. Your WFG associate will walk alongside you in your journey to financial success; first by assessing your financial...

FMSbonds, Inc., founded in 1978, is headquartered in Boca Raton, Florida, with other offices in North Miami Beach, Denver, Greenwich, Charlotte and Dallas.

Guzman & Company was founded in 1987 with a vision to integrate the most advanced execution technology with superior client services for seamless support of even the most complex, automated and high-volume electronic trading strategies. Today, Guzman & Company brings together our extensive expertise in investment technologies, liquidity sourcing and execution management, with global resources and entrepreneurial passion, to provide...

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.

An emerging technologies platform for global financial markets.

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...