Top Florida Financial Services Startups (224)

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...

We recently updated our Vision and Values as we are more than simply a technology. In our evolved Vision statement, we now emphasize the word, "integrity" as we know it is the combination of technology and PEOPLE that truly sets us apart. Our clients look good because their citizens are better served using our platform and processes that include real...

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...

Fifth Avenue Financial (FAF), the largest general agency within the MassMutual family of firms, is a distinguished financial services company. Based in New York City, we are renowned for exceptional service and offer a comprehensive range of insurance and planning solutions to individuals and businesses. With a commitment to tailored strategies and guidance, our team empowers clients to navigate complex...

Orion180 is a homeowner’s insurance company built on our 3 pillars of success; Do More, Be More, Give More. Our technology allows us to Do More. While the rest of the insurance space languishes with legacy systems, Orion180 utilizes our innovative proprietary system to quote and bind within minutes. Now with the MY180 mobile app, agents can enjoy full quoting...

Experience Life-Minded Wealth® with Wescott​ At Wescott Financial Advisory, we take you beyond wealth management to achieve Life-Minded Wealth®. This personalized approach aligns your financial decisions with your life objectives, aspirations, and values . . . bringing more meaning to your assets than a narrow set of financial metrics. Wescott gives you... – A holistic wealth management team, including estate,...

Greenbox Capital is a place for people who want to move quickly, solve meaningful problems, and take real ownership of their work. We help small businesses access the capital they need to grow, and we're building the team to take that mission further.

CashQ is a global push payments platform designed for banks and neobanks. Our platform enables funds to be sent instantly, seamlessly, and securely to any account worldwide and provides tremendous value to your customers in banking and financial institutions.

The Groove is a modern enterprise consultancy focused on leveraging the power of next-gen technologies, industry insights and critical thinking to help clients solve their most challenging business problems. The Groove is founded by the practitioners behind a global consulting organization, who for 20+ years, delivered cloud technologies and unique business solutions to over 1,000 clients across multiple industries. Backed...

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...

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...

MagicOrange is a cloud-native, enterprise IT Financial Management solution, incorporating an intuitive cost allocation platform to correlate and assign IT, shared services and direct divisional spend to business activities at scale - Optimisation: Actionable insights inform investment and prioritisation decisions to improve utilisation, performance and profitability - Alignment: Understand the business value of IT and drive accountability and ownership in...

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...

At Acclarity, we give numbers meaning, helping businesses sharpen decision-making and strengthen business results through our people-powered accounting, financial, and technology solutions tailored to the needs of the Office of the CFO. Our agile, scalable team of expert professionals meets businesses where they are and takes them where they want to go. Together we deliver clarity, accuracy, and strategic guidance to...

DLP Capital is a private real estate investment and financial services company focused on making an IMPACT by acquiring, developing, and building relationships, housing, leaders, and organizations. DLP Capital executes its IMPACT through a wide array of business divisions and companies including lending, investment funds, sales, leasing, property management, construction management, development, and loan servicing. Through the Elite Execution...

Full-service, bespoke back-office solutions for the modern era. Full team of bookkeepers, accountants, controllers, and financial analysts to take on comprehensive finance department scope, including budgeting, financial modeling, and investor materials. Industry focus on real estate, hospitality, consumer products, and sponsor-backed operating companies.

WM Partners is a middle-market private equity firm specializing in buyout investments in the health and wellness sector. WM Partners seeks to acquire small and medium size businesses with attractive growth prospects and generate sustainable, long-term value through its operational expertise in the health and wellness sector, and strategic business approach working in collaboration with experienced management teams. WM Partners...

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,...

End-to-end finance platform for businesses

As an independent multi-family office, Ballentine Partners’ mission is to help families achieve their aspirations, build their legacy, and live the life they want to live. We measure success not just as a financial outcome, but also as a human outcome. Serving a broad range of clients, from individual professionals and entrepreneurs with $4 million in liquid assets to multigenerational families...