Top Florida Financial Services Startups (250)
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Worth is the AI-powered platform that consolidates onboarding, underwriting, and risk monitoring for fintechs, lenders, payment processors, and financial institutions. Founded in 2023, we built Worth to replace slow, manual underwriting with a single system that verifies, scores, and monitors small and medium-sized businesses (SMBs) in real time. At the center of the platform is Crosswalking Technology. Our proprietary AI/ML models...
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...
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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...
FE International is an award-winning global M&A advisor of SaaS, e-commerce and content businesses. It has completed acquisitions for thousands of founders, owners and acquirers, and is the preeminent valuation thought leader in the industry. Its team includes experts in exit planning, valuation, accounting, legal and more. Founded in 2010, FE is known for its extensive network of pre-qualified international...
Centri Business Consulting is dedicated to providing the highest quality finance and accounting consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their strategic accounting and reporting demands. From complex technical accounting transactions to periodic financial reporting, our professionals can offer any organization specialized expertise and...
Formerly known as Guerra Financial Group. With over 35 years of serving the community, Guerra Financial Group has committed their practice to creating and customizing financial plans for clients who are focused on growing and securing their wealth. Operating under the core values of transparency, integrity and commitment, your prosperity is their priority.
We are a team of dynamic, enthusiastic, and service-oriented individuals who want to make banking and mortgages easier for you. With our upcoming digital banking and mortgage-lending platforms, we're confident you'll feel right at home with the new Cornerstone Capital Bank. Cornerstone Capital Bank, SSB, Member FDIC, NMLS ID# 2258 (www.nmlsconsumeraccess.org) 1177 West Loop South, Suite 700, Houston, TX 77027 The Roscoe State...
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,...
XTRM is a powerful global payment platform and API powered by an intelligent digital wallet architecture that allows any size company or developers to integrate, receive, manage and make any type of B2B, B2C, C2C and C2B global payments for themselves or for their customers. Typical solutions include payments for incentives, rebates, accounts payables, referalls, temporary workers, contractors and many...
Lendz Financial makes wholesale mortgage lending easier with our fast, digital-first approach. We offer non-QM wholesale loan programs for borrowers needing alternative income verification, expanded credit options, and competitive loan terms. As a non-QM lender, we provide solutions like WVOE loans, 1099 income loans, and bank statement loans for self-employed borrowers. Investors can benefit from DSCR loans and cross-collateral loans....
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...
AIO Logic is a financial technology company providing SaaS solutions to SMB and middle market commercial lenders. Our loan and portfolio management platform, AXIS, is the only end to end solution capable of managing the complex requirements and bespoke loan structures of SMB and middle market commercial lending.
LendingOne is a direct private lender for Real Estate professionals. We offer long-term rental financing, SFR portfolio loans, SFR aggregation facilities, Fix/Flip, Multifamily, and new construction financing. Not a broker nor a bank, but a fully funded lending partner that can close consistently and help you grow your business. LendingOne uses our own capital, an easy online application and our...
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...
Transak is a leading Web3 onboarding infrastructure provider. Its API-driven solutions enable web3 platforms to onboard users to 180+ crypto assets from 160+ countries, abstracting away the complexity of user KYC, risk monitoring & compliance, payment methods and customer support. Transak's On/Off-Ramp widget can be integrated into an app in just a few lines of code. Transak is backed by...
Candex is a fintech consolidator for large organizations so that they can make purchases from one-time, irregular and low risk suppliers using existing P2P processes. Candex operates globally managing setup, support, tax and regulatory complexity - making it simple, fast, and compliant to pay suppliers even across borders and cross currencies. Available in multiple deliveries, Candex works directly within existing...
Since 1975, Brown Insurance Services has delivered quality insurance solutions. Brown Insurance is now serving business and personal insurance clients in over 35 states. Our team of knowledgeable insurance professionals is committed to helping you find solutions that fit your needs. We focus on providing individualized attention and quality customer service to create an experience that’s difficult to find when...
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...
Crete Professionals Alliance (Crete PA) is a collaborative network of accounting and professional services firms. The Crete PA model is designed to augment the power of local brands and culture, with national platform capabilities, to create growth opportunities for the business and career advancement for our staff. With our partnership, if the business wins, we all win. #TeamCrete
