Top Florida Financial Services Startups (251)

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...

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...

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 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,...

Luma Financial Technologies provides the leading, independent, multi-issuer platform for structured products and annuities. Luma is an award-winning platform that has been used by broker dealers and their advisors nationwide for nearly a decade to more efficiently source, configure, compare and price structured products and annuities that meet their customer’s specific investment needs. Luma's advisor-centric design, renowned education and training...

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...

Viamericas offers money transfer, bill payment, check processing and top-up services at agent locations across the United States, and a network of thousands of pay-out locations throughout Latin America, India and Asia. Viamericas provides easy, fast and safe international payments and superior customer service.

Payabli is a Payment Infrastructure and Monetization Platform with a core thesis “If You’re a Software Company You’re a Payments Company”. Payabli helps Software companies make payments a core part of their business model to drive revenue, enhance customer lifetime value, and boost enterprise value. Payabli is founded by industry veterans with over 18 years of Payments Tech and SaaS...

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...

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...

End-to-end finance platform for businesses

SUBSCRIBE is a fintech company digitally transforming the landscape of alternative investments for fund managers, institutional investors, wealth managers, law firms, and fund administrators. Our platform technology modernizes the archaic infrastructure of private fund investments by delivering a central operating system — catering to every role within the investment process empowering them to connect any fund, any investor, anywhere in...

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...

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.

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.

Unlock The Power of Open Finance. Truv lets your customers easily verify income and employment, assets, insurance, switch direct deposit & more — all in one platform.

Portage Point is an elite boutique business advisory, interim management, investment banking and financial services firm that partners with companies and their stakeholders during periods of growth, complexity, transition and underperformance. We are an operationally oriented team encompassing a broad range of expertise built to maximize value and align stakeholder interests while guiding businesses through the most urgent and complex...

It's simple: Shop, pay bills, and transact at the companies & brands you use everyday, and our app will automatically purchase $1 worth of stock in those companies for you. Fun, human investing. How it works: Each time you transact at a publicly-traded company (and any of their subsidiary companies/products), Grifin automatically withdraws $1 to invest into that company's stock on...

Gerson, Preston, Klein, Lips, Eisenberg & Gelber, P.A. is a full-service public accounting firm that is a respected and trusted business partner for a wide range of clients in South Florida. We are ranked among the Top 200 firms in the US offering a full line of accounting services including tax, audit, advisory, and litigation support. Our firm's success is...

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.