Top Florida Financial Services Startups (283)

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 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...

Atomic is a leading financial connectivity platform that puts consumers in control of their personal data. Prioritizing data rights and security, Atomic is trusted by over 195 financial institutions, fintechs and partners. Atomic offers unparalleled access to payroll, HRIS systems, and merchants facilitating a range of financial services including direct deposit switching, income and employment verification, and payment method updating.

Magnolia Wealth Strategies is a holistic personal and business financial guidance firm offering a full-range of financial solutions serving the needs of individuals, families, and businesses. Our main purpose is to help people secure their future and protect the ones they love. We also strive to serve the communities where we live and work. Everything we do is driven by...

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...

Findev is an international fintech engineering company that builds and modernises software for capital markets, electronic trading, investment management and financial data. We work with banks, asset managers, hedge funds, brokerage firms and other financial institutions on technology where accuracy, performance and reliability are essential. Some projects begin with a new platform or service. Others involve complex systems that have supported...

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.

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.

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...

CoinRoutes was built from the ground up to handle the unique market structure of crypto-assets as a leading provider of algorithmic trading strategies and execution management systems. Today, the company consolidates Market Data and offers Algorithmic Trading for over 1000 spot and derivative instruments from over 50 major exchanges and liquidity providers 24/7. Our patent-pending distributed architecture allows clients to keep control...

Fora Financial was founded in 2008, with the mission to provide capital funding to small business under a simple and seamless process. We are passionately driven to solve business owners’ biggest challenge to success: access to capital. With Fora Financials’ help, small business can finally unlock potential to reach new heights. Fora Financial is a leading business financing lender, that has provided...

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.

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...

The only nationally chartered bank built to enable developers and builders to create new financial products.

Austin Colby Co. is a privately held private-equity and internal shared-services company based in Clearwater, Florida. It provides financial services to a diversified clientele and supports a portfolio of business ventures through accounting, human-resources, and information-technology services. The company focuses on delivering quality products and services while managing administrative operations across its affiliated organizations. Its work combines centralized corporate support...

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...

End-to-end finance platform for businesses

Triad Financial Services, Inc. NMLS ID #1063 (www.nmlsconsumeraccess.org)is one of the oldest and most trusted lenders in the manufactured home industry with over 60 years of lending experience. Triad is trusted by customers, dealers, lending institutions and realtors alike and has helped tens of thousands of families realize their American Dream of homeownership. As one of the very top consumer...

Graphite Financial is a boutique fractional finance, accounting & strategy firm built to help startup founders and companies scale efficiently and sustainably. We were born in 2008 in NYC, supporting ff Venture Capital’s portfolio of early-stage companies. In 2016, Graphite Financial spun out and began working with the broader startup community. We are a team of certified public accountants, analysts,...