Top Florida Financial Services Startups (251)

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 AI is a minority-founded SaaS platform powering inclusive financial underwriting through AI. Our Values: - Economic inclusion for everyone. - Equitable decision-making through technology. - Tackling financial inclusion for all - from enterprises to small businesses. Get to Know Worth AI’s Technology: Worth AI is an underwriting platform that leverages AI algorithms to deliver lightning-fast processing times, unparalleled accuracy, and a...

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...

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...

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.

End-to-end finance platform for businesses

One Park Financial helps small business owners access working capital. Through our own direct experience, we understand the strengths and needs of entrepreneurs and owners of smaller businesses and the challenges they face when searching for funding options. We believe everyone deserves a chance to succeed and own their dreams – on their own terms. And we know that small...

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...

Greenshades delivers in-house payroll, HR, and tax solutions that integrate directly with your ERP—no outsourcing required. Our platform supports complex payroll and compliance scenarios, including shift differentials, multi-jurisdictional taxes, and garnishments, with automated checks and expert-backed accuracy. By blending in-house control with cloud-based flexibility, Greenshades tailors the payroll experience to your business processes—adapting effortlessly to your unique needs and existing...

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...

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...

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...

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.

Meridian Adhesives Group is a full-service, global adhesive solution provider. Through the science of innovation, we deliver purposeful, high-impact products and bonding solutions that make possible the goals of our customers.

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,...

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....

Jimerson Birr is a Florida-based law firm with global reach, known for being trusted counselors, effective negotiators, and results-driven litigators. They focus on exceeding client expectations through a commitment to excellence and by adding value to clients' businesses.

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.

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.