Top Tampa, FL Financial Services Companies (35)

Named among the World’s Most Admired Companies™ by Fortune and recognized in the Fortune 100 Best Companies to Work For® list in 2025, MetLife is leading the global transformation of an industry we’ve defined for more than 155 years. At MetLife, every innovation and line of code is a lifeline for our customers and their families—from victims of natural disasters...

At New York Life, our 180-year legacy of integrity, mutuality, and financial strength fuels a future defined by bold transformation. As the largest mutual life insurance company in the U.S., we operate on behalf of our policy owners—not shareholders. That structure allows us to take a long-term view, investing in people, purpose, and innovation that endures. Guided by a clear enterprise vision...

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers...

Clear Street’s mission is to give every sophisticated investor access to every asset, in every market, through a unified platform built for speed, transparency and scale. We give our clients the technology, tools, and service once reserved for the largest institutions, rebuilt with modern infrastructure. Our single, cloud-native, end-to-end capital markets platform powers investor growth today and is transforming how they...

Together, we've turn ambition into action. For more than three decades, Citadel has captured undiscovered market opportunities in markets around the world by empowering extraordinary people to pursue their best and boldest ideas. We strive to identify the highest and best uses of capital to generate superior long-term returns for the world’s preeminent public and private institutions.

Crosstree is a distinguished boutique investment banking firm focused exclusively on the needs of middle-market companies within three subsectors of the life sciences and healthcare industries: pharmaceutical services, diagnostics and tools, and digital health. Since 2004, Crosstree has advised on more completed transactions in these collective subsectors than any other investment bank. The firm provides clients a full suite of...

Trellance is a leading provider of business analytics and talent services for credit unions, helping them meet the financial needs of today’s digital consumer. With a comprehensive suite of data science solutions, staff augmentation and professional services, the Trellance team ensures credit unions increase efficiency, manage risk, and improve member experience. As credit unions’ tech partner, Trellance brings them to...

At Legacy Wealth Partners, we provide you with guidance and expertise to help you make sound financial decisions that can help to protect your long-range future. First, we help you coordinate and centralize your financial world. Next, we help you organize your finances so they are easy to understand. And then we provide you with accurate, up-to-date information and solid...

Benchmark International is a global M&A firm that provides business owners with creative, value-maximizing solutions for growing and exiting their businesses. Benchmark International has handled over $8.25 billion in transaction value across various industries from offices across the world. With decades of M&A experience, Benchmark International’s transaction teams have assisted business owners with achieving their objectives and ensuring the continued...

Walker & Dunlop is one of the largest commercial real estate finance and advisory services firms in the United States. Our ideas and capital create communities where people live, work, shop, and play. The diversity of our people, breadth of our brand, and technological capabilities make us one of the most insightful and client-focused firms in the commercial real estate...

With a years of knowledge in providing multi-specialty medical billing solutions, MGSI is a leading medical billing company that is at the forefront of the industry. With over 30 years of combined experience, our skilled management team guarantees unmatched expertise in handling your billing requirements. MGSI, a Better Business Bureau-awarded A+ organization that complies fully with mandatory Compliance/HIPAA standards, ensures...

Schellman is a leading provider of attestation and compliance services. We are a globally licensed PCI Qualified Security Assessor, an ISO Certification Body, HITRUST CSF Assessor, and a FedRAMP 3PAO. Renowned for expertise tempered by practical experience, Schellman's professionals provide superior client service balanced by steadfast independence. Our approach builds successful, long-term relationships and allows our clients to achieve multiple...

Tax and accounting professionals who want to process government tax notices in 30 days to avoid sequential notices, non-compliance and penalties, rely on NOTICENINJA corporate tax notice compliance automation software. NOTICENINJA leverages optical character recognition (OCR), machine learning, and AI-enabled workflows to streamline and automate tax notice compliance. To ensure real-time status visibility, NOTICENINJA includes due date tracking, document management...

The mission behind TradeSmith is to put easy-to-use, technology-based tools into the hands of individual, self-directed investors. TradeSmith began as a simple way to track portfolios using trailing stops, and has evolved to become a powerful suite of risk-management and portfolio analysis tools. TradeStops®, our flagship product, allows you to manage your portfolio with hedge fund-level insights specifically designed for the...

WE’RE ALL ABOUT GIVING BACK— TO OUR MEMBERS, COMMUNITY, AND EMPLOYEES. Supporting the goals of our employees as well as our neighbors and outreach partners At GTE Financial, you’ll enjoy much more than a career. You’ll experience something truly unique: a friendly, committed community of employees who are dedicated to your success—and to the advancement of the businesses, neighbors, friends, and outreach partners...

Tampa Bay Wave is a 501(c)(3) nonprofit organization that drives opportunity & prosperity in Tampa Bay by helping entrepreneurs build, launch, and grow breakout tech businesses. Wave’s nationally-recognized Accelerator programs provide tech entrepreneurs with the resources they need to scale their startups, including access to our 200+ mentors, 400+ investors, and exclusive events with key stakeholders in the tech community....

Mangrove Equity Partners, LP is a Tampa, Florida-based lower middle market private equity firm. Mangrove has 100+ years collective reputation as uncommonly effective, fair, flexible and honorable partners to company owners and managers. From our captive equity fund, we sponsor owners and operators in management buy-outs, management buy-ins, majority recapitalizations, family succession recaps, and industry consolidations. We have the financial...

Fintech (Financial Information Technologies) is a payment and data solution for the alcohol industry. We're dedicated to saving businesses time and money by offering a safe, secure way for alcohol purchases to be paid electronically. Using Fintech’s award winning system, both alcohol distributors and retailers are able to regulate alcohol payments and control purchases. As a result, businesses can ensure invoices...

CFO Alliance is proud to announce it is now part of the Atlantix Partners family of brands. Atlantix Partners is a leading consulting firm focused on the office of the CFO providing Accounting and Finance Advisory, Business Process Outsourcing, Digital Transformation and Information Technology Services. Its team brings decades of experience, delivering and executing actionable recommendations needed to efficiently scale...

Suncoast Credit Union is the largest credit union in the state of Florida, the ninth largest in the United States based on membership, and the 10th largest in the United States based on its $12.6 billion in assets. Chartered in 1934 as Hillsborough County Teachers Credit Union, Suncoast Credit Union currently operates 74 full-service branches and serves more than 928,000...