This article showcases our top picks for the best Florida based Asset Management companies. These startups and companies are taking a variety of approaches to innovating the Asset Management industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
Top Florida Asset Management Startups
Data sourced from Crunchbase and SemRush.
Red Violet
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Red Violet is an analytics and information solutions provider.
Raxar Technology Corporation
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All-in-One work management software for the on-the-go, deskless worker
Insigneo
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Insigneo offer a unique combination of forward thinking, client focused, best-in-class services and solutions.
Trillion Digital Assets
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Institutional-grade digital asset trading desk for emerging markets.
Three Shores Bancorporation
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Three Shores Bancorporation, Inc. operates Seaside National Bank & Trust.
Crown Bay Group
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Crown Bay Group is actively involved in the acquisition, asset management, renovation, re-positioning and disposition of “value-add”.
Safina Asset Management
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Safina Asset Management is an “all stage” investment firm.
MBF Healthcare Acquisition
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MBF Healthcare Acquisition Corporation is a blank check company.
Hartmann Capital
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Hartmann Capital invests in emerging technologies that present global paradigm shifts and offer asymmetric returns.
Plan Confidence Corp
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Plan Confidence Corp provides investment advisory services.
Colony Capital
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Colony Capital operates as global digital infrastructure, real estate, and investment management firm.
Family Office Club
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Family Office Club is an association in the family office wealth management industry.
Kawa Capital Management
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Kawa Capital Management is an independent asset manager providing accredited investors solutions to build tailored alternative portfolios.
Air AI
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Air AI is a software company dedicated to improving rental and sales transactions with AI. SaaS, Mobile App, Payment
Taplin, Canida & Habacht
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Taplin, Canida & Habacht provides a investment and management consultancy service.
Vinik Sports Group
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Vinik Sports Group manages sports and entertainment assets.
HB CAPITAL
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HB Capital Group is a real estate company that focuses on the acquisition, management and production of value-added real estate properties.
Coast
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Coast is a global management company that specializes in developing and enhancing CMMS & SaaS systems for various industrial sectors.
Cyprexx Services
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Cyprexx Services provides property management, mortgage services, and asset management services.
Lighthouse Investment Partners
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Lighthouse Investment Partners offers portfolio management, hedge funds, investment strategies, asset management & risk management services.
Independent Financial Partners
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Independent Financial Partners (“IFP”) is a SEC Registered Investment Adviser (RIA) located in Tampa, Florida.
SmartX Technology
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MULTIPLE-PLATFORM APPROACH TO AERIAL ENTERPRISE ASSET VISIBILITY
Peninsula Investments Group
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Peninsula Investments is a asset management firm.
GSM Systems
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GSM Systems provides software and services to manage and maintain IT and communications network assets.
Nuvola
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Nuvola provides software and application that specializes in hotel operating, asset management, housekeeping and guest experiences.
FlexFunds
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FlexFunds provides administration services for exchange traded products and corporate business services.
Harwood Financial Group
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Harwood Financial Group is an investment solutions company that provides fiduciary, wealth, asset, and financial management services.
Avatar Property and Casualty Insurance Company
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Avatar Property and Casualty Insurance offers comprehensive insurance coverage across the state.
Atlantico Capital Partners
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atlanticocap provides corporate finance, M&A, structured finance and project finance advisory with a focus on middle market transactions.
Specialized Property Management
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Specialized Property Management focuses on property leasing, property rental, real estate investment, and asset management services.
EFG Capital
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EFG Capital offers asset management, account management, wealth planning, and brokerage services.
Top Talent Solutions
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Top Talent Solutions is a human resource consulting firm.
EJT Holdings
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Ejt Holdings is an investment firm that manages private capital base and focuses on building a diversified portfolio of investments.
United Capital Markets
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United Capital Markets is a brokerage firm that specializes in investment planning, portfolio management, trading and consulting services.
RAMP
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RAMP is a full-service Worldwide Accounts Receivable Management Company and Collection Consultancy.
Total Parts Plus
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Total Parts Plus specializes in environmental compliance, obsolescence management, and conflict minerals solutions for manufacturers.
KPL Group
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KPL Group is a real estate agency that focuses on investment, asset management, property development and management solutions.
Remarketing Solutions International
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Remarketing Solutions International is the leader in asset management of copiers and office equipment.
Blue Ocean Software
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Blue Ocean Software provides cost effective help desk, asset management, and asset tracking software for small and medium-sized businesses.
John W. Henry & Company
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John W. Henry & Company is an investment management firm that offers advisory, asset management, lending and banking services.
Concise Capital
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Concise Capital is a dynamic firm that offers a complete range of advisory services to its client on investment and asset management.
True Concept Title
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TCT provides full range of title and escrow services by the experienced professionals.
Allegiant Private Advisors
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Allegiant Private Advisors offers services in wealth management, investment management and financial planning.
Blackshield Capital Management
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Blackshield Capital Management provides wealth management, banking, and transactional services to organizations and individuals.
The Theo Group
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The Theo Group specializes in financial reconciliation, on-site management and tenant coordination services for commercial real estate.
Easy Living
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Easy Living is a home health care and management consulting company located in Clearwater.
RadiusPoint
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RadiusPoint was created to innovate the industry as an Expense Management company specializing in Telecom, Wireless.
Hencorp Becstone
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Hencorp Group has been in operation since 1985 as a financial services company catering primarily to Latin American and Caribbean clients.
Unicorn Strategic Partners
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Unicorn Strategic Partners provides asset management and financial services.
Grover Corlew
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Grover Corlew focuses on the acquisition and development of retail properties along with asset and property management services.
DPM Capital
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DPM Capital is an asset and investment management company that invests in companies across a variety of sectors.
Kore Capital LLC
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Kore Capital help to maximize absolute return over the long term while minimizing the risk of capital loss.
Globalinvest
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Globalinvest offers an array of wealth management, asset protection, retirement financial planning, investment, and consultation services.
TrueAero
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TrueAero provides industrial sectors with commercial airframe, engine part re-distribution, asset management and leasing services.
AllFinancial Group
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AllFinancial Group focuses on line of credit, asset management, and policy management services.
Carillon Tower Advisers
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Carillon Tower Advisers is a global asset-management company that combines the exceptional insight and agility of individual investment.
PDQ Technology Solutions
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PDQ Technology Solutions is an IT consultant that offers business continuity, system integrity, security and other IT managed services.
Electronic Data
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Electronic Data is a business consulting firm that focuses on facility life cycles, asset, maintenance and process management systems.
Boston Portfolio Advisors
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Boston Portfolio Advisors is a consulting and advisory services firm.
Rok
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Rok is a real estate firm that builds properties and assets and also invests in properties that generate income.
WhiteStar Advisors
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WhiteStar Advisors offers real estate investment, financing, asset management, transaction sourcing, pension funds and disposition services.
SlateStone Wealth
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SlateStone Wealth specializes in financial planning, investment management and portfolio management services.
The Faith Group
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The Faith group is a family run investment company specializing in the retail, office, multi-family, technology and hospitality sectors.
GQG
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GQG is an asset manager specializes in asset management, investment, equities, mutual funds, innovation, and research strategies.
Palm Equity
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Palm Equity is an investment management firm that provides portfolio construction, multi-asset investment and manager selection services.
Shearson Financial Services LLC
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Shearson Financial Services LLC is a value-oriented investment firm focusing on a broad range of securities and insurance products.
Everwood Hospitality Partners
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Everwood Hospitality Partners offers asset management, talent management, accounting, real estate investment & property management services.
Blake Investment Partners
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Blake Investment Partners develops scalable and innovative investment strategies to achieve robust returns through superior execution.
Red Moon Solutions
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Red Moon Solutions provides asset management software.
Hyperion Development Group
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Hyperion Development Group works on investment, development and operations of residential and mixed-use real estate.
Sharia Portfolio Canada
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Sharia portfolio is an investments firm offer professionally managed investment solutions that help Muslims achieve their life goals.
Arcis Investments
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Arcis Investments provides real estate investment opportunities in the southeast United States to select investors.
QMS GLOBAL
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unique QMS Global approach is unbiased,objective verification that your company has the appropriate management system and commitment.
MV Capital Group
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MV Capital Group is an investment firm that specializes in debt funding for small and mid-size construction companies.
WRK LAB
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WRK LAB offers office furniture, space planning, modular wall systems, office moves, design, asset management, storage management services.
Megastar Advisors
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Megastar is a young, aggressive national insurance marketing organization based in Tarpon Springs, Florida.
Inca Investments
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Inca Investments is a financial advisory firm that specializes in equity strategies, securities, and asset management services.
Argotrak
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Argotrak is a software company that offers its customers with high quality, cost effective GPS tracking solutions.
Landsberg Bennett Private Wealth Management
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Landsberg Bennett Private Wealth Management is an investment and retirement plan management and analysis, asset and tax services company.
ASG Capital
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ASG Capital is a financial advisory firm that offers investment strategies, asset allocation, risk management, and securities services.
RAP
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RAP provides a full range of wealth and asset management, estate planning, tax preparation, philanthropy, insurance and cash flow services.
Maven Asset Management
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Maven Asset Management is a Enterprise Asset Management.
OnPoint Property
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OnPoint Property is a full-service property management company that takes care of real estate investments.
Alhambra Investments
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Alhambra Investments provides asset management, financial planning, and market research services.
Quantam
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Quantam is an independent financial group, at the crossroads of finance and technology.
HCA Asset Management
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HCA Asset Management offers capital asset management, insurance appraisal, environmental utilities, and building componentization services.
G.A. Repple & Company
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G.A. Repple & Company provides tax planning, investment advice, retirement planning and asset management services.
Cima Capital Partners
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Cima Capital Partners is a legal service industry, specializes in providing corporate finance, investment banking and strategic planning.
Synergy Settlement Services
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Synergy Settlement Services is a multi-disciplined approach with a dynamic national settlement planning firm.
Morrison Grove
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Morrison Grove provides innovative advisory solutions at the property and fund level.
GFG Capital
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GFG Capital renders asset allocation, capital investing, analytics, digital record keeping, reporting, account & wealth management services.
IBS Investment Bank
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IBS Investment Bank offers asset management, human capital resources, cash management, insurance, and consulting services.
Latitude 41 Capital
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Latitude 41 Capital specializes in asset management, agro-ventures, real estate, and financial asset services.
Lawless, Edwards & Warren
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Lawless, Edwards & Warren is a financial solutions firm that provides wealth management, consultation, employee benefits, and tax services.
The Kislak Organization
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The Kislak Organization specializes in real estate investments, management and brokerage.
Kovack Securities
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Kovack Securities focuses on providing financial advisory for businesses.
DDA Development
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DDA Development is a real estate development company that offers investment, finance, asset management and construction services.