Mark Smith
This article showcases our top picks for the best Florida based Retirement companies. These startups and companies are taking a variety of approaches to innovating the Retirement 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
[adace-ad id=”7108″]
Top Florida Retirement Startups
Data sourced from Crunchbase and SemRush.
Plan Confidence Corp
Crunchbase Website Twitter Facebook Linkedin
Plan Confidence Corp provides investment advisory services.
FG
Crunchbase Website Twitter Facebook Linkedin
FG provides tax management, accounting, elder care, payroll, IRS, financial, estate, and retirement planning services.
Radiant Credit Union
Crunchbase Website Twitter Facebook Linkedin
Radiant Credit Union is a non-profit organization that provides loans, banking, fraud prevention, deposits and retirement services.
Gabor Financial Solutions
Crunchbase Website Twitter Facebook Linkedin
Gabor Financial Solutions is a financial planning and life insurance agency.
TMI Trust Company
Crunchbase Website Twitter Facebook Linkedin
TMI Trust Company offers wealth, retirement, commercial real estate, loans, and financial services.
FIS Relius
Crunchbase Website Twitter Facebook Linkedin
FIS Relius provides software and services for employee benefits industry.
Resource Consulting Group
Crunchbase Website Twitter Facebook Linkedin
Resource Consulting Group renders financial planning, investment advice, wealth management and retirement planning services.
BlueStar Retirement Services
Crunchbase Website Twitter Facebook Linkedin
BlueStar Retirement Services specializes in Multiple Employer Plans and offers a variety of retirement plans.
RBF Capital Management
Crunchbase Website Twitter Facebook Linkedin
RBF Capital Management specializes in investment management, retirement planning advisory and fiduciary risk management services.
John Knox Village of Central Florida
Crunchbase Website Twitter Facebook Linkedin
John Knox Village of Central Florida is a community that provides inpatient rehabilitation, assisted living & health care services.
Global System Solutions
Crunchbase Website Twitter Facebook Linkedin
Global System Solutions renders financial services like treasury, cash, wealth management, retirement, compliance, banking and consultation.
Globalinvest
Crunchbase Website Twitter Facebook Linkedin
Globalinvest offers an array of wealth management, asset protection, retirement financial planning, investment, and consultation services.
First Financial Guarantee
Crunchbase Website Twitter Facebook Linkedin
First Financial Guarantee is a financial services organization.
Ingham Retirement Group
Crunchbase Website Twitter Facebook Linkedin
Ingham Retirement Group offers retirement planning, consulting, and investment advisory services.
Elevated Wealth Group
Crunchbase Website Twitter Facebook Linkedin
Elevated Wealth Group is a financial services marketing firm that offers a broad array of financial products and services.
Fross & Fross Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Fross & Fross Wealth Management provides financial planning, taxation, retirement planning, insurance and investment management services.
RetireAware
Crunchbase Website Twitter Facebook Linkedin
RetireAware is a financial service provider that offers retirement planning, risk management, advisory, and fiduciary services.
FFL Priority Life
Crunchbase Website Twitter Facebook Linkedin
FFL Priority Life offers mortgage protection, term life, whole life, insurance services.
Willis Investment Counsel
Crunchbase Website Twitter Facebook Linkedin
Willis Investment Counsel provides wealth management, foundation & endowment funds, and retirement plans services.
Lutheran Haven
Crunchbase Website Twitter Facebook Linkedin
Lutheran Haven is a service retirement community that provides health care and residential services.
Muniz and Associates
Crunchbase Website Twitter Facebook Linkedin
Muniz and Associates provide financial services.
Royal Capital Management
Crunchbase Website Twitter Facebook Linkedin
Royal Capital Management is a provider of wealth and risk management services.
FourThought Private Wealth
Crunchbase Website Twitter Facebook Linkedin
FourThought Private Wealth provides financial planning, wealth management, retirement planning and investment management services.
FirstWave Financial
Crunchbase Website Twitter Facebook Linkedin
FirstWave Financial provides investment strategies, taxation, insurance, debt reduction, retirement planning and wealth management services.
LAMCO
Crunchbase Website Twitter Facebook Linkedin
LAMCO is an investment management firm that provides retirement plans, private wealth and institutional solutions with advisory services.
Tuscan Gardens
Crunchbase Website Twitter Facebook Linkedin
Tuscan Gardens is a luxurious senior living communities meticulously designed in every detail.
Global Trust
Crunchbase Website Twitter Facebook Linkedin
Global Trust provides wealth management, estate strategies, retirement planning, cash management and investment solutions.
Fleet Landing
Crunchbase Website Twitter Facebook Linkedin
Fleet Landing is a nonprofit organization that renders assisted living, retirement community, skilled nursing and rehabilitation services.
PGI Wealth Management
Crunchbase Website Twitter Facebook Linkedin
PGI Wealth Management specializes in financial and retirement planning, business protection, investment management, and insurance services.
Vaughn Wealth
Crunchbase Website Twitter Facebook Linkedin
Vaughn Wealth provides financial, estate & tax, retirement planning, investment, asset allocation, insurance, and risk management services.
Vicar’s Landing
Crunchbase Website Twitter Facebook Linkedin
Vicar’s Landing is a community that offers health care, life care and activity engaging programs for retirement communities.
Westchester Gardens
Crunchbase Website Twitter Facebook Linkedin
Westchester Gardens specializes in rehabilitation, retirement & assisted living facility, long-term and hospice care.
Insight Tax Group
Crunchbase Website Twitter Facebook Linkedin
Insight Tax Group is a financial and accounting firm.
Concierge Capital Management
Crunchbase Website Twitter Facebook Linkedin
Concierge Capital Management provides financial and retirement services.
Baacke Insurance Services
Crunchbase Website Twitter Facebook Linkedin
Baacke Insurance Services is an insurance and financial service provider company.
Barlas Tax & Financial Group
Crunchbase Website Twitter Facebook Linkedin
Barlas Tax & Financial Group offers tax planning and preparation, social security and estate planning, retirement, and insurance services.
Midland Trust
Crunchbase Website Twitter Facebook Linkedin
Midland Trust provides IRAs and 1031 exchange financial services for retirement.
The Village at Gainesville
Crunchbase Website Twitter Facebook Linkedin
The Village at Gainesville provides a home to seniors who want a maintenance-free lifestyle and affordable senior living community.
The Participant Effect
Crunchbase Website Twitter Facebook Linkedin
The Participant Effect offers retirement solution based on guidance.
Accent Insurance Group
Crunchbase Website Twitter Facebook Linkedin
Accent Insurance Group offers health insurance, life insurance, retirement, medicare advantage and supplement services.
4th Generation Financial
Crunchbase Website Twitter Facebook Linkedin
4th Generation Financial provides a wide range of financial services that include risk management, inheritance, and retirement planning.
Capital Analysts Of Jacksonville, Florida
Crunchbase Website Twitter Facebook Linkedin
Capital Analysts Of Jacksonville, Florida provides retirement planning, insurance, employee benefits, risk, and wealth management services.
CapAcuity
Crunchbase Website Twitter Facebook Linkedin
CapAcuity offers asset management and consulting services that brings a new perspective & improved financial results in executive benefits.
East Ridge at Cutler Bay
Crunchbase Website Twitter Facebook Linkedin
East Ridge is a Life Plan Community in Cutler Bay at Cutler Bay which offers independent living for Seniors.
Phillips Financial Advisors
Crunchbase Website Twitter Facebook Linkedin
Phillips Financial Advisors specializes in retirement planning, long-term care insurance, estate planning and financial planning services.
Westshore Financial Group
Crunchbase Website Twitter Facebook Linkedin
Westshore Financial Group provides financial services like tax preparation, business growth, portfolio management & retirement planning.
Sunrise Wealth Advisors
Crunchbase Website Twitter Facebook Linkedin
Sunrise Wealth Advisors is financial planning firm that offers wealth management and business planning services.
Signature Financial Solutions
Crunchbase Website Twitter Facebook Linkedin
Signature Financial Solutions provides investment strategies, insurance, business consulting, retirement and financial planning services.
Edwards Financial Services
Crunchbase Website Twitter Facebook Linkedin
Edwards Financial Services is a consultancy that offers insurance, accounting, investment, tax, retirement and financial planning services.
Stratton & Company
Crunchbase Website Twitter Facebook Linkedin
Stratton & Company provides retirement planning, life insurance, financial, asset protection and tax planning services.
Lashley Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Lashley Wealth Management provides retirement planning, tax and risk management, education funding, and investments services.
Farmand Investment
Crunchbase Website Twitter Facebook Linkedin
Farmand Investment is a consulting firm that offers business succession, estate, tax, financial, and retirement planning services.
Tax Management Service
Crunchbase Website Twitter Facebook Linkedin
Tax Management Service is an accounting firm that specializes in tax planning, bookkeeping, finance, audits, retirement and estate planning.
Vault Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Vault Wealth Management renders financial, retirement, investment, estate, insurance & tax planning services for individuals and businesses.
Palm Beach Financial Advisors
Crunchbase Website Twitter Facebook Linkedin
Palm Beach Financial Advisors offers retirement, investment and estate planning, tax, asset management and insurance services.
Parady Financial Group
Crunchbase Website Twitter Facebook Linkedin
Parady Financial Group provides income strategies, insurance, taxation, business consulting, financial and retirement planning services.
Westminster Communities of Florida
Crunchbase Website Twitter Facebook Linkedin
Westminster Communities of Florida is a faith-based non-profit organization serving more than 6,500 residents in 18 communities.
Financial Cornerstone
Crunchbase Website Twitter Facebook Linkedin
Financial Cornerstone provides financial products and services.
WealthCare Financial
Crunchbase Website Twitter Facebook Linkedin
WealthCare Financial expertise in investing, retirement, insurance assistance and financial planning services.
Marchand Faries Financial Management
Crunchbase Website Twitter Facebook Linkedin
Marchand Faries Financial Management offers retirement planning, taxation, estate planning, trust advisory & investment management services.
TaxVantage Consulting
Crunchbase Website Twitter Facebook Linkedin
TaxVantage Consulting focuses on financial services such as taxes, long-term capital gains, retirement plans and wealth preservation.
Loyola Asset Management
Crunchbase Website Twitter Facebook Linkedin
Loyola Asset Management is a consultancy that offers retirement, investment, estate, insurance, taxation and wealth management services.
Anez Capital Group
Crunchbase Website Twitter Facebook Linkedin
Anez Capital Group is a financial service firm that offers financial planning, insurance, retirement plans, commercial lending services.
Nichols Wealth Partners
Crunchbase Website Twitter Facebook Linkedin
Nichols Wealth Partners provides estate, financial, tax, retirement planning, second opinion, and investment management advisory services.
Voit Econometrics Group Inc
Crunchbase Website Twitter Facebook Linkedin
Voit Econometrics Group Inc specializes in providing QDROs and valuations for every type of retirement plan.
Aaron Brask Capital
Crunchbase Website Twitter Facebook Linkedin
Aaron Brask Capital offers investment strategies, retirement planning, portfolio management, investment advisory and tax planning services.
Advisors Trust Planning and Investment Company
Crunchbase Website Twitter Facebook Linkedin
Advisors Trust Planning and Investment Company is an investment advisory firm.
Great Florida Lending
Crunchbase Website Twitter Facebook Linkedin
Great Florida Lending provides quality and personalized financial solutions that meet the financial requirements of retirement.
Gulf Coast Village
Crunchbase Website Twitter Facebook Linkedin
Gulf Coast Village is a non-profit organization that provides assisted living, wellness programs and outpatient rehab services to elders.
IAA Wealth Management
Crunchbase Website Twitter Facebook Linkedin
IAA Wealth Management offers comprehensive financial planning, insurance, investment, estate, retirement and education planning services.
Synergy Wealth Alliance
Crunchbase Website Twitter Facebook Linkedin
Synergy Wealth Alliance renders estate management, insurance, risk management, retirement planning, and tax management strategy services.
JD Financial Solutions & Insurance Group
Crunchbase Website Twitter Facebook Linkedin
JD Financial Solutions & Insurance Group specializes in estate planning, insurance, financial planning, and retirement planning services.
Suplee, Shea, Cramer & Rocklein
Crunchbase Website Twitter Facebook Linkedin
Suplee, Shea, Cramer & Rocklein offers tax planning & preparation, payroll, retirement planning, accounting, assurance & advisory services.
Berk Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Berk Wealth Management provides wealth management and investment management services.
Pinnacle Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Pinnacle Wealth Management offers investment, risk management, retirement, legacy, and financial planning services to its clients,
Advanced Global Accounting Firm
Crunchbase Website Twitter Facebook Linkedin
Advanced Global Accounting Firm provides retirement planning, payroll, bookkeeping, notary public, taxation & business consulting services.
Advus Financial Partners
Crunchbase Website Twitter Facebook Linkedin
Advus Financial Partners is a consulting firm that offers wealth management, retirement, and financial planning services.
Akar Capital Management
Crunchbase Website Twitter Facebook Linkedin
Akar Capital Management offers estate planning, investment advisory, retirement planning, asset allocation & portfolio management services.
Jwkodak Capital Management
Crunchbase Website Twitter Facebook Linkedin
Jwkodak Capital Management offers private capital management, risk management, estate management and retirement planning services.
NuVenture Financial Group
Crunchbase Website Twitter Facebook Linkedin
NuVenture Financial Group specializes in financial planning, retirement planning, taxation, insurance, and investment management services.
Fabricant Weissman & Darby
Crunchbase Website Twitter Facebook Linkedin
Fabricant Weissman & Darby expertise in financial services like accounting, bookkeeping, payroll, financial, retirement and tax planning.
Trinity Wealth Management Group
Crunchbase Website Twitter Facebook Linkedin
Trinity Wealth Management Group offers retirement planning, insurance planning, and investment management services.
Freedom Payroll Services
Crunchbase Website Twitter Facebook Linkedin
Freedom Payroll Services provides retirement planning, payroll processing, workers compensation, and employee benefits services.
The Estates at Carpenters
Crunchbase Website Twitter Facebook Linkedin
The Estates at Carpenters is an NGO that provides life enrichment programs and services for the retirement community to meet current needs.
Kensington Financial Associates
Crunchbase Website Twitter Facebook Linkedin
Kensington Financial Associates is a progressive lending platform.
Bernstein Tax Group
Crunchbase Website Twitter Facebook Linkedin
Bernstein Tax Group offers accounting, bookkeeping, litigation support, tax management, financial planning and retirement planning services.
J. Biance Financial
Crunchbase Website Twitter Facebook Linkedin
J. Biance Financial provides retirement design systems, inheritance design, cash-flow management, debt elimination and investment services.
Money Matters
Crunchbase Website Twitter Facebook Linkedin
Money Matters provides real estate, insurance, income tax strategies, retirement, investment, and estate planning services.
Ruggie Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Ruggie Wealth Management offers financial planning such as retirement income, estate, tax, insurance and wealth management services.
Green & Associates
Crunchbase Website Twitter Facebook Linkedin
Green & Associates specializes in accounting, allocation reviews, retirement planning, payroll, tax compliance and tax consulting services.
Financial Harvest Wealth Advisors
Crunchbase Website Twitter Facebook Linkedin
Financial Harvest Wealth Advisors renders a wide range of insurance, pensions, annuities, retirement, investment, and taxation services.
Alliance Community
Crunchbase Website Twitter Facebook Linkedin
Alliance Community is a non-profit organization that provides nursing and rehabilitative services to patients who require health care.
Antonio Lemus
Crunchbase Website Twitter Facebook Linkedin
Antonio Lemus provides taxation, audits, accounting, payroll, computer consulting, retirement planning and business valuation services.
Wise Accounting & Tax Services
Crunchbase Website Twitter Facebook Linkedin
Wise Accounting & Tax Services provides bookkeeping, payroll, business consulting, IRS representation, and advisory services.
Mary Fox Tax & Accounting
Crunchbase Website Twitter Facebook Linkedin
Mary Fox Tax & Accounting provides accounting, cash flow, budgeting, retirement planning, payroll, quickbooks and tax management services.
Gold Tree Financial
Crunchbase Website Twitter Facebook Linkedin
Gold Tree Financial offers a full range of investment management, tax, estate, retirement, and insurance planning services to individuals.
Focus 9 Enterprises
Crunchbase Website Twitter Facebook Linkedin
Focus 9 Enterprises renders accounting, mergers, acquisitions, IRS representation, business valuation and tax management services.
SRQ Wealth
Crunchbase Website Twitter Facebook Linkedin
SRQ Wealth is a dynamic firm that extends its services in the areas of portfolio management, financial, taxation and estate planning.
Wheeler & Associates
Crunchbase Website Twitter Facebook Linkedin
Wheeler & Associates delivers accounting, bookkeeping, payroll, retirement, estate and trust planning, QuickBooks and advisory services.
Wall Private Wealth
Crunchbase Website Twitter Facebook Linkedin
Wall Private Wealth is a wealth management firm that offers tax, retirement planning and wealth management services.
Bishoff + Associates
Crunchbase Website Twitter Facebook Linkedin
Bishoff + Associates specializes in accounting, bookkeeping, payroll, retirement plan analysis, taxation and business consulting services.
