This article showcases our top picks for the best Florida based Wealth Management companies. These startups and companies are taking a variety of approaches to innovating the Wealth 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 Wealth Management Startups
Data sourced from Crunchbase and SemRush.
YieldX
Crunchbase Website Twitter Facebook Linkedin
YieldX introduces a fixed income investing with an end-to-end digital platform that powers personalization at scale.
Insigneo
Crunchbase Website Twitter Facebook Linkedin
Insigneo offer a unique combination of forward thinking, client focused, best-in-class services and solutions.
Family Office Club
Crunchbase Website Twitter Facebook Linkedin
Family Office Club is an association in the family office wealth management industry.
City National Bank of Florida
Crunchbase Website Twitter Facebook Linkedin
Small business, commercial and consumer lending, savings and deposits accounts with superior service. Subsidiary of Bci Financial Group.
Smart Structuring
Crunchbase Website Twitter Facebook Linkedin
We are a SaaS platform for the WealthTech, providing a blockchain enabled platform that focuses on trust management for Trust industry.
Peninsula Investments Group
Crunchbase Website Twitter Facebook Linkedin
Peninsula Investments is a asset management firm.
Sakal Ventures
Crunchbase Website Twitter Facebook Linkedin
Venture capital firm focused on late stage private investing.
Arbor Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Arbor Wealth Management provides investment and banking services.
Universa Investments
Crunchbase Website Twitter Facebook Linkedin
Universa Investments is a firm dealing with financial services, investment services, risk mitigation and capital management.
Money and Markets
Crunchbase Website Twitter Facebook Linkedin
Money and Markets offers business and finance news, research advice and investment consultation services.
Brannen Bank
Crunchbase Website Twitter Facebook Linkedin
Brannen Bank provides services in lending, consumer loans, mortgages, personal and commercial banking.
CXIS
Crunchbase Website Twitter Facebook Linkedin
CXIS offers a range of insurance services such as P&C insurance outsourcing, policy retention & growth and claims.
Harwood Financial Group
Crunchbase Website Twitter Facebook Linkedin
Harwood Financial Group is an investment solutions company that provides fiduciary, wealth, asset, and financial management services.
EFG Capital
Crunchbase Website Twitter Facebook Linkedin
EFG Capital offers asset management, account management, wealth planning, and brokerage services.
Lynk Capital Markets LTD
Crunchbase Website Twitter Facebook Linkedin
Channel for distribution of investment strategies and marketplace to connect investors and investment strategies to support capital raising
The Sanibel Captiva Trust Company
Crunchbase Website Twitter Facebook Linkedin
The Sanibel Captiva Trust Company provides financial and wealth management services like investments management and portfolio design.
Vectorglobal
Crunchbase Website Twitter Facebook Linkedin
Vectorglobal offers wealth management, investment banking and brokerage services.
Money Concepts International
Crunchbase Website Twitter Facebook Linkedin
Money Concepts is an independent broker-dealer founded on the principle of true ownership.
Grove Bank & Trust
Crunchbase Website Twitter Facebook Linkedin
Grove Bank & Trust is the longest running bank in Miami-Dade County.
United Southern Bank
Crunchbase Website Twitter Facebook Linkedin
United Southern Bank is a bank that provides banking services.
Sabal Trust Company
Crunchbase Website Twitter Facebook Linkedin
Sabal Trust Company provides investment management, trust services, IRA services, estate settlement, and wealth management services.
Moreno Wealth Management Group
Crunchbase Website Twitter Facebook Linkedin
Moreno Wealth Management Group offers financial strategies, portfolio management, lending solutions, cash management and estate strategies.
Lily Funds
Crunchbase Website Twitter Facebook Linkedin
Lily Funds is an entrepreneurial organization that invests in capital markets, real estate, and lending.
TMI Trust Company
Crunchbase Website Twitter Facebook Linkedin
TMI Trust Company offers wealth, retirement, commercial real estate, loans, and financial services.
Graystone Investment Group
Crunchbase Website Twitter Facebook Linkedin
Graystone Investment Group is a real estate firm that expertise in property management, real estate development and brokerage services.
Royal Fund Management
Crunchbase Website Twitter Facebook Linkedin
Royal Fund Management is a wealth management solutions providing company.
Concise Capital
Crunchbase Website Twitter Facebook Linkedin
Concise Capital is a dynamic firm that offers a complete range of advisory services to its client on investment and asset management.
Florida Financial Advisors
Crunchbase Website Twitter Facebook Linkedin
Florida Financial Advisors is full-service comprehensive financial & wealth management firm.
Resource Consulting Group
Crunchbase Website Twitter Facebook Linkedin
Resource Consulting Group renders financial planning, investment advice, wealth management and retirement planning services.
Allegiant Private Advisors
Crunchbase Website Twitter Facebook Linkedin
Allegiant Private Advisors offers services in wealth management, investment management and financial planning.
Coral Gables Trust Company
Crunchbase Website Twitter Facebook Linkedin
Coral Gables Trust Company is the privately held trust company & a provider of Wealth Management, Trust & Financial Planning services
The Holland Group
Crunchbase Website Twitter Facebook Linkedin
The Holland Group provides wealth management, life insurance, annuities, estate & tax planning services to individuals & families.
Myriad Capital
Crunchbase Website Twitter Facebook Linkedin
Myriad Capital is an independent, privately owned firm.
RBF Capital Management
Crunchbase Website Twitter Facebook Linkedin
RBF Capital Management specializes in investment management, retirement planning advisory and fiduciary risk management services.
Dimension Capital Management
Crunchbase Website Twitter Facebook Linkedin
Dimension Capital Management is an independent wealth management firm.
Financial Investment Network
Crunchbase Website Twitter Facebook Linkedin
Financial Investment Network provides taxation, wealth, investment, insurance and retirement planning services.
Wealth Builders 365
Crunchbase Website Twitter Facebook Linkedin
Wealth Builders 365 is a funding agency that offers a set of financial and funding solutions.
Global System Solutions
Crunchbase Website Twitter Facebook Linkedin
Global System Solutions renders financial services like treasury, cash, wealth management, retirement, compliance, banking and consultation.
Kore Capital LLC
Crunchbase Website Twitter Facebook Linkedin
Kore Capital help to maximize absolute return over the long term while minimizing the risk of capital loss.
Flip List
Crunchbase Website Twitter Facebook Linkedin
FlipList is a real estate investment company and a marketplace for both seasoned investors and novices.
Globalinvest
Crunchbase Website Twitter Facebook Linkedin
Globalinvest offers an array of wealth management, asset protection, retirement financial planning, investment, and consultation 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.
Wauchula State Bank
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Wauchula State Bank is a financial institution that provides easy, secure and convenient banking to help the clients live their dreams.
Noesis Capital Management
Crunchbase Website Twitter Facebook Linkedin
Noesis Capital Management is a registered investment advisory firm.
Tobias Financial Advisors
Crunchbase Website Twitter Facebook Linkedin
Tobias Financial Advisors is a financial planning, wealth management, and investment management firm.
FON Marketplace
Crunchbase Website Twitter Facebook Linkedin
FON Marketplace is a financial service firm that offers equity, hedge funds, real estate, direct, sponsored and venture-backed transactions.
Standard Premium Finance
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Standard Premium Finance provides a broad spectrum of investment and insurance services to individuals and businesses.
Allgen Financial Services
Crunchbase Website Twitter Facebook Linkedin
AllGen Financial Services promotes financial wisdom to all generations in the pursuit of financial freedom through sound advice.
Willis Investment Counsel
Crunchbase Website Twitter Facebook Linkedin
Willis Investment Counsel provides wealth management, foundation & endowment funds, and retirement plans services.
GWN Securities
Crunchbase Website Twitter Facebook Linkedin
GWN Securities renders mutual funds, wealth management, life insurance, brokerage, annuities, banking, technology and retirement plans.
Santos Capital Group
Crunchbase Website Twitter Facebook Linkedin
Santos Capital Group is a financial firm that specializes in brokerage, trading, wealth management, funding, and consulting services.
Capital Wealth Planning
Crunchbase Website Twitter Facebook Linkedin
Capital Wealth Planning is a financial solutions firm that offers wealth management, investment solutions and retirement planning services.
Palisades Hudson Financial Group
Crunchbase Website Twitter Facebook Linkedin
Palisades Hudson Financial Group is a financial advisory firm that offers estate planning, taxation, financial & wealth management services.
Ethos Private Wealth
Crunchbase Website Twitter Facebook Linkedin
Ethos Private Wealth renders asset management, retirement planning, risk management, insurance and treasury management services.
SmartPro Financial
Crunchbase Website Twitter Facebook Linkedin
SmartPro Financial provides retirement analysis, investment strategies, financial planning, and wealth management services.
Westlake Ventures
Crunchbase Website Twitter Facebook Linkedin
Westlake Ventures invests in companies with compelling business ideas that hold the potential to create extraordinary value.
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.
Zinnia Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Zinnia Wealth Management is a financial advisor for financial planning and investment management.
Topping, Kessler & Co
Crunchbase Website Twitter Facebook Linkedin
Topping, Kessler & Co is a CPA firm that provides auditing, accounting, payroll and business consulting services.
Aegis Consulting
Crunchbase Website Twitter Facebook Linkedin
Aegis Consulting provides advice to successful families related to wealth management, real estate and financial services.
Changing The Narratives Fund LLC
Crunchbase Website Twitter Facebook Linkedin
We are the first & only black-owned, for-profit proptech firm whose mission is to end youth homelessness.
Element Pointe Advisors
Crunchbase Website Twitter Facebook Linkedin
Element Pointe Advisors provides investment management, wealth management and portfolio management along with advisory service.
Allen & Company
Crunchbase Website Twitter Facebook Linkedin
Allen & Company focuses on wealth management, investment planning, life insurance, charitable giving, stock options and business planning.
Catalyst Miami
Crunchbase Website Twitter Facebook Linkedin
Catalyst Miami is a just and equitable society in which all communities thrive.
Dakota Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Dakota Wealth Management is an investment management firm that offers investment portfolios and strategies to achieve the client’s success.
Accelerated Tax Solutions
Crunchbase Website Twitter Facebook Linkedin
Accelerated Tax Solutions specializes in tax resolution and consulting.
Flavin Nooney & Person, CPAs and Advisors
Crunchbase Website Twitter Facebook Linkedin
Flavin Nooney & Person, CPAs and Advisors is a CPA firm that provides accounting, wealth management, estate planning, and advice services.
Potomac Fund Management
Crunchbase Website Twitter Facebook Linkedin
Potomac Fund Management is a provider of wealth management and financial advisory services.
Wealth Advisors
Crunchbase Website Twitter Facebook Linkedin
Wealth Advisors is a Wealth Management firm that helping pre-retirees and retirees plan for a successful retirement.
Corpag
Crunchbase Website Twitter Facebook Linkedin
Corpag provides private wealth, legal administration, payroll, pre-audit, tax compliance and regulatory compliance services.
RAP
Crunchbase Website Twitter Facebook Linkedin
RAP provides a full range of wealth and asset management, estate planning, tax preparation, philanthropy, insurance and cash flow services.
Jaffe Tilchin Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Jaffe Tilchin Wealth Management is a financial solutions firm that provides insurance, investment and risk management services.
Global Trust
Crunchbase Website Twitter Facebook Linkedin
Global Trust provides wealth management, estate strategies, retirement planning, cash management and investment solutions.
Raymond James & Associates
Crunchbase Website Twitter Facebook Linkedin
Raymond James & Associates provides an array of wealth management solutions that include financial planning, insurance, and investments.
Financial Planning Investment Group
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Financial Planning Investment Group provides retirement, investment, estate planning, insurance and tax services.
Vaughn Wealth
Crunchbase Website Twitter Facebook Linkedin
Vaughn Wealth provides financial, estate & tax, retirement planning, investment, asset allocation, insurance, and risk management services.
GFG Capital
Crunchbase Website Twitter Facebook Linkedin
GFG Capital renders asset allocation, capital investing, analytics, digital record keeping, reporting, account & wealth management services.
Kabat, Schertzer, De La Torre, Taraboulos
Crunchbase Website Twitter Facebook Linkedin
Kabat, Schertzer, De La Torre, Taraboulos provides consulting services within tax, audit, accounting, property and wealth management.
First Coast Wealth Advisors
Crunchbase Website Twitter Facebook Linkedin
First Coast Wealth Advisors offers investment advice, retirement and tax planning, asset preservation and legacy planning services.
Lawless, Edwards & Warren
Crunchbase Website Twitter Facebook Linkedin
Lawless, Edwards & Warren is a financial solutions firm that provides wealth management, consultation, employee benefits, and tax services.
Castle Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Castle Wealth Management is a financial services firm that deals with investment & wealth management services for families & companies.
Martin D. Parlato & Associates
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Martin D. Parlato & Associates specializes in financial advisory, investment management, and wealth management services.
American Financial Advisors
Crunchbase Website Twitter Facebook Linkedin
American Financial Advisors offers investment, estate, business advisory, and financial planning services.
GEMRT
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GEMRT specializes in rendering audit, accounting, wealth management, consulting, compliance and tax services.
Powell Investment Advisors
Crunchbase Website Twitter Facebook Linkedin
Powell Investment Advisors is a wealth management and investment advisory service provider company.
ARS Wealth Advisors
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ARS Wealth Advisors is a professional wealth management firm.
Azur Equities
Crunchbase Website Twitter Facebook Linkedin
Azur Equities expertise in the field of construction, real estate development, property management and wealth management.
Bls Wealth Management
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BLS Wealth Management specializes in financial management with business solutions, estate planning, and personal financial advice.
Capital Analysts Of Jacksonville, Florida
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Capital Analysts Of Jacksonville, Florida provides retirement planning, insurance, employee benefits, risk, and wealth management services.
Belleair Wealth Management
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Belleair Wealth Management is a consulting firm that offers a wide range of financial services to individuals and business owners.
Purple Valley Capital
Crunchbase Website Twitter Facebook Linkedin
Purple Valley Capital offers wealth, asset and risk management services including professional money management services.
Gambin Financial Group
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Gambin Financial Group provides a full range of wealth management, financial planning, insurance, and consulting services to businesses.
Westshore Financial Group
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Westshore Financial Group provides financial services like tax preparation, business growth, portfolio management & retirement planning.
Andrew Hill Investment Advisors
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Andrew Hill Investment Advisors is an independent, privately owned registered investment and wealth management advisory firm.
Sunrise Wealth Advisors
Crunchbase Website Twitter Facebook Linkedin
Sunrise Wealth Advisors is financial planning firm that offers wealth management and business planning services.
RIFCU
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RIFCU specializes in mortgage, wealth management, investment advice, savings, checking, banking and financial services.
Cavanaugh & Co
Crunchbase Website Twitter Facebook Linkedin
Cavanaugh & Co is an accounting firm that provides financial planning, auditing, taxation and wealth management services.
Merton Capital Partners
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Merton Capital Partners offers advisory services on investment and wealth management.