Top Miami, FL Financial Services Companies (100)
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.
A pioneer in financial and government technology, ClassWallet's technology is used by public agencies across 35 states to maximize the positive impact of public funding on people’s lives. Since 2014, the ClassWallet platform has been used to deliver more than $4 billion in public funds to millions of citizens, and has helped clients achieve the highest standards of program integrity and efficiency. With customer loyalty and satisfaction exceeding some of the world's largest brands, ClassWallet was recognized by J.D. Power in 2024 for providing "An Outstanding Customer Service Experience" for Phone Support. ClassWallet is headquartered in Hollywood, Florida, and ranks as the 88th fastest-growing software company on the prestigious Inc. 5000 list.
Citadel Securities is the next-generation capital markets firm. Our work is powered by the deepest integration of financial, mathematical and engineering expertise. Combining deep trading acumen with cutting-edge analytics and technology, we at Citadel Securities deliver critical liquidity to the world’s most important financial institutions—while helping shape the global markets of tomorrow.
Transak is a leading Web3 onboarding infrastructure provider. Its API-driven solutions enable web3 platforms to onboard users to 180+ crypto assets from 160+ countries, abstracting away the complexity of user KYC, risk monitoring & compliance, payment methods and customer support. Transak's On/Off-Ramp widget can be integrated into an app in just a few lines of code. Transak is backed by top VCs, including Consensys, Animoca Brands and graduated from the Tachyon accelerator program
Crypto.com was founded in 2016 on a simple belief: it's a basic human right for everyone to control their money, data and identity. Crypto.com serves over 10 million customers today, with the world’s fastest growing crypto app, along with the Crypto.com Visa Card — the world’s most widely available crypto card, the Crypto.com Exchange and Crypto.com DeFi Wallet.
We help financial institutions reduce/manage costs and mitigate data compliance risk using our market data vendor management knowledge and expertise. We've worked in market data vendor management throughout our careers for large investment banks, buy/sell side shops, and broker dealers. Our Services Include: Cost Management/Savings Initiatives, Alternative Vendor Selection & Implementation, Usage/Inventory System Implementation, Contracts Support, Vendor & Exchange Audit Support, and Inventory/Invoicing Administration. We also offer market data as a managed service and other project-based services. If you are interested in learning more about our services, please contact me at: [email protected]
Financial infrastructure built to power global businesses | [email protected] Jeeves (www.tryjeeves.com) is building international fintech infrastructure from scratch; this includes a global switching layer across countries and the ability to run all your company spend - corporate cards, non-card, and cross-border payment - on Jeeves. We are currently live in the US, Canada, the United Kingdom, Mexico, Brazil, Chile, Peru, Colombia, and Europe - launching in other locations shortly! ? Pay for anything. Anywhere. In your local currency. No fees and up to 3% cashback on spend. Join us.
Atomic is a venture studio and fund created in 2012 by serial entrepreneur Jack Abraham to speed and scale the process of building high-growth companies. Atomic pioneered the studio-fund model of bringing together ideas, capital, talent, and resources to start companies in parallel and has built successful companies across industries ranging from fintech, web3, and the workplace to proptech, education, and the enterprise. Bungalow, Found, Hims & Hers (NYSE: HIMS), Homebound, OpenStore, and Replicant are some of the companies we've built. When co-founders join Atomic, they team up with an experienced group of founders and a built-in team of specialists ranging from legal and finance to HR, design, and marketing. Described by Forbes as "The Pixar of Silicon Valley," Atomic is headquartered in Miami and San Francisco and has a distributed team across the U.S. and Canada.
BHG Financial is transforming the financial industry; leveraging the power of data, analytics, and cutting-edge technology to become not only the number one source for professional loans, but also the creator of the largest community bank loan and product network in the country. Since 2001, BHG has originated more than $18.5 billion in loan solutions to top-quality borrowers, which community and midsize banks can access via a state-of-the-art loan delivery platform. Building on nearly two decades of innovation, BHG and its family of brands now offer a full suite of financial solutions that span business, consumer, and SBA 7(a) loans, credit cards, collection services, risk management services, and point-of-sale financing. With record growth year after year, BHG continues to be recognized regionally and nationally: earning a spot on the Inc. 5000 for 16 years running, and receiving accolades from Great Place to Work® and Fortune magazine, among others. BHG is partially owned by Pinnacle Bank (PNFP) and has headquarters in Davie, FL, Syracuse, NY and Atlanta, GA.
We've built our organization on the notion that companies shouldn't have to jump through hoops to get funding. At eCapital, we get you the capital you need, when you need it. That way you can get back to doing great things. Whether that means purchasing new equipment, expanding your team or funding your next big project, eCapital shares your vision.
abrdn is a global investment company that helps clients and customers plan, save and invest for the future. Our purpose is to enable our clients to be better investors. Our strategy is to deliver client-led growth. We are structured around three businesses – Investments, Adviser and Personal – focused on their changing needs
NeueHealth is a value-driven healthcare company grounded in the belief that all health consumers are entitled to high-quality, coordinated care. By uniquely aligning the interests of health consumers, providers, and payors, NeueHealth helps to make healthcare accessible and affordable for all populations across the ACA Marketplace, Medicare, and Medicaid. NeueHealth currently serves more than 500,000 health consumers and partners with more than 3,000 affiliated providers across the country. NeueHealth consists of two segments, NeueCare and NeueSolutions, each focused on creating a more seamless, coordinated care experience that maximizes value for health consumers, providers, and payors. NeueCare delivers value-driven healthcare to health consumers across the ACA Marketplace, Medicare, and Medicaid through owned clinics and partnerships with affiliated providers across the country. NeueCare takes a consumer-centric approach, developing a true relationship with patients early in their healthcare journey to deliver a high-quality, personalized care experience. NeueSolutions enables independent providers and medical groups to succeed in performance-based arrangements through deep financial alignment, customized population health tools, and strong partnerships with leading health plans and government programs, including participation in the Centers for Medicare and Medicaid Innovation’s (“CMMI”) ACO Realizing Equity, Access, and Community Health (REACH) program.
Founded in 1995 and servicing the transaction accounts of over 30 million consumers and business owners, Velocity Solutions is the leading provider of technology solutions that drive revenue, service and compliance for community banks and credit unions. Our Velocity Intelligent Platform® powers all of Velocity’s solutions, using machine-led intelligence that delivers powerful analytics, manages risk, and drives revenue, loans, account holder engagement and non-interest income to our client financial institutions. For more information, please visit myvelocity.com.
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 and mid-sized businesses are critical to the well-being of their communities and the financial strength of our nation. Voted TOP WORKPLACE 2017, 2018, 2019, 2020 in South FL!
End-to-end finance platform for businesses
PURE is a specialty property and casualty insurer dedicated to helping a membership of responsible people protect high value homes, jewelry, artwork and other fine assets. We opened for business more than 15 years ago with the goal of offering something different in the insurance space: a company focused on promoting transparency, alignment of interests and doing what’s right. Our focus helps to keep premiums fair and service astonishingly good. After growing at least 15% year over year since inception, we are the most awarded insurer in our category, offering coverage in all 50 states. Today, our membership is made up of more than 100,000 financially successful individuals and families and continues to grow sustainably. #LoveYourInsurance #JoinTheClub
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 is certified as a diverse-owned firm by the National Association of Investment Companies. WM Partners is based in Aventura, FL.
A revolutionary alternative to the legacy business model, Nymbus has disrupted the financial services market by enabling risk-free solutions for digital innovation and growth. With Nymbus, any size financial institution can quickly launch a full-service digital bank, convert an existing bank or credit union to our award-winning technology and services ecosystem, and innovate with new financial solutions to massive scale at a safe, deliberate pace. Whichever growth strategy is right for you, Nymbus buys back decades of lost time to engage and support the entire digital customer journey.
Hamilton Lane is an alternative investment management firm providing innovative private markets solutions to sophisticated investors around the world. The firm has been dedicated to private markets investing for more than two decades and currently has more than 470 employees operating in 18 offices throughout the U.S., Europe, Asia and the Middle East. With $92+ billion in assets under management and $665+ billion in assets under supervision*, Hamilton Lane offers a full range of investment products and services that enable clients to participate in the private markets asset class on a global and customized basis. The firm has been named a Best Place to Work in Money Management by Pensions & Investments for eight consecutive years.
Payabli is a Payment Infrastructure and Monetization Platform with a core thesis “If You’re a Software Company You’re a Payments Company”. Payabli helps Software companies make payments a core part of their business model to drive revenue, enhance customer lifetime value, and boost enterprise value. Payabli is founded by industry veterans with over 18 years of Payments Tech and SaaS experience. We provide developer friendly Pay-In and Pay-Out solutions, lucrative and transparent economics aimed for maximal upside with minimal risk, and a turnkey payments strategy that shaves years off of the learning curve while providing a world-class customer experience to the merchant and end customer. Join the hundreds of partners that are monetizing payments with Payabli today. Schedule a Demo with One of Our Payment Experts Here: https://go.payabli.com/schedule-a-demo
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