Top Tampa Bay, FL Financial Services Companies (55)
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Named one of Fortune’s “World’s Most Admired Companies,” MetLife is leading the global transformation of an industry we’ve defined for more than 150 years. At MetLife, every innovation and line of code is a lifeline for our customers and their families—from victims of natural disasters to people living with disabilities and beyond. With operations in more than 40 markets and leading positions across the globe, MetLife’s building a workforce of diverse and empowered voices that all belong. Join our remarkable journey—one in which you help write the next century of innovation in financial services—because with MetLife, making the world a better place is All Together Possible.
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 in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
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.
Clear Street is a financial technology firm on a mission to modernize the brokerage ecosystem. Founded in 2018, we have developed a completely cloud-native brokerage and clearing system designed for today’s complex global markets. Our proprietary technology platform reimagines legacy workflows, adding significant efficiency to the market, while transparently minimizing risk and cost for clients. We proudly serve an ever-growing roster of active traders, emerging managers and large institutions. Our goal is to build an all-in-one platform capable of processing every asset class, in every country, and in any currency. By combining highly-skilled product and engineering talent with seasoned finance professionals, we’re building the essentials to compete in today’s fast-paced markets.
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 industry
Velera, formerly PSCU/Co-op Solutions, is the nation’s premier payments credit union service organization (CUSO) and an integrated financial technology solutions provider. With over four decades of industry experience and a commitment to service excellence and innovation, our company serves more than 4,000 financial institutions throughout North America, operating with velocity to help our clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services. Velera leverages its expertise and resources on behalf of credit unions and their members, offering an end-to-end product portfolio.
We are venture builders, not venture capitalists. We invest more than just funds; we invest our knowledge and experience, our ideas and our infrastructure. Our approach to transforming industries has always been the same. We identify high growth sectors, typically undergoing some market, technology or regulatory discontinuity, and look to build scalable platforms that satisfy a real customer need. We aim to build profitable companies, with sustainable business models. Working alongside entrepreneurs and co-founders, we support our ventures from startup to scale to exit, giving them access to the global networks and business development services they need to grow. This support is bolstered by the innovation partnerships we forge with big businesses. Our digital expertise helps them be more agile, while their global scope helps our ventures scale faster. Founded in 1998 Blenheim Chalcot traces its roots back to Netdecisions, the internet services group. Already back then we set out to build companies to transform industry sectors. And since then we’ve become the UK’s leading venture builder, with portfolio sales of over £350m, more than 3,000 employees, and a successful track record of over 40 companies. We operate internationally with offices in: - London, UK (HQ) - Mumbai, India - Tampa, USA - Cape Town, South Africa
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 any business. CFO Alliance is a CFO outsourcing and professional consulting firm with a dedicated team of financial leaders who specialize in transformation through accounting, strategic finance, business process improvement, and mergers & acquisitions. We find uncommon ways to help entrepreneurs, CFOs and their investors create conditions for enduring success. In every financial leadership role we play, we are an extension of our client’s executive team. We provide leadership and direction, helping teams realize their strengths, learn new skills, and overcome uncertainty. It’s our job to clarify and simplify processes, reduce resistance, and catalyze change. It’s our mission to help businesses and people prosper. Our clients choose us because we are incredibly technical. They love us because we are refreshingly human. Services: Outsourced CFO Strategic Finance & Accounting Process Transformation Mergers & Acquisitions Accounting as a Service Insurance Financial Consulting Special Projects
Mid Atlantic Finance Company (MAF) is a non prime financial services leader with over 5 billion in funding provided to the non prime automotive industry since 1989. We are headquartered in Clearwater, Florida with an additional service center in Houston, Texas . MAF specializes in the acquisition and servicing of loan pools throughout the United States. MAF relies heavily on technology and its 300 plus team members to provide world class service to our clients, customers and partners.
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 recommendations on which you can base your decisions. Based in Tampa, Legacy Wealth Partners assists thousands of clients throughout Central Florida as well as across the nation. Through protection and financial products, along with personal and business solutions, we help families, individuals, professionals and business owners better understand their unique situations. ------ Disclosures: https://www.thelegacywealthpartners.com/licensing
HSP Group helps companies manage their international operations and expand globally. We provide HQ-based finance, tax, legal and HR personnel with a simplified, turnkey approach to ensure efficient operations, full compliance with local regulations, and needed consistency across each geography.
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 compliance objectives through a single project team.
Advisor Group, Inc. is the nation's largest network of independent financial advisors serving over 11,000 advisors and overseeing $450 billion in client assets. Headquartered in Phoenix, AZ, the firm is mission-driven to support the heroic role that advisors can play in the lives of their clients, offering securities and investment advisory services through its subsidiaries FSC Securities Corp., Royal Alliance Associates Inc., SagePoint Financial, Inc., Securities America, Inc., Triad Advisors LLC, and Woodbury Financial Services, Inc., as broker/dealers, registered investment advisors and members of FINRA and SIPC. Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring value of financial advisors and is committed to being in their corner every step of the way.
What’s the big difference between Megastar Advisors and other IMOs? It’s simple, really. They hand you off-the-shelf programs and send you on your way. We don’t. Megastar was founded by producers who do what you do, every day. And we don’t think it’s fair to have you spend time and money on marketing systems or ideas before we’ve fully tested them in our own financial services office. Our success is proven. When you consider our Megastar founders rank in the nation’s top 1% of producers, that’s a track record few IMO’s can claim. And there’s another big difference – we provide you with dynamic, ongoing support every step of the way. No empty promises. No meaningless bells and whistles. No excuses. Megastar has redefined the way advisors are supported and trained. When we say we’re here for you, we mean we’re just a phone call away. When we talk about one-on-one training, we mean rolling up our sleeves and working with you, face to face. And when we say we’re dedicated to improving your bottom line, we back it up by assigning you an exclusive sales territory the moment you come aboard. This is the Megastar Experience.
CFOs & Tax Advisors helping Private Equity Firms, Family Offices, and Closely Held Corporations grow cashflow through financial accounting and tax planning. Our team consists of seasoned financial leaders with strong business acumen obtained through many years of senior level experience in public accounting and with multi-national Fortune 500 companies. Our objective is to provide our clients with a one stop financial and tax planning source for their organization and family. By outsourcing accounting and back-office to us, our clients are able to save money, improve financial reporting, receive continuous tax planning, and consolidate all of their financial questions and needs to one team. Our CFO accounting and advisory services (CAAS), seek to modernize organization's financial infrastructure to better understand, plan, and react to financial information. We implement cloud-based and paperless financial systems so information is readily available and documents are electronically and securely maintained. The collaborative and proactive approach we take leads to stronger client relationships and constant visibility into finances. Our services: - Virtual CFO - Controllership Services - Back-Office Accounting - Business Process Design - Cloud base solutions - Metrics and KPIs Call us today for a free consultation, and let us show you how powerful your business can be!
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. In early 2018, Wave collaborated with The Nielsen Foundation to launch the TechDiversity Accelerator program, which is a 90-day program designed for early-stage tech companies 51% owned, controlled, and operated by a minority; woman; veteran or lesbian, gay, bisexual, or transgender person; or combination thereof. In addition to our accelerator programs, Wave hosts several specialty programs including the Women Entrepreneurs Forum, Veteran Entrepreneurs Forum, and Friends of Wave. Wave is also the only Florida-based accelerator program that is an official member of the Global Accelerator Network (GAN).
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 growth of their businesses. The firm has also been named the Investment Banking Firm of the Year by The M&A Advisor and the #1 Sell-side, Privately Owned M&A Advisor in the World by Pitchbook’s Global League Tables.
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 resources and deal experience to efficiently close transactions. We also have substantial operating experience and a collaborative approach to build value at the companies with whom we partner. Mangrove is the ideal partner for liquidity and growth for companies in our target size range. EBITDA: Mangrove invests in stable and profitable service companies, niche manufacturers, enthusiast-driven branded consumer businesses, and value-added distributors headquartered in the U.S. or Canada with $2-$10 million of pre-tax profits. Revenues: For new investments, rather than add-on acquisitions, Mangrove typically invests in companies with revenues from $10-$100 million. Transaction Size: Mangrove’s transactions are typically from $10-$50 million in deal size. What makes Mangrove different is the full measure of what we bring to our portfolio partners: character, experience, ability, and the desire to help our portfolio partners prosper.
iink is a revolutionary homeowner's claim and endorsement management platform leveraging insurance, mortgage, and technology experts as part of your TEAM!
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 members in the following 39 Florida counties: Alachua, Brevard, Broward, Charlotte, Citrus, Clay, Collier, DeSoto, Dixie, Duval, Gilchrist, Glades, Hardee, Hendry, Hernando, Highlands, Hillsborough, Indian River, Lake, Lee, Leon, Levy, Manatee, Marion, Martin, Miami-Dade, Monroe, Orange, Osceola, Palm Beach, Pasco, Pinellas, Polk, Sarasota, Seminole, St. Johns, St. Lucie, Sumter and Volusia. Since its founding in 1990, the Suncoast Credit Union Foundation has raised and donated more than $32 million to organizations and initiatives that support the health, education and emotional well-being of children in the communities that the credit union serves.
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