The 69 largest Financial Services companies in Miami

Citadelcitadel.com

An investment firm focused on capturing market opportunities worldwide by empowering extraordinary individuals to pursue innovative ideas for superior long-term returns

Grupo LAFISElafise.com

A leading financial institution in Central America and the Caribbean, providing a wide range of financial services through 200 offices and 3500 professionals

Citadel Securitiescitadelsecurities.com

Technology-driven market maker providing liquidity, competitive pricing, and seamless execution through quantitative research, machine learning, and high-performance computing for global capital markets.

Corientcorient.com

Experienced wealth management specialists providing highly personalized service for affluent individuals and families, with the resources of an industry leader

Lennar Mortgagelennarmortgage.com

A full-service mortgage lender dedicated to removing barriers to homeownership, backed by a Fortune 500 company, with a focus on customer experience

Herehere.co

The company allows individuals to invest in vacation rentals online, earning passive income from high-yielding real estate assets effortlessly

Eagle Home Mortgagelennarmortgage.com

A full-service mortgage lender committed to removing barriers to homeownership, offering competitive financial packages and the industry's best digital mortgage experience

Atomicatomic.vc

venture studio pairing founders with ideas, teams, and resources to build companies, backed by experienced experts and dedicated funding.

Intermex Wire Transfer, LLCintermexonline.com

A leading provider of money transfer services since 1994, offering digital movement of money from US and Canada to Latin America, Africa, and Asia

Insigneoinsigneo.com

A leading international wealth management firm offering services and technology for investment professionals to manage clients worldwide since 1985

eCapital Corp.ecapital.com

A rapidly growing organization providing capital solutions to small and medium-sized businesses, helping them achieve growth and success in various industries

Itaú USAitauprivatebank.com

A global financial services firm offering a wide range of products and services to individuals and institutional investors across 19 countries

Jeevestryjeeves.com

The company offers comprehensive finance tools for global teams, including multi-currency accounts, corporate cards, cross-border payments, and expense management on one platform

Investors Trustinvestors-trust.com

Global insurance group offering unit-linked insurance products through international subsidiaries in Cayman Islands, Puerto Rico, and Malaysia Highly rated and regulated by authorities

Ygrene Energy Fundygrene.com

A national leader in clean energy financing, offering accessible funding for home and business owners to invest in energy efficiency and environmental improvements

Securitizesecuritize.io

Unlocking exclusive access to private market investments, offering liquidity, diversification, and transfer agent services to help investors and businesses achieve financial goals

MAJORITYmajority.com

Digital financial service for migrants worldwide offering FDIC-insured account, VISA® debit card, ATMs, remittance, international calling, local discounts, and community meet-up spaces

finallyfinally.com

A rapidly expanding fintech company assisting small & medium businesses in automating accounting and finance operations

Car Wash Advisorycarwashadvisory.com

A top car wash advisory and brokerage firm helping both buyers and sellers navigate the purchase process and maximize sale prices

NovoPaymentnovopayment.com

Enables digital financial and transactional services using APIs, helping various financial entities leverage existing systems for new deposits, transactions, and customer experiences.

Global Kapital Groupgkg.com

Financial holding company specializing in digital banking, brokerage, credit, real estate, hospitality, private equity, and entertainment worldwide.

Indxxindxx.com

Global indexing solutions provider based in New York, Miami, and New Delhi Specializes in delivering innovative end-to-end indexing solutions, services, and technology products

EFG Capital International Corp.efginternational.com

A global company offering investment advisory, portfolio management, and brokerage services tailored to specific investor needs and risk profiles

Grove Bank & Trustgrovebankandtrust.com

A Miami-based financial services firm offering boutique banking, trust, and wealth management services with a strong capital position and emphasis on integrity

FEMBi Mortgagemyeasyloan.com

Independent mortgage lender in Florida, specializing in residential lending for purchases, refinances, and reverse mortgages Approved seller/servicer for various government loan programs

Columbus Capital Lending, LLC.columbuscl.com

A leading mortgage lender in the Hispanic market, promoting sustainable homeownership with a variety of loan products and national expansion goals

BCA Financial Services, Inc.bcafs.com

A customer-centered accounts receivable management company, providing tailored solutions, innovative strategies, and compliance to maximize revenue recoveries for clients

Transaktransak.com

API-driven platform enabling web3 apps to onboard users globally with simplified KYC, compliance, payment methods, and support integration.

Eldridge Industrieseldridgeind.com

Investment firm focusing on various industries such as Insurance, Technology, Media, Real Estate, and more, to grow businesses with experienced leadership Headquarters in Connecticut

ATTRUSattrus.com

FacilitaPay provides fintech services and payment solutions in Latam, connecting global companies to the local payment network for market expansion

PennantParkpennantpark.com

Middle market credit firm managing $70 billion across various funds, CLOs, and BDCs with expertise, track record, and strong relationships with private equity sponsors

Ibaneraibanera.com

A global digital banking and payments company offering tailored solutions for banks, corporations, and entrepreneurs worldwide, specializing in cross-border payments and DLT infrastructure

milomilo.io

A fintech company revolutionizing global access to mortgage credit and financial solutions, prioritizing speed, innovation, and customer impact

Brickell Bankbrickellbankmiami.com

A Miami-based bank offering wealth management, personal banking, residential lending, corporate banking, trade finance, and insurance services to domestic and international clients

AXIS Brokersaxis-brokers.com

International broker offering financial solutions in Latin American and Caribbean, including investment products, savings plans, wealth management, and health/life insurance

LYNK Marketslynkcm.com

Connecting portfolio managers, investors, and distributors with a wide range of alternative investments, making complex trades simple and global investments accessible for non-retail investors

Miura Capitalmiurausa.com

Independent Broker/Dealer providing financial investment services to institutions & high net worth individuals with expertise in capital markets & multi-asset class investments

GenTrustgentrustwm.com

An investment management firm offering sophisticated solutions to ultra high net worth individuals, families, and institutions with an experienced team

Reliefrelief.app

A Series-A startup empowering individuals to easily relieve financial anxiety with a unique app for customized debt repayment plans

Reloadlyreloadly.com

This company offers simple APIs for mobile top-up payments and digital gift cards to enhance user engagement among 5 billion mobile users

Allocationsallocations.com

A global fund administrator managing over 1,500 private funds, exceeding $2bn in assets, and serving 20,000+ high-net-worth investors

Proxy Financialproxyfinancial.com

Avant-garde financial services company offering global capital solutions through investment management, fund administration, and innovative project services Wealth and capital done better

ACP Groupacp-group.com

A financial services group with a global presence, specializing in private banking, wealth management, investment banking, and alternative investments

Creand Wealth Management (Beta Capital)creand.us

A financial group offering wealth management, financial advisory, and investment services for institutional and individual clients through affiliated entities

Sierra Capitalsierracap.com

Providing high quality investment expertise and independent advice to global high net worth clients and foundations, offering hands-on portfolio management and diligent investment consulting

Aragonaragonglobal.com

An investment firm focused on global equities in Tech, Consumer, and Financial sectors, with a team dedicated to industry-focused fundamental investing

Vizcaya Capitalvizcayacapital.com

A US based Registered Investment Advisor specializing in managing private wealth internationally, offering customized solutions and strategic alliances for financial matters

Bull Market Securitiesbullmarketus.com

A US Broker-Dealer offering brokerage services for domestic and international clients, as well as investment advisory services through affiliated entities

EB5 Unitedeb5united.com

A global financial services firm specializing in EB-5 and private equity investments, providing guidance and assistance for investors seeking green cards

ABANCA USAabancausa.com

International financial conglomerate offering traditional banking and lending services with advanced technology, tailored products, and global support for clients worldwide

UCAP Americasucapamericas.com

A financial organization with an SEC registered Investment Advisor and a FINRA registered Broker Dealer specializing in capital management and securities

Alvarium Investment Advisors (US), Inc.alti-global.com

An SEC-registered investment advisory firm offering unbiased wealth management and investment advice to individuals, family offices, foundations, and institutions globally

BiscayneAmericas Advisers LLCbiscayneamericas.com

Investment advisory firm specializing in managing low volatility portfolios with absolute returns in Global and Emerging Markets Registered with SEC

ARC PEarcpe.com

An investment management firm specializing in acquiring and resolving real estate assets in the US and beyond, with a trusted team and commitment to client satisfaction

GFG Holdingsgfgholdings.com

Financial services company located in Miami, FL, offering a range of financial solutions from investment strategies to wealth management

Cinetica Advisorscadvisor.net

A professional firm in insurance, investments, and real estate, representing top international companies to provide tailored solutions for clients' needs and goals

Lightning Capitallightning.capital

A digital asset manager specializing in lower-risk investment strategies through deep crypto knowledge, portfolio management, and on-chain analytics for institutional and individual investors

J W Korth & Companyjwkorth.com

A broker/dealer and RIA specializing in selling fixed income investments to dealers, institutions, and high net worth retail clients Offices in multiple states

Fortune Partners Groupfortunepartnersgroup.com

Wealth management firm offering customized solutions and advisory services for high-net-worth families, adhering to strict regulatory compliance and global partnerships

Upwealthupwealth.io

A SEC and AMF registered platform offering crypto robo-advisor services for retail and HNWIs, helping users manage, invest, diversify, and track their finances

FlexInvestflexinvest.com

An all-in-one mobile financial platform offering simple and safe investing options with no minimums or commissions, tailored to fit your lifestyle

Base Capital

Early-stage venture capital firm investing in disruptive technology companies to revolutionize industries, support entrepreneurs, and make a positive impact on society through innovative solutions

Ceres Global Advisoryceresglobaladvisory.com

An asset investment management firm providing unbiased investment solutions to individuals, families, and institutions with a team of experienced professionals

Aqua Financial Services, Inc.aquafinancial.net

A global financial services company based in Miami, serving diverse markets in the US, Latin America, and Caribbean with various investment, finance, and insurance services

Cuentas UScuentas.com

A Fin-Tech company leveraging technology to provide accessible and reliable financial services globally, particularly to the unbanked and underbanked populations

The Republic Group of Companies

A financial services holding company offering offshore banking, electronic banking software, investment services, and precious metals trading globally Based in Miami

Valentin´s Inle Asset Management LLC

The company focuses on investing in various sectors, supporting early-stage projects, promoting sustainability, and corporate social responsibility initiatives

Infinitum, Inc.infinituminc.com

A company dedicated to providing unique and exclusive financial services internationally, offering personalized financing options through a wide network of lenders and experienced advice

JC Venture Capitaljcventurecap.com

An investment firm specializing in early-stage equity investments in technology-enabled start-ups, with active investments in digital health, virtual fitness, marketing, and more