List of financial services firms in Florida

Fidelity National Financialfnf.com

Leading provider of title insurance and transaction services for real estate and mortgage industries, focusing on customer safety and ownership experience.

Raymond Jamesraymondjames.com

Financial planning, investment banking, and capital markets services for individuals, corporations, and municipalities through a global network of specialized broker-dealer subsidiary firms.

Brown & Brownbbrown.com

Provides diverse insurance solutions through retail, national programs, wholesale brokerage, and services to protect businesses and individuals.

Lennarlennar.com

A leading homebuilder in the US, offering homes for various buyer segments with financial services, prioritizing quality, value, and integrity

Jackson Hewitt Tax Service Inc.jacksonhewitt.com

A fast-growing tax preparation company focused on providing clients with fast, convenient, and low-cost access to their tax returns

Freedom Mortgagefreedommortgage.com

Provides mortgage lending services focused on helping customers achieve homeownership, offering career opportunities and promoting diversity and inclusion.

Citadelcitadel.com

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

JM Family Enterprises, Inc.jmfamily.com

Privately held automotive company with subsidiaries in vehicle distribution, finance, franchising, specialty distribution, and dealership performance improvement services.

The Baldwin Groupbaldwin.com

An independent insurance distribution firm providing personalized risk management solutions to clients, partners, and communities nationally and internationally

Brown & Brownbbrown.com

Expert insurance brokerage offering innovative solutions and superior service to individuals and multinational companies, ensuring personalized, dedicated assistance in protecting valuable assets

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

Chicago Title Insurance Companyctic.com

A trusted partner in real estate transactions since 1876, providing tailored solutions in title, escrow, closing, and post-closing services nationwide

Onity Group Inc.onitygroup.com

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EverBankeverbank.com

Provides high-value banking products and services, including digital access and financial centers, focusing on high-yield solutions for clients.

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.

Fidelity National Financialfnf.com

Provider of title insurance and transaction services to real estate and mortgage industries Largest title insurance company in the US

AAA Auto Club Southaaasouth.com

An established organization offering a wide range of insurance, travel, financial services, and car care facilities to its 50 million members

BankUnitedbankunited.com

National bank providing diverse financial services through banking centers across Florida, New York, and Texas while emphasizing entrepreneurial culture and inclusive professional growth.

VyStar Credit Unionvystarcu.org

Credit union providing financial services, mortgage lending, and community support to members in Florida, Georgia, and military families worldwide.

Transamerica Financial Advisors, Inc.tfaconnect.com

A full-service, independent Broker/Dealer and Registered Investment Advisor with over $10 Billion in customer assets, providing personalized financial services nationwide

Ocwen Financial Corporation - USonitygroup.com

A non-bank mortgage servicer and originator dedicated to helping homeowners and investors with innovative solutions and foreclosure prevention services

Seacoast Bankseacoastbank.com

A leading financial services provider in Florida offering integrated banking, wealth management, and mortgage services through full-service branches and digital platforms

Suncoast Credit Unionsuncoast.com

A leading credit union in Florida with over $126 billion in assets, serving over 928,000 members across 39 counties Supporting community initiatives

Citizens Property Insurance Corporationcitizensfla.com

Nonprofit government insurance company insuring Florida properties when private coverage is unavailable, dedicated to service, ethics, and innovation in the industry

AmeriLifeamerilife.com

This company offers insurance and retirement solutions to help people live longer, healthier lives, partnering with top carriers and a vast distribution network

Insurance Office of Americaioausa.com

Leading insurance brokerage providing property and casualty, employee benefits, and personal lines insurance, as well as innovative risk management solutions and insurtech

H.I.G. Capitalhig.com

A global private investment firm managing $60 billion in equity capital, investing in small to mid-sized businesses with growth potential worldwide

Accretive Insurance Solutionsaccretive-ins.com

A group of elite specialty and wholesale agencies led by experienced industry professionals, offering customized solutions and trusted service with a focus on relationships

BMI Companiesbmicos.com

With nearly 50 years of experience, the company offers high-quality life insurance, global health coverage, and travel assistance plans for families worldwide

BHG Financialbhgfinancial.com

A leading financial company using data and tech to provide professional loans, offering a full suite of financial solutions with record growth and national recognition

City National Bank of Floridacitynational.com

A leading financial institution in Florida with over 75 years of experience, offering a wide range of financial products and services

TradeStationtradestation.com

A leading provider of trading tools and online brokerage services for self-directed traders and investors, offering innovative platforms and career opportunities

FCCI Insurance Groupfcci-group.com

A provider of commercial property and casualty insurance, focused on creating partnerships, managing risks, and resolving claims fairly for business growth and success

Bayview Asset Management, LLCbayview.com

Global alternative investment firm providing flexible capital solutions focused on residential, consumer, and commercial credit across market cycles.

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

Amscot Financialamscot.com

A Florida-based financial services company offering check cashing, bill payment, cash advances, and various other financial services through 237 retail branches

Sunshine Healthsunshinehealth.com

Sunshine Health is a leading healthcare provider in Florida, offering coordinated care for over 2 million members through government-sponsored managed care programs

Lakeview Loan Servicing, LLC.lakeview.com

A mortgage finance organization specializing in providing efficient and affordable refinancing options, servicing residential mortgage loans, owning MSRs, and originating residential mortgage loans

GA Telesisgatelesis.com

A global leader in commercial aerospace, offering sales, leasing, distribution, and maintenance of aircraft and engines worldwide

Space Coast Credit Unionsccu.com

A top Florida credit union with over 70 years of experience, $8 billion in assets, focused on member satisfaction, offers benefits and career growth

Santander Private Banking Internationalpb-santander.com

Providing personalized private banking services internationally, focusing on client financial needs, employee development, and inclusive workplace culture.

Ocean Bankoceanbank.com

A leading independent commercial bank in Florida, offering personalized financial guidance to customers and striving to meet their diverse financial needs

Capital City Bank Group, Inc.ccbg.com

A financial holding company offering a range of banking services including deposits, credit, mortgages, asset management, trust services, and more across Florida, Georgia, and Alabama

MIDFLORIDA Credit Unionmidflorida.com

Serving Florida communities with personalized banking, offering savings, mortgages, business accounts, and friendly face-to-face financial services.

State Farmbrantblessing.com

An independent insurance agency in Zephyrhills, FL offering auto, homeowners, and life insurance for over 35 years

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

First American Title Insurance Companyfirstam.com

A leading provider of title insurance, settlement services, and title searches for real estate transactions, supporting homebuyers, sellers, agents, and professionals

FAIRWINDS Credit Unionfairwinds.org

This financial company provides solutions and advice to help individuals achieve financial freedom and avoid debt, while promoting member service

Summitsummitholdings.com

Provider of workers' compensation insurance programs to 40,000 employers in multiple states, offering claims management, loss prevention, underwriting, and marketing services through independent agents

JM&A Groupjmagroup.com

A results-driven company providing comprehensive solutions to increase auto dealers' performance, profitability, and success through training, support, and industry insights

Amerant Bankamerantbank.com

A community bank in Florida providing deposit, credit, and wealth management services with a focus on commercial real estate lending

Performant Healthcare, Inc.performanthealthcare.com

Specializing in preventing, identifying, and recovering lost assets, we help organizations enhance revenue and reduce costs through expert staff and advanced technology

CenterState Banksouthstatebank.com

A bank that has merged with another bank, offering members FDIC protection, equal housing lending, and NMLS services

Fortegrafortegra.com

Specialty insurer providing risk management solutions through diverse insurance products, warranty solutions, and service contracts for individuals and businesses worldwide

Money Conceptsmoneyconcepts.com

Money Concepts is an independent broker-dealer providing wealth management franchises for advisors without franchise fees, quotas, or hidden fees

Allstate Benefitsallstate.com

Provider of Group Supplemental workplace benefits and Group Health Self-Funded Program options for small to mid-sized employers, with a focus on superior products and customer support

Universal Property & Casualty Insurance Companyuniversalproperty.com

A leading insurer specializing in homeowners insurance in multiple states, with a strong network of independent agents and focus on superior service

Community First Credit Unioncommunityfirstfl.org

Providing diverse financial products including loans, mortgages, checking, savings, and investment services to support members and communities.

Foundation Risk Partnersfoundationrp.com

A rapidly growing insurance brokerage firm with a strategic approach to expansion, offering industry expertise, specialized services, and superior results for clients

Addition Financial Credit Unionadditionfi.com

A member-owned financial cooperative in Central Florida offering comprehensive solutions to help members achieve their financial goals with benefits returned to members

NewDay USAnewdayusa.com

Nationally ranked VA and FHA mortgage lender providing home purchase, refinancing, and equity solutions to veterans, service members, and military families nationwide.

Tower Hill Insurance Groupthig.com

A leading property insurer offering residential and commercial coverage through network of agencies, focusing on service excellence, compassion, and integrity

UniTrust Financial Groupunitrustlife.com

A nationwide financial group focusing on protecting families, income, and assets, seeking dedicated individuals who value servant leadership and financial success

Banesco USAbanescousa.com

A pioneering financial institution committed to delivering innovative solutions, personalized guidance, and exceptional service to empower businesses, individuals, and families

Acentria Insuranceacentria.com

A leading independent insurance agency in the Southeast US, offering personalized insurance plans for car, home, and business with exceptional service and expertise

First Federal Bankffbf.com

Community-based mutual bank offering personal and commercial banking services, lending, mortgages, investments, and online/mobile banking options to customers in Florida, Georgia, and Wisconsin

The Liberty Company Insurance Brokers, LLClibertycompany.com

An independent insurance broker providing commercial, personal, and employee benefits insurance Focus on team well-being and growth, recognized for fast growth and positive work environment

AvMedavmed.org

A Florida-based healthcare company providing Medicare Advantage, Individual and Family, and Commercial coverage to over 380,000 members with a focus on better health

Main Street America Insurancemsainsurance.com

Established in 1923, this company offers a wide range of commercial and personal insurance products through independent agents in the United States

Benchmark Internationalbenchmarkintl.com

Global M&A firm offering creative solutions for business owners to grow and exit their businesses, with over $11 billion in transaction value handled

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

Sourcepointsourcepointmortgage.com

The company simplifies home financing, enhances customer satisfaction, and improves mortgage operations through technology and personalized services for over 25 years

AMGamg.com

Leading partner providing growth capital and strategic capabilities to independent investment management firms while allowing partner-owned affiliates to maintain operational autonomy and equity.

Slideslideinsurance.com

A technology-driven insurance company using AI and Big Data to personalize and optimize coverage selection for modern consumers

Best Doctors Insurancebestdoctorsinsurance.com

Leading international health insurance provider in Latin America, the Caribbean, and Canada, offering top-quality medical insurance plans with access to the best healthcare worldwide

Simplex Groupsimplexgroup.net

Leading service provider in the trucking industry, offering comprehensive transportation solutions to help American entrepreneurs open their trucking businesses.

Private Client Selectprivateclientselect.com

Specializing in property and casualty personal insurance for High-Net-Worth clients, offering tailored risk management services to protect their unique lifestyles and assets

Bayview Financialbayviewfinancial.com

A full-service mortgage finance company offering residential and commercial servicing, investing, and advisory services in Coral Gables, Florida through its subsidiaries

Itaú USAitauprivatebank.com

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

Coastal Wealthmycoastalwealth.com

Coastal Wealth works closely with clients to set financial goals, make good decisions, and prepare for the future with long-term financial planning

Mercantil Bankmercantilbank.com

A financial institution with 40 years of experience offering banking and financial services, including deposit products, credit products, and wealth management services

Facetfacet.com

Facet Wealth offers personalized financial planning services with dedicated CFP® professionals at an affordable subscription price, integrating unbiased advice into clients' lives

DoubleLinedoubleline.com

Independent and employee-owned money management firm founded in 2009, offering diverse investment strategies with experienced portfolio managers focused on active risk management and innovative solutions

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

Rialto Management Grouprialtocapital.com

Integrated real estate investment and asset management company investing in properties, loans, and securities, with experienced professionals in the US and Europe

Securitizesecuritize.io

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

healthinsurance.comhealthinsurance.com

This company helps individuals find the right health insurance coverage through multiple plans and trusted partnerships for easy and fast access to customer support

Cogent Bankcogentbank.com

This company aims to help clients achieve financial goals through innovative technology and customized solutions while maintaining a family-friendly, respectful online community

GQG Partnersgqg.com

Global investment boutique managing equities for institutions, advisors, and individuals worldwide $120 billion in client assets Co-founders have significant personal investments in strategies

MoneySolvermoneysolver.org

A national financial services company based in Florida that aids individuals and businesses with student loans, taxes, credit, and business challenges

NTC - A Covius Solutionnationwidetitleclearing.com

A leading provider of post-closing services for residential mortgage industry, offering accurate Life of Loan services to protect homeowners and maintain land record integrity

King Risk Partnersking-insurance.com

This company offers insurance services and solutions to help individuals and businesses protect their assets and manage potential risks

Redbridgeredbridge.cc

The company underwrites a wide range of Life, Health, Property, and Casualty products with a strong Provider's Network in the USA and Latin America, providing a competitive advantage in emerging insurance markets worldwide

Creative Financial Networklinktr.ee

Independent financial, risk, and wealth management group focused on client goals, using a holistic approach and building lasting relationships

Polen Capitalpolencapital.com

Global investment firm specializing in high conviction, concentrated portfolios focused on quality growth and high yield for long-term outperformance.

Raymond James Investment Managementrjinvestmentmanagement.com

Global asset management firm combining boutique investment teams with full-service firm strength to help investors achieve long-term financial goals.

Global Kapital Groupgkg.com

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

Prospect Capital Managementprospectcap.com

An alternative asset manager with $118 billion in assets, specializing in real estate private equity, middle-market buyouts, direct lending, and structured credit investments Led by experienced professionals

Sihle Insurance Groupsihle.com

Established in 1974, this insurance group offers a wide range of insurance solutions, including commercial, personal, employee benefits, payroll services, and specialty lines

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