97 leading financial services firms in Miami

Lennarlennar.com

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

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

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

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

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

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

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

Insigneoinsigneo.com

Empowering investment professionals with comprehensive services and technology to manage their clients globally, focusing on a simpler user experience and service excellence.

Banesco USAbanescousa.com

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

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

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

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.

Rialto Capitalrialtocapital.com

Invests and manages assets in real estate properties, loans, and securities to create long-term value for investors across market cycles, with a dedicated special servicer.

Itaú USAitauprivatebank.com

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

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

CIFC Asset Managementcifc.com

Manages alternative assets globally, specializing in credit solutions including CLOs, corporate credit, structured credit, opportunistic credit, and direct lending through bottom-up research.

Global Kapital Groupgkg.com

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

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

XS Globalxsglobal.com

A leading regional MGA and Coverholder at Lloyd’s offering targeted reinsurance capacity to corporates and retail brokers in Latin America and beyond

Leste Groupleste.com

Global independent investment platform offering unique strategies in real estate, credit, venture, and liquid markets to deliver consistent risk-adjusted returns for institutional clients worldwide

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

Dimension Capital Managementdimensioncapital.com

Independent wealth management firm with over 30 years of experience, serving individuals, families, and institutions in the US and abroad Registered with the SEC since 1997

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

trmg | The Risk Management Grouptrmg.net

An innovative insurance brokerage provides comprehensive coverage, risk management, and employee benefits for clients in diverse industries through tailored solutions and expert guidance

Allocationsallocations.com

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

PAF Securitiespanamfinance.com

An independent advisory firm offering investment banking services in the Americas, specializing in M&A advisory, capital raising, and strategic advice

Rialto Capital Advisors, LLCrialtocapital.com

An integrated real estate investment and asset management company investing and managing real estate properties, loans, and securities on a global scale

Lorientlorientcap.com

Private investment firm specializing in healthcare industry, focused on building market-leading companies by leveraging operational expertise, experience, and industry relationships

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

CargoCorp Underwriterscargocorpuw.com

This company provides reinsurance capacity for all marine lines and offers a comprehensive risk management program for systematic and non-systematic risks in the insurance industry

BlackTOROblacktoro.us

Independent investment advisory firm in Miami's financial district, providing tailor-made advice, differentiated products, rigorous analysis, and portfolio management to clients globally

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

CleanBridgepanamericanfinance.com

Independent investment banking firm specializing in advising on clean energy & infrastructure transactions, M&A advisory, capital raising, and value creating transactions for clients globally

Aragonaragonglobal.com

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

argentum reargentumre.com

An independent reinsurance broker offering innovative risk management solutions with a team of experienced professionals specialized in Central American market

Savile Capital Groupsavileco.com

A comprehensive wealth management firm offering asset management, brokerage, futures, and investment banking services to individuals and institutions globally

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

Eastern National Bankenbfl.com

A company providing tailored banking services and financial solutions to local communities and global markets since 1969, with a focus on customer care and economic progress

ABANCA USAabancausa.com

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

Cassel Salpeter and Co.casselsalpeter.com

Independent investment banking firm providing mergers and acquisitions, equity and debt capital raises, valuations, and restructurings to middle market companies worldwide

Kinetickineticpartners.com

An investment firm specializing in global public and private equities, focusing on businesses undergoing rapid change to achieve high returns with integrity

World of Americawoagp.com

Independent advisory brokerage firm with 35 years of experience in international and US insurance markets, offering personalized solutions globally with a team of experts in various fields

Canal Road Groupcanalroadgroup.com

An alternative asset manager specializing in sourcing, underwriting, and managing investments in senior secured credit in private and public markets

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

Element Pointe Family Officeelementpointe.com

An independent multi-family office and wealth management firm providing investment advisory services with a focus on personalized, tailored strategies for clients

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

Howden Specialty Miamihowdenspecialty.com

Specialized reinsurance services provider focused on Latin America and the Caribbean region

QIGlaains.com

A full-service, independent risk management firm, offering customized insurance programs with a focus on providing the best coverage and service

LARUS LLClarusolutions.com

The company offers risk transfer solutions through innovation, data analytics, technical expertise, and strong relationships with reinsurance markets, delivering customized global solutions

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

Solis Re Agency Incsolisre.com

A leading reinsurance hub in Miami for Latin America and the Caribbean, offering top underwriting performance, client service, and expertise

First Reinsurance Services Brokers & Consultantsfrscorp.net

A leading international reinsurance provider with 18+ years of experience, offering unique solutions, timely coverage, and exceptional service in Latin America and Europe

Abbey USA Inc.abbey-usa.com

Established in 1999, this global insurance provider offers tailored solutions worldwide with a focus on flexibility, competitive pricing, and personalized service

212 Universal Group212universalgroup.com

The company provides consulting and services in insurance, asset protection, reinsurance, and financial products, offering domestic and international coverage to clients

MSC Remsc-re.com

Specializing in reinsurance brokering, we facilitate facultative placements for clients in Latin America, showcasing extensive expertise in the (re)insurance market

VANT Reinsurancevantreinsurance.com

Company offers underwriting services with local experts and advanced system providing real-time information for reinsurers and cedants

BlockTower Capitalar.ca

Institutional investment firm specializing in professional trading, venture investing, credit underwriting, and portfolio management for digital and traditional assets Founded in 2017

Ceres Global Advisoryceresglobaladvisory.com

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

Brickell Underwriting Agencybrickell-ua.com

Specialized Managing General Agency offering Property and Engineering facultative reinsurance for Primary and First Excess businesses in Latin America and the Caribbean Led by experienced industry professional

Soloman Hillsolomanhill.com

A global firm providing strategic investment solutions, portfolio management, and innovative structures to help clients and investors grow successfully worldwide

ATIS REinsurance Intermediaries Brokersatisre.com

A reinsurance intermediary broker with a focus on assurance, transparency, integrity, and service, providing exceptional customer service and consultation tailored to clients' needs

Validus Reaseguros, Inc.renre.com

A company in the insurance industry, acquiring Validus Re from AIG on November 1, 2023

I–RE Miamii-re.insure

An insurance and reinsurance underwriting agency offering an alternative P&C insurance solution for mid-market business owners, enabling risk taking and reward

Bastion Capital Partnersbastion.financial

Provider of institutional-quality investment management and research services for the digital asset market

CorpFIcorpfi.com

An insurance broker providing employee benefits, property and casualty, and risk management solutions, with a focus on professionalism, integrity, and customer service

Frank Fundsfrankfunds.com

Independent asset manager specializing in managing financial portfolios and investments

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

Sonic Capitalsonic-capital.com

A global investment management firm with $400 AUM, specializing in delivering long-term results for a diverse range of clients through research-driven insights and risk management

ClimaShareclimashare.com

An investment company promoting sustainability, offering impactful projects with positive social/environmental benefits and strong financial returns Join us for global sustainability

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

XXXXXXXXXXhemisphericre.com

Global reinsurance broker specializing in Latin America, Spain, and Portugal, providing risk solutions with personalized service, access to major markets, and efficient claims handling

Luis Insuranceluisinsurance.com

An international insurance brokerage firm providing personalized risk management services to high-net-worth individuals and businesses, specializing in unique insurance solutions

RIB Americas Reinsurance Brokerramon.co.uk

An independent reinsurance broker based in London, with strong local market knowledge and global partnerships, delivering tailored (re)insurance solutions

Consortium International

A global financial services firm offering investment banking, asset management, and financial services to corporate and institutional clients