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101 Best Florida Based Wealth Management Startups and Companies 2021

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This article showcases our top picks for the best Florida based Wealth Management companies. These startups and companies are taking a variety of approaches to innovating the Wealth Management industry, but are all exceptional companies well worth a follow.

We tried to pick companies across the size spectrum from cutting edge startups to established brands.

We selected these startups and companies for exceptional performance in one of these categories:

  • Innovation
    • Innovative ideas
    • Innovative route to market
    • Innovative product
  • Growth
    • Exceptional growth
    • Exceptional growth strategy
  • Management
  • Societal impact

Top Florida Wealth Management Startups

Data sourced from Crunchbase and SemRush.

YieldX

YieldX

Crunchbase Website Twitter Facebook Linkedin

YieldX introduces a fixed income investing with an end-to-end digital platform that powers personalization at scale.

Insigneo

Insigneo

Crunchbase Website Twitter Facebook Linkedin

Insigneo offer a unique combination of forward thinking, client focused, best-in-class services and solutions.

Insigneo

Family Office Club

Crunchbase Website Twitter Facebook Linkedin

Family Office Club is an association in the family office wealth management industry.

Insigneo

Monstro

Crunchbase Website Twitter Facebook Linkedin

WealthTech Desktop & Mobile Application

Insigneo

Coinplan

Crunchbase Website Twitter Facebook Linkedin

Cryptocurrency Investing and Wealth Management

Insigneo

ARS Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

ARS Wealth Advisors is a professional wealth management firm.

Insigneo

CXIS

Crunchbase Website Twitter Facebook Linkedin

CXIS offers a range of insurance services such as P&C insurance outsourcing, policy retention & growth and claims.

Insigneo

Dimension Capital Management

Crunchbase Website Twitter Facebook Linkedin

Dimension Capital Management is an independent wealth management firm.

Insigneo

Grove Bank & Trust

Crunchbase Website Twitter Facebook Linkedin

Grove Bank & Trust is the longest running bank in Miami-Dade County.

Insigneo

Allen & Company

Crunchbase Website Twitter Facebook Linkedin

Allen & Company focuses on wealth management, investment planning, life insurance, charitable giving, stock options and business planning.

Insigneo

Bls Wealth Management

Crunchbase Website Twitter Facebook Linkedin

BLS Wealth Management specializes in financial management with business solutions, estate planning, and personal financial advice.

Insigneo

Money Concepts International

Crunchbase Website Twitter Facebook Linkedin

Money Concepts is an independent broker-dealer founded on the principle of true ownership.

Insigneo

The Sanibel Captiva Trust Company

Crunchbase Website Twitter Facebook Linkedin

The Sanibel Captiva Trust Company provides financial and wealth management services like investments management and portfolio design.

Insigneo

Davies Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Davies Wealth Management offers wealth management and financial planning services.

Insigneo

Strategic Resource Group

Crunchbase Website Twitter Facebook Linkedin

Strategic Resource Group provides financial planning services.

Insigneo

Grace Tax Advisory Group

Crunchbase Website Twitter Facebook Linkedin

Grace Advisory Group provides wealth management, legal, tax and consulting services.

Insigneo

Riverplace Capital

Crunchbase Website Twitter Facebook Linkedin

Riverplace Capital provides wealth management services including financial & retirement planning and tax protection for its clients.

Insigneo

Wauchula State Bank

Crunchbase Website Twitter Facebook Linkedin

Wauchula State Bank is a financial institution that provides easy, secure and convenient banking to help the clients live their dreams.

Insigneo

Myriad Capital

Crunchbase Website Twitter Facebook Linkedin

Myriad Capital is an independent, privately owned firm.

Insigneo

Capital Wealth Planning

Crunchbase Website Twitter Facebook Linkedin

Capital Wealth Planning is a financial solutions firm that offers wealth management, investment solutions and retirement planning services.

Insigneo

Peninsula Investments Group

Crunchbase Website Twitter Facebook Linkedin

Peninsula Investments is a asset management firm.

Insigneo

Royal Fund Management

Crunchbase Website Twitter Facebook Linkedin

Royal Fund Management is a wealth management solutions providing company.

Insigneo

Coast Financial Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Coast Financial Wealth Management expertise in education funding, employee benefits, tax, risk management and investment advisory services.

Insigneo

Coral Gables Trust Company

Crunchbase Website Twitter Facebook Linkedin

Coral Gables Trust Company is the privately held trust company & a provider of Wealth Management, Trust & Financial Planning services

Insigneo

Element Pointe Advisors

Crunchbase Website Twitter Facebook Linkedin

Element Pointe Advisors provides investment management, wealth management and portfolio management along with advisory service.

Insigneo

Dakota Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Dakota Wealth Management is an investment management firm that offers investment portfolios and strategies to achieve the client’s success.

Insigneo

Florida Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

Florida Financial Advisors is full-service comprehensive financial & wealth management firm.

Insigneo

Stewardship Advisory Group LLC

Crunchbase Website Twitter Facebook Linkedin

Stewardship Advisory Group has over 30 years of experience helping people develop sound financial plans and realize true financial freedom.

Insigneo

Universa Investments

Crunchbase Website Twitter Facebook Linkedin

Universa Investments is a firm dealing with financial services, investment services, risk mitigation and capital management.

Insigneo

Breakwater Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Breakwater provides wealth management solutions for financial advisors. It features portfolio management & investment management solutions.

Insigneo

Catalyst Miami

Crunchbase Website Twitter Facebook Linkedin

Catalyst Miami is a just and equitable society in which all communities thrive.

Insigneo

Omnia Family Wealth

Crunchbase Website Twitter Facebook Linkedin

Omnia Family Wealth offers wealth management and financial services.

Insigneo

Qorval

Crunchbase Website Twitter Facebook Linkedin

Qorval is a business consulting firm that offers a wealth of C-level experience and tactical expertise.

Insigneo

The Lubitz Financial Group

Crunchbase Website Twitter Facebook Linkedin

The Lubitz Financial Group provides financial planning and wealth management services.

Insigneo

WEY

Crunchbase Website Twitter Facebook Linkedin

WEY offers taxation, wealth management, and consulting services.

Insigneo

Keating Investment Counselors

Crunchbase Website Twitter Facebook Linkedin

Keating Investment Counselors is an investment management company that deals with pension plans, personalized guidance & wealth management.

Insigneo

RIFCU

Crunchbase Website Twitter Facebook Linkedin

RIFCU specializes in mortgage, wealth management, investment advice, savings, checking, banking and financial services.

Insigneo

Acosta Tax & Advisory

Crunchbase Website Twitter Facebook Linkedin

Acosta Tax & Advisory provides bookkeeping, tax preparation and other accounting services.

Insigneo

Jackson Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Jackson Wealth Management, LLC, in Lake Mary, FL, financial advisers offers a wide variety of financial services

Insigneo

Global Capital Strategies

Crunchbase Website Twitter Facebook Linkedin

Global Capital Strategies focuses on investment advisory, financial planning, wealth management, lending and private capital services.

Insigneo

GWN Securities

Crunchbase Website Twitter Facebook Linkedin

GWN Securities renders mutual funds, wealth management, life insurance, brokerage, annuities, banking, technology and retirement plans.

Insigneo

Kabat, Schertzer, De La Torre, Taraboulos

Crunchbase Website Twitter Facebook Linkedin

Kabat, Schertzer, De La Torre, Taraboulos provides consulting services within tax, audit, accounting, property and wealth management.

Insigneo

SKadvisors

Crunchbase Website Twitter Facebook Linkedin

SKadvisors is providing a wealth management advisory service.

Insigneo

Land Wealth

Crunchbase Website Twitter Facebook Linkedin

Land Wealth is an online portal that provides educational information related to the real estate investment.

Insigneo

St. Johns Investment Management Company

Crunchbase Website Twitter Facebook Linkedin

St. Johns Investment Management Company is an investment management and wealth management company.

Insigneo

Graystone Investment Group

Crunchbase Website Twitter Facebook Linkedin

Graystone Investment Group is a real estate firm that expertise in property management, real estate development and brokerage services.

Insigneo

Brannen Bank

Crunchbase Website Twitter Facebook Linkedin

Brannen Bank provides services in lending, consumer loans, mortgages, personal and commercial banking.

Insigneo

Harbor Ithaka

Crunchbase Website Twitter Facebook Linkedin

Harbor Ithaka offers investment, wealth, asset management and global market research services.

Insigneo

Navigator Lending Solutions

Crunchbase Website Twitter Facebook Linkedin

Navigator Financing Products offering the best investment solutions, Wealth Solutions, Security & Safety Solutions and Lending Solutions.

Insigneo

Las Olas Capital Advisors

Crunchbase Website Twitter Facebook Linkedin

Las Olas Capital Advisors provides Wealth Management with a focus on Thematic Investing and Capital Markets Advisory Services.

Insigneo

Coral Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Coral Wealth Management is a financial advisory firm specialized in financial planning, investment and wealth management services.

Insigneo

DeRosa & Associates

Crunchbase Website Twitter Facebook Linkedin

DeRosa & Associates is a consultancy that deals with financial services, wealth management, insurance and retirement planning.

Insigneo

Align Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Helping You Make The Most of Your One Financial Life

Insigneo

Silver Key Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Silver Key Wealth Management provides objective investment management and financial planning advice.

Insigneo

Lanigan & Associate

Crunchbase Website Twitter Facebook Linkedin

Lanigan & Associate is a full-service regional accounting and consulting practice.

Insigneo

One Source Advisory

Crunchbase Website Twitter Facebook Linkedin

One Source Advisory offers insurance, wealth management, and financial advisory services.

Insigneo

Aegis Consulting

Crunchbase Website Twitter Facebook Linkedin

Aegis Consulting provides advice to successful families related to wealth management, real estate and financial services.

Insigneo

SingerXenos Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Singer Xenos is one of South Florida’s largest independent, fee-based wealth management firms.

Insigneo

Kaplan, Krauss & Levine

Crunchbase Website Twitter Facebook Linkedin

Kaplan, Krauss & Levine specializes in advising wealthy families and successful businesses in wealth and asset management.

Insigneo

Sickle Hunter Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

Sickle Hunter Financial Advisors specializes in financial, strategy, investment, wealth and asset management services.

Insigneo

Changing The Narratives

Crunchbase Website Twitter Facebook Linkedin

Changing The Narratives is a global social impact project to prevent & end youth homelessness in our world.

Insigneo

Vectorglobal

Crunchbase Website Twitter Facebook Linkedin

Vectorglobal offers wealth management, investment banking and brokerage services.

Insigneo

Wall Titus

Crunchbase Website Twitter Facebook Linkedin

Wall Titus is an accounting firm that offers wealth management, tax compliance, auditing, assurance and consulting services.

Insigneo

TMI Trust Company

Crunchbase Website Twitter Facebook Linkedin

TMI Trust Company offers wealth, retirement, commercial real estate, loans, and financial services.

Insigneo

Pax-Villa USA Funeral Homes

Crunchbase Website Twitter Facebook Linkedin

Pax-Villa USA Funeral Homes is a full service provider of memorials and funerals that are customized and tailored.

Insigneo

Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

Wealth Advisors is a Wealth Management firm that helping pre-retirees and retirees plan for a successful retirement.

Insigneo

Sungarden Investment Management

Crunchbase Website Twitter Facebook Linkedin

Sungarden is a wealth management company that offers investment strategy, financial planning, and personalized services.

Insigneo

AAA Claim Consultants

Crunchbase Website Twitter Facebook Linkedin

AAA Claim Consultants are public adjusters that assess and carry out insurance claims.

Insigneo

Calixsan Capital Management

Crunchbase Website Twitter Facebook Linkedin

Calixsan Capital Management is a financial advisory firm that specializes in alternative investments, consulting and retirement planning.

Insigneo

Executive Compensation Group

Crunchbase Website Twitter Facebook Linkedin

Executive Compensation Group offers employee benefits, estate planning, life insurance and wealth management services.

Insigneo

Cypress Advisors

Crunchbase Website Twitter Facebook Linkedin

Cypress Advisors are specialists in corporate venturing, direct investments as well as mergers & acquisitions.

Insigneo

Cornerstone Private Advisors

Crunchbase Website Twitter Facebook Linkedin

Cornerstone Private Advisors is a financial consultancy that offers retirement income planning, investment management and advisory services.

Insigneo

Csenge Advisory Group

Crunchbase Website Twitter Facebook Linkedin

Csenge Advisory Group is an investment advisory firm that offers retirement plan, asset and wealth management services.

Insigneo

Moseley Investment Management

Crunchbase Website Twitter Facebook Linkedin

Moseley Investment Management offers asset allocation, investment advisory, estate and generational planning services.

Insigneo

Greenline Wealth Management LLC

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Greenline Wealth Management LLC is an independent Registered Investment Advisor firm that serves individuals and corporations.

Insigneo

Noesis Capital Management

Crunchbase Website Twitter Facebook Linkedin

Noesis Capital Management is a registered investment advisory firm.

Insigneo

Caliber Wealth Advisory

Crunchbase Website Twitter Facebook Linkedin

Caliber Wealth Advisory is a fee-only wealth management firm that guides professionals & retirees on complexities of global capital markets.

Insigneo

Accelerated Tax Solutions

Crunchbase Website Twitter Facebook Linkedin

Accelerated Tax Solutions specializes in tax resolution and consulting.

Insigneo

Niles, Kight & Company

Crunchbase Website Twitter Facebook Linkedin

Niles, Kight & Company is a CPA firm that offers accounting, taxation, financial planning and payroll services.

Insigneo

South Atlantic Federal Credit Union

Crunchbase Website Twitter Facebook Linkedin

South Atlantic Federal Credit Union is a financial services organization that provides loans, home banking and other online services.

Insigneo

The Holland Group

Crunchbase Website Twitter Facebook Linkedin

The Holland Group provides wealth management, life insurance, annuities, estate & tax planning services to individuals & families.

Insigneo

GEMRT

Crunchbase Website Twitter Facebook Linkedin

GEMRT specializes in rendering audit, accounting, wealth management, consulting, compliance and tax services.

Insigneo

Camarda Wealth Advisory Group

Crunchbase Website Twitter Facebook Linkedin

Camarda Wealth Advisory Group is an independent investment management firm.

Insigneo

My Private Bullion

Crunchbase Website Twitter Facebook Linkedin

My Private Bullion offers asset protection strategies, wealth management services with a gold IRA and precious metals ownership.

Insigneo

Allegiant Private Advisors

Crunchbase Website Twitter Facebook Linkedin

Allegiant Private Advisors offers services in wealth management, investment management and financial planning.

Insigneo

Ellrich, Neal, Smith & Stohlman

Crunchbase Website Twitter Facebook Linkedin

Ellrich, Neal, Smith & Stohlman specializes in accounting, litigation, tax, wealth management, valuation and transaction advisory services.

Insigneo

Flavin Nooney & Person, CPAs and Advisors

Crunchbase Website Twitter Facebook Linkedin

Flavin Nooney & Person, CPAs and Advisors is a CPA firm that provides accounting, wealth management, estate planning, and advice services.

Insigneo

Essex Asset Management

Crunchbase Website Twitter Facebook Linkedin

Essex Asset Management is a full-service investment advisory business that focus on your financial security and success.

Insigneo

Andrew Hill Investment Advisors

Crunchbase Website Twitter Facebook Linkedin

Andrew Hill Investment Advisors is an independent, privately owned registered investment and wealth management advisory firm.

Insigneo

Graham Capital

Crunchbase Website Twitter Facebook Linkedin

Graham Capital offer their clients top-notch financial planning services and independent investment management.

Insigneo

Wealth Mgmt

Crunchbase Website Twitter Facebook Linkedin

Wealth Mgmt is an independent Financial Advising Practice.

Insigneo

LPF Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

LPF Financial Advisors specializes in investment and financial services.

Insigneo

Montoya Financial Strategies

Crunchbase Website Twitter Facebook Linkedin

Montoya Financial Strategies provides financial services.

Insigneo

Graunke & Hentz Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Graunke & Hentz Wealth Management offers bespoke financial services that solve complex challenges with an effective team approach.

Insigneo

EFG Capital

Crunchbase Website Twitter Facebook Linkedin

EFG Capital offers asset management, account management, wealth planning, and brokerage services.

Insigneo

Koss-Olinger

Crunchbase Website Twitter Facebook Linkedin

Koss-Olinger is a wealth management company that offers investment advice and portfolio planning services.

Insigneo

Naples Global Advisors

Crunchbase Website Twitter Facebook Linkedin

Naples Global Advisors is a financial advisor that offers customized portfolio management, cash flow forecasting & trust planning services.

Insigneo

United Southern Bank

Crunchbase Website Twitter Facebook Linkedin

United Southern Bank is a bank that provides banking services.

Insigneo

RBF Capital Management

Crunchbase Website Twitter Facebook Linkedin

RBF Capital Management specializes in investment management, retirement planning advisory and fiduciary risk management services.

Insigneo

Ullmann Wealth Partners

Crunchbase Website Twitter Facebook Linkedin

Ullmann Wealth Partners provides wealth management services.

Insigneo

Frye Financial Center

Crunchbase Website Twitter Facebook Linkedin

Frye Financial Center offers financial services like wealth management, retirement plan, business advisory and accounting.

Written by Tenner Smith

Tenner Smith - I have experience in financial intelligence and automated intelligence. In industry I have worked on artificial intelligence and machine learning. Tenner Smith is a reporter at DF media.

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