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These are the Top Personal Finance Companies in Florida (2021)

This article showcases our top picks for the best Florida based Personal Finance companies. These startups and companies are taking a variety of approaches to innovating the Personal Finance 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 Personal Finance Companies

Data sourced from Crunchbase and SemRush.

Dvdendo

Dvdendo

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Dvdendo makes investing as easy as spending. To become an investor and Dvdendo member, sign up from your smartphone, link your bank account and the debit or credit card you use most frequently, and then sit back as our service automatically invests a small portion of your daily expenditures in a portfolio of thousands of stocks and bonds.

Becoming an investor is easy and should be available to everyone. With Dvdendo you can own a piece of the world’s greatest companies with just $5..

Bankrate

Bankrate

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Bankrate is a publisher, aggregator and distributor of personal finance content on the Internet. Bankrate provides consumers with proprietary, fully researched, comprehensive, independent and objective personal finance editorial content across multiple vertical categories including mortgages, deposits, insurance, credit cards, personal loans, and other categories, such as retirement, automobile loans, and taxes.

The Bankrate network includes Bankrate.com, its flagship website, and other owned and operated personal finance websites, including CreditCards.com, Interest.com, Bankaholic.com, Mortgage-calc.com, CreditCardGuide.com, Nationwide Card Services, Bankrate.com.cn, CreditCards.ca, NetQuote.com, CD.com, Walla.by, and Quizzle. Bankrate aggregates rate information from over 4,800 institutions on more than 300 financial products.

With coverage of nearly 600 local markets in all 50 U.S. states, Bankrate generates over 172,000 distinct rate tables capturing, on average, over three million pieces of information weekly.

Bankrate develops and provides web services to over 100 co-branded websites with online partners, including some of the most trusted and frequently visited personal finance sites on the Internet such as Yahoo!, AOL, CNBC and Bloomberg. In addition, Bankrate licenses editorial content to over 100 newspapers on a daily basis including The Wall Street Journal, USA Today, The New York Times, The Los Angeles Times and The Boston Globe..

Edukate

Edukate

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Edukate is a financial wellness benefit that is uniquely engaging, easily scalable, and integrates with current employer benefits. We make it easy to provide tools and educational resources to employees and most of our programs can be easily rolled out in less than 30 days.

Learn more at Edukate.com. .

STRANDS

STRANDS

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Strands is a FinTech partner that develops digital money management solutions that help banks empower people in life and business. The company specializes in Big Data, AI, and Machine Learning since 2004.

It creates custom digital money management software for financial institutions and empowers people to be smarter with money. Strands’ mission is to enable banks to anticipate customer needs and proactively suggest actions to increase long term value for customers..

Abe AI

Abe AI

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Abe builds conversational banking solutions for progressive banks.

Purple

Purple

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Mobile banking and financial services for people with disabilities. Open a Purple bank account to receive your Social Security Income (SSI) and Social Security Disability Insurance (SSDI) payments up to two days early.

No hidden fees. No minimums..

Grifin

Grifin

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Grifin allows you to truly experience investing for the first time. Everywhere you go, you can now automatically invest.

The next time you pick up your Starbucks coffee, you’ll also buy $1 of Starbucks stock. That easy.

That fun. Plus, shopped locally? Save $1 into a cash account instead.

Grifin is the most fun you’ll ever have investing and saving. Coming 2020..

Inversiones.com

Inversiones.com

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Inversiones.com is a Latin America and U.S.-based Hispanic premier social investment network.

Banyan Hill Publishing

Banyan Hill Publishing

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Since 1998, Banyan Hill Publishinghas been at the vanguard of the pursuit for personal liberty and free markets They enthusiastically support the enduring pursuit of freedom and prosperity, and, to that end, we believe in empowering individuals to make educated investment choices. Through the years, They have assembled a talented and deeply experienced team of analysts, editors and researchers who understand that the best investment and wealth-protection opportunities in any market are often hidden.

And Their approach has led to a great degree of success. Their independent, uncompromised research has predicted some of the biggest financial catastrophes in recent memory.

They were one of the very first financial research firms to warn investors about the dangers in the derivatives market and the threat they posed to the global financial system. They also alerted Their readers about the dollars crisis of 2004-2005, the meltdown in the private-equity markets in 2007, the collapse of Lehman Brothers in 2008, and we’ve been sounding the alarm bells about the European debt crisis since early 2010, long before the mainstream media started paying attention..

GhostBed

GhostBed

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GhostBed is a personal materials sleep technology company located in Plantation.

Uncle Bobs Money

Uncle Bobs Money

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Live website with (really happy) paying customers. UncleBobsMoney.com leverages four specific Income-generating Options strategies to generate consistent profits like our “Conservative Portfolio” profits + 20% per year.

Our database connects to Stock/Options feed; server calculates, an amazing UI displays optimal trades, monitors live trades, and alerts about ideal exit points. For ‘couch potatoes’ and new traders, we provide Model Portfolios and Options trading education..

Limon Financial

Limon Financial

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Digital personal finance hub for the U.S. Latino immigrant community.

Gradsave

Gradsave

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GradSave provides a revolutionary new service that helps you navigate your college savings options in just minutes!

CardRates.com

CardRates.com

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“The Ultimate Guide to Credit Cards.” Featuring credit card ratings, reviews, and guides from leading finance industry experts.

GoLoans

GoLoans

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GoLoans is a finance start-up that connects consumers with bad credit to lenders

Blue Coast Savings Consultants

Blue Coast Savings Consultants

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Blue Coast Savings Consultants provides consulting services in savings.

Armour Residential REIT

Armour Residential REIT

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ARMOUR Residential REIT, Inc.( ARMOUR) is an externally-managed Maryland corporation managed by ARMOUR Residential REIT, Inc. The Company invests primarily in hybrid adjustable rate, adjustable rate and fixed rate residential mortgage backed securities (RMBS).

These securities are issued or guaranteed by a United States Government-sponsored entity (GSE), such as the Federal National Mortgage Association (Fannie Mae) or the Federal Home Loan Mortgage Corporation (Freddie Mac), or are guaranteed by the Government National Mortgage Administration (Ginnie Mae) collectively, Agency Securities. From time to time, a portion of its portfolio may be invested in unsecured notes and bonds issued by United States Government-chartered entities, collectively, Agency Debt.

As of December 31, 2012, Agency Securities account for 100% of its portfolio.. .

BadCredit.org

BadCredit.org

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BadCredit.org was created to help Americans with subpar credit find the information and resources needed to make successful credit decisions. Featuring articles, how-to guides, studies, and other helpful content, the site’s mission is to raise the overall financial awareness of its visitors.

Our experts provide ratings of various financing sources and other services geared toward the subprime market.. .

Money News

Money News

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Money News is an online news resource that features daily updates on money and financial news across the globe.

Online Loans

Online Loans

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The Internet’s Home For Loans.

Buccaneer Mortgage

Buccaneer Mortgage

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Buccaneer Mortgage deals with home loan, refinancing, debt consolidation and mortgage solutions to its customers.

FinanceWell

FinanceWell

Crunchbase Website Twitter Facebook Linkedin

FinanceWell is all about helping you lead better lives. That is why we are designing free tools to help you build a firm foundation and reach your financial goals.

Our platform makes it simple for you to do more with your money. Track spending, reduce debts, improve credit scores, find the best credit cards and loans.

Our team believes in the power of technology to change the financial industry, making it more accessible, affordable, and honest. Whether you’re looking to get a loan, reduce debts or invest for retirement; we aim to empower you to make life’s biggest financial decisions with confidence.

Join the people who are using FinanceWell to get more out of their money. Get started today!.

BudgetPolitan

BudgetPolitan

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With an easy-to-use interface, simple dashboard and an extensive selection of detailed budget plans, a healthy financial lifestyle is no longer a façade for many, BudgetPolitan makes it a reality. BudgetPolitan completely analyzes and integrates your financial liabilities and income, comparing key financial indicators such as balances and account types to develop the most extraordinary and concise budgeting plans to achieving financial goals and fostering a forward-thinking mindset.

Not only do you save a significant amount of time and energy but most importantly, money. Much like a successful diet routine, BudgetPolitan’s completely breaks down plan details to help people build up their financial confidence and intelligence as the weight of their debt begins to deplete.

We know no two financial paths are the same, therefore, BudgetPolitan is confident we can inspire you in creating and mastering a personal budget which harnesses what we believe every financial decision-making process should embrace: Simplicity, Confidence, and Intelligence. .

My Virtual Bookkeepers

My Virtual Bookkeepers

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We serve individuals and small businesses throughout the United States. Our team is fully equipped to handle all of your accounting needs, including: bookkeeping, full service payroll and tax preparation.

Our services include: -Accounting software setup -Historical bookkeeping -Clean-up/tune-up -Expense coding -Reconciliations -Accounts receivable -Accounts payable -Full service payroll -Inventory management -Budgeting -Financial reports -Tax preparation …and more!. .

Align Wealth Management

Align Wealth Management

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In these challenging economic times, preserving and growing your wealth is a daunting task. Investment fads, hidden fees, and rising taxes are relentless.

Meanwhile, financial intermediaries such as brokerage firms, bank trust departments, and insurance companies bombard you, selling expensive, commission-based products and declining a fiduciary role that is meant to protect your best interests. Many investors end up taking too much risk for too little return, receiving mediocre service and conflicted “advice,” and paying too much in taxes, commissions, and fees.

We solve these problems. Our passion is helping you make the most of your one financial life.

At Align Wealth Management, we proudly go against the grain, delivering strictly fiduciary advice and simple and elegant investment solutions to a discerning group of individuals, families, and small business owners. We believe in straight talk, good old-fashioned common sense, intense research, hard work on your behalf, and complete transparency.

Align Wealth Management represents a new model that is based on transparency and professional standards.. .

Absolute Insurance

Absolute Insurance

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Absolute Insurance is a financial services company located in Delray Beach.

National Credit Federation

National Credit Federation

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National Credit Federation is a membership-based organization that helps the people with financial crisis.

Walkmore (Acquired by GTE Financial)

Walkmore (Acquired by GTE Financial)

Crunchbase Website Twitter Facebook Linkedin

Big data analytics for financial institutions; alternative credit scoring taking healthy behavior into consideration

Syndicate Mortgages

Syndicate Mortgages

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Syndicate Mortgages is a financial services company located in Miami.

E-creditloan

E-creditloan

Crunchbase Website Twitter Facebook Linkedin

Apply online for personal loans at E-creditloan. we offer bad credit loans, unsecured personal loans, bad credit personal loans and more.

Ulloa & Company P.A. Accounting & Tax Services

Ulloa & Company P.A. Accounting & Tax Services

Crunchbase Website Twitter Facebook Linkedin

Ulloa & Company, P.A. is a full-service accounting, bookkeeping, and tax business dedicated to helping you with all your personal and corporate needs.

Accounting is an extremely important component of running a business or keeping your personal finances in check. Keeping track of your expenses can relieve economic stresses and allows you to better plan for the future.

Tax Preparation Services, Accounting, Bookkeeping, Payroll Services, Business Consulting, Business Incorporation, Notary Public.. .

KinsFin

KinsFin

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A comprehensive and easy-to-use solution allowing you to take control of finances, get rid of the debt and gain financial independence.

Bail 2 GO

Bail 2 GO

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Bail 2 GO is a people-centered insanely simple bail bonds agency located in Orlando FL. We believe that great service involving and evolving bail bonds comes from understanding the needs, wants and perceptions of our clients.

This approach infuses everything we do and is actually insanely simple. Whether it is Felonies, Misdemeanors, Traffic, DWI, Speeding, or Possession, we are the right bail bond services you can rely on..

Lo Castro Insurance Services

Lo Castro Insurance Services

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Lo Castro Insurance Services is an insurance company located in Venice.

Onestop Financial Services

Onestop Financial Services

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Onestop Financial Services is a financial services company provides home loans to it’s clients with the possible lowest interest rates.

Audicell

Audicell

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Audicell is a long-lasting high-quality personal development company located in Apopka.

Legacy Wealth Management

Legacy Wealth Management

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Legacy Wealth Management is providing comprehensive financial planning and wealth management services located in Miami.

The Loaded Pig

The Loaded Pig

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Here at The Loaded Pig, we believe that every man and woman, no matter their age, has the power and ability to achieve their financial goals. That is why we strive to provide valuable information, while at the same time simplifying personal finance topics in order to empower individuals during this rewarding journey.

Our platform fosters a community of like-minded people who help each other along the road to financial freedom by offering knowledge, tips, feedback, and personal experiences. Personal finance topics may seem confusing, but they are important to understand in order to be financially responsible and successful..

Wearenotthebanks

Wearenotthebanks

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Wearenotthebanks is a mortgage lending firm, serving the lending needs of real estate professionals, builders, and individual home buyers.

You may write to us at: Daily Finance Media/Fupping Ltd, First Floor, 61-63 Rochester Pl, London NW1 9JU.

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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