Top 75 Financial Services Companies in Boca Raton

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Below is the list of Top 75 Financial Services Companies in Boca Raton ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Boca Raton

1. Fundseeder Technologies

Industry: Financial Services

Location: Boca Raton, Florida

Website: fundseeder.com

Company Founded: 2014

Company Size: 11-50

Company Address: 3651 Fau Boulevard, Boca Raton, Florida, United States

Fundseeder Technologies Contact Details

Name Title LinkedIn Phone Email
Jack Schwager Partner And Cofounder Of Fundseeder
André Loukrezis Intern
Requires/Intent
Securities Trading & Brokerage
Investment Advisory
Omnichannel Customer Support
Tax Planning & Strategy
Wealth Management
and more

2. Flashbanc, Llc

Industry: Financial Services

Location: Boca Raton, Florida

Website: flashbanc.com

Company Founded: 2008

Company Size: 501-1000

Company Address: 185 Northwest Spanish River Boulevard, Boca Raton, Florida, United States

Flashbanc, Llc Contact Details

Name Title LinkedIn Phone Email
Michael Dutton Territory Manager
James Graham Manager
Ronald Smith Sales Director
John Degross Sales Consultant
James Ray Account Executive
Nicolas Biele Sales Consultant
Mindy Carder Account Executive
Requires/Intent and 28 more Employees
Accounting Services
Branding & Public Relations
ESG & Sustainable Finance Consulting
Risk Management & Compliance
and more

3. S Squared Consulting And Finance

Industry: Financial Services

Location: Boca Raton, Florida

Website: s2lifeplans.com

Company Founded: 2013

Company Size: 1-10

Company Address: 20283 State Road, Boca Raton, Florida, United States

S Squared Consulting And Finance Contact Details

Name Title LinkedIn Phone Email
Eric Bernstein Chief Executive Officer And Owner
Requires/Intent
Investment Advisory
IoT-enabled Smart Banking Solutions
Digital Payment & Subscription Solutions
Omnichannel Customer Support
and more

4. Slavic 401k

Industry: Financial Services

Location: Boca Raton, Florida

Website: slavic401k.com

Company Founded: 1995

Company Size: 51-200

Company Address: 1075 Broken Sound Parkway Northwest, Boca Raton, Florida, United States

Slavic 401k Contact Details

Name Title LinkedIn Phone Email
Jennifer Kerr Retirement Plan Advisor
Scott Sheehan Service Center Manager
James Hurst New Plans Specialist
Requires/Intent
Digital Payment & Subscription Solutions
Branding & Public Relations
Accounting Services
and more

5. Summit Brokerage Services, Inc.

Industry: Financial Services

Location: Boca Raton, Florida

Website: summitbrokerage.com

Company Founded: 1993

Company Size: 201-500

Company Address: 595 South Federal Highway, Boca Raton, Florida, United States

Summit Brokerage Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Ron Elliard Rampart Wealth Management Llc
Tara Rivers Client Services Associate
Rebecca Burton Branch Marketing Coordinator
April Wallace Senior Account Executive
Michael Lang Corporate Counsel
David Menegus Senior Financial Advisor, Summit Brokerage Services, Inc
Barry Falter Financial Advisor
Requires/Intent and 13 more Employees
Tax Planning & Strategy
Document Management & E-signature Solutions
Mobile App Development For Financial Services
Insurance & Underwriting Services
Employee Training & Workforce Development
and more

6. Flexshopper

Industry: Financial Services

Location: Boca Raton, Florida

Website: flexshopper.com

Company Founded: 2003

Company Size: 51-200

Flexshopper Contact Details

Name Title LinkedIn Phone Email
Hector Matias Software Engineer
Luella King Verification Specialist
Adam Espinoza Help Desk Technician
Requires/Intent
Technology Consulting
AI-powered Financial Insights
Accounting Services
and more

7. Newbridge Securities

Industry: Financial Services

Location: Boca Raton, Florida

Website: newbridgesecurities.com

Company Size: 201-500

Company Address: 5200 Town Center Circle, Boca Raton, Florida, United States

Newbridge Securities Contact Details

Name Title LinkedIn Phone Email
Nelson Braff Varies
Constantino Gutierrez Director, Investment Banking
Steven Swanson Branch Office Manager
John Mcauliffe Senior Investment Banker
Rocky Singh Financial Advisor
Eric Vallejo Trader
Kevin Lambert Stock Broker
Requires/Intent and 6 more Employees
Online Advertising & SEO
Tax Planning & Strategy
Risk Assessment & Mitigation
and more

8. Value Capital Funding

Industry: Financial Services

Location: Boca Raton, Florida

Website: valuecapitalfunding.com

Company Size: 1-10

Company Address: 980 North Federal Highway, Boca Raton, Florida, United States

Value Capital Funding Contact Details

Name Title LinkedIn Phone Email
Jeff Kornfeld Principal And Commercial Finance Consultant
Requires/Intent
Securities Trading & Brokerage
Marketing Services
Cloud Computing Solutions
and more

9. Emergent Capital, Inc.

Industry: Financial Services

Location: Boca Raton, Florida

Website: emergentcapital.com

Company Size: 11-50

Company Address: 5355 Town Center Road, Boca Raton, Florida, United States

Emergent Capital, Inc. Contact Details

Name Title LinkedIn Phone Email
James Wolf Emergent Capital Inc Board Of Directors; Audit Committee
Requires/Intent
Accounting Services
Business Strategy & Growth Consulting
Debt Collection & Recovery
IoT-enabled Smart Banking Solutions
and more

10. 1847financial - South Florida

Industry: Financial Services

Location: Boca Raton, Florida

Company Founded: 1847

Company Size: 11-50

Company Address: 2424 North Federal Highway, Boca Raton, Florida, United States

1847financial - South Florida Contact Details

Name Title LinkedIn Phone Email
Carlos Suarez Director Of Business Development
Requires/Intent
Mobile App Development For Financial Services
Portfolio Management
Employee Training & Workforce Development
and more

11. Biltmore Capital Advisors

Industry: Financial Services

Location: Boca Raton, Florida

Website: biltmorecap.com

Company Founded: 2007

Company Size: 11-50

Company Address: 950 Peninsula, Boca Raton, Florida, United States

Biltmore Capital Advisors Contact Details

Name Title LinkedIn Phone Email
Timothy Ralph Managing Partner And Chief Operating Officer
Ivy Casal Ca
Requires/Intent
Compliance & Regulatory Advisory
AI-powered Financial Insights
and more

12. Choice Mortgage Bank

Industry: Financial Services

Location: Boca Raton, Florida

Website: choicemtgbank.com

Company Founded: 1995

Company Size: 11-50

Company Address: 40 Southeast 5th Street, Boca Raton, Florida, United States

Choice Mortgage Bank Contact Details

Name Title LinkedIn Phone Email
Eric Rosberg Licensed Mortgage Broker
Erica Ledezma Closing And Funding Manager
Requires/Intent
Financial Planning & Retirement Solutions
Portfolio Management
Branding & Public Relations
API Integration For FinTech
and more

13. Icg10 Capital

Industry: Financial Services

Location: Boca Raton, Florida

Website: icg10.com

Company Founded: 2015

Company Size: 1-10

Company Address: 701 Northwest 5th Avenue, Boca Raton, Florida, United States

Icg10 Capital Contact Details

Name Title LinkedIn Phone Email
Juan Ibietta Loan Originator
Requires/Intent
Customer Relationship Management (CRM)
Sales & Lead Generation Strategy
Debt Collection & Recovery
Marketing Services
and more

14. Roach Ag Marketing, Ltd

Industry: Financial Services

Location: Boca Raton, Florida

Website: roachag.com

Company Founded: 1978

Company Size: 11-50

Company Address: 568 East Yamato Road, Boca Raton, Florida, United States

Roach Ag Marketing, Ltd Contact Details

Name Title LinkedIn Phone Email
Michelle Jackson Human Resources Manager
Patrick White Commodity Broker Intern
Todd Jafvert Commodity Broker
Darrell Alexander Marketing Advisor
Requires/Intent
Fraud Detection & Prevention
Corporate Finance Strategy
Quality Control & Assurance
and more

15. Amberstone Capital Advisors Llc

Industry: Financial Services

Location: Boca Raton, Florida

Website: amberstonecapital.com

Company Size: 1-10

Amberstone Capital Advisors Llc Contact Details

Name Title LinkedIn Phone Email
Ari Bernstein Principal
Requires/Intent
Asset Management
Hedge Fund & Private Equity Consulting
Mergers & Acquisitions Advisory
and more

16. Np, Inc.

Industry: Financial Services

Location: Boca Raton, Florida

Website: usmtg.com

Company Size: 201-500

Company Address: 4800 North Federal Highway, Boca Raton, Florida, United States

Np, Inc. Contact Details

Name Title LinkedIn Phone Email
Don Galvin Account Executive
Requires/Intent
Omnichannel Customer Support
Digital Payment & Subscription Solutions
and more

17. Maghreb Development Group

Industry: Financial Services

Location: Boca Raton, Florida

Website: maghrebdevelopment.com

Company Founded: 2008

Company Size: 1-10

Company Address: 1280 Southwest 4th Court, Boca Raton, Florida, United States

Maghreb Development Group Contact Details

Name Title LinkedIn Phone Email
Hakim Boukarrou President
Requires/Intent
Legal Compliance & Advisory
IoT-enabled Smart Banking Solutions
Quality Control & Assurance
Mortgage & Loan Processing
Mobile App Development For Financial Services
and more

18. Triad Hpl Ltd.

Industry: Financial Services

Location: Boca Raton, Florida

Website: hplltd.com

Company Founded: 2017

Company Size: 11-50

Company Address: 2385 Northwest Executive Center Drive, Boca Raton, Florida, United States

Triad Hpl Ltd. Contact Details

Name Title LinkedIn Phone Email
Karen Flower Insurance Specialist
Nick Mcdaniels Bank Teller
Jaime Schmidbauer Aml Senior Analyst
Molly Herner Personal Banker
Susan Crowley On Call Teller
Linda Flynn Branch Manager
Vilma Joel Branch Manager
Requires/Intent and 6 more Employees
Legal Compliance & Advisory
Data Analytics & Business Intelligence
and more

19. General Finance Corporation

Industry: Financial Services

Location: Boca Raton, Florida

Company Size: 1-10

Company Address: 3177 Northwest 63rd Street, Boca Raton, Florida, United States

General Finance Corporation Contact Details

Name Title LinkedIn Phone Email
Jody Miller Chief Executive Officer And President
Requires/Intent
IoT-enabled Smart Banking Solutions
Investment Advisory
and more

20. Client Focused Advisors

Industry: Financial Services

Location: Boca Raton, Florida

Website: clientfocusedadvisors.com

Company Founded: 2013

Company Size: 1-10

Company Address: 2799 Northwest 2nd Avenue, Boca Raton, Florida, United States

Client Focused Advisors Contact Details

Name Title LinkedIn Phone Email
Matthew Hill Executive Vice President At Client Focused Advisors, Llc,a Member Of Signator Investors Inc., Powered By John Hancock Fin
Requires/Intent
Blockchain & Cryptocurrency Solutions
Document Management & E-signature Solutions
Corporate Finance Strategy
Hedge Fund & Private Equity Consulting
Fraud Detection & Prevention
and more

21. Global System Solutions, Inc (gss)

Industry: Financial Services

Location: Boca Raton, Florida

Website: globalsyssolutions.com

Company Founded: 1998

Company Size: 51-200

Company Address: 8303 Northwest 8th Way, Boca Raton, Florida, United States

Global System Solutions, Inc (gss) Contact Details

Name Title LinkedIn Phone Email
Debbie Wiedenfeld Director Of Recruiting - Global System Solutions, Inc
Jeff Jackson Senior Project Manager And Sme
Requires/Intent
Data Analytics & Business Intelligence
Sales & Lead Generation Strategy
Risk Management & Compliance
Online Advertising & SEO
and more

22. Service Finance Co

Industry: Financial Services

Location: Boca Raton, Florida

Website: svcfin.com

Company Founded: 2004

Company Size: 51-200

Company Address: 555 South Federal Highway, Boca Raton, Florida, United States

Service Finance Co Contact Details

Name Title LinkedIn Phone Email
Tristan Jones-mccrea Loan Processor
Linnie Hargrove Regional Sales Manager
R.k Hiatt Senior Business Analyst
Lisa Berch Consultant
Lakenya Thompson Collector
Requires/Intent
Blockchain & Cryptocurrency Solutions
Document Management & E-signature Solutions
and more

23. Financial Management Services Of America

Industry: Financial Services

Location: Boca Raton, Florida

Website: myfmsa.com

Company Founded: 2000

Company Size: 1-10

Financial Management Services Of America Contact Details

Name Title LinkedIn Phone Email
Brandon Varisco Investment Advisor Representative
Requires/Intent
Loan Origination & Servicing Platforms
Performance Tracking & KPI Analytics
Credit Rating & Analysis
Employee Training & Workforce Development
and more

24. American Cyber Systems

Industry: Financial Services

Location: Boca Raton, Florida

Company Size: 1-10

Company Address: 1900 Northwest Corporate Boulevard, Boca Raton, Florida, United States

American Cyber Systems Contact Details

Name Title LinkedIn Phone Email
Jessica Luna Client Care Specialist
Jay Spiegel Customer Care Representative
Joshua Allen Installation Technician 2
Requires/Intent
Insurance & Underwriting Services
Technology Consulting
and more

25. Fmsbonds, Inc.

Industry: Financial Services

Location: Boca Raton, Florida

Website: fmsbonds.com

Company Founded: 1978

Company Size: 51-200

Fmsbonds, Inc. Contact Details

Name Title LinkedIn Phone Email
Connor Donohue Fixed Income Trader
Luis Gonzalez Bond Specialist
Requires/Intent
ESG & Sustainable Finance Consulting
Fraud Detection & Prevention
Performance Tracking & KPI Analytics
API Integration For FinTech
and more

26. Cleanview Capital

Industry: Financial Services

Location: Boca Raton, Florida

Website: cleanviewcapital.com

Company Size: 1-10

Company Address: 433 Plaza Real, Boca Raton, Florida, United States

Cleanview Capital Contact Details

Name Title LinkedIn Phone Email
Al Golembeski Managing Partner
Requires/Intent
Investment Advisory
Financial Planning & Retirement Solutions
Risk Management & Compliance
and more

27. Generations Wealth Advisors

Industry: Financial Services

Location: Boca Raton, Florida

Website: generationswealthadvisors.com

Company Size: 1-10

Company Address: 1300 North Federal Highway, Boca Raton, Florida, United States

Generations Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Tuesday Johnson Tax And Accounting
Mike Nichols Financial Advisor And Partner
Requires/Intent
Digital Payment & Subscription Solutions
Banking & Payment Processing
and more

28. Paradigm Wealth Llc

Industry: Financial Services

Location: Boca Raton, Florida

Website: paradigmwealth.net

Company Founded: 2015

Company Size: 1-10

Company Address: 601 South Federal Highway, Boca Raton, Florida, United States

Paradigm Wealth Llc Contact Details

Name Title LinkedIn Phone Email
Andrew Pool Managing Partner, Chief Compliance Officer, Investment Advisor Representative
Requires/Intent
AI-powered Financial Insights
Investment Advisory
Document Management & E-signature Solutions
and more

29. Ria Compliance Group, Llc

Industry: Financial Services

Location: Boca Raton, Florida

Website: ria-compliance.com

Company Founded: 2010

Company Size: 1-10

Company Address: 5301 North Federal Highway, Boca Raton, Florida, United States

Ria Compliance Group, Llc Contact Details

Name Title LinkedIn Phone Email
Deborah Dobbs Compliance Director
Requires/Intent
Securities Trading & Brokerage
Business Strategy & Growth Consulting
Employee Training & Workforce Development
Cybersecurity & Data Protection
Online Advertising & SEO
and more

30. Veritas Finance

Industry: Financial Services

Location: Boca Raton, Florida

Website: veritas-finance.com

Company Size: 1-10

Veritas Finance Contact Details

Name Title LinkedIn Phone Email
Davis Voecks Business Development Manager
Requires/Intent
Accounting Services
Financial Forecasting & Modeling
Automation & Workflow Optimization
and more

31. Renaissance Regulatory Services, Inc.

Industry: Financial Services

Location: Boca Raton, Florida

Website: rrscompliance.com

Company Founded: 2006

Company Size: 11-50

Company Address: 1515 South Federal Highway, Boca Raton, Florida, United States

Renaissance Regulatory Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Suzanne Mcdougall Independent Consultant
Requires/Intent
Data Analytics & Business Intelligence
Mortgage & Loan Processing
Digital Payment & Subscription Solutions
Loan Origination & Servicing Platforms
and more

32. Corevision Strategies

Industry: Financial Services

Location: Boca Raton, Florida

Website: corevision.com

Company Founded: 2002

Company Size: 1-10

Company Address: 1001 West Yamato Road, Boca Raton, Florida, United States

Corevision Strategies Contact Details

Name Title LinkedIn Phone Email
James Tierney Auditor
Requires/Intent
Treasury & Cash Flow Management
Quality Control & Assurance
and more

33. United Field Chase, Inc.

Industry: Financial Services

Location: Boca Raton, Florida

Website: unitedfieldchase.com

Company Founded: 2004

Company Size: 11-50

United Field Chase, Inc. Contact Details

Name Title LinkedIn Phone Email
Jeff Dalton Field Inspector
Requires/Intent
Sales & Lead Generation Strategy
Compliance & Regulatory Advisory
Risk Assessment & Mitigation
ESG & Sustainable Finance Consulting
ERP For Financial Institutions
and more

34. Vanbridge Partners Llc

Industry: Financial Services

Location: Boca Raton, Florida

Website: universal-partners.com

Company Founded: 1996

Company Size: 11-50

Company Address: 225 Northeast Mizner Boulevard, Boca Raton, Florida, United States

Vanbridge Partners Llc Contact Details

Name Title LinkedIn Phone Email
Morgan Deese Technical Assistant
Requires/Intent
Employee Training & Workforce Development
Investment Advisory
Cloud Computing Solutions
Asset Management
Branding & Public Relations
and more

35. Client First Settlement Funding

Industry: Financial Services

Location: Boca Raton, Florida

Website: clientfirstfunding.com

Company Founded: 2008

Company Size: 51-200

Company Address: 301 Yamato Road, Boca Raton, Florida, United States

Client First Settlement Funding Contact Details

Name Title LinkedIn Phone Email
Robert Greveris Research
Requires/Intent
Cloud Computing Solutions
Financial Planning & Retirement Solutions
Mergers & Acquisitions Advisory
and more

36. Herbert J Sims Inc

Industry: Financial Services

Location: Boca Raton, Florida

Company Size: 1-10

Company Address: 101 Highway # 600, Boca Raton, Florida, United States

Herbert J Sims Inc Contact Details

Name Title LinkedIn Phone Email
John Warnick Executive Vice President Institutional Sales
Requires/Intent
Compliance & Regulatory Advisory
Mobile App Development For Financial Services
Risk Assessment & Mitigation
and more

37. Us Commercial Capital Inc.

Industry: Financial Services

Location: Boca Raton, Florida

Website: usccapital.com

Company Founded: 2012

Company Size: 201-500

Us Commercial Capital Inc. Contact Details

Name Title LinkedIn Phone Email
Wiley Patton Independent Agent
Requires/Intent
Financial Planning & Retirement Solutions
Employee Training & Workforce Development
Portfolio Management
Branding & Public Relations
and more

38. Creditguard Of America

Industry: Financial Services

Location: Boca Raton, Florida

Website: creditguard.org

Company Founded: 1991

Company Size: 11-50

Company Address: 791 Park Of Commerce Boulevard, Boca Raton, Florida, United States

Creditguard Of America Contact Details

Name Title LinkedIn Phone Email
Skeet Hicks Credit Counselor
Requires/Intent
Banking & Payment Processing
Fraud Detection & Prevention
Document Management & E-signature Solutions
and more

39. Zucker Forensics

Industry: Financial Services

Location: Boca Raton, Florida

Website: zuckerforensics.com

Company Size: 11-50

Company Address: 1801 North Military Trail, Boca Raton, Florida, United States

Zucker Forensics Contact Details

Name Title LinkedIn Phone Email
Eilene Brodie Partner At Zucker Forensics
Requires/Intent
Quality Control & Assurance
Mortgage & Loan Processing
Financial Forecasting & Modeling
Risk Assessment & Mitigation
Risk Management & Compliance
and more

40. Entrex

Industry: Financial Services

Location: Boca Raton, Florida

Website: entrex.net

Company Founded: 2002

Company Size: 11-50

Company Address: 150 East Palmetto Park Road, Boca Raton, Florida, United States

Entrex Contact Details

Name Title LinkedIn Phone Email
Joseph Kelly Vice President
Requires/Intent
Financial Auditing & Reporting
Cloud Computing Solutions
and more

41. Century Investment Group, Inc.

Industry: Financial Services

Location: Boca Raton, Florida

Website: centuryinvestmentgroup.com

Company Founded: 2009

Company Size: 1-10

Company Address: 980 North Federal Highway, Boca Raton, Florida, United States

Century Investment Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Jonathan Wells Financial Advisor
Requires/Intent
Financial Planning & Retirement Solutions
Customer Relationship Management (CRM)
Mortgage & Loan Processing
and more

42. First Up Lending

Industry: Financial Services

Location: Boca Raton, Florida

Website: firstuplending.com

Company Founded: 2018

Company Size: 1-10

Company Address: 980 North Federal Highway, Boca Raton, Florida, United States

First Up Lending Contact Details

Name Title LinkedIn Phone Email
Bruce Zhang Head Of Marketing
Requires/Intent
Data Analytics & Business Intelligence
Cybersecurity & Data Protection
API Integration For FinTech
Credit Rating & Analysis
and more

43. Commercial Finance Partners

Industry: Financial Services

Location: Boca Raton, Florida

Website: commercialfinancepartners.com

Company Founded: 2012

Company Size: 1-10

Company Address: 1200 North Federal Highway, Boca Raton, Florida, United States

Commercial Finance Partners Contact Details

Name Title LinkedIn Phone Email
Edward Rodriguez Business Development Officer
Requires/Intent
Financial Planning & Retirement Solutions
Risk Assessment & Mitigation
Mortgage & Loan Processing
Asset Management
Blockchain & Cryptocurrency Solutions
and more

44. Cbg Financial Group

Industry: Financial Services

Location: Boca Raton, Florida

Website: cbgfinancial.com

Company Size: 51-200

Company Address: 2101 Northwest Corp Boulevard, Boca Raton, Florida, United States

Cbg Financial Group Contact Details

Name Title LinkedIn Phone Email
Christopher Tirro Company Owner
Requires/Intent
Wealth Management
Performance Tracking & KPI Analytics
Compliance & Regulatory Advisory
API Integration For FinTech
and more

45. Shearson Financial Services

Industry: Financial Services

Location: Boca Raton, Florida

Website: shearsonllc.com

Company Founded: 1996

Company Size: 11-50

Company Address: 7000 West Palmetto Park Road, Boca Raton, Florida, United States

Shearson Financial Services Contact Details

Name Title LinkedIn Phone Email
Miguel Gonzalez Financial Advisor
Requires/Intent
Hedge Fund & Private Equity Consulting
Performance Tracking & KPI Analytics
and more

46. Baron Silver Stevens Financial Advisors, Llc

Industry: Financial Services

Location: Boca Raton, Florida

Company Founded: 1999

Company Size: 1-10

Company Address: 4800 North Federal Highway, Boca Raton, Florida, United States

Baron Silver Stevens Financial Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Howard Baron Certified Financial Planner
Requires/Intent
Accounting Services
Digital Payment & Subscription Solutions
Performance Tracking & KPI Analytics
Mobile App Development For Financial Services
Banking & Payment Processing
and more

47. Fleet Wealth Management Group

Industry: Financial Services

Location: Boca Raton, Florida

Company Size: 1-10

Fleet Wealth Management Group Contact Details

Name Title LinkedIn Phone Email
Angela Gomez Senior Financial Advisor
Requires/Intent
Sales & Lead Generation Strategy
Portfolio Management
and more

48. Yorkshire Bullion Llc

Industry: Financial Services

Location: Boca Raton, Florida

Website: yorkshirebullion.com

Company Size: 11-50

Company Address: 1001 Yamato Road, Boca Raton, Florida, United States

Yorkshire Bullion Llc Contact Details

Name Title LinkedIn Phone Email
Richard Bronson Managing Director
Requires/Intent
Corporate Finance Strategy
Employee Training & Workforce Development
Document Management & E-signature Solutions
Financial Forecasting & Modeling
and more

49. Msf Holding

Industry: Financial Services

Location: Boca Raton, Florida

Company Founded: 1997

Company Size: 1-10

Msf Holding Contact Details

Name Title LinkedIn Phone Email
Mia Mamma Contract Specialist
Requires/Intent
Accounting Services
ERP For Financial Institutions
and more

50. New World Merchant Partners Llc

Industry: Financial Services

Location: Boca Raton, Florida

Website: newworldmp.com

Company Founded: 2009

Company Size: 1-10

Company Address: 2263 Northwest Boca Raton Boulevard, Boca Raton, Florida, United States

New World Merchant Partners Llc Contact Details

Name Title LinkedIn Phone Email
Jordan Savitt Director, Strategic Relationships
Requires/Intent
Banking & Payment Processing
Credit Rating & Analysis
Quality Control & Assurance
and more

51. Crestar Group Of Companies

Industry: Financial Services

Location: Boca Raton, Florida

Website: thecrestargroup.com

Company Founded: 2009

Company Size: 11-50

Company Address: 901 Yamato Road, Boca Raton, Florida, United States

Crestar Group Of Companies Contact Details

Name Title LinkedIn Phone Email
Robert Roy Assistant Vice President
Requires/Intent
Automation & Workflow Optimization
Investment Advisory
Employee Training & Workforce Development
and more
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Boca Raton Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Jack Schwager Fundseeder Technologies Partner And Cofounder Of Fundseeder
2 André Loukrezis Fundseeder Technologies Intern
3 Michael Dutton Flashbanc, Llc Territory Manager
4 James Graham Flashbanc, Llc Manager
5 Ronald Smith Flashbanc, Llc Sales Director
6 John Degross Flashbanc, Llc Sales Consultant
7 James Ray Flashbanc, Llc Account Executive
8 Nicolas Biele Flashbanc, Llc Sales Consultant
9 Mindy Carder Flashbanc, Llc Account Executive
10 Eric Bernstein S Squared Consulting And Finance Chief Executive Officer And Owner
11 Jennifer Kerr Slavic 401k Retirement Plan Advisor
12 Scott Sheehan Slavic 401k Service Center Manager
13 James Hurst Slavic 401k New Plans Specialist
14 Ron Elliard Summit Brokerage Services, Inc. Rampart Wealth Management Llc
15 Tara Rivers Summit Brokerage Services, Inc. Client Services Associate
16 Rebecca Burton Summit Brokerage Services, Inc. Branch Marketing Coordinator
17 April Wallace Summit Brokerage Services, Inc. Senior Account Executive
18 Michael Lang Summit Brokerage Services, Inc. Corporate Counsel
19 David Menegus Summit Brokerage Services, Inc. Senior Financial Advisor, Summit Brokerage Services, Inc
20 Barry Falter Summit Brokerage Services, Inc. Financial Advisor
21 Hector Matias Flexshopper Software Engineer
22 Luella King Flexshopper Verification Specialist
23 Adam Espinoza Flexshopper Help Desk Technician
24 Nelson Braff Newbridge Securities Varies
25 Constantino Gutierrez Newbridge Securities Director, Investment Banking
26 Steven Swanson Newbridge Securities Branch Office Manager
27 John Mcauliffe Newbridge Securities Senior Investment Banker
28 Rocky Singh Newbridge Securities Financial Advisor
29 Eric Vallejo Newbridge Securities Trader
30 Kevin Lambert Newbridge Securities Stock Broker
31 Jeff Kornfeld Value Capital Funding Principal And Commercial Finance Consultant
32 James Wolf Emergent Capital, Inc. Emergent Capital Inc Board Of Directors; Audit Committee
33 Carlos Suarez 1847financial - South Florida Director Of Business Development
34 Timothy Ralph Biltmore Capital Advisors Managing Partner And Chief Operating Officer
35 Ivy Casal Biltmore Capital Advisors Ca
36 Eric Rosberg Choice Mortgage Bank Licensed Mortgage Broker
37 Erica Ledezma Choice Mortgage Bank Closing And Funding Manager
38 Juan Ibietta Icg10 Capital Loan Originator
39 Michelle Jackson Roach Ag Marketing, Ltd Human Resources Manager
40 Patrick White Roach Ag Marketing, Ltd Commodity Broker Intern

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