Top 100 Financial Services Companies in Florida

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Below is the list of Top 100 Financial Services Companies in Florida ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Florida

1. Raymond James

Industry: Financial Services

Location: Florida

Website: raymondjames.com

Company Founded: 1962

Company Size: 10001+

Company Address: 880 Carillon Parkway, St. Petersburg, Florida, United States

Raymond James Contact Details

Name Title LinkedIn Phone Email
Grace Blankenship Education Partner Relationship Manager
Abhinav Agrawal Business Analyst
Matt Koehling Financial Advisor
Kathleen Coppola Financial Advisor
Jill Enloe Financial Advisor At White And Luff
Trey Martin Senion Vice President Of Investments
Molly Mcniell Financial Advisor
Requires/Intent and 2082 more Employees
Business Strategy & Growth Consulting
Data Analytics & Business Intelligence
and more

2. Transamerica Financial Advisors, Inc.

Industry: Financial Services

Location: Florida

Website: tfaconnect.com

Company Founded: 1984

Company Size: 51-200

Company Address: 570 Carillon Parkway, St. Petersburg, Florida, United States

Transamerica Financial Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Richard Moore Investment Advsior Representative
Andrew Hodnick Investment Advisor Representative
Rick Fuller Investment Advisor Representative
Jared Sosa Investment Advisor Representative
Chris Felton Branch Office Supervisor
Tony Corona Registered Representative
Chase Jenson Investment Advisor Representative
Requires/Intent and 226 more Employees
Business Strategy & Growth Consulting
Mobile App Development For Financial Services
and more

3. Eagle Home Mortgage

Industry: Financial Services

Location: Florida

Website: eaglehm.com

Company Founded: 1984

Company Size: 1001-5000

Company Address: 730 Northwest 107th Avenue, Miami, Florida, United States

Eagle Home Mortgage Contact Details

Name Title LinkedIn Phone Email
Nicholas Donlon Loan Officer
Douglas Calabrese Svp, National Center Manager
Brian Cook Sales Manager
Sue Kemp Mortgage Loan Processor
Chad Luckner Senior Mortgage Loan Officer Nmls# 1433546
Samantha Carnes Mortgage Loan Officer
Shawn Mckee Production Manager
Requires/Intent and 275 more Employees
Credit Rating & Analysis
Digital Payment & Subscription Solutions
Tax Planning & Strategy
and more

4. Pscu

Industry: Financial Services

Location: Florida

Website: pscu.com

Company Founded: 1977

Company Size: 1001-5000

Company Address: 560 Carillon Parkway, St. Petersburg, Florida, United States

Pscu Contact Details

Name Title LinkedIn Phone Email
Joe Quijada Security Access Administrator
Cude Rini Fredette Senior Vice President, Contact Center Services And Solutions
Suzanne Rogers Vice President Membership Development
Sonya Jackson Senior Learning Architect
Robert Curran Enhanced Fraud Services
Tom Petrick Regional Vice President Of Sales
Denise Stevens Svp, Chief Product Officer
Requires/Intent and 203 more Employees
Asset Management
Wealth Management
Loan Origination & Servicing Platforms
and more

5. Tiaa Bank

Industry: Financial Services

Location: Florida

Website: tiaabank.com

Company Size: 1001-5000

Company Address: 501 Riverside Avenue, Jacksonville, Florida, United States

Tiaa Bank Contact Details

Name Title LinkedIn Phone Email
Christina Colabella Digital Portfolio Director
Mike Sweeney Senior Vice President
Kim Montgomery Vice President, Healthcare Originations Leader
Tony Nicastro Consumer Direct Sales
Brandon Bach Relationship Manager
Jeff Kazaka Assistant Vice President, Product Manager - Affiliate Deposits
Jeremy Ketchum It Engineer Lead
Requires/Intent and 129 more Employees
Employee Training & Workforce Development
Data Analytics & Business Intelligence
Performance Tracking & KPI Analytics
and more

6. Fbc Mortgage, Llc

Industry: Financial Services

Location: Florida

Website: fbchomeloans.com

Company Founded: 2005

Company Size: 501-1000

Company Address: 189 South Orange Avenue, Orlando, Florida, United States

Fbc Mortgage, Llc Contact Details

Name Title LinkedIn Phone Email
Jay Johnson Senior Mortgage Loan Originator
Rcs-d Rob Grimes Mortgage Loan Originator
Chris Drake Loan Officer
Keith Bice Branch Manager And Mortgage Loan Originator
Doyle Jensen Mortgage Loan Originator
Gina Damiani Mortgage Loan Officer
Brian Miller Conv And Fha And Va Mortgage Underwriter
Requires/Intent and 63 more Employees
Employee Training & Workforce Development
Investment Advisory
Asset Management
Wealth Management
Performance Tracking & KPI Analytics
and more

7. Fidelity National Financial

Industry: Financial Services

Location: Florida

Company Founded: 1986

Company Size: 1001-5000

Company Address: 601 Riverside Avenue, Jacksonville, Florida, United States

Fidelity National Financial Contact Details

Name Title LinkedIn Phone Email
Chelsea Peitz National Director Of Social Sales
Laiza Pollack Statutory Accountant
Joe Ntp Managing Underwriting Counsel, National Commercial Services Southeast
William Stambaugh Avp, Commercial Counsel
Scott Foster Senior Financial Risk Analyst, Assistant Vice President
Bryce Lewis Assistant Vice President - Senior Underwriting Counsel
Shannon Stiener Assistant Vice President Lake County Escrow Manager
Requires/Intent and 156 more Employees
Debt Collection & Recovery
Blockchain & Cryptocurrency Solutions
Performance Tracking & KPI Analytics
and more

8. Ocwen Financial Corporation

Industry: Financial Services

Location: Florida

Company Founded: 1988

Company Size: 10001+

Company Address: 1661 Worthington Road, West Palm Beach, Florida, United States

Ocwen Financial Corporation Contact Details

Name Title LinkedIn Phone Email
Deforest Soaries Independent Director
Mark Kearns Vice President, Customer Correspondence
Curtis Schares Vice President - Strategic Sourcing And Master Servicing
Timothy Yanoti Executive Vice President - Chief Growth Officer
Tamara Gifford Director, Community And External Relations
Tim Hayes Executive Vice President And General Counsel
Jenn Bonefas Mortgage Insurance Analyst
Requires/Intent and 98 more Employees
AI-powered Financial Insights
Fraud Detection & Prevention
ESG & Sustainable Finance Consulting
HR & Talent Acquisition
Tax Planning & Strategy
and more

9. Chargebacks911

Industry: Financial Services

Location: Florida

Website: chargebacks911.com

Company Founded: 2012

Company Size: 201-500

Company Address: 18167 Highway 19 North, Clearwater, Florida, United States

Chargebacks911 Contact Details

Name Title LinkedIn Phone Email
Monica Eaton-cardone Coo, Co-founder Of Chargebacks911 And Chief Information Officer Of Global Risk Technologies
Harlan Hutson Director Of Strategic Partnerships And Brands
Justin Anderson Sales Executive
Jarrod Wright Vice President Marketing
Jay Drake Director Of It
Michael Phillips Software Engineer
Christy List In House Representative
Requires/Intent and 4 more Employees
Fraud Detection & Prevention
Omnichannel Customer Support
Blockchain & Cryptocurrency Solutions
and more

10. Money Concepts

Industry: Financial Services

Location: Florida

Website: moneyconcepts.com

Company Founded: 1979

Company Size: 501-1000

Company Address: 11440 North Jog Road, Palm Beach Gardens, Florida, United States

Money Concepts Contact Details

Name Title LinkedIn Phone Email
Allen Porter Vice President Of Marketing And Business Development
Brian Lich Wealth Consultant
Kenny Parker National Director, Financial Institutions Division
Lawrence Lund Center President
Ben Hoeft Wealth Advisor
Robert White Wealth Manager
Julie Dillon Director
Requires/Intent and 91 more Employees
Legal Compliance & Advisory
Customer Relationship Management (CRM)
Accounting Services
Tax Planning & Strategy
and more

11. Legion Capital

Industry: Financial Services

Location: Florida

Website: legioncapitalcorp.com

Company Founded: 2015

Company Size: 11-50

Company Address: 301 East Pine Street, Orlando, Florida, United States

Legion Capital Contact Details

Name Title LinkedIn Phone Email
Matt Gallant Vice President
Matthew Heslin Regional Director
Anthony Gabor Regional Director
Susan Rahn Office Manager
Requires/Intent
Accounting Services
API Integration For FinTech
and more

12. Amscot Financial

Industry: Financial Services

Location: Florida

Website: amscot.com

Company Founded: 1989

Company Size: 1001-5000

Company Address: 600 North West Shore Boulevard, Tampa, Florida, United States

Amscot Financial Contact Details

Name Title LinkedIn Phone Email
Deveron Gibbons Senior Vice President Of Public Affairs And Business Development
Yeidy Montesino Co-leader
Sara Stearns Communications Manager And Senior Technical Writer
Monise Silipo Fsa
Crystal Gonzalez Co Manager
Margaret Henry Co Leader
Sue Smink Business Development
Requires/Intent and 32 more Employees
Tax Planning & Strategy
Mergers & Acquisitions Advisory
and more

13. The Franchise Consulting Company

Industry: Financial Services

Location: Florida

Website: thefranchiseconsultingcompany.com

Company Founded: 2016

Company Size: 51-200

Company Address: 3735 Southwest 8th Street, Miami, Florida, United States

The Franchise Consulting Company Contact Details

Name Title LinkedIn Phone Email
Stephen Winterrowd Franchise And Business Education Consultant
Martin Greenbaum Franchise Consultant
Joe Gulino Franchise Consultant
Evelyn Romero Franchise Consultant | Coach
Amanda Livingston Consultant
Jeff Degarmo Senior Consultant
Bill Stark Franchise Business Advisor
Requires/Intent and 3 more Employees
IoT-enabled Smart Banking Solutions
Insurance & Underwriting Services
and more

14. Xp Securities

Industry: Financial Services

Location: Florida

Website: xpsecurities.com

Company Size: 51-200

Company Address: 701 Brickell Avenue, Miami, Florida, United States

Xp Securities Contact Details

Name Title LinkedIn Phone Email
Leonardo Gazal Partner And Head Of Fixed Income Sales Offshore
Leandro Slaib Partner - Sales And Trading Desk
Edward Sares Director, Latin American Equity Sales And Trading
Caryn Kim Vice President - Head Of Onboarding
Felipe Tiraboschi Vice President - Fixed Income Sales
Cristiano Serrao Brl Fx
Alfonso Raich Ndf Latam Broker
Requires/Intent and 6 more Employees
Customer Relationship Management (CRM)
Employee Training & Workforce Development
Financial Forecasting & Modeling
Corporate Finance Strategy
and more

15. Finova Financial

Industry: Financial Services

Location: Florida

Website: finovafinancial.com

Company Founded: 2015

Company Size: 11-50

Company Address: 4521 Pga Boulevard, Palm Beach Gardens, Florida, United States

Finova Financial Contact Details

Name Title LinkedIn Phone Email
Alfredo Rosing Vice President Marketing
Requires/Intent
Asset Management
API Integration For FinTech
Tax Planning & Strategy
and more

16. North Star Lending

Industry: Financial Services

Location: Florida

Website: leob2b.com

Company Size: 11-50

North Star Lending Contact Details

Name Title LinkedIn Phone Email
Darren Wilson Account Executive
Requires/Intent
Omnichannel Customer Support
Cloud Computing Solutions
Technology Consulting
and more

17. Black Knight Financial Services

Industry: Financial Services

Location: Florida

Company Founded: 2014

Company Size: 51-200

Company Address: 601 Riverside Avenue, Jacksonville, Florida, United States

Black Knight Financial Services Contact Details

Name Title LinkedIn Phone Email
Kevin Ziolkowski Vice President Of Sales, Data And Analytics And Advisory Services
Pankaj Singh Application Developer Ii
Kenneth Cote Staff Appraiser
Abdul Hameed Web Applications Programmer Iii
Benjamin Badeau Servicing Technologies - Internal Operations Coordinator
Robert Wolfsen Senior Business Analyst
Shukla Sarkar Senior Software Qa Analyst
Requires/Intent and 32 more Employees
Quality Control & Assurance
Cybersecurity & Data Protection
and more

18. Bayview Asset Management, Llc

Industry: Financial Services

Location: Florida

Website: bayview.com

Company Founded: 1993

Company Size: 1001-5000

Company Address: 4425 Ponce De Leon Boulevard, Coral Gables, Florida, United States

Bayview Asset Management, Llc Contact Details

Name Title LinkedIn Phone Email
Sooner Katz Ellie Mae Certified Encompass Administrator
Garnet Kanouse Senior Vice President - Head Of Non-agency
Bryan Pommer Senior Vice President
Mike Ficken Vice President And Business Development Director- Western Great Lakes
Melissa Fradkin Human Resources Generalist
Niraj Kumar Assistant Vice President
Don Yearicks Portfolio Retention Officer
Requires/Intent and 27 more Employees
Cybersecurity & Data Protection
Quality Control & Assurance
Employee Training & Workforce Development
and more

19. Family Office Networks

Industry: Financial Services

Location: Florida

Website: familyofficenetworks.com

Company Founded: 2014

Company Size: 11-50

Company Address: 307 Evernia Street, West Palm Beach, Florida, United States

Family Office Networks Contact Details

Name Title LinkedIn Phone Email
Benjamin Inman Atlanta And Nashville Regional Director
Requires/Intent
Technology Consulting
Mergers & Acquisitions Advisory
and more

20. Byzloan Corp

Industry: Financial Services

Location: Florida

Website: byzloan.com

Company Founded: 2018

Company Size: 11-50

Company Address: 3550 Buschwood Park Drive, Tampa, Florida, United States

Byzloan Corp Contact Details

Name Title LinkedIn Phone Email
Marshall Rosenblum Co-president
Requires/Intent
ESG & Sustainable Finance Consulting
Data Analytics & Business Intelligence
Online Advertising & SEO
Investment Advisory
Corporate Finance Strategy
and more

21. Jernigan Capital

Industry: Financial Services

Location: Florida

Company Founded: 2013

Company Size: 11-50

Company Address: 1395 Brickell Avenue, Miami, Florida, United States

Jernigan Capital Contact Details

Name Title LinkedIn Phone Email
John Good Chairman And Chief Executive Officer
Mark Decker Member, Board Of Directors
Warner Russell Director Of Business Development
Heather Spurlock Senior Accountant
Jake Rudolph Manager, Business Analytics
Daniel Fisackerly Vp, Financial Reporting And Corporate Controller
Caitlin Shelton Corporate Accounting Manager
Requires/Intent and 5 more Employees
Fraud Detection & Prevention
Mergers & Acquisitions Advisory
and more

22. Ready Mortgage Lenders, Llc

Industry: Financial Services

Location: Florida

Website: readytolend.com

Company Founded: 2013

Company Size: 51-200

Company Address: 1000 Northwest 57th Court, Miami, Florida, United States

Ready Mortgage Lenders, Llc Contact Details

Name Title LinkedIn Phone Email
Mario Prado Loan Originator
Ann Grace Lo
Requires/Intent
Treasury & Cash Flow Management
Compliance & Regulatory Advisory
Loan Origination & Servicing Platforms
Wealth Management
Mobile App Development For Financial Services
and more

23. Paycargo Finance

Industry: Financial Services

Location: Florida

Website: paycargo-finance.com

Company Size: 51-200

Company Address: 201 Alhambra Circle, Coral Gables, Florida, United States

Paycargo Finance Contact Details

Name Title LinkedIn Phone Email
Philip Philliou President And Chief Executive Officer
Demetrios Philliou Commercial Finance Director
Requires/Intent
Cloud Computing Solutions
Investment Advisory
and more

24. Mercury Cash

Industry: Financial Services

Location: Florida

Website: mercury.cash

Company Founded: 2017

Company Size: 11-50

Company Address: 6427 Milner Boulevard, Orlando, Florida, United States

Mercury Cash Contact Details

Name Title LinkedIn Phone Email
Victor Romero Chief Executive Officer
Requires/Intent
Securities Trading & Brokerage
HR & Talent Acquisition
API Integration For FinTech
Technology Consulting
and more

25. Banescousa

Industry: Financial Services

Location: Florida

Website: banescousa.com

Company Founded: 2006

Company Size: 201-500

Company Address: 150 Alhambra Circle, Coral Gables, Florida, United States

Banescousa Contact Details

Name Title LinkedIn Phone Email
David Van Sky Market Leader
Mario Oliva Chief Executive Officer And President
Marco Rodríguez International Business Analyst
Gerardo Molina Vice President Commercial Credit Analyst Iii
Gerardo Molina Vice President Lead Commercial Underwriter
Hector Pena Vice President Commercial Loan Officer
Frank Santana Senior Vice-president
Requires/Intent and 7 more Employees
Digital Payment & Subscription Solutions
Accounting Services
Compliance & Regulatory Advisory
and more

26. New Life Tax Resolution

Industry: Financial Services

Location: Florida

Website: newlifetaxresolutions.com

Company Founded: 2014

Company Size: 1-10

New Life Tax Resolution Contact Details

Name Title LinkedIn Phone Email
Patrick Leclaire Enrolled Agent - Certified Tax Resolution Specialist
Requires/Intent
AI-powered Financial Insights
Marketing Services
Employee Training & Workforce Development
and more

27. Fortegra

Industry: Financial Services

Location: Florida

Website: fortegra.com

Company Size: 501-1000

Company Address: 10151 Deerwood Park Boulevard, Jacksonville, Florida, United States

Fortegra Contact Details

Name Title LinkedIn Phone Email
Chester Cardinale Director, Financial Systems
Brenda Westlund Site Leader - Customer Care Manager
Yeshaya Rosner Associate Actuary
Michael Grasher Executive Vice President, Chief Financial Officer
J Scott Jacobs Regional Vice President
Tim Lydon Sales Manager
John Klemin Vice President, Fortegra Agency
Requires/Intent and 12 more Employees
Credit Rating & Analysis
Asset Management
and more

28. Tradestation

Industry: Financial Services

Location: Florida

Company Founded: 1982

Company Size: 501-1000

Tradestation Contact Details

Name Title LinkedIn Phone Email
Michael Cavanaugh Vice President
Heidi Gold Senior Director, Pmo
Win Bolton Svp, It And Business Services
Matt Kammerer Technical Support Representative
Tamara Jackson Data Protection Officer
Derek Horst Options Trader
Jason Geringer Chief Financial Officer And Designated Finop
Requires/Intent and 19 more Employees
Online Advertising & SEO
Tax Planning & Strategy
Treasury & Cash Flow Management
and more

29. American Horizon Financial, Llc

Industry: Financial Services

Location: Florida

Website: americanhorizonfinancial.com

Company Founded: 2010

Company Size: 51-200

Company Address: 5571 North University Drive, Coral Springs, Florida, United States

American Horizon Financial, Llc Contact Details

Name Title LinkedIn Phone Email
William Martinez Account Executive
Requires/Intent
API Integration For FinTech
Risk Management & Compliance
and more

30. Bankers Healthcare Group

Industry: Financial Services

Location: Florida

Website: bhg-inc.com

Company Founded: 2001

Company Size: 201-500

Company Address: 10234 West State Road, Davie, Florida, United States

Bankers Healthcare Group Contact Details

Name Title LinkedIn Phone Email
Greg Concors Account Executive
Hari Lymon Vp, Direct Mail
Ken Tobin Risk Operations Manager
Madison De Bernal Employee Experience Manager
Tyler Herrman Front End Web Developer
Orlando Portieles Quality Assurance Manager
Nicole Lemon Portfolio Manager
Requires/Intent and 5 more Employees
Omnichannel Customer Support
Treasury & Cash Flow Management
and more

31. Fundseeder Technologies

Industry: Financial Services

Location: 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

32. United First Mortgage

Industry: Financial Services

Location: Florida

Company Size: 51-200

United First Mortgage Contact Details

Name Title LinkedIn Phone Email
John Nelson Senior Loan Officer
Nicci Naccarato Senior Mortgage Advisor
Ron Jones Producing Lending Manager
Kody Sheffield Mortgage Loan Officer
Cherise Gonzaba Mortgage Loan Originator
Jeff Judd Senior Mortgage Loan Officer
Jillian Brady Senior Mortgage Consultant
Requires/Intent and 5 more Employees
Marketing Services
Debt Collection & Recovery
Data Analytics & Business Intelligence
Mergers & Acquisitions Advisory
and more

33. Hamilton Group Funding, Inc.

Industry: Financial Services

Location: Florida

Website: hgfloans.com

Company Size: 201-500

Company Address: 1551 Sawgrass Corporate Parkway, Sunrise, Florida, United States

Hamilton Group Funding, Inc. Contact Details

Name Title LinkedIn Phone Email
Keith Vinyard Mortgage Banker
Kristy Tsafonias Media And Realtionship Manager
Faith Adams Mortgage Loan Officer
Karen Loney V P Branch Support And Training
Marcie Culley Assistant Vice President Closing Manager
Mary Jernigan Branch Manager At Hamilton Group Funding, Inc
Yanire Linares Loan Originator
Requires/Intent and 16 more Employees
API Integration For FinTech
Compliance & Regulatory Advisory
and more

34. Flashbanc, Llc

Industry: Financial Services

Location: 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

35. Navitas Credit Corp.

Industry: Financial Services

Location: Florida

Website: navitascredit.com

Company Founded: 2008

Company Size: 201-500

Company Address: 203 Fort Wade Road, Ponte Vedra, Florida, United States

Navitas Credit Corp. Contact Details

Name Title LinkedIn Phone Email
Kim King Sales And Marketing Representative
Abbie Betz Certified Finance Professional
Richard Pfaltzgraff Chief Financial Officer And Treasurer
Colleen Trapani Financing Specialist At Navitas Credit Corp
Clfp Ron Elwood Sales And Marketing Manager
Tammy Grimshaw Director Of Sales-national Accounts
Chris Mcgehee Director Of Credit
Requires/Intent and 12 more Employees
Risk Management & Compliance
Sales & Lead Generation Strategy
and more

36. Credit Express

Industry: Financial Services

Location: Florida

Website: creditexpressnm.com

Company Size: 11-50

Company Address: 5940 Plunkett Street, Hollywood, Florida, United States

Credit Express Contact Details

Name Title LinkedIn Phone Email
Abdul Muhammad Cyber Security Consultant
Sandra Tew Manager And Owner
Husain Haqq Credit Consultant
Requires/Intent
Customer Relationship Management (CRM)
Employee Training & Workforce Development
Quality Control & Assurance
Debt Collection & Recovery
Marketing Services
and more

37. Tamco

Industry: Financial Services

Location: Florida

Website: tamcocorp.com

Company Founded: 1994

Company Size: 11-50

Company Address: 28100 Highway 19 North, Clearwater, Florida, United States

Tamco Contact Details

Name Title LinkedIn Phone Email
Lisa Troupe Manager
Luljete Iljazi Documentation And Funding Specialist
Elizabeth Maldonado Clinical Engineer
Phil Kapileo Computer Assistant
Joseph Mayele Assistant Marketing
Todd Story Regional Sales Manager
Phil Kapileo Computer Assistant
Requires/Intent and 75 more Employees
AI-powered Financial Insights
Automation & Workflow Optimization
Tax Planning & Strategy
Document Management & E-signature Solutions
and more

38. S Squared Consulting And Finance

Industry: Financial Services

Location: 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

39. Lakeview Loan Servicing

Industry: Financial Services

Location: Florida

Website: lakeviewloanservicing.com

Company Size: 11-50

Company Address: 4425 Ponce De Leon Boulevard, Coral Gables, Florida, United States

Lakeview Loan Servicing Contact Details

Name Title LinkedIn Phone Email
Jill Thompson-stetz Senior Account Executive
Glen Gustafson Director Of Corporate Accounts
Chris Anderson Vice President - National Sales Director
Eric Abner Senior Mortgage Loan Officer
Jami Beranek Manager Claims Loss Review
Sonya Helton Mortgage Loan Originator
Michelle Bevins Senior Data Analyst
Requires/Intent and 7 more Employees
Financial Auditing & Reporting
Wealth Management
and more

40. Coastal Wealth, A Member Of The Massmutual Financial Group

Industry: Financial Services

Location: Florida

Website: mycoastalwealth.com

Company Size: 51-200

Company Address: 1000 Corporate Drive, Fort Lauderdale, Florida, United States

Coastal Wealth, A Member Of The Massmutual Financial Group Contact Details

Name Title LinkedIn Phone Email
Carlos Tinoco Agency Partner
Todd Victor Financial Services Representative
Natasha Donaldson Financial Advisor
Victoria Espidel Executive Assistant To Agency Partner
Jaquada Lee Financial Services Representative
Requires/Intent and 2 more Employees
Performance Tracking & KPI Analytics
Employee Training & Workforce Development
Financial Planning & Retirement Solutions
and more

41. Acams

Industry: Financial Services

Location: Florida

Website: acams.org

Company Founded: 2001

Company Size: 51-200

Company Address: 80 Southwest 8th Street, Miami, Florida, United States

Acams Contact Details

Name Title LinkedIn Phone Email
Valentina Pasquali Reporter
Catherine Murray Account Manager Association Of Certified Anti-money Laundering Specialists
Shannon Field Product Development Manager
Lenz Bayas Instructional Designer
Karol Coleman Customer Service
Jacqueline Matos Manager, Event Logistics
Wilson Tan Senior Operations Executive
Requires/Intent and 10 more Employees
Employee Training & Workforce Development
Sales & Lead Generation Strategy
and more

42. Finxact

Industry: Financial Services

Location: Florida

Website: finxact.com

Company Founded: 2016

Company Size: 51-200

Company Address: 1301 Riverplace Boulevard, Jacksonville, Florida, United States

Finxact Contact Details

Name Title LinkedIn Phone Email
Jan Frymyer Senior Vice President, Services
Shawn Campbell Senior Business Analyst
Christopher Mcclinton Chief Marketing Officer
Deanna Korth Senior Technical Writer
Billy Bowman Full Stack Developer
Michelle Degray Senior Project Manager
Mike Otoole Vice President Of Software Architecture
Requires/Intent and 10 more Employees
Business Strategy & Growth Consulting
Banking & Payment Processing
Cloud Computing Solutions
and more

43. Midamerica Administrative & Retirement Solutions

Industry: Financial Services

Location: Florida

Website: midamerica.biz

Company Founded: 1995

Company Size: 51-200

Company Address: 777 South Harbour Island Boulevard, Tampa, Florida, United States

Midamerica Administrative & Retirement Solutions Contact Details

Name Title LinkedIn Phone Email
Jody Oliver Advisory Board Member
Requires/Intent
Risk Management & Compliance
Asset Management
Securities Trading & Brokerage
Hedge Fund & Private Equity Consulting
and more

44. Kawa Capital Management

Industry: Financial Services

Location: Florida

Company Founded: 2007

Company Size: 11-50

Company Address: 21500 Biscayne Boulevard, Aventura, Florida, United States

Kawa Capital Management Contact Details

Name Title LinkedIn Phone Email
Ronnell Robinzine Assistant General Counsel
Jason Huey Director
Xi Liu Controller And Accounting Manager
Patrick Mcguire Senior Analyst
Requires/Intent
Tax Planning & Strategy
ESG & Sustainable Finance Consulting
Marketing Services
and more

45. Network Capital Funding Corporation

Industry: Financial Services

Location: Florida

Website: networkcapital.net

Company Founded: 2002

Company Size: 201-500

Company Address: 444 Brickell Avenue, Miami, Florida, United States

Network Capital Funding Corporation Contact Details

Name Title LinkedIn Phone Email
Fanta Inthavong Corporate Recruiter
Jeffrey Sosnicki Sales Manager
Brandon Williams Mortgage Loan Processor
Allison Baumann Accountant
Sandra Nguyen Doc Drawer
Haroon Tareq Underwriter Iii
Requires/Intent
Compliance & Regulatory Advisory
Corporate Finance Strategy
Omnichannel Customer Support
and more

46. Slavic 401k

Industry: Financial Services

Location: 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

47. Renaissance Home Loans

Industry: Financial Services

Location: Florida

Website: renaissanceloans.com

Company Founded: 2020

Company Size: 1-10

Company Address: 1615 South Congress Avenue, Delray Beach, Florida, United States

Renaissance Home Loans Contact Details

Name Title LinkedIn Phone Email
Robert Green Senior Loan Consultant
Requires/Intent
Document Management & E-signature Solutions
Compliance & Regulatory Advisory
Banking & Payment Processing
and more

48. Omnicommander

Industry: Financial Services

Location: Florida

Website: omnicommander.com

Company Founded: 2017

Company Size: 11-50

Company Address: 495 Grand Boulevard, Miramar Beach, Florida, United States

Omnicommander Contact Details

Name Title LinkedIn Phone Email
James Harrington Ada Compliance Officer
Mark Cassara Marketing Coordinator
Christopher Doering Account Manager
Sasha Simmons Account Manager
Jorge Aguayo Account Manager
Caleb Montgomery Marketing Intern
Sean Matthews Account Manager
Requires/Intent and 11 more Employees
Compliance & Regulatory Advisory
Digital Payment & Subscription Solutions
Portfolio Management
Branding & Public Relations
Financial Forecasting & Modeling
and more

49. Loanlogics, Inc.

Industry: Financial Services

Location: Florida

Website: loanlogics.com

Company Founded: 2005

Company Size: 51-200

Company Address: 10401 Deerwood Park Boulevard, Jacksonville, Florida, United States

Loanlogics, Inc. Contact Details

Name Title LinkedIn Phone Email
Ismael Rodriguez Technology Project Manager
Pedro Rodriguez Senior Full Stack .net Developer
Shae Yates Technical Delivery Manager
Luis Soto Senior Implementation Specialist
Minh Luc Testing Operations Manager
Ketana Soni Closed Loan Qc Auditor
Ed Starkie Compliance Auditor- Quality Control
Requires/Intent and 13 more Employees
Data Analytics & Business Intelligence
Securities Trading & Brokerage
AI-powered Financial Insights
and more

50. Market Traders Institute, Inc

Industry: Financial Services

Location: Florida

Website: markettraders.com

Company Founded: 1994

Company Size: 51-200

Company Address: 3900 Millenia Boulevard, Orlando, Florida, United States

Market Traders Institute, Inc Contact Details

Name Title LinkedIn Phone Email
Tyson Clayton Lead Market Analyst
Tim Marsteiner Forex Analyst
Jonburtondesign Jon Burton Digital Marketing Designer
Shala Johnson Senior Investment Specialist
Requires/Intent
Risk Management & Compliance
Technology Consulting
and more

51. Digital Risk

Industry: Financial Services

Location: Florida

Website: digitalrisk.com

Company Founded: 2005

Company Size: 1001-5000

Company Address: 2301 Maitland Center Parkway, Maitland, Florida, United States

Digital Risk Contact Details

Name Title LinkedIn Phone Email
Vivian Coffey Vice President Of Mortgage Servicing
Tatiana Bennett Home Preservation Specialist And Spoc Specialists
Dana Gipson Avp-originations
Chad Vesta Senior Loan Review Analyst
Gino Di Dio Closing Manager
Ashley Noble Pipeline Analyst
Cooper Gray Senior Managerr - Transaction Managment
Requires/Intent and 31 more Employees
Risk Assessment & Mitigation
Omnichannel Customer Support
Cybersecurity & Data Protection
Data Analytics & Business Intelligence
Credit Rating & Analysis
and more

52. Eleven Canterbury, Llc

Industry: Financial Services

Location: Florida

Website: elevencanterbury.com

Company Founded: 2009

Company Size: 51-200

Company Address: P/o Box 111001, Naples, Florida, United States

Eleven Canterbury, Llc Contact Details

Name Title LinkedIn Phone Email
Seth Cohen Managing Partner
Todd Christiansen Senior Associate
Requires/Intent
Risk Management & Compliance
IoT-enabled Smart Banking Solutions
Portfolio Management
and more

53. Credito Real Usa Finance

Industry: Financial Services

Location: Florida

Website: crealusa.com

Company Founded: 2007

Company Size: 51-200

Company Address: 1475 West Cypress Creek Road, Fort Lauderdale, Florida, United States

Credito Real Usa Finance Contact Details

Name Title LinkedIn Phone Email
Joel Valentine Area Sales Manager
Al Modi Auto Dealer Area Sales Manager
Chuck Patti Area Sales Manager
Andrea Herrera Loan Processor
Shane Neff Area Sales Manager
Requires/Intent
Securities Trading & Brokerage
Compliance & Regulatory Advisory
Digital Payment & Subscription Solutions
Insurance & Underwriting Services
and more

54. Falcon Americas Finance

Industry: Financial Services

Location: Florida

Website: falconamericasfinance.com

Company Founded: 2016

Company Size: 10001+

Company Address: 6505 Blue Lagoon Drive, Miami, Florida, United States

Falcon Americas Finance Contact Details

Name Title LinkedIn Phone Email
Craig Hardcastle Director Of Client Services
Jim Blickendorf Client Service Director
Mike Nelson Human Resources Consultant - Currently On Assignment
Kathy Mitchell Senior Financial Consultant
Alex Hendrickson Senior Consultant
Matt Oujiri Consultant
John Rogge Professional Services Specialist
Requires/Intent and 2 more Employees
Hedge Fund & Private Equity Consulting
Marketing Services
Online Advertising & SEO
Debt Collection & Recovery
and more

55. The Legend Group

Industry: Financial Services

Location: Florida

Website: legendgroup.com

Company Founded: 1964

Company Size: 51-200

The Legend Group Contact Details

Name Title LinkedIn Phone Email
Michael Tarr Registered Representative
Representative Robert Moore Investment Advisor Representative
Frank Frederick Owner
James Cecchini Registered Representative
Mike Marino Vice President Real Estate
Michael Sonaco Registered Representative, Certified Retirement CounselorÂ
Ken Swansegar Registered Representative
Requires/Intent and 12 more Employees
Employee Training & Workforce Development
Debt Collection & Recovery
Data Analytics & Business Intelligence
Corporate Finance Strategy
and more

56. Beamalife Corporation

Industry: Financial Services

Location: Florida

Website: beamalife.com

Company Founded: 2007

Company Size: 11-50

Company Address: 1792 Bell Tower Lane, Weston, Florida, United States

Beamalife Corporation Contact Details

Name Title LinkedIn Phone Email
Cfpâ Neil Jesani President And Chief Executive Officer
Jefferey Goeke Senior Client Advisor
Sunayana Mehta Case Manager
Deborah Gonzalez Case Manager
Requires/Intent
Cybersecurity & Data Protection
Compliance & Regulatory Advisory
Insurance & Underwriting Services
and more

57. Corporate Spending Innovations

Industry: Financial Services

Location: Florida

Website: csiglobalvcard.com

Company Founded: 1989

Company Size: 51-200

Company Address: 3301 Bonita Beach Road Southwest, Bonita Springs, Florida, United States

Corporate Spending Innovations Contact Details

Name Title LinkedIn Phone Email
Lisa Anderson Regional Vice President
Gunita Bindra Senior Vice President Of Product And Partnership Strategy
Stefanie Nelsen Director, Business Line Technology
Carl Jenkins Software Engineer
Requires/Intent
Compliance & Regulatory Advisory
Portfolio Management
Automation & Workflow Optimization
Investment Advisory
and more

58. The Mortgage Firm, Inc.

Industry: Financial Services

Location: Florida

Website: themortgagefirm.com

Company Founded: 1995

Company Size: 201-500

Company Address: 921 Douglas Avenue, Altamonte Springs, Florida, United States

The Mortgage Firm, Inc. Contact Details

Name Title LinkedIn Phone Email
Joe Farro Branch Manager
Brandy Duncan Mortgage Loan Originator
Christine Stevens Senior Loan Officer
Scott Taylor Branch Manager
Larry Strickland Senior Mortgage Loan Originator
Terri Perdue Marketing
Shawne Geisler Loan Partner - The Mortgage Firm
Requires/Intent and 21 more Employees
Technology Consulting
Banking & Payment Processing
Loan Origination & Servicing Platforms
and more

59. Intermex Wire Transfer, Llc

Industry: Financial Services

Location: Florida

Website: intermexonline.com

Company Founded: 1994

Company Size: 501-1000

Company Address: 9480 South Dixie Highway, Miami, Florida, United States

Intermex Wire Transfer, Llc Contact Details

Name Title LinkedIn Phone Email
Daniel Gomez Marketing Specialist
Ted Vandeburg Vice President West Division
Francisco Tejeda Vice President Of Digital Business
Luis Gutierrez Regional Sales Executive
Andre Moreno District Sales Manager
Edgar Cruz District Sales Manager
Oscar Mejia District Manager
Requires/Intent and 8 more Employees
Accounting Services
Banking & Payment Processing
and more

60. Dynasty Financial Partners

Industry: Financial Services

Location: Florida

Website: dynastyfinancialpartners.com

Company Founded: 2009

Company Size: 51-200

Company Address: 200 Central Avenue, St. Petersburg, Florida, United States

Dynasty Financial Partners Contact Details

Name Title LinkedIn Phone Email
Joseph Rizzo Director, Mergers And Acquisition
Nick Gerace Senior Vice President, Investments
Nicholas Stile Vice President Marketing
Caitlin Douglas Senior Vice President, Transition Services
Dmitry Vorontsov Controller, Vice President
Cassandra Davies Operations Associate
Requires/Intent
IoT-enabled Smart Banking Solutions
Mobile App Development For Financial Services
Securities Trading & Brokerage
Omnichannel Customer Support
Risk Assessment & Mitigation
and more

61. Oakpoint Advisors

Industry: Financial Services

Location: Florida

Website: oakpointadv.com

Company Founded: 2009

Company Size: 11-50

Company Address: 100 South Ashley Drive, Tampa, Florida, United States

Oakpoint Advisors Contact Details

Name Title LinkedIn Phone Email
Gerard Coughlin Managing Partner
Tom Scully Chief Financial Officer
Kate Pettersen Controller
Requires/Intent
Tax Planning & Strategy
Portfolio Management
and more

62. Fimc

Industry: Financial Services

Location: Florida

Website: fimc.com

Company Founded: 1974

Company Size: 51-200

Company Address: 1440 Main Street, Sarasota, Florida, United States

Fimc Contact Details

Name Title LinkedIn Phone Email
Dave Daverio President
Jason Johnson Vice President Sales
Jay Adams Regional Account Manager
Bob Lee Vice President - Sales
Jasmine Potter Quality Assurance Manager
Douglas Albertson Vice President
Loretta Walls Office Manager
Requires/Intent and 3 more Employees
Performance Tracking & KPI Analytics
Legal Compliance & Advisory
Document Management & E-signature Solutions
and more

63. Day Trader

Industry: Financial Services

Location: Florida

Website: golf4523@comcast.net

Company Founded: 2015

Company Size: 1-10

Company Address: 1196 Squire John Lane, Palm City, Florida, United States

Day Trader Contact Details

Name Title LinkedIn Phone Email
Michael Dryer Chief Executive Officer Entrepreneur
Brennan Riedemann Educator
Byron Cowan Chief Executive Officer
Clarence Dorsey Owner
Yung Chang Self-employed Stock Trader
Ben Navigato Self Employed
Patricia Mann Financial Data Analyst
Requires/Intent and 11 more Employees
Mergers & Acquisitions Advisory
API Integration For FinTech
Financial Planning & Retirement Solutions
Legal Compliance & Advisory
and more

64. Mor Lending

Industry: Financial Services

Location: Florida

Website: morlending.com

Company Founded: 2020

Company Size: 1-10

Company Address: 7081 Southwest 79 Terrace, Miami, Florida, United States

Mor Lending Contact Details

Name Title LinkedIn Phone Email
Mel Freyre Managing Director
Requires/Intent
Compliance & Regulatory Advisory
Customer Relationship Management (CRM)
ERP For Financial Institutions
Cloud Computing Solutions
and more

65. International Assets Advisory

Industry: Financial Services

Location: Florida

Website: iaac.com

Company Founded: 1982

Company Size: 51-200

Company Address: 390 North Orange Avenue, Orlando, Florida, United States

International Assets Advisory Contact Details

Name Title LinkedIn Phone Email
Barry Crist Senior Financial Advisor At International Assets Advisory And Legacy Park Advisors
Jon Dunwell Registered Representative
Cynthia Pulver Registered Representative
Chfebc David Wilson Investment Advisor Representative
Wade Dew Financial Advisor
Jerry Klusener Certified Financial Planner, Wealth Advisor
Msfe Jerry Klusener Certified Financial Planner, Wealth Advisor
Requires/Intent and 5 more Employees
Investment Advisory
Mortgage & Loan Processing
and more

66. Latin American Agribusiness Development Corporation, S.a.

Industry: Financial Services

Location: Florida

Website: laadsa.com

Company Size: 51-200

Company Address: 2800 Ponce De Leon, Coral Gables, Florida, United States

Latin American Agribusiness Development Corporation, S.a. Contact Details

Name Title LinkedIn Phone Email
Alzbeta Klein Board Member
Marcos Caraballo Aml Coordinator
Mayelin Hernandez Porfolio Accountant
Requires/Intent
Wealth Management
Performance Tracking & KPI Analytics
Financial Planning & Retirement Solutions
and more

67. Capital Wealth Advisors

Industry: Financial Services

Location: Florida

Company Founded: 2004

Company Size: 11-50

Company Address: 9130 Galleria Court, Naples, Florida, United States

Capital Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Michael Stevens President
Tony Youssefi Financial Advisor - Special Needs Planner
Brian Cook Partner
Sean Vereen Financial Advisor
Wade Mcminn Partner
Mike Estes Senior Partner
David Lake President
Requires/Intent and 6 more Employees
Wealth Management
AI-powered Financial Insights
Securities Trading & Brokerage
Risk Assessment & Mitigation
Document Management & E-signature Solutions
and more

68. Hpe Financial Services, Inc.

Industry: Financial Services

Location: Florida

Website: hpefinancialservices.com

Company Size: 51-200

Company Address: 404 Old Mill, Palm Harbor, Florida, United States

Hpe Financial Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Rocky Niles Hpe Financial Services Area Manager-southeast Area Manager
Kevin Quarantello Financial Account Manager
Ezra Shepard Financial Area Manager
Jennifer Marinaro Vice President Global Strategy And Go-to-market Exectuion
Laura Harris Global Service Excellence Manager, Na
Anthony Pandullo Ams Residual Value Manager
Sal Fioravante Global Smb Credit Manager
Requires/Intent and 3 more Employees
Digital Payment & Subscription Solutions
Tax Planning & Strategy
Mergers & Acquisitions Advisory
Technology Consulting
and more

69. Summit Brokerage Services, Inc.

Industry: Financial Services

Location: 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

70. Financial One Group

Industry: Financial Services

Location: Florida

Website: financial1a.com

Company Founded: 2004

Company Size: 11-50

Company Address: 1110 Brickell Avenue, Miami, Florida, United States

Financial One Group Contact Details

Name Title LinkedIn Phone Email
M.p.a Ricardo Mualin Chief Executive Officer
Requires/Intent
Cloud Computing Solutions
Debt Collection & Recovery
and more

71. Lighthouse Investment Partners, Llc

Industry: Financial Services

Location: Florida

Website: lighthousepartners.com

Company Size: 51-200

Company Address: 3801 Pga Boulevard, Palm Beach Gardens, Florida, United States

Lighthouse Investment Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Cheng Shao Managing Director
Oliver Liao Assistant General Counsel
Malcolm Hawkes Risk Analyst
Shakil Riaz Managing Director
Mario Bernardi Manager
Kevin Marriott Senior Operations Risk Analyst
Anil Yashavant Trading And Risk Technology
Requires/Intent and 1 more Employees
Financial Forecasting & Modeling
Online Advertising & SEO
Omnichannel Customer Support
and more

72. Bayview Loan Servicing, Llc

Industry: Financial Services

Location: Florida

Website: bayviewloanservicing.com

Company Size: 501-1000

Company Address: 4425 Ponce De Lone Boulevard, Coral Gables, Florida, United States

Bayview Loan Servicing, Llc Contact Details

Name Title LinkedIn Phone Email
Mike Trainor Third Party Operations Executive
Sherman Crumel Mortgage Loan Underwriter
David Clapper Cmbs Surveillance Analyst
Terrence Schonleber Litigation Manager
Jenna Newton Client Manager
Regina Mcleron Specialized Call Representative
Christine Horay Mortgage Underwriter
Requires/Intent and 19 more Employees
Portfolio Management
Quality Control & Assurance
Digital Payment & Subscription Solutions
Risk Management & Compliance
and more

73. Greenbox Capital

Industry: Financial Services

Location: Florida

Website: gboxcapital.com

Company Founded: 2012

Company Size: 11-50

Greenbox Capital Contact Details

Name Title LinkedIn Phone Email
Tracy Huber Underwriting Manager
Jasmine Rodriguez-peralta Administrative Assistant
Requires/Intent
Cybersecurity & Data Protection
Sales & Lead Generation Strategy
IoT-enabled Smart Banking Solutions
Treasury & Cash Flow Management
and more

74. Idea Financial

Industry: Financial Services

Location: Florida

Website: ideafinancial.com

Company Founded: 2017

Company Size: 11-50

Idea Financial Contact Details

Name Title LinkedIn Phone Email
Carlos Martelo Design, Experience, Product
Javier Contreras Culture Manager
Requires/Intent
Compliance & Regulatory Advisory
Sales & Lead Generation Strategy
and more

75. Cornerstone Financial, Inc.

Industry: Financial Services

Location: Florida

Website: myfinancialleaders.com

Company Founded: 1995

Company Size: 11-50

Company Address: 2018 Lewis Turner Boulevard, Fort Walton Beach, Florida, United States

Cornerstone Financial, Inc. Contact Details

Name Title LinkedIn Phone Email
Henry Thomas Partner, Financial Professional
David Demuth Principal, Financial Advisor
Chris Clayton President
Stephen Hardey Financial Advisor
David Summers Financial Planner
Garrett Cheney Financial Advisor
Augustine Olalere Principal
Requires/Intent and 18 more Employees
Customer Relationship Management (CRM)
Quality Control & Assurance
Asset Management
Marketing Services
Mergers & Acquisitions Advisory
and more

76. Cnl Securities Corp.

Industry: Financial Services

Location: Florida

Company Founded: 1979

Company Size: 51-200

Cnl Securities Corp. Contact Details

Name Title LinkedIn Phone Email
Brandon Luckett Regional Vice President
James Bertram Regional Vice President
Chris Woods Vice President Sales
Kyle Dawes Associate Director- Institutional Group
Mildred Dorta Compliance Manager
Requires/Intent
Data Analytics & Business Intelligence
IoT-enabled Smart Banking Solutions
Investment Advisory
Employee Training & Workforce Development
Mortgage & Loan Processing
and more

77. Cary Stamp & Company

Industry: Financial Services

Location: Florida

Website: carystamp.com

Company Size: 1-10

Company Address: 110 Bridge Road, Tequesta, Florida, United States

Cary Stamp & Company Contact Details

Name Title LinkedIn Phone Email
Robert Taylor Financial Advisor
Requires/Intent
Mortgage & Loan Processing
Risk Assessment & Mitigation
and more

78. Van Dyk Mortgage Corp.

Industry: Financial Services

Location: Florida

Website: vandyk-direct.com

Company Founded: 1987

Company Size: 1-10

Van Dyk Mortgage Corp. Contact Details

Name Title LinkedIn Phone Email
Daren Crockett Branch Manager
Myrna Baltazar Branch Manager
Luke Ham Mortgage Loan Originator Nmls #988977
Susan Neill Corporate Processor
Eric Neely Loan Officer
Bill Denton Mortgage Advisor
Jared Houston Mortgage Loan Officer
Requires/Intent and 3 more Employees
Data Analytics & Business Intelligence
Mobile App Development For Financial Services
Mergers & Acquisitions Advisory
Branding & Public Relations
and more

79. Fms

Industry: Financial Services

Location: Florida

Website: fmssolutions.com

Company Founded: 1974

Company Size: 201-500

Fms Contact Details

Name Title LinkedIn Phone Email
Mark Ehleben Vice President
Dave Bilodeau Chief Information Officer
Jacob Hester Senior Accountant
Michele Elliott Client Service Manager
David Keathley Director Client Services
Steve Hansberry Accountant
Victor Demetriou Senior .vp
Requires/Intent and 31 more Employees
Compliance & Regulatory Advisory
Financial Auditing & Reporting
and more

80. American Heritage Financial, Llc

Industry: Financial Services

Location: Florida

Website: theamericanheritagefinancial.com

Company Founded: 2013

Company Size: 1-10

Company Address: 3155 Gateway Lane, Cantonment, Florida, United States

American Heritage Financial, Llc Contact Details

Name Title LinkedIn Phone Email
Robert Lee Managing Partner
Aaron Barnes Sales Director
Amy Ward Agency Development Coordinator
Richard Alexander Financial Professional
Amanda Langford Chief Operations Officer
Steven Allison Retirement Specialist
Jason Deyell Financial Consultant At American Heritage Financial, Llc
Requires/Intent
Document Management & E-signature Solutions
Customer Relationship Management (CRM)
Loan Origination & Servicing Platforms
Financial Auditing & Reporting
Cybersecurity & Data Protection
and more

81. Universal American Mortgage Company (uamc)

Industry: Financial Services

Location: Florida

Website: uamc.com

Company Founded: 1981

Company Size: 1001-5000

Company Address: 700 North West 107th Avenue, Miami, Florida, United States

Universal American Mortgage Company (uamc) Contact Details

Name Title LinkedIn Phone Email
Juanita Donaldson Senior Underwriter
Jared Culp Underwriter At Universal American Mortgage Company
Robyn Rush Underwriter Ii
Michelle Black Senior Loan Processor
Annette Lopez Senior Loan Processor
Kara Sullivan Operations Manager
Chelse Mccready Post Closing Coordinator And Funder
Requires/Intent and 77 more Employees
Omnichannel Customer Support
Document Management & E-signature Solutions
Insurance & Underwriting Services
Tax Planning & Strategy
and more

82. Hunter Warfield

Industry: Financial Services

Location: Florida

Website: hunterwarfield.com

Company Founded: 2005

Company Size: 51-200

Company Address: 4620 Woodland Corporate Boulevard, Tampa, Florida, United States

Hunter Warfield Contact Details

Name Title LinkedIn Phone Email
Tracy Legg Vice President Business Development
Krista Widler Human Resources Manager
Nick Nixon Account Executive
Thomas Holcomb Supervisor
Steve Gault System Administrator
Robert Youmans Collections
Jan Stannard Sql And Ssrs Developer
Requires/Intent and 7 more Employees
Mergers & Acquisitions Advisory
IoT-enabled Smart Banking Solutions
Quality Control & Assurance
and more

83. Diamond Mind

Industry: Financial Services

Location: Florida

Website: diamondmindinc.com

Company Founded: 2003

Company Size: 11-50

Company Address: 9620 Executive Center Drive North, St. Petersburg, Florida, United States

Diamond Mind Contact Details

Name Title LinkedIn Phone Email
Jason Walters New School Specialist
Lexie Wilder Sales Account Executive
Lexie Bill Account Manager
Jeff Harkins Regional Account Manager
Kathryn Toal Assistant Manager, Client Services
Patricia Trifone Client Services Representative
Requires/Intent
Omnichannel Customer Support
Mortgage & Loan Processing
Quality Control & Assurance
ESG & Sustainable Finance Consulting
and more

84. Clayton Financial Group

Industry: Financial Services

Location: Florida

Website: claytonfinancialgroup.com

Company Founded: 2015

Company Size: 11-50

Clayton Financial Group Contact Details

Name Title LinkedIn Phone Email
Ken Bower Chief Executive Officer And Managing Director
Chris Michalak Managing Director
Patrick Britt Managing Director
Allison Ingrim Client Relationship Specialist
Katie Kearins Managing Director
Brooke Stalberger Client Relationship Specialist
Deanna Kaber Financial Advisor And Director Of Operations
Requires/Intent and 2 more Employees
Financial Planning & Retirement Solutions
Online Advertising & SEO
Portfolio Management
Technology Consulting
Wealth Management
and more

85. Trellance

Industry: Financial Services

Location: Florida

Website: cscu.net

Company Founded: 1989

Company Size: 11-50

Company Address: 3031 North Rocky Point Drive West, Tampa, Florida, United States

Trellance Contact Details

Name Title LinkedIn Phone Email
Nate Wentzlaff Director, M360 Platform
Rose Gangemi Senior Human Resources Generalist
Peter Keers Partner Management
Rick Ronchak Ironsafe Business Development Executive
Melisa Fyles Engagement Consultant
Yomar Marquez Metadata Lead
Dean Gunderson Accountant
Requires/Intent and 5 more Employees
Corporate Finance Strategy
ESG & Sustainable Finance Consulting
Financial Forecasting & Modeling
Document Management & E-signature Solutions
and more

86. Family Mortgage

Industry: Financial Services

Location: Florida

Website: familymortgage.com

Company Founded: 1996

Company Size: 11-50

Company Address: 601 University Boulevard, Jupiter, Florida, United States

Family Mortgage Contact Details

Name Title LinkedIn Phone Email
Feng Gao Loan Officer
Gordon Gao Loan Officer
Stephanie Levitch Loan Partner
Fiona Xia Loan Officer
Sharon Ye Broker
Sharon Ye President And Senior Broker
Candice Doucet Loan Processor And Closer
Requires/Intent and 6 more Employees
Branding & Public Relations
Investment Advisory
ERP For Financial Institutions
Fraud Detection & Prevention
and more

87. Mei Healthcare Capital

Industry: Financial Services

Location: Florida

Company Founded: 2009

Company Size: 11-50

Company Address: 11772 West Sample Road, Coral Springs, Florida, United States

Mei Healthcare Capital Contact Details

Name Title LinkedIn Phone Email
Jason Tibbetts Vice President, Operations
Requires/Intent
Wealth Management
Data Analytics & Business Intelligence
Document Management & E-signature Solutions
Risk Assessment & Mitigation
HR & Talent Acquisition
and more

88. Profinance

Industry: Financial Services

Location: Florida

Website: pro-financing.com

Company Size: 11-50

Profinance Contact Details

Name Title LinkedIn Phone Email
Evan Derv Senior Managing Partner
Katelyn Eyre Sales Specialist
Requires/Intent
Mortgage & Loan Processing
Employee Training & Workforce Development
and more

89. Security Financial Management, Inc.

Industry: Financial Services

Location: Florida

Website: sfmadvisorgroup.com

Company Founded: 1986

Company Size: 11-50

Company Address: 2420 South Lakemont Avenue, Orlando, Florida, United States

Security Financial Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Charles Allen Director Of Recruitment And Advisor Support
Awma Terry George Financial Advisor
Gary Poling Investment Advisor
Areka Mayse Manager
Requires/Intent
Compliance & Regulatory Advisory
Financial Planning & Retirement Solutions
Blockchain & Cryptocurrency Solutions
Mergers & Acquisitions Advisory
Debt Collection & Recovery
and more

90. American Bancshares Mortgage, Llc

Industry: Financial Services

Location: Florida

Website: myabsm.com

Company Founded: 1995

Company Size: 201-500

Company Address: 14261 Commerce Way, Miami Lakes, Florida, United States

American Bancshares Mortgage, Llc Contact Details

Name Title LinkedIn Phone Email
Greg Higeons Underwriting Manager
Armando Cova Producing Branch Manager
Princesa Batres Mortgage Loan Officer
Brian Keys Mortgage Loan Officer
Nicole Kennedy Mortgage Loan Officer And Processor
Miguel Portuondo Loan Originator
Alex Bejerano Branch Manager
Requires/Intent and 9 more Employees
Document Management & E-signature Solutions
Hedge Fund & Private Equity Consulting
and more

91. Diversified Consultants, Inc.

Industry: Financial Services

Location: Florida

Website: dcicollect.com

Company Founded: 1992

Company Size: 501-1000

Company Address: 10550 Deerwood Park Boulevard, Jacksonville, Florida, United States

Diversified Consultants, Inc. Contact Details

Name Title LinkedIn Phone Email
Chris Gibson Corporate Recruiting Manager
Dana Vanmeerhaeghe Association Manager
Damon Muncy Training Development Supervisor
Chalise Shaw Association Management
Lysa Little Association And Conference Manager
Sasha Blanco Financial Services Representative
Don Barrett Qualified Rehabilitation Consultant
Requires/Intent and 20 more Employees
Compliance & Regulatory Advisory
Data Analytics & Business Intelligence
Cloud Computing Solutions
ERP For Financial Institutions
API Integration For FinTech
and more

92. Massmutual Miami

Industry: Financial Services

Location: Florida

Website: linqfinancialgroup.com

Company Size: 51-200

Company Address: 1221 Brickell Avenue, Miami, Florida, United States

Massmutual Miami Contact Details

Name Title LinkedIn Phone Email
Maria Lopez Manager Associate
Manuel Torres Financial Services Professional
Weston Robles Financial Services Advisor
Brian Fornet Financial Services Representative
Requires/Intent
Insurance & Underwriting Services
Credit Rating & Analysis
Financial Planning & Retirement Solutions
Cloud Computing Solutions
and more

93. Summar Financial, Llc

Industry: Financial Services

Location: Florida

Website: summar.com

Company Founded: 2004

Company Size: 51-200

Company Address: 2299 Southwest 27 Avenue, Miami, Florida, United States

Summar Financial, Llc Contact Details

Name Title LinkedIn Phone Email
Michelle Duran Senior Business Development Executive
Annette Yousif Collections Specialist
Requires/Intent
Tax Planning & Strategy
Loan Origination & Servicing Platforms
Compliance & Regulatory Advisory
Legal Compliance & Advisory
and more

94. Troy Business Group

Industry: Financial Services

Location: Florida

Website: troygrp.com

Company Founded: 2018

Company Size: 11-50

Company Address: 111 Northeast 1st Street, Miami, Florida, United States

Troy Business Group Contact Details

Name Title LinkedIn Phone Email
John Blott Small Business Consultant
Requires/Intent
Customer Relationship Management (CRM)
AI-powered Financial Insights
Financial Forecasting & Modeling
Financial Planning & Retirement Solutions
Blockchain & Cryptocurrency Solutions
and more

95. Moneyshow

Industry: Financial Services

Location: Florida

Website: moneyshow.com

Company Founded: 1981

Company Size: 51-200

Company Address: 50 Central Avenue, Sarasota, Florida, United States

Moneyshow Contact Details

Name Title LinkedIn Phone Email
Rick Shaffer Host And Producer
Johnny Antolak Chief Technology Officer
Misty King Senior Exhibit Administrator
Ryan Watts Chief Financial Officer
Requires/Intent
Risk Assessment & Mitigation
Securities Trading & Brokerage
Employee Training & Workforce Development
Technology Consulting
Fraud Detection & Prevention
and more

96. Lcg Advisors

Industry: Financial Services

Location: Florida

Website: lcgadvisors.com

Company Founded: 2003

Company Size: 51-200

Company Address: 201 East Kennedy Boulevard, Tampa, Florida, United States

Lcg Advisors Contact Details

Name Title LinkedIn Phone Email
Walker Haymaker Analyst
Benjamin Clay Svp, Field Exam Team Manager
Ryan Gilmore Vice President
Stephen Schab Vice President
Beth Gibbs Vice President
Fred Shepherd Vice-president Team Leader
Requires/Intent and 1 more Employees
HR & Talent Acquisition
Insurance & Underwriting Services
Tax Planning & Strategy
Mortgage & Loan Processing
and more

97. Fairway Funding Group, Inc

Industry: Financial Services

Location: Florida

Website: fairwayfundinggroup.com

Company Founded: 2000

Company Size: 11-50

Fairway Funding Group, Inc Contact Details

Name Title LinkedIn Phone Email
Tom Zaharakis Senior Loan Officer
Greg Clark Mortgage Loan Officer
Rachel Biechlin Mortgage Loan Officer
Requires/Intent
Online Advertising & SEO
Tax Planning & Strategy
Digital Payment & Subscription Solutions
Cloud Computing Solutions
and more

98. Harbor View Advisors

Industry: Financial Services

Location: Florida

Website: harborviewadvisors.com

Company Founded: 2006

Company Size: 11-50

Company Address: 822 A1a North, Ponte Vedra, Florida, United States

Harbor View Advisors Contact Details

Name Title LinkedIn Phone Email
Tyler Lamer Managing Director
Carolyn Mathis Partner
David Berry Director
William Todd N And A
Requires/Intent
Treasury & Cash Flow Management
Employee Training & Workforce Development
Asset Management
and more

99. Tax Defense Network, Llc

Industry: Financial Services

Location: Florida

Website: taxdefensenetwork.com

Company Founded: 1997

Company Size: 201-500

Company Address: 9000 Southside Boulevard, Jacksonville, Florida, United States

Tax Defense Network, Llc Contact Details

Name Title LinkedIn Phone Email
Dan Jones Senior Consultant
Mitesh Shah Application Development Manager
Ron Rotzko Enrolled Agent
John Ebert Debt Consultant And Re-contracting Specialist
Carolyn Lynch Affiliate Partner
Stephanie Fisher Case Coordinator At Tax Defense Network
Lyndi Hepworth Administrative Secretary
Requires/Intent and 5 more Employees
Cybersecurity & Data Protection
Risk Assessment & Mitigation
Legal Compliance & Advisory
Securities Trading & Brokerage
and more

100. Zelis™ Payments

Industry: Financial Services

Location: Florida

Company Founded: 2011

Company Size: 51-200

Company Address: 18167 Highway 19n, Clearwater, Florida, United States

Zelis™ Payments Contact Details

Name Title LinkedIn Phone Email
Brad Bicknell Senior Account Manager
Tim Dawson Project Manager
Sara Gilbert Strategic Account Specialist
Steven Regan It Operations Analyst
Keith Buik Implementation Manager
Johnanthony Miller Information Technology Operational Analyst
Esther Peddi Senior Sql Server Dba
Requires/Intent and 3 more Employees
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Florida Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Grace Blankenship Raymond James Education Partner Relationship Manager
2 Abhinav Agrawal Raymond James Business Analyst
3 Matt Koehling Raymond James Financial Advisor
4 Kathleen Coppola Raymond James Financial Advisor
5 Jill Enloe Raymond James Financial Advisor At White And Luff
6 Trey Martin Raymond James Senion Vice President Of Investments
7 Molly Mcniell Raymond James Financial Advisor
8 Richard Moore Transamerica Financial Advisors, Inc. Investment Advsior Representative
9 Andrew Hodnick Transamerica Financial Advisors, Inc. Investment Advisor Representative
10 Rick Fuller Transamerica Financial Advisors, Inc. Investment Advisor Representative
11 Jared Sosa Transamerica Financial Advisors, Inc. Investment Advisor Representative
12 Chris Felton Transamerica Financial Advisors, Inc. Branch Office Supervisor
13 Tony Corona Transamerica Financial Advisors, Inc. Registered Representative
14 Chase Jenson Transamerica Financial Advisors, Inc. Investment Advisor Representative
15 Nicholas Donlon Eagle Home Mortgage Loan Officer
16 Douglas Calabrese Eagle Home Mortgage Svp, National Center Manager
17 Brian Cook Eagle Home Mortgage Sales Manager
18 Sue Kemp Eagle Home Mortgage Mortgage Loan Processor
19 Chad Luckner Eagle Home Mortgage Senior Mortgage Loan Officer Nmls# 1433546
20 Samantha Carnes Eagle Home Mortgage Mortgage Loan Officer
21 Shawn Mckee Eagle Home Mortgage Production Manager
22 Joe Quijada Pscu Security Access Administrator
23 Cude Rini Fredette Pscu Senior Vice President, Contact Center Services And Solutions
24 Suzanne Rogers Pscu Vice President Membership Development
25 Sonya Jackson Pscu Senior Learning Architect
26 Robert Curran Pscu Enhanced Fraud Services
27 Tom Petrick Pscu Regional Vice President Of Sales
28 Denise Stevens Pscu Svp, Chief Product Officer
29 Christina Colabella Tiaa Bank Digital Portfolio Director
30 Mike Sweeney Tiaa Bank Senior Vice President
31 Kim Montgomery Tiaa Bank Vice President, Healthcare Originations Leader
32 Tony Nicastro Tiaa Bank Consumer Direct Sales
33 Brandon Bach Tiaa Bank Relationship Manager
34 Jeff Kazaka Tiaa Bank Assistant Vice President, Product Manager - Affiliate Deposits
35 Jeremy Ketchum Tiaa Bank It Engineer Lead
36 Jay Johnson Fbc Mortgage, Llc Senior Mortgage Loan Originator
37 Rcs-d Rob Grimes Fbc Mortgage, Llc Mortgage Loan Originator
38 Chris Drake Fbc Mortgage, Llc Loan Officer
39 Keith Bice Fbc Mortgage, Llc Branch Manager And Mortgage Loan Originator
40 Doyle Jensen Fbc Mortgage, Llc Mortgage Loan Originator

Financial Services companies in different states of USA

No. Industry Number of Contacts Download
1 Financial services Companies in Alabama 2004
2 Financial services Companies in Alaska 457
3 Financial services Companies in Arizona 4858
4 Financial services Companies in Arkansas 529
5 Financial services Companies in California 62258
6 Financial services Companies in Colorado 5704
7 Financial services Companies in Connecticut 9599
8 Financial services Companies in Delaware 2083
9 Financial services Companies in Georgia 13506
10 Financial services Companies in Hawaii 103
11 Financial services Companies in Idaho 869
12 Financial services Companies in Illinois 16797
13 Financial services Companies in Indiana 5687
14 Financial services Companies in Iowa 8813
15 Financial services Companies in Kansas 5318
16 Financial services Companies in Kentucky 2363
17 Financial services Companies in Louisiana 2169
18 Financial services Companies in Maine 2149
19 Financial services Companies in Maryland 6935
20 Financial services Companies in Massachusetts 16587
21 Financial services Companies in Michigan 5559
22 Financial services Companies in Minnesota 14603
23 Financial services Companies in Mississippi 2290
24 Financial services Companies in Missouri 19297
25 Financial services Companies in Montana 898
26 Financial services Companies in Nebraska 6544
27 Financial services Companies in Nevada 1792
28 Financial services Companies in New Hampshire 1010
29 Financial services Companies in New Jersey 9176
30 Financial services Companies in New Mexico 1008
31 Financial services Companies in New York 113150
32 Financial services Companies in North Carolina 7960
33 Financial services Companies in North Dakota 642
34 Financial services Companies in Ohio 8615
35 Financial services Companies in Oklahoma 2910
36 Financial services Companies in Oregon 3218
37 Financial services Companies in Pennsylvania 21443
38 Financial services Companies in Rhode Island 658
39 Financial services Companies in South Carolina 4269
40 Financial services Companies in South Dakota 947
41 Financial services Companies in Tennessee 8071
42 Financial services Companies in Texas 12289
43 Financial services Companies in Utah 8759
44 Financial services Companies in Vermont 800
45 Financial services Companies in Virginia 26128
46 Financial services Companies in Washington 2203
47 Financial services Companies in West Virginia 107
48 Financial services Companies in Wisconsin 21503
49 Financial services Companies in Wyoming 325
50 Financial services Companies in District Of Columbia 7241

Financial Services companies in different cities of Florida

No. Cities Number of Contacts Download
1 Financial services Companies in Miami 91790
2 Financial services Companies in Tampa 58960
3 Financial services Companies in Jacksonville 33500
4 Financial services Companies in Boca Raton 34170
5 Financial services Companies in Orlando 32160
6 Financial services Companies in Fort Lauderdale 26800
7 Financial services Companies in Clearwater 11390
8 Financial services Companies in West Palm Beach 16750
9 Financial services Companies in Coral Gables 16750
10 Financial services Companies in Sarasota 18090
11 Financial services Companies in St. Petersburg 12060
12 Financial services Companies in Naples 8710
13 Financial services Companies in Palm Beach Gardens 12060
14 Financial services Companies in Tallahassee 9380
15 Financial services Companies in Fort Myers 8710
16 Financial services Companies in Lake Mary 6030
17 Financial services Companies in Hollywood 8040
18 Financial services Companies in Winter Park 6030
19 Financial services Companies in Coral Springs 7370
20 Financial services Companies in Lakeland 6700
21 Financial services Companies in Miami Beach 4020
22 Financial services Companies in Deerfield Beach 3350
23 Financial services Companies in Delray Beach 7370
24 Financial services Companies in Maitland 6030
25 Financial services Companies in Doral 6700
26 Financial services Companies in Melbourne 3350
27 Financial services Companies in Gainesville 2010
28 Financial services Companies in Pompano Beach 5360