Top 30 Financial Services Companies in Sarasota

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Below is the list of Top 30 Financial Services Companies in Sarasota ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Sarasota

1. Fimc

Industry: Financial Services

Location: Sarasota, 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

2. Moneyshow

Industry: Financial Services

Location: Sarasota, 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

3. Day Hagan Logix

Industry: Financial Services

Location: Sarasota, Florida

Website: dayhaganlogix.com

Company Founded: 2017

Company Size: 1-10

Company Address: 1000 South Tamiami Trail, Sarasota, Florida, United States

Day Hagan Logix Contact Details

Name Title LinkedIn Phone Email
Rob Herman Managing Partner And Chief Information Officer
Requires/Intent
Financial Auditing & Reporting
Online Advertising & SEO
and more

4. Integrity Wealth Management

Industry: Financial Services

Location: Sarasota, Florida

Website: iwmfl.com

Company Size: 1-10

Company Address: 6561 Palmer Park Circle, Sarasota, Florida, United States

Integrity Wealth Management Contact Details

Name Title LinkedIn Phone Email
Peter Sciortino Managing Partner, Financial Advisor
Wesley Frazier Business Partner
Todd Kreitzman Investment Advisor
Scott Oliphant Owner And President
Rick Larson Registered Representative
Requires/Intent
Hedge Fund & Private Equity Consulting
Debt Collection & Recovery
Digital Payment & Subscription Solutions
Quality Control & Assurance
and more

5. First Commerce Financial

Industry: Financial Services

Location: Sarasota, Florida

Website: firstcommercefinancial.com

Company Founded: 2007

Company Size: 11-50

Company Address: 5581 Broadcast Court, Sarasota, Florida, United States

First Commerce Financial Contact Details

Name Title LinkedIn Phone Email
Kenneth Turkington President
Requires/Intent
Branding & Public Relations
Accounting Services
Banking & Payment Processing
and more

6. Vengroff Williams, Inc.

Industry: Financial Services

Location: Sarasota, Florida

Company Founded: 1963

Company Size: 51-200

Company Address: 8440 North Tamiami Trail, Sarasota, Florida, United States

Vengroff Williams, Inc. Contact Details

Name Title LinkedIn Phone Email
Frank Carino Senior Strategic Account Manager
Matthew Stachkunas Office Manager
Jennifer Jones Paralegal And Medical Collections At Vengroff Williams, Inc
Diana Mcclure Accounts Receivable Specialist
Jill Pagliarulo Collctions
Requires/Intent
Cybersecurity & Data Protection
Asset Management
Online Advertising & SEO
API Integration For FinTech
and more

7. Seacure Advisors

Industry: Financial Services

Location: Sarasota, Florida

Company Founded: 2014

Company Size: 1-10

Company Address: 4526 Lakecrest Place, Sarasota, Florida, United States

Seacure Advisors Contact Details

Name Title LinkedIn Phone Email
Patty Breeze Investment Advisor At Seacure Advisors
Requires/Intent
Cybersecurity & Data Protection
Technology Consulting
Loan Origination & Servicing Platforms
Automation & Workflow Optimization
and more

8. Global Financial Private Capital, Llc

Industry: Financial Services

Location: Sarasota, Florida

Website: gf-pc.com

Company Founded: 1991

Company Size: 51-200

Company Address: 501 North Cattlemen Road, Sarasota, Florida, United States

Global Financial Private Capital, Llc Contact Details

Name Title LinkedIn Phone Email
David Goodless Analyst
Requires/Intent
Document Management & E-signature Solutions
Blockchain & Cryptocurrency Solutions
and more

9. Ncs Companies Llc

Industry: Financial Services

Location: Sarasota, Florida

Website: ncscompanies.com

Company Founded: 1992

Company Size: 11-50

Ncs Companies Llc Contact Details

Name Title LinkedIn Phone Email
Thomas Eboli President
Xavier Eboli Chairman Of The Board
Requires/Intent
Business Strategy & Growth Consulting
IoT-enabled Smart Banking Solutions
Data Analytics & Business Intelligence
Wealth Management
and more

10. Smartpro Financial

Industry: Financial Services

Location: Sarasota, Florida

Website: smartprofinancial.com

Company Founded: 2017

Company Size: 51-200

Company Address: 6710 Professional Parkway, Sarasota, Florida, United States

Smartpro Financial Contact Details

Name Title LinkedIn Phone Email
Patrick Rogers Registered Representative
Hollie Medina Licensed Insurance Agent
Jacob Heinsius New Business Associate
Requires/Intent
Blockchain & Cryptocurrency Solutions
Performance Tracking & KPI Analytics
HR & Talent Acquisition
Investment Advisory
Financial Forecasting & Modeling
and more

11. Darlington Partners

Industry: Financial Services

Location: Sarasota, Florida

Website: darlingtonpartners.com

Company Founded: 1988

Company Size: 11-50

Darlington Partners Contact Details

Name Title LinkedIn Phone Email
Roger Melick Vice President
Requires/Intent
Business Strategy & Growth Consulting
Cybersecurity & Data Protection
and more

12. Alliance America

Industry: Financial Services

Location: Sarasota, Florida

Website: allianceam.com

Company Size: 51-200

Company Address: 6710 Professional Parkway West, Sarasota, Florida, United States

Alliance America Contact Details

Name Title LinkedIn Phone Email
Gregory Pitts Financial Planning Agent
Vincent Van Tassel Iar
Larry Gallet Marketing Sales Consultant
James Wojcik Investment Advisor Representative
Kerry Jurica Financial Agent
Requires/Intent
Loan Origination & Servicing Platforms
Wealth Management
Online Advertising & SEO
Banking & Payment Processing
and more

13. Wellspring Foundation

Industry: Financial Services

Location: Sarasota, Florida

Website: wspringw.com

Company Size: 1-10

Company Address: 2639 Fruitville Road, Sarasota, Florida, United States

Wellspring Foundation Contact Details

Name Title LinkedIn Phone Email
George Rehkamp Milieu Counselor
Bernadette Pandolfe Milieu Counselor Assistant
Cathy Santarelli Behavioral Specialist
Cassandra Beauvais Animal Program Coordinator
Sharon Gero Receptionist
Sara Van Doren Assistant Director
Kellie Ahearn Teacher
Requires/Intent and 3 more Employees
ERP For Financial Institutions
Tax Planning & Strategy
Business Strategy & Growth Consulting
Data Analytics & Business Intelligence
and more

14. Crescent Wealth Partners

Industry: Financial Services

Location: Sarasota, Florida

Website: cwpadvisorygroup.com

Company Founded: 1982

Company Size: 11-50

Company Address: 5674 Marquesas Circle, Sarasota, Florida, United States

Crescent Wealth Partners Contact Details

Name Title LinkedIn Phone Email
Joseph Neff Financial Advisor
Tammy Symons Wealth Advisor
Requires/Intent
Performance Tracking & KPI Analytics
Online Advertising & SEO
and more

15. Vimvest

Industry: Financial Services

Location: Sarasota, Florida

Website: vimvest.com

Company Founded: 2016

Company Size: 11-50

Company Address: 3322 Bee Ridge Road, Sarasota, Florida, United States

Vimvest Contact Details

Name Title LinkedIn Phone Email
Ryan Taylor Data Management Consultant
Requires/Intent
Hedge Fund & Private Equity Consulting
Customer Relationship Management (CRM)
ESG & Sustainable Finance Consulting
Legal Compliance & Advisory
Mobile App Development For Financial Services
and more

16. Vengroff Williams & Associates

Industry: Financial Services

Location: Sarasota, Florida

Website: vwainc.com

Company Founded: 1963

Company Size: 1001-5000

Company Address: 2211 Fruitville Road, Sarasota, Florida, United States

Vengroff Williams & Associates Contact Details

Name Title LinkedIn Phone Email
Taddius Bold Data Research Analyst
Rafael Deynes Cne And Chief Strategy Officer
Gabrielle Dearmond Data Entry Clerk
Louis Martinelli Senior Project Manager
Vicki Crowe Client Relations Representative
Ranisha Rosa Accounts And Receivable
George Ayala Collections And Subrogation
Requires/Intent and 2 more Employees
Tax Planning & Strategy
Hedge Fund & Private Equity Consulting
and more

17. Upg America

Industry: Financial Services

Location: Sarasota, Florida

Website: upgamerica.com

Company Size: 51-200

Company Address: 6710 Professional Parkway West, Sarasota, Florida, United States

Upg America Contact Details

Name Title LinkedIn Phone Email
Rachel Gilmore Manager
Jack Wright Estate Planing Representative
Requires/Intent
Cybersecurity & Data Protection
Legal Compliance & Advisory
Sales & Lead Generation Strategy
Automation & Workflow Optimization
Investment Advisory
and more

18. Day Hagan Asset Management

Industry: Financial Services

Location: Sarasota, Florida

Website: dayhagan.com

Company Founded: 2006

Company Size: 11-50

Company Address: 1000 South Tamiami Trail, Sarasota, Florida, United States

Day Hagan Asset Management Contact Details

Name Title LinkedIn Phone Email
Lee-ann Towle Marketing, Graphic Designer, And Web Designer
Requires/Intent
Financial Forecasting & Modeling
Accounting Services
and more

19. Walsh & Associates, Ltd.

Industry: Financial Services

Location: Sarasota, Florida

Website: walshandassociates.com

Company Founded: 1986

Company Size: 1-10

Company Address: 2350 Fruitville Road, Sarasota, Florida, United States

Walsh & Associates, Ltd. Contact Details

Name Title LinkedIn Phone Email
Ernie Keeton Administrative Assistant
Requires/Intent
Financial Forecasting & Modeling
IoT-enabled Smart Banking Solutions
and more

20. Copytalk

Industry: Financial Services

Location: Sarasota, Florida

Website: copytalk.com

Company Founded: 2001

Company Size: 201-500

Company Address: 500 Tallavast Road, Sarasota, Florida, United States

Copytalk Contact Details

Name Title LinkedIn Phone Email
Stephanie Cleveland Scribe
Requires/Intent
ESG & Sustainable Finance Consulting
Online Advertising & SEO
Financial Auditing & Reporting
Tax Planning & Strategy
Fraud Detection & Prevention
and more

21. Sara-bay Financial Corp

Industry: Financial Services

Location: Sarasota, Florida

Website: sara-bay.com

Company Size: 11-50

Company Address: 2201 Cantu Court, Sarasota, Florida, United States

Sara-bay Financial Corp Contact Details

Name Title LinkedIn Phone Email
Chris Mills Financial Advisor
Requires/Intent
Marketing Services
Financial Forecasting & Modeling
Automation & Workflow Optimization
and more

22. United Planning Group

Industry: Financial Services

Location: Sarasota, Florida

Website: unitedplanninggroup.com

Company Size: 1-10

Company Address: 6710 Professional Parkway West, Sarasota, Florida, United States

United Planning Group Contact Details

Name Title LinkedIn Phone Email
Steve Konopacki Estate Planning Sales Representative
Rosalind Grimes Estate Planning Representative
Requires/Intent
Corporate Finance Strategy
Financial Auditing & Reporting
Business Strategy & Growth Consulting
and more

23. Family Financial Strategies

Industry: Financial Services

Location: Sarasota, Florida

Website: familyfinancialstrategies.net

Company Size: 11-50

Company Address: 6151 Lake Osprey Drive, Sarasota, Florida, United States

Family Financial Strategies Contact Details

Name Title LinkedIn Phone Email
Leonid Palanov Principal
Requires/Intent
Financial Forecasting & Modeling
Wealth Management
Omnichannel Customer Support
Performance Tracking & KPI Analytics
Tax Planning & Strategy
and more

24. Phillippi Creek Oyster Bar

Industry: Financial Services

Location: Sarasota, Florida

Company Size: 1-10

Company Address: P/o Box 20542, Sarasota, Florida, United States

Phillippi Creek Oyster Bar Contact Details

Name Title LinkedIn Phone Email
Thomas Shelbourne Server
Requires/Intent
Corporate Finance Strategy
Risk Assessment & Mitigation
and more

25. Freedom Capital Group Llc

Industry: Financial Services

Location: Sarasota, Florida

Website: freedomcapgroup.com

Company Founded: 2015

Company Size: 1-10

Company Address: 4714 Vasca Drive, Sarasota, Florida, United States

Freedom Capital Group Llc Contact Details

Name Title LinkedIn Phone Email
Nycole Gooch Office Manager
Requires/Intent
Automation & Workflow Optimization
Loan Origination & Servicing Platforms
Insurance & Underwriting Services
and more

26. Opturo Inc.

Industry: Financial Services

Location: Sarasota, Florida

Company Founded: 2008

Company Size: 1-10

Company Address: 15 Paradise Plaza, Sarasota, Florida, United States

Opturo Inc. Contact Details

Name Title LinkedIn Phone Email
Antoneshia Sneed Receiver
Requires/Intent
Cybersecurity & Data Protection
Cloud Computing Solutions
Tax Planning & Strategy
Financial Forecasting & Modeling
Treasury & Cash Flow Management
and more

27. Aaa Cash Fast

Industry: Financial Services

Location: Sarasota, Florida

Website: aaacashfastmemphis.com

Company Size: 1-10

Company Address: 2777 Bee Ridge Road, Sarasota, Florida, United States

Aaa Cash Fast Contact Details

Name Title LinkedIn Phone Email
Gloria Willis Manager
Requires/Intent
Portfolio Management
Omnichannel Customer Support
Document Management & E-signature Solutions
Performance Tracking & KPI Analytics
and more
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Sarasota Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Dave Daverio Fimc President
2 Jason Johnson Fimc Vice President Sales
3 Jay Adams Fimc Regional Account Manager
4 Bob Lee Fimc Vice President - Sales
5 Jasmine Potter Fimc Quality Assurance Manager
6 Douglas Albertson Fimc Vice President
7 Loretta Walls Fimc Office Manager
8 Rick Shaffer Moneyshow Host And Producer
9 Johnny Antolak Moneyshow Chief Technology Officer
10 Misty King Moneyshow Senior Exhibit Administrator
11 Ryan Watts Moneyshow Chief Financial Officer
12 Rob Herman Day Hagan Logix Managing Partner And Chief Information Officer
13 Peter Sciortino Integrity Wealth Management Managing Partner, Financial Advisor
14 Wesley Frazier Integrity Wealth Management Business Partner
15 Todd Kreitzman Integrity Wealth Management Investment Advisor
16 Scott Oliphant Integrity Wealth Management Owner And President
17 Rick Larson Integrity Wealth Management Registered Representative
18 Kenneth Turkington First Commerce Financial President
19 Frank Carino Vengroff Williams, Inc. Senior Strategic Account Manager
20 Matthew Stachkunas Vengroff Williams, Inc. Office Manager
21 Jennifer Jones Vengroff Williams, Inc. Paralegal And Medical Collections At Vengroff Williams, Inc
22 Diana Mcclure Vengroff Williams, Inc. Accounts Receivable Specialist
23 Jill Pagliarulo Vengroff Williams, Inc. Collctions
24 Patty Breeze Seacure Advisors Investment Advisor At Seacure Advisors
25 David Goodless Global Financial Private Capital, Llc Analyst
26 Thomas Eboli Ncs Companies Llc President
27 Xavier Eboli Ncs Companies Llc Chairman Of The Board
28 Patrick Rogers Smartpro Financial Registered Representative
29 Hollie Medina Smartpro Financial Licensed Insurance Agent
30 Jacob Heinsius Smartpro Financial New Business Associate
31 Roger Melick Darlington Partners Vice President
32 Gregory Pitts Alliance America Financial Planning Agent
33 Vincent Van Tassel Alliance America Iar
34 Larry Gallet Alliance America Marketing Sales Consultant
35 James Wojcik Alliance America Investment Advisor Representative
36 Kerry Jurica Alliance America Financial Agent
37 George Rehkamp Wellspring Foundation Milieu Counselor
38 Bernadette Pandolfe Wellspring Foundation Milieu Counselor Assistant
39 Cathy Santarelli Wellspring Foundation Behavioral Specialist
40 Cassandra Beauvais Wellspring Foundation Animal Program Coordinator

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