Top 40 Investment Banking Companies in Florida

Get contact information of Top decision makers like Founder, CEO, CFO, CMO, CTO, Marketing head, HR head, Managers and other employees along with company details in Excel or CSV file.

Below is the list of Top 40 Investment Banking Companies in Florida ranked based on company size, client reviews, services and awards.

Investment Banking Companies in Florida

1. Cross Keys Capital, Llc

Industry: Investment Banking

Location: Florida

Website: crosskeyscapital.com

Company Founded: 2006

Company Size: 11-50

Company Address: 200 South Andrews Avenue, Fort Lauderdale, Florida, United States

Cross Keys Capital, Llc Contact Details

Name Title LinkedIn Phone Email
Marjorie Chang Director
Marjorie Chang Director
Bill Britton Co-founder And Managing Director At Cross Keys Capital, Llc
Bill Britton Co-founder And Managing Director At Cross Keys Capital, Llc
Christopher Gammill Senior Associate
Christopher Gammill Senior Associate
Byron Waldman Senior Advisor
and 1 more Employees

2. Dunn Capital Management, Llc

Industry: Investment Banking

Location: Florida

Website: dunncapital.com

Company Size: 11-50

Company Address: 309 Southeast Osceola Street, Stuart, Florida, United States

Dunn Capital Management, Llc Contact Details

Name Title LinkedIn Phone Email
Brian Barry Trading Specialist
Brian Barry Trading Specialist
Matt Urbaszewski Trading Specialist
Matt Urbaszewski Trading Specialist

3. Falls River Group, Llc

Industry: Investment Banking

Location: Florida

Company Founded: 1992

Company Size: 11-50

Falls River Group, Llc Contact Details

Name Title LinkedIn Phone Email
Robert Trout Strategic Advisor
Charlie Wright Co Chairman Of The Board
Jim Beier Vice President Of Finance At Fall River Group, Inc
Marco Martell Industrial Electrician
Preston Ernst Engineering Intern
Jessica Newell Payroll Coordinator

4. Lightning Partners

Industry: Investment Banking

Location: Florida

Website: lightningpartners.com

Company Founded: 2018

Company Size: 1-10

Company Address: P/o Box 3434, Winter Park, Florida, United States

Lightning Partners Contact Details

Name Title LinkedIn Phone Email
Jonathan Detzel Vice President
Jonathan Detzel Vice President

5. Dawson James Securities

Industry: Investment Banking

Location: Florida

Website: dawsonjames.com

Company Founded: 2004

Company Size: 51-200

Company Address: 1 Highway 5th, Boca Raton, Florida, United States

Dawson James Securities Contact Details

Name Title LinkedIn Phone Email
David Weinstein Managing Partner, Investment Banking
Clayton Berger Biotech Analyst
Robert Keyser Chief Executive Officer
Robert Keyser Chief Executive Officer
Jerry Messana Senior Vice President Of Investments
Tom Curtis Managing Partner
Ed Powers Registered Representative

6. Skyway Capital Markets, Llc

Industry: Investment Banking

Location: Florida

Website: skywaycapitalmarkets.com

Company Founded: 2002

Company Size: 11-50

Company Address: 100 North Tampa Street, Tampa, Florida, United States

Skyway Capital Markets, Llc Contact Details

Name Title LinkedIn Phone Email
Ashley Lorenzetti Internal Wholesaler
Ashley Lorenzetti Internal Wholesaler
D.j Kendzior Vice President - Capital Markets
Henry Schmitt Managing Director

7. Patriot Investments, Llc

Industry: Investment Banking

Location: Florida

Website: patriotinvest.net

Company Size: 1-10

Company Address: 2212 South Chickasaw Trail, Orlando, Florida, United States

Patriot Investments, Llc Contact Details

Name Title LinkedIn Phone Email
Mike Alley Chairman

8. Quilty Analytics

Industry: Investment Banking

Location: Florida

Website: quiltyanalytics.com

Company Founded: 2016

Company Size: 1-10

Company Address: 360 Central Avenue, St. Petersburg, Florida, United States

Quilty Analytics Contact Details

Name Title LinkedIn Phone Email
Caleb Henry Senior Analyst

9. Avm Solutions

Industry: Investment Banking

Location: Florida

Website: avmsolutions.com

Company Founded: 1983

Company Size: 1-10

Avm Solutions Contact Details

Name Title LinkedIn Phone Email
Zsolt Domokos Lead Software Engineer
Zsolt Domokos Lead Software Engineer

10. Rainmaker Securities

Industry: Investment Banking

Location: Florida

Website: rainmakersecurities.com

Company Founded: 2004

Company Size: 11-50

Company Address: 60 Southwest 13th Street, Miami, Florida, United States

Rainmaker Securities Contact Details

Name Title LinkedIn Phone Email
Amy Besse Managing Director
Dominic Cioffi General Counsel And Associate Director Of Operations
Heena Griffin Associate Director Of Operations

11. Dsm Capital Partners Llc

Industry: Investment Banking

Location: Florida

Website: dsmcapital.com

Company Size: 11-50

Company Address: 7111 Fairway Drive, Palm Beach Gardens, Florida, United States

Dsm Capital Partners Llc Contact Details

Name Title LinkedIn Phone Email
Blair Barton Associate Attorney
Blair Barton Associate Attorney

12. Reclinata Group

Industry: Investment Banking

Location: Florida

Website: reclinatagroup.com

Company Founded: 2013

Company Size: 11-50

Reclinata Group Contact Details

Name Title LinkedIn Phone Email
Anne Clarrissimeaux Marketing Communications

13. Lionsbridge Capital

Industry: Investment Banking

Location: Florida

Website: lionsbridgecapital.com

Company Size: 1-10

Company Address: 4230 Pablo Professional Court, Jacksonville, Florida, United States

Lionsbridge Capital Contact Details

Name Title LinkedIn Phone Email
Richard Zanghetti Managing Director
Richard Zanghetti Managing Director

14. Woolard Family Foundation

Industry: Investment Banking

Location: Florida

Company Size: 1-10

Woolard Family Foundation Contact Details

Name Title LinkedIn Phone Email
Lynda Woolard President

15. Viper Equity Partners

Industry: Investment Banking

Location: Florida

Website: viperequitypartners.com

Company Founded: 2009

Company Size: 11-50

Viper Equity Partners Contact Details

Name Title LinkedIn Phone Email
Mark Birner Senior Vice President Of Business Development

16. Victory Partners, Llc

Industry: Investment Banking

Location: Florida

Website: victorypartnersllc.com

Company Founded: 2008

Company Size: 1-10

Company Address: 11780 Highway 1, Palm Beach Gardens, Florida, United States

Victory Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Rajat Parashar Investment Banking Associate

17. Hyde Park Capital

Industry: Investment Banking

Location: Florida

Website: hydeparkcapital.com

Company Founded: 2000

Company Size: 11-50

Company Address: 701 North Franklin Street, Tampa, Florida, United States

Hyde Park Capital Contact Details

Name Title LinkedIn Phone Email
Aryan Patidar 3rd-year Student At Brown University | Investment Banking Fall Analyst

18. Heritage Capital Group

Industry: Investment Banking

Location: Florida

Website: heritagecapitalgroup.com

Company Founded: 1989

Company Size: 11-50

Company Address: 4417 Beach Boulevard, Jacksonville, Florida, United States

Heritage Capital Group Contact Details

Name Title LinkedIn Phone Email
Brandon De Paulis Associate
Emily Prendergast Intern

19. Vectorglobal Wealth Management Group

Industry: Investment Banking

Location: Florida

Website: vectorglobalwmg.com

Company Founded: 1993

Company Size: 51-200

Company Address: 1001 Brickell Bay Drive, Miami, Florida, United States

Vectorglobal Wealth Management Group Contact Details

Name Title LinkedIn Phone Email
Santiago Santos Chief Compliance Officer
Santiago Santos Chief Compliance Officer

20. Communications Equity Associates

Industry: Investment Banking

Location: Florida

Website: ceaworldwide.com

Company Founded: 1973

Company Size: 11-50

Company Address: 101 East Kennedy Boulevard, Tampa, Florida, United States

Communications Equity Associates Contact Details

Name Title LinkedIn Phone Email
Monica Donosso Director Of Tax And Controller
Monica Donosso Director Of Tax And Controller

21. G.a. Repple & Company

Industry: Investment Banking

Location: Florida

Website: garepple.com

Company Founded: 1985

Company Size: 11-50

Company Address: 101 Normandy Road, Casselberry, Florida, United States

G.a. Repple & Company Contact Details

Name Title LinkedIn Phone Email
John Evers Wealth Advisor

22. 360 Advisory Group

Industry: Investment Banking

Location: Florida

Website: 360advisorygroup.com

Company Size: 1-10

Company Address: 1810 West Kennedy Boulevard, Tampa, Florida, United States

360 Advisory Group Contact Details

Name Title LinkedIn Phone Email
Austin Stutz Financial Analyst Intern

23. Goldsmith Ceo Advisors

Industry: Investment Banking

Location: Florida

Website: goldsmithceo.com

Company Size: 1-10

Company Address: 711 5th Avenue South, Naples, Florida, United States

Goldsmith Ceo Advisors Contact Details

Name Title LinkedIn Phone Email
Brian Graskow Partner

24. G3 Capital Partners, Llc

Industry: Investment Banking

Location: Florida

Website: g3capitalpartners.com

Company Founded: 2010

Company Size: 11-50

Company Address: 1815 Purdy Avenue, Miami Beach, Florida, United States

G3 Capital Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Brian Doherty Analyst And Manager

25. Aspen Capital Partners

Industry: Investment Banking

Location: Florida

Website: aspencp.com

Company Size: 1-10

Company Address: 1413 South Howard Avenue, Tampa, Florida, United States

Aspen Capital Partners Contact Details

Name Title LinkedIn Phone Email
Mike Orr Managing Director

26. Bg Strategic Advisors

Industry: Investment Banking

Location: Florida

Website: bgsa.com

Company Founded: 2002

Company Size: 11-50

Company Address: 525 South Flagler Drive, West Palm Beach, Florida, United States

Bg Strategic Advisors Contact Details

Name Title LinkedIn Phone Email
Manoji Uragoda Physician

27. Hart Transportation Inc

Industry: Investment Banking

Location: Florida

Company Size: 1-10

Company Address: 944 Lane Avenue North, Jacksonville, Florida, United States

Hart Transportation Inc Contact Details

Name Title LinkedIn Phone Email
Martin Sanchez Bus Driver

28. E-wealth.com

Industry: Investment Banking

Location: Florida

Website: e-wealth.com

Company Size: 1-10

E-wealth.com Contact Details

Name Title LinkedIn Phone Email
Innocent Ernest Export Manager
Doanld James Contarctor

29. Etech Money, Inc

Industry: Investment Banking

Location: Florida

Website: etechmoney.com

Company Founded: 2010

Company Size: 1-10

Company Address: 12550 Biscayne Boulevard, Miami, Florida, United States

Etech Money, Inc Contact Details

Name Title LinkedIn Phone Email
Desmond Miner Dope Boy

30. Gelstat Corporation

Industry: Investment Banking

Location: Florida

Website: gelstat.com

Company Founded: 2003

Company Size: 1-10

Company Address: 301 West Bay Street, Jacksonville, Florida, United States

Gelstat Corporation Contact Details

Name Title LinkedIn Phone Email
Stephen Roberts Chief Executive Officer

31. 79 Capital Securities

Industry: Investment Banking

Location: Florida

Website: 79capital.com

Company Founded: 2011

Company Size: 1-10

Company Address: 37 North Orange Avenue, Orlando, Florida, United States

79 Capital Securities Contact Details

Name Title LinkedIn Phone Email
Sherlon Rogers Construction Worker

Florida Investment Banking Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Marjorie Chang Cross Keys Capital, Llc Director
2 Marjorie Chang Cross Keys Capital, Llc Director
3 Bill Britton Cross Keys Capital, Llc Co-founder And Managing Director At Cross Keys Capital, Llc
4 Bill Britton Cross Keys Capital, Llc Co-founder And Managing Director At Cross Keys Capital, Llc
5 Christopher Gammill Cross Keys Capital, Llc Senior Associate
6 Christopher Gammill Cross Keys Capital, Llc Senior Associate
7 Byron Waldman Cross Keys Capital, Llc Senior Advisor
8 Brian Barry Dunn Capital Management, Llc Trading Specialist
9 Brian Barry Dunn Capital Management, Llc Trading Specialist
10 Matt Urbaszewski Dunn Capital Management, Llc Trading Specialist
11 Matt Urbaszewski Dunn Capital Management, Llc Trading Specialist
12 Robert Trout Falls River Group, Llc Strategic Advisor
13 Charlie Wright Falls River Group, Llc Co Chairman Of The Board
14 Jim Beier Falls River Group, Llc Vice President Of Finance At Fall River Group, Inc
15 Marco Martell Falls River Group, Llc Industrial Electrician
16 Preston Ernst Falls River Group, Llc Engineering Intern
17 Jessica Newell Falls River Group, Llc Payroll Coordinator
18 Jonathan Detzel Lightning Partners Vice President
19 Jonathan Detzel Lightning Partners Vice President
20 David Weinstein Dawson James Securities Managing Partner, Investment Banking
21 Clayton Berger Dawson James Securities Biotech Analyst
22 Robert Keyser Dawson James Securities Chief Executive Officer
23 Robert Keyser Dawson James Securities Chief Executive Officer
24 Jerry Messana Dawson James Securities Senior Vice President Of Investments
25 Tom Curtis Dawson James Securities Managing Partner
26 Ed Powers Dawson James Securities Registered Representative
27 Ashley Lorenzetti Skyway Capital Markets, Llc Internal Wholesaler
28 Ashley Lorenzetti Skyway Capital Markets, Llc Internal Wholesaler
29 D.j Kendzior Skyway Capital Markets, Llc Vice President - Capital Markets
30 Henry Schmitt Skyway Capital Markets, Llc Managing Director
31 Mike Alley Patriot Investments, Llc Chairman
32 Caleb Henry Quilty Analytics Senior Analyst
33 Zsolt Domokos Avm Solutions Lead Software Engineer
34 Zsolt Domokos Avm Solutions Lead Software Engineer
35 Amy Besse Rainmaker Securities Managing Director
36 Dominic Cioffi Rainmaker Securities General Counsel And Associate Director Of Operations
37 Heena Griffin Rainmaker Securities Associate Director Of Operations
38 Blair Barton Dsm Capital Partners Llc Associate Attorney
39 Blair Barton Dsm Capital Partners Llc Associate Attorney
40 Anne Clarrissimeaux Reclinata Group Marketing Communications