Top 40 Investment Banking Companies in Florida

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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
Bill Britton Co-founder And Managing Director At Cross Keys Capital, Llc
Christopher Gammill Senior Associate
Byron Waldman Senior Advisor
Luke Bowman Manager
Requires/Intent and 1 more Employees
Predictive Analytics
AI-Based Fraud Detection & Prevention
Public Relations
Blockchain For Secure Fund Transfers
and more

2. Capfund Group | Financial Investors

Industry: Investment Banking

Location: Florida

Website: capfund.co

Company Founded: 2011

Company Size: 11-50

Capfund Group | Financial Investors Contact Details

Name Title LinkedIn Phone Email
Gabriel Levi Managing Director
Requires/Intent
Cloud Solutions
IT Support
AI-Based Fraud Detection & Prevention
AI-Based M&A Advisory
and more

3. Greenlycoin

Industry: Investment Banking

Location: Florida

Website: greenlycoin.com

Company Size: 10001+

Company Address: 31177 Highway 19n, Palm Harbor, Florida, United States

Greenlycoin Contact Details

Name Title LinkedIn Phone Email
Brian Silver Investor
Requires/Intent
AI-Powered Fundraising Strategies
Accounting
Cloud Solutions
and more

4. 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
Matt Urbaszewski Trading Specialist
Requires/Intent
AI
Smart AI-Based Compliance & Regulatory Reporting
AI-Driven Asset Valuation
and more

5. 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
Requires/Intent
AI-Based Predictive Analytics For Market Trends
Market Research
Smart AI-Based Compliance & Regulatory Reporting
and more

6. 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
Requires/Intent
AI
Smart Wealth Management
Blockchain For Secure Transactions
HR & Payroll Services
and more

7. 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
Jerry Messana Senior Vice President Of Investments
Tom Curtis Managing Partner
Ed Powers Registered Representative
Requires/Intent
AI-Powered Fundraising Strategies
SEO
AI-Driven Customer Relationship Management
Cloud Hosting
and more

8. 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
D.j Kendzior Vice President - Capital Markets
Henry Schmitt Managing Director
Requires/Intent
AI-Powered Investment Research
AI-Based Fraud Detection & Prevention
AI-Driven Customer Relationship Management
Financial Management
Data Security
and more

9. 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
Requires/Intent
Data Security
Smart AI-Based Compliance & Regulatory Reporting
HR & Payroll Services
Accounting
and more

10. 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
Requires/Intent
AI-Based Risk Analysis & Mitigation
AI-Powered Portfolio Management
SEO
AI-Driven Personalized Financial Advisory
and more

11. 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
Requires/Intent
Branding
HR & Payroll Services
Cloud Solutions
Financial Management
AI-Based Predictive Analytics For Market Trends
and more

12. 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
Requires/Intent
Automation
IoT
Sales
AI-Powered Portfolio Management
Digital Marketing
and more

13. 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
Requires/Intent
IT Support
Blockchain For Secure Fund Transfers
Compliance & Risk Management
and more

14. 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
Requires/Intent
AI-Based M&A Advisory
Branding
AI-Based Predictive Analytics For Market Trends
IT Support
and more

15. 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
Requires/Intent
AI-Powered Sentiment Analysis For Market Trends
AI-Based Hedge Fund Analytics
Mobile App Development
and more

16. 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
Requires/Intent
AI-Based Hedge Fund Analytics
Customer Relationship Management
Branding
and more

17. 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
Requires/Intent
Market Research
AI-Driven Asset Valuation
Customer Relationship Management
Cloud Solutions
and more

18. 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
Requires/Intent
ERP Solutions
Smart Algorithmic Trading
Legal
Web Development
Business Expansion
and more

19. 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
Requires/Intent
IT Support
AI-Driven Asset Valuation
Sales
Smart Wealth Management
Public Relations
and more

20. 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
Requires/Intent
AI-Based M&A Advisory
AI-Based Hedge Fund Analytics
and more

21. 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
Requires/Intent
Cybersecurity Solutions
Legal
Branding
and more

22. 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
Requires/Intent
AI-Driven Customer Relationship Management
AI-Based Fraud Detection & Prevention
Customer Relationship Management
and more

23. 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
Requires/Intent
Market Research
Data Security
ERP Solutions
Public Relations
Sales
and more

24. 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
Requires/Intent
Data Security
AI-Powered Sentiment Analysis For Market Trends
AI Chatbots
AI-Driven Customer Relationship Management
and more

25. 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
Requires/Intent
Data Security
AI-Powered Portfolio Management
IT Support
AI-Powered Debt & Equity Structuring
AI-Based M&A Advisory
and more

26. Ekn Financial Services

Industry: Investment Banking

Location: Florida

Website: eknstock.com

Company Founded: 2018

Company Size: 1-10

Ekn Financial Services Contact Details

Name Title LinkedIn Phone Email
Fred Hart Sales
Timothy Nigro Financial Consultant At Ekn Financial Services
Steven Wanek Financial Advisor
Requires/Intent
Smart AI-Based Compliance & Regulatory Reporting
AI
SEO
and more

27. 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
Requires/Intent
Market Research
E-commerce Integration
Branding
Financial Management
and more

28. 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
Requires/Intent
E-commerce Integration
AI-Based Risk Analysis & Mitigation
AI Chatbots
and more

29. 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
Requires/Intent
HR & Payroll Services
SEO
AI-Powered Fundraising Strategies
and more

30. 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
Requires/Intent
Smart Wealth Management
AI-Based Alternative Investment Strategies
Accounting
Market Research
and more

31. 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
Requires/Intent
Cybersecurity Solutions
AI-Based Hedge Fund Analytics
and more

32. 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
Requires/Intent
Mobile App Development
HR & Payroll Services
AI
AI-Powered Investment Research
and more

33. 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
Requires/Intent
Cloud Hosting
AI-Powered Investment Research
Cloud Solutions
AI-Based Hedge Fund Analytics
and more

34. 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
Requires/Intent
AI-Powered Debt & Equity Structuring
Legal
Smart Algorithmic Trading
AI-Powered Financial Modeling
and more
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Florida Investment Banking Companies Contacts

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

Investment Banking companies in different states of USA

No. Industry Number of Contacts Download
1 Investment Banking Companies in Alabama 58
2 Investment Banking Companies in Alaska 5
3 Investment Banking Companies in Arizona 63
4 Investment Banking Companies in Arkansas 290
5 Investment Banking Companies in California 629
6 Investment Banking Companies in Colorado 149
7 Investment Banking Companies in Connecticut 90
8 Investment Banking Companies in Georgia 90
9 Investment Banking Companies in Idaho 6
10 Investment Banking Companies in Illinois 417
11 Investment Banking Companies in Indiana 18
12 Investment Banking Companies in Iowa 8
13 Investment Banking Companies in Kansas 29
14 Investment Banking Companies in Kentucky 5
15 Investment Banking Companies in Louisiana 24
16 Investment Banking Companies in Maryland 107
17 Investment Banking Companies in Massachusetts 170
18 Investment Banking Companies in Michigan 24
19 Investment Banking Companies in Minnesota 225
20 Investment Banking Companies in Missouri 59
21 Investment Banking Companies in Nevada 13
22 Investment Banking Companies in New Hampshire 8
23 Investment Banking Companies in New Jersey 46
24 Investment Banking Companies in New Mexico 12
25 Investment Banking Companies in New York 6598
26 Investment Banking Companies in North Carolina 18
27 Investment Banking Companies in Ohio 181
28 Investment Banking Companies in Oklahoma 20
29 Investment Banking Companies in Oregon 41
30 Investment Banking Companies in Pennsylvania 48
31 Investment Banking Companies in Tennessee 132
32 Investment Banking Companies in Texas 43
33 Investment Banking Companies in Utah 40
34 Investment Banking Companies in Virginia 301
35 Investment Banking Companies in Washington 23
36 Investment Banking Companies in Wisconsin 73
37 Investment Banking Companies in District Of Columbia 50