New Financial Services Businesses in Boca Raton, FL

USClaims is a pre-settlement funding company providing cash advances to plaintiffs in pending lawsuits. The LLC is registered in Florida with offices in Boca Raton, while the website lists a Las Vegas, NV address. The company's officers include Steve Bashmakov and US Claims Litigation Funding, matching the filing.

Kidwell Financial LLC appears to operate as a financial services agency in Florida, likely offering insurance and financial planning. The filing address is in Boca Raton, while candidate sites list an office in Port Charlotte. The manager is a holding company, suggesting a structured business entity.

Fortuna Holding LLC operates as Fortuna Wealth, a financial advisory practice affiliated with Raymond James. Based in Boca Raton, Florida (filing address), it is managed by Eva and Alessandro Bizzarri, serving individuals and families with wealth management services.

Stone Summit Consulting LLC appears to be related to Stone Summit Wealth, a financial services firm offering wealth management, investment management, and financial planning in Boca Raton, Miami, and Wellington, Florida. The LLC filing lists an address in Boca Raton and authorized member Alexander J. Stone, which aligns with the firm's presence in Boca Raton.

Tariff Claim Trading LLC, branded as BK Claim Trading, specializes in the purchase and sale of bankruptcy claims and IEEPA tariff refunds. The company is led by Barrett Mikelberg and Toni Lucca, based in Boca Raton, Florida. Their website offers institutional market services for claim trading and immediate cash recovery.

Turbo Capital provides merchant cash advance funding solutions, operating primarily in Florida. The website offers contact information and emphasizes empowering businesses with funding.

Vella Advisory is a fiduciary and tax consulting firm based in Lugano, Switzerland, serving entrepreneurs and private clients in Italian-speaking Switzerland. The site lists a Lugano address and offers tax, asset, and corporate advisory services. The LLC filing in Florida may be a related U.S. entity or a separate venture by the same manager, John A. Vella.

Onyx Bridge Wealth Group is a financial advisory firm offering personalized financial planning and investment management, as described on its website. The site reports serving 2,000+ clients with over $1.4 billion in advised assets and 20+ years of experience. The LLC filing identifies Jay Freeberg and Cynthia Schlanger as principals, with addresses in Boca Raton, Florida, and Tarrytown, New York, respectively.

BHB Funding is a financial services company in Boca Raton, FL, offering funding programs and partnerships, as indicated by their website's navigation and contact information. The site provides phone, email, and a physical address for inquiries.

The website for Archer Financial Group lists an officer named Archer and a phone number with a 561 area code, matching the Boca Raton, FL address of the ARCHER INTEL LLC filing. The site describes financial planning and wealth management services for high-net-worth clients, and a related Florida license search page confirms the same phone number under an Archer name. Although the site name differs from the LLC, the shared principal and contact information indicate this is likely the same business.

Northbridge Financial LLC is likely the entity behind the Northbridge Financial Group brand, as indicated by the matching name and industry. The LLC's authorized member is Andrew Lewandowski, and the principal address is in Boca Raton.

The filing lists a manager, Danielle Foster, at a residential address in Boca Raton, FL, suggesting the LLC may be a local entity for the broader business which operates nationally.

Archer Financial Group, operating as Archer One Financial Inc., is a wealth management firm specializing in financial planning for billionaires, celebrities, and professional athletes. The firm has offices in Boca Raton, FL (100 Plaza Real S) and New York, NY (445 Park Avenue). Thomas J. Archer and Elizabeth Archer are key officers, as listed on the firm's website and the LLC filing.

QP Wealth Management, based in Boca Raton, FL, offers multi-family financial services and wealth management. The firm is managed by James W. Lloyd, who is listed as the manager of QP ALPHA LLC. The website emphasizes a personal approach to financial planning, acting as a 'personal team of CFOs' for clients.

Cruz Financial Partners provides life insurance solutions and retirement planning strategies to clients. The business operates with a focus on expert guidance and honest advice, as indicated by its website. The filing address is in Boca Raton, Florida.

Alpha Z&Z Wealth LLC operates as a registered investment advisor (RIA) based in Boca Raton, FL, providing advisory services to high-net-worth individuals. The firm is led by authorized member Yanbin Zhu and uses the trade name 'Alpha Zero' as reflected in multiple financial advisor databases.

PrivCap Companies is a boutique investment firm in Boca Raton, FL, providing short-term bridge loans secured by real estate. The LLC is a holding entity under this parent company, likely for a specific project in Pleasantburg. The candidates' websites detail real estate lending services and list the same Boca Raton address.

Provides pre-settlement lawsuit funding and loans to plaintiffs awaiting legal settlements.

Provides B2B loans for business expansion, with funds disbursed in less than 14 days.

A financial advisory firm offering wealth management, insurance strategies, and investment services.

Provides affordable mobile home financing solutions and loan services, operating primarily in Florida.

Pamela Grant Consulting, LLC provides merchant payment processing and tax savings solutions for businesses. The website emphasizes streamlining payments and saving on taxes, targeting business owners seeking financial efficiency.

A financial services firm specializing in asset recovery, helping clients maximize claims and recover assets.

A financial services marketplace offering financing eligibility reviews and services for consumers and businesses.

A financial advisory firm providing wealth management and financial planning services, likely operated by Michael Bennett as a managing member.

A financial advisory firm providing wealth management services to clients in Boca Raton, Florida.

A mortgage lending company offering loan officer services, loan programs, and related financial products for home buyers.

A business that connects individuals with debt relief options through licensed partner providers.

A service that helps individuals recover unclaimed surplus funds from various sources, such as tax deeds or foreclosures.

This business appears to be a financial advisory service operated by Rhonda Decastro, providing financial planning and advisory services in the Deerfield Beach, Florida area.

A financial advisory firm offering consultative wealth management and comprehensive financial planning services.

A proprietary trading firm offering futures and crypto trading with instant funding, daily payouts, and promotional discounts.

A financial services company that connects accredited investors with medical receivables, offering investment opportunities in this niche market.

Provides pre-settlement lawsuit funding and loans to plaintiffs awaiting legal settlements.

Provides strategic and transactional advisory services, including SPAC M&A guidance, as a financial advisory firm.

A title and escrow company operating in Boca Raton, Florida, likely providing real estate transaction services.

IMM Fund provides liquidity for legal and personal finance, with offices in Boca Raton, FL. Leadership includes CEO Michael Fainshtein and VP Michael Shribman. The website offers a contact directory and corporate profile.

Wealth management firm offering financial planning, estate planning, and legacy services for clients.

Main Street Funding & Management LLC is a financial services company likely operating as Main Street Funding Group. The filing shows managers from Beverly Hills and Boca Raton, indicating a multi-location structure.

Provides pre-settlement lawsuit funding and loans to plaintiffs in legal cases.

A securities firm providing brokerage, investment, and financial advisory services, likely involved in capital markets and asset management.

Provides services for optimizing investment mixes to achieve better returns, faster turnover, and fewer trades.

Provides small business loans and merchant cash advance solutions, likely operating as a financial technology or lending service.

A company providing commercial property financing and capital markets services, operating from Boca Raton, Florida.

A financial advisory firm that helps clients improve their credit profiles and secure better loan financing.

A family office providing services such as SPV and fund administration, trust management, concierge services, risk management, cybersecurity, lending, and philanthropy consulting.

A fee-only financial planning and investment advisory firm offering independent financial advisor services.

Provides fast business funding services, including programs that can be completed and funded within one business day.

Peabody Processing is a mortgage processing service provider based in Boca Raton, FL. The website offers handling of mortgage processing needs, and the manager's name matches the LLC filing. The phone number has a Florida area code, consistent with the principal address.

Clear2Close Lending LLC is a mortgage lending company based in Boca Raton, FL. The business emphasizes a human approach to mortgage lending.

DEO Global Inc (DEo Global) offers crypto strategies, financial investments, and payment processing solutions. The website describes it as a global leader in these areas. The LLC filing lists a Florida address, and the website phone area code (561) matches Florida's Palm Beach region.

Amerigroup Finance Corp is a financial services company based in Boca Raton, FL, as evidenced by its LLC filing and active website domain.

Aequus Partners Financial Planning, based at 980 N Federal Highway in Boca Raton, FL, offers comprehensive financial planning services for individuals.

United Direct Processing LLC appears to be the same entity as United Direct Lending, a mortgage company located at 5550 Glades Rd, Boca Raton, FL. The website lists Lee Cove as an officer, matching the filing. The business provides mortgage solutions for homeownership.

The LLC operates as a financial planning business under the name Planning Guru, located at 200 E Palmetto Park Rd #014 in Boca Raton, FL. The website planningguru.ai mirrors the LLC's address and provides contact information for investor inquiries, suggesting a focus on financial advisory or investment planning services. The manager is Oleg Nudel.

Infinity Point appears to be a financial consultancy firm based in Florida. The LLC filing lists managers Abhinav Dave and Mamta Dave, and the website offers financial planning services. The registered address is in Boca Raton, while the website mentions Orlando, suggesting a possible secondary office or virtual presence.