Every new Florida filing, every day50 financial services businesses recently registered in Boca Raton, Florida.
Updated July 23, 2026 · Most recent filing Jul 9, 2026

Every new Florida filing, every day
See how it worksThis page lists new financial services businesses registered in Boca Raton, Florida. We currently track 50, sourced directly from the Florida Division of Corporations and refreshed daily as new financial services companies file.
Recent additions include Us Claims New York I, Kidwell Financial, and Stone Summit Consulting. The most recent financial services filing was on Jul 9, 2026.
Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to financial services businesses in Boca Raton, this is one of the freshest prospect lists in the market.
6 new financial services businesses filed in Boca Raton in the last 30 days, and 20 over the last 90 days. DayOneLead tracks 50 in total, refreshed daily from Florida state filing records.
Every new financial services business in Boca Raton registers with the state before it shows up anywhere else, and those filings are public. DayOneLead detects them daily and adds a verified owner name, phone, email, and website status to each one, so you can reach new financial services businesses in their first week, before they appear in other directories.
A new filing is not always a new business. Some registrations are re-filings, name changes, or holding entities. To separate them, DayOneLead cross-references every filing against domain registration records. Of the 6 new financial services filings in Boca Raton in the last 30 days, 2 launched a website on a domain registered within the last 12 months, a strong signal of a genuinely new operation.
New verified leads every morning, and an AI-built email campaign ready to go. We build it, you hit send.
Build My Campaign Free ›We refresh this page every day from Florida state filing records. The most recent financial services filing we recorded in Boca Raton was on Jul 9, 2026.
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.
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.
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.
Turbo Capital provides merchant cash advance funding solutions, operating primarily in Florida. The website offers contact information and emphasizes empowering businesses with funding.
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.
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.
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.
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.
Wealth management firm offering financial planning, estate planning, and legacy services for clients.
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.
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.
Sign up to see verified contact details for this business and 50 others in Boca Raton
Build My Campaign Free