DayOneLead
How It WorksPricingStatesFAQResearch
Sign inGet started
DayOneLead

Newly registered businesses across the US, enriched with publicly available contact information and updated every day.

Find leads
  • New business leads
  • How to get business leads
  • New LLC filing leads
  • New business filings
  • Business formation statistics
  • Cold email outreach
  • Docs
  • All states
  • Research
Browse by state
  • Florida
  • New York
  • California
  • Colorado
  • Washington
Popular cities
  • Miami
  • Tampa
  • Orlando
  • New York City
  • Los Angeles
  • Denver
  • Seattle
© 2026 Barn Dog Ventures LLC. All rights reserved.
HomePrivacyData SourcingTermsContactRemove my info
Scout the DayOneLead fox with a Florida new business filings stampEvery new Florida business filing, every day
  1. Home
  2. Florida
  3. Boca Raton
  4. Wealth Management

New Wealth Management Businesses in Boca Raton, FL

2 wealth management businesses recently registered in Boca Raton, Florida.

Updated August 19, 2026 · Most recent business filing Jun 16, 2026

2
Total Filings
Jun 16, 2026
Most Recent
Scout the DayOneLead fox with a Florida new business filings stamp

Every new Florida filing, every day

See how it works

About Wealth Management Businesses in Boca Raton

This page lists new wealth management businesses registered in Boca Raton, Florida. We currently track 2, sourced directly from the Florida Division of Corporations and refreshed daily as new wealth management companies file.

Recent additions include Wold Financial Group and Banyan Global Advisors. The most recent wealth management business filing was on Jun 16, 2026.

Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to wealth management businesses in Boca Raton, this is one of the freshest prospect lists in the market.

Use recent wealth management registrations in Boca Raton as a timing signal, then qualify each company by formation date, website, and verified contact availability.

Explore fresh wealth management business leads →

All Filings

Wold Financial Group

Jun 16, 2026
Wealth ManagementVerifiedBoca Raton, FL · Broward Co.

Wold Financial Group, operating as WOLD GROUP LLC, provides individualized wealth management and financial planning solutions. The firm is based in Mendota Heights, Minnesota, and is managed by Keith C. Wold, with a registered address in Boca Raton, Florida.

Banyan Global Advisors

May 10, 2026
Wealth ManagementVerifiedBoca Raton, FL · Broward Co.

Banyan Global Advisors is a wealth management firm located in Boca Raton, FL, operating under the registered name Banyan Bank Advisors LLC. The firm manages $162 million in assets for 61 high-net-worth clients and is led by Daniel Reich. Their website and contact details align with the LLC filing.

Sign up to see verified contact details for this business and 2 others in Boca Raton

Build My Campaign Free

Get wealth management leads daily

Verified contact info for new wealth management businesses in Boca Raton.

Start Free Trial

Browse

All businesses in Boca Raton ›All Florida business filings ›

Turn fresh new businesses into your next customers

We find newly registered businesses, verify their contact details, and build the campaign. You review everything before anything sends.

Build My Campaign Free ›