Every new Florida business filing, every dayNew Financial Services Businesses in Fort Myers, FL
13 financial services businesses recently registered in Fort Myers, Florida.
Updated October 7, 2026 · Most recent business filing Jun 8, 2026
Every new Florida filing, every day
See how it worksAbout Financial Services Businesses in Fort Myers
This page lists new financial services businesses registered in Fort Myers, Florida. We currently track 13, sourced directly from the Florida Division of Corporations and refreshed daily as new financial services companies file.
Recent additions include Luminary Financial Group, Salty CFO, and Brava Group Financial Services. The most recent financial services business filing was on Jun 8, 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 Fort Myers, this is one of the freshest prospect lists in the market.
All Filings
Luminary Financial Group
Jun 8, 2026Luminary Financial Group, based in Whitehouse, Ohio, provides financial planning and guidance through life transitions. The website emphasizes illuminating financial wellness and features contacts Eric and Natalie. The entity's Florida LLC registration may indicate a secondary office or holding structure.
Salty CFO
May 30, 2026Salty CFO delivers fractional CFO leadership and financial strategy for founders in MedTech, SaaS, CPG, and AI, as described on their website. The business is managed by Keith James and Ryan Ippolito and its principal address is in Fort Myers, FL, according to the LLC filing. The website indicates a focus on startup and growth-stage companies.
Brava Group Financial Services
Apr 10, 2025This appears to be a financial services LLC, but based on the residential address and lack of matching online presence, it is likely a shell or holding company rather than an operating business.
PhilNewAsset Group
Jun 1, 2026Philip Financial Group is a financial services firm based in Fort Myers, FL, serving individuals and businesses. The LLC PHILNEWASSET GROUP appears to be the corporate entity for this financial advisory practice.
Heights Finance
Jan 9, 2026Provides personal loans online and in branches across multiple states.
C&J Wealth Management
Jan 5, 2026Wealth management firm offering financial planning and advisory services, as indicated by the website content and officer involvement.
Borneman Advisors
Dec 16, 2025This appears to be a financial advisory firm, likely providing investment and financial planning services, based on the LLC name and candidate details.
Aari Transactions
Oct 29, 2025Aari Transactions LLC provides services to simplify closings and transaction processing, likely in real estate or financial contexts.
C&J Wealth Management
Sep 25, 2025Wealth management firm offering financial planning and investment services.
Brancazio Meisenzahl Wealth Management
May 5, 2025A wealth management firm operating in Fort Myers, FL, under the name Brancazio Meisenzahl Wealth Management.
Ruck & Anchor Mortgage
May 1, 2025A mortgage lending business specializing in VA mortgage services, owned by a veteran.
Bullerdick Financial
Apr 24, 2025A financial advisory firm offering expert guidance and services for planning financial futures.
Ultimate Credit Crew
Apr 22, 2025This business appears to offer credit repair services, as indicated by the LLC name and press releases about upgrades to credit repair offerings.
Drew Wolfer
Apr 3, 2025This business appears to provide blockchain infrastructure and WEB3 services, focusing on technical and high-end offerings in the finance sector.
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