Every new Florida business filing, every dayNew Financial Services Businesses in Jacksonville, FL
40 financial services businesses recently registered in Jacksonville, Florida.
Updated October 7, 2026 · Most recent business filing Sep 9, 2026

Every new Florida filing, every day
See how it worksAbout Financial Services Businesses in Jacksonville
This page lists new financial services businesses registered in Jacksonville, Florida. We currently track 40, sourced directly from the Florida Division of Corporations and refreshed daily as new financial services companies file.
Recent additions include Beacon of Light Wealth Preservation, Lane Ledger Co., and Sapience Flow. The most recent financial services business filing was on Sep 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 Jacksonville, this is one of the freshest prospect lists in the market.
Frequently Asked Questions
How many new financial services businesses registered in Jacksonville, FL recently?
2 new financial services businesses filed in Jacksonville in the last 30 days, and 10 over the last 90 days. DayOneLead tracks 40 in total, refreshed daily from Florida state filing records.
How do I get financial services leads in Jacksonville?
Every new financial services business in Jacksonville 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.
How can I tell which Jacksonville financial services records are truly new businesses?
A new filing is not always a new business. Some registrations are re-filings, name changes, or holding entities. DayOneLead cross-references filings against domain registration records and website status, so you can spot the ones behaving like genuinely new operations instead of paperwork changes.
How fresh is this list of Jacksonville financial services records?
We refresh this page every day from the Florida Division of Corporations. The most recent financial services business filing we recorded in Jacksonville was on Sep 9, 2026.
All Filings
Beacon of Light Wealth Preservation
Jun 19, 2026The company, Beacon of Light Wealth Preservation, Inc., is a financial services firm founded by Gregory L. Schaffer in Jacksonville, FL. Its website offers trust services and executor services, indicating a focus on estate planning and wealth preservation. The firm is listed on SignalHire as a company associated with Gregory L. Schaffer.
Lane Ledger Co.
Jun 16, 2026Lane Ledger LLC operates as Lane Ledger Co., a fractional CFO service for serious real estate investors, based in Jacksonville, Florida. The business offers real-time financial operations, True Operating Income tracking, and a Cash Clarity System. The website and contact page confirm the services and location align with the LLC's filing address.
Sapience Flow
Sep 9, 2026Sapience Flow is a financial platform for independent restaurants, based in Jacksonville, FL. The site describes reading restaurant numbers, finding financial leaks, and turning losses into profit. The business is operated by managers Nathan Ferrer and Andy Bui, both listed at Jacksonville addresses in the LLC filing.
Westport Financial Services LLC
Sep 2, 2026Westport Financial Services LLC operates as Westport Financial, offering fractional CFO services to help businesses boost profitability and achieve goals. The website provides contact via email and a Florida phone number, and the LLC is registered in Jacksonville, Florida.
Alchemy Financial
Aug 8, 2026Alchemy Financial is a fractional CFO and bookkeeping service for socially conscious businesses, offering financial management and support. The site emphasizes unlocking business potential through a proven framework and practical magic. It appears to be a small, specialized financial services provider.
Gryphon Wealth
Aug 5, 2026Gryphon Wealth is a financial advisory firm based in Jacksonville, Florida, offering investment services and financial planning. The firm was launched by a team of advisors, including Douglas Storch, who previously worked at Wells Fargo and managed over $3 billion in assets. The company's website emphasizes practical advice and a strong foundation for clients' financial futures.
Citadel Strategies
Aug 1, 2026Citadel Strategies runs a website offering trading services in Forex CFDs, Crypto CFDs, CFD Commodities, and CFD Shares, with performance tools. The site lists contact numbers from Bermuda and Minneapolis, while its LLC filing is based in Jacksonville, Florida.
Howal Legacy Futures
Jul 23, 2026Howal Legacy Futures LLC is a Florida-based financial services business, led by Ryan W. Howal. The business is registered in Jacksonville, FL.
AK Global Asset Management
Jun 22, 2026AK Global Asset Management is an independently owned investment advisory firm that specializes in creating tailored investment portfolios for growth. Based in Jacksonville, Florida, as per the LLC filing, the firm offers asset management and investment advisory services. The website indicates a focus on growth-oriented investing for clients.
Paladin Commercial Group
Mar 2, 2026A debt recovery and commercial services firm specializing in financial risk management and debt collection.
Latin Funding Solutions
Feb 27, 2026Provides funding solutions for businesses, likely specializing in loans and financial support.
Quiet Wealth
Feb 12, 2026A wealth management firm offering financial advisor services, particularly targeting LGBTQ professionals and individuals, with flat-fee financial planning.
Baseline Financial Services
Feb 9, 2026A financial services company offering portfolio reviews and advisory consultations, as indicated by its mission and contact information.
MarketsBeater
Feb 2, 2026This business offers subscription-based trading indicators and tools, likely targeting investors or traders.
Savitski Financial
Jan 25, 2026A financial services company specializing in life and health insurance to protect families' financial futures.
Fortson Group
Jan 9, 2026A financial planning firm offering services such as retirement planning, social security maximization, and annuity reviews.
Greencrest Lending
Jan 9, 2026A business funding company offering commercial mortgage and lending services.
CME Asset Recovery Group
Jan 8, 2026Specializes in helping clients recover funds from tax sales, foreclosures, and similar financial situations.
Creditax Solutions
Jan 7, 2026Provides tax preparation, planning, and credit repair solutions to help clients achieve financial success.
Langley Wealth Partners
Jan 5, 2026This appears to be a wealth management and financial advisory firm offering services like fiduciary advice, estate planning, and retirement strategies.
Top Shelf Financial
Jan 1, 2026This business offers financial services, including team-based financial advising and community partnerships, as indicated by its website content.
Champion Retirement Solutions
Jan 1, 2026A retirement solutions specialist offering TPA services, 401(k) plans, and related financial planning services.
Katterhenry Financial Solutions
Nov 12, 2025Provides bookkeeping and financial solutions for businesses, focusing on profit analysis and consulting services.
North Florida Financial
Nov 6, 2025A financial services business offering life insurance and financial planning, located in Jacksonville, FL, with contact information and a website.
Peace of Mind Asset Recovery
Nov 3, 2025A business specializing in recovering surplus funds and providing credit repair services.
TSP Strategies
Oct 29, 2025Provides information and strategies for investing in the Thrift Savings Plan (TSP), targeting federal employees and retirees.
Wealthy Krue Financial Jacksonville
Oct 5, 2025Wealthy Krue Financial is a financial services firm offering tax preparation and financial planning. The Jacksonville office, led by office owner Alisha M. Powell, is listed on the company's website. The firm also has locations in Louisiana and Texas.
TaxSavvy Financial Services
Oct 1, 2025A tax preparation service offering expert tax filing and related financial services.
Direct Processing Network
Aug 1, 2025Provides POS systems, Clover card readers, and payment processing solutions for small businesses, operating under Direct Processing Network and Florida Payments brands.
The Lux League Financial Services
Jul 24, 2025A financial services business specializing in tax preparation and related services, as indicated by the website content.
Wealth Developers
Jul 1, 2025Wealth Developers LLC is a recently registered LLC in Jacksonville, FL, with three members. The site lists programs and services for community building and housing.
Sully Knows Financing
Apr 23, 2025Provides fast and easy equipment financing services, likely targeting businesses needing funding for equipment purchases.
Speak Easy Financial Services
Apr 13, 2025Provides financial and tax services, specifically for medspas in Florida, including bookkeeping and record maintenance.
Phoenix Loan Advisors
Apr 7, 2025A mortgage loan advisory service operated by Vanizia Wilson, offering home loan guidance and services.
Enable My Wealth
Mar 24, 2025Provides financial literacy consultations and wealth management services, as indicated by its website content.
Granville Financial
Jan 1, 2025Granville Financial, LLC is a wealth management firm led by financial advisor Adam Granville, based in Jacksonville, FL (matching the filing address). The company's website offers financial planning and investment advisory services. Third-party profiles confirm Adam Granville's affiliation with the Jacksonville address, though the main website lists a North Carolina address, indicating potential multi-location operations.
Forde's Fiscal Fitness
Dec 2, 2024Fordes Fiscal Fitness LLC appears to be a financial services business based in Jacksonville, FL, offering fiscal fitness solutions.
Flex Flow 8
Nov 6, 2024Flex Flow 8 provides structured financing solutions for auto dealers in South Florida. The website mentions officer Tal Capi, matching the LLC's manager name. The business address is in Pembroke Pines, FL, while the LLC's principal address is in Jacksonville, FL.
AAK Investment
Jun 13, 2024AAK Investment LLC is an investment services firm based in Jacksonville, FL. The business appears to be a small investment advisory operation.
Mainstreet Advisors
May 1, 2024The LLC is an advisory firm based in Jacksonville, FL, managed by Frank Keasler. Candidate W5 (a business listing) shows a Main Street Advisors, Inc. at a nearby Jacksonville address with Frank Keasler, indicating a real operating business. Other candidates are for different entities or unrelated locations.
Affluent Legacy
Jun 27, 2023The site lists a California phone number and email, while the LLC filing shows a Florida virtual office address. The business appears to be a small financial advisory firm.
Jass ATM Sales & Service
Jan 9, 2023JASS ATM, INC operates as Jass ATM Sales & Service, a family-owned business in Jacksonville, Florida, providing ATM sales and service. The business is run by Allen Lao and Sandy Lao, as indicated by the LLC officers. The website confirms the same address and contact information as the LLC filing.
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