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  3. Lakeland
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New Financial Services Businesses in Lakeland, FL

8 financial services businesses recently registered in Lakeland, Florida.

Updated August 19, 2026 · Most recent business filing Jul 7, 2026

8
Total Filings
Jul 7, 2026
Most Recent
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About Financial Services Businesses in Lakeland

This page lists new financial services businesses registered in Lakeland, Florida. We currently track 8, sourced directly from the Florida Division of Corporations and refreshed daily as new financial services companies file.

Recent additions include Safe Haven Financial, Tongo, and Amerity Wealth Management. The most recent financial services business filing was on Jul 7, 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 Lakeland, this is one of the freshest prospect lists in the market.

Use recent financial services registrations in Lakeland as a timing signal, then qualify each company by formation date, website, and verified contact availability.

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All Filings

Safe Haven Financial

Jul 7, 2026
Financial ServicesVerifiedLakeland, FL · Polk Co.

Safe Haven Financial LLC is a financial services business registered in Lakeland, FL, with members in Riverview and Lakeland. The website Safe Haven Financials offers free consultations and emphasizes financial security, suggesting services like financial planning or advisory.

Tongo

Jun 3, 2026
Financial ServicesVerifiedLakeland, FL · Polk Co.

Tongo BX LLC, based in Lakeland, Florida, appears to be the business entity behind Tongo, a financial services company providing commission advances for real estate agents. The LLC's manager, Luis J. Suri Bracero, shares the last name Suri with the company's leadership as listed on the website.

Amerity Wealth Management

May 14, 2026
Financial ServicesVerifiedLakeland, FL · Polk Co.

Amerity Wealth Global USA, LLC operates as a financial services firm under the names Amerity Wealth Management and Amerity Financial. The websites offer wealth management, investment management, and financial planning services. The business is based in Lakeland, Florida, as confirmed by the address on the LLC filing and the website.

Praxis Financial

Jan 10, 2026
Financial ServicesVerifiedLakeland, FL · Polk Co.

PRAXIS Financial offers a range of business financing products including accounts receivable financing, bridge loans, commercial real estate loans, equipment financing, and more. The website lists multiple phone numbers with a Texas area code and an email contact. No physical address or team information is provided on the site.

Newton Financial Group

Nov 7, 2025
Financial ServicesVerifiedLakeland, FL · Polk Co.

A financial planning and insurance advisory firm led by Jeffrey Newton, offering wealth management and related services.

Money Saving Techniques

Nov 1, 2025
Financial ServicesVerifiedLakeland, FL · Polk Co.

Provides financial coaching, e-books, online courses, and mentorship programs focused on money-saving techniques.

Florida Dream Home Loans

Mar 30, 2025
Financial ServicesVerifiedLakeland, FL · Polk Co.

A mortgage lending business offering loan options to help customers with home financing in Florida.

Funding Well Capital

Jan 1, 2024
Financial ServicesVerifiedLakeland, FL · Polk Co.

Funding Well Capital offers business financing solutions with low rates and fast approval, as indicated on its website. The LLC FUNDINGWELL, INC. is registered in Florida with Christopher J. Perron as the registered agent, matching the business's operational address. The website's email domain and service description confirm it provides alternative lending services.

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