New Financial Services Businesses in Miami, FL

CFOBPO offers fractional CFO, Controller, and COO expertise in forecasting, modeling, capital planning, and strategic decision support. The site was founded by Mark Cushing, a CPA with 35+ years of experience. The company provides a free consultation and lists phone and email contacts.

Octave Solutions provides financial leadership consulting, aligning people, process, and profitability, as stated on their website. Based in Miami, FL, they offer services tailored to small and medium businesses. The site also features a contact form and schedule-a-discussion option.

FinTap is a small business financing company that offers loans up to $500,000, focusing on businesses with bad credit. It operates from 777 Passaic Ave, Clifton, NJ, and also lists a principal address in Miami, FL. The company provides flexible, affordable financing and startup funding, as stated on its website.

This business operates as a funding platform, offering business loans and merchant cash advance services. The LLC filing lists three authorized members, but the website does not display individual names or a physical address.

Rocksolid Advisory Group LLC operates as Rock Solid Investment Group, providing investment advisory services in Miami, FL. The filing lists manager Waleed Mona at a Miami address, and candidate websites showcase real estate investment offerings. The business likely targets local investors seeking advisory services.

Crouse Financial LLC is a financial advisory entity owned by Jeffrey Crouse, a Certified Financial Planner (CFP). He is affiliated with Saltmarsh Financial Advisors based in Winter Park, Florida, and the LLC's principal address is in Miami, Florida. The business focuses on providing tax-efficient wealth management services.

Pinnacle Financial Team LLC operates as Pinnacle Financial Group LLC, offering comprehensive financial solutions including estate planning, income planning, asset preservation, and tax planning. The business is located in Coral Springs, Florida, as indicated on its website, while the LLC filing lists a Miami address. The company is managed by L Keithro Internationa and Capital Charge LLC, and its website provides a contact form for inquiries.

RIBAX INVESTMENT LLC, with managers Rafael Gil and Maria X. Patin, appears to operate as an investment firm.

Altura Capital provides patient capital and investment services, focusing on high-growth markets and entrepreneurial success, based in Coral Gables, Florida.

Premier Financial Group LLC is a locally owned and operated financial services company based in Coral Gables, Florida, serving the Miami area. The website mentions closing loans quickly and simply, suggesting a focus on mortgage or real estate closing services. The business appears to be related to the LLC FG PREMIER GROUP LLC, whose authorized member Federico Gonzalez shares the initials 'FG' in the LLC name.

The site lists officer Jayden D. Hines, matching the LLC filing. The business appears to operate as a financial services firm specializing in insurance products.

IBI Kapital is a financial platform offering intelligent capital solutions, secure investments, and strategic advisory services. Based on its website, the company provides financing and investment services to clients, primarily in Spanish-speaking markets. The LLC is registered in New York but maintains a principal address in Miami, Florida.

Fenix Global Advisory Group is a financial advisory practice based in Miami, Florida, led by Alexander Guasch. The business provides wealth management and financial advisory services, operating under the name Fenix Wealth Management Group in association with Merrill Lynch. The principal address is in Miami, FL, and the practice focuses on personalized financial planning and investment management.

Triana & Co. Financial Services LLC is a financial services firm based in Miami, FL, as indicated by the filing address. The candidate website for Alejandro Triana confirms a financial advisor operating in Miami, FL, likely representing the firm. The business appears to offer financial advisory services.

Streak Card LLC operates as a fintech company offering a financial product called Streak Card, designed to help the next generation build long-term financial success. The company is based in Miami, Florida, as indicated by its principal address.

Tradexa operates a data-driven financial platform for investing in stocks, ETFs, and cryptocurrencies, as indicated by its website description. The website emphasizes smart portfolio growth and long-term wealth management. The business is registered in Miami, Florida, under the name TRADEXA GLOBAL LLC.

National Surplus Group LLC operates as a surplus funds recovery service, helping individuals locate and claim unclaimed funds from past foreclosures. The LLC's principal address is in Miami, Florida, while the website lists a Sheridan, Wyoming address, likely a registered agent. The business is run by Authorized Member Timothy Barbeau.

Avila Advisors LLC is a wealth management firm based in Miami, Florida, offering portfolio investment advice with a fiduciary responsibility.

Premier Tradings is a private boutique trading circle based in Miami, Florida. The firm operates by referral only and emphasizes capital discipline and strategic oversight. It is structured as a limited liability company and targets selective participation.

Escalon delivers outsourced finance, HR, and tax services to help startups and SMBs scale operations, stay compliant, and save time. The business operates under the Escalon brand, with the authorized member's surname matching the LLC name. The website offers a contact page and mentions services aligned with financial advisory.

The LLC appears to be the entity through which Valeria Trauer operates as a financial advisor, registered with Insigneo Securities, LLC. She manages client investments and has been in finance since 2006, based in Miami, FL.

Velorum Wealth Management is a financial advisory firm located in Indianapolis, IN. The website provides a contact form and phone number for scheduling consultations. The principal address is 3815 River Crossing Pkwy, Indianapolis, IN 46240.

TUTUM GROUP INC operates as a financial investment platform offering a 'Tutum Stock Token' for tokenized asset investments. The LLC is based in Miami, Florida, as per the filing address.

Enos Advisory Group provides financial advisory services including retirement plan management, personal financial planning, and strategic consulting for business owners. The firm is based in Miami, FL, with an additional office in New York, NY. Authorized member Evangelia Kalivas leads the firm.

Albatroz Capital is a financial services firm based in Key Biscayne, Florida, offering capital management and investment services. The business operates under the legal entity Albatroz LLC, registered in Miami, and is managed by Brazilian partners Dos Guilherme Bitencourt and Rio Maria Rita Leal Maca. Its website provides contact information and describes its role as a capital firm.

Royal Financial Services is a South Florida financial firm providing tax preparation, credit repair, and business setup services. Its website and filings are consistent with a small, owner-operated business.

Skybound Wealth USA, operating as Skybound Florida, LLC, provides independent and professional lifestyle financial planning advice to clients across the country, with offices in Miami, FL and Henderson, NV. The firm offers personalized financial strategies for individuals and businesses, focusing on holistic wealth management.

The site is in Spanish and targets customers seeking financial security and fast cash. The business is based in Miami, Florida, as indicated by the LLC filing address.

M_FERNANDEZ FINANCIAL SERVICES LLC operates as Fernandez Financial, an independent financial services firm based in Coral Gables, Florida, serving clients locally and virtually. The LLC's principal address is in Miami, Florida, geographically proximate to the firm's listed Coral Gables location. The business offers financial planning and advisory services, as indicated by its website's contact page and name.

Albatroz Capital is a capital investment firm based in Key Biscayne, Florida, offering investment management and financial services. The website emphasizes a professional approach with contact and social media links. The LLC filing for ALBRATROZ LLC shares the same Miami area and likely serves as the legal entity for Albatroz Capital.

SEABRA GUIDELI LLC is associated with Douglas Guideli, a financial advisor based in Miami, Florida, working with Bradesco Global Advisors. The company's registered address is in Miami, FL, and Douglas Guideli is an authorized member. The business appears to be in the financial advisory sector.

LTN Services, Inc. provides professional tax and accounting advice, operating as a small, dedicated firm. Their website highlights expert assistance and a commitment to client needs, likely serving individuals and small businesses. The company is based in the Miami, FL area, as indicated by the LLC filing's principal address.

Global Valor LLC is registered in Miami, FL with managers Alexander M. Coakley and Fabiola Olmedo De Schaffer. The closest web candidate is Valor Advisors, a federally registered financial advisory firm located at 1441 Brickell Avenue, Miami, FL. The overlap in city and name suggests a possible association, but the addresses and exact entity names do not match.

Mission Ready Financial, led by retired veteran Jason Haglund, offers financial training, mentorship, and coaching focused on financial readiness for individuals. The business is featured in various publications and emphasizes a mission-driven approach to financial planning. The website highlights a focus on integrity, innovation, and legacy income.

Pinetree Advisors is an investment advisory firm based in Miami, FL, providing financial planning and wealth management services. The business is managed by Derrick Davis and Taylor Allen, as listed in the LLC filing. Their website offers investment advisory services and features local contact information consistent with the Miami address.

Revenue Vision Partners operates a financial and operational management platform called RevenueVision® that helps businesses improve revenue, reduce costs, and optimize performance, particularly for auxiliary businesses. The LLC is managed by Chris Gosline and Robert Scarperi, with a principal address in Miami, FL, and Robert Scarperi also associated with Atlantic Vision Partners (an eye care management firm).

Miami Seven Star LLC appears to be an investment or financial services firm based in Miami, Florida. The principal address of the LLC is in Miami, FL 33183, and the manager Luis Lopez is located at the same address.

WK Global Finance LLC is a financial services firm based in Miami, Florida, offering finance and compliance advisory services. The company's website, WK Global Holdings, indicates a focus on financial restructuring and compliance. The LLC is managed by Wellington V. Leite and Karis R. Ramalho Leite, who are based in Hallandale Beach, Florida.

BELVIA,SOLUTIONS LLC is a Florida-registered limited liability company managed by Chandler S. Catule, based in Miami, FL.

Provides virtual chief financial officer (CFO) and outsourced financial management services to businesses in Miami, FL. The website emphasizes bank finance assistance and strategic financial planning.

KRONUS LLC is a newly registered Florida LLC with manager Javier Pau Diaz at a residential address. It appears likely related to KRONUS FINANCIAL CORPORATION, a Miami-based financial entity that faced SEC charges. The LLC may serve as a holding or investment vehicle.

Marame Invest LLC appears to be an investment company offering SPV and feeder structures for private market investors. The entity is registered in Miami, FL, with managers listed in Colombia.

This LLC appears to be the legal entity for Kapital Advisors, a Miami-based strategic advisory firm specializing in capital structure, M&A, and financing solutions. The website lists 'Ali' as a contact, matching the LLC's manager Dran Carlos Manuel Ali Ba. The firm's address on Brickell Avenue is near the filing address.

GSB Financial Group operates a website offering loan services, claims over $100M funded, and has contact in New York area. The LLC filing shows a Miami address and manager Alexander Angulo, which does not match the site's contact person Gennadiy, but the name overlap suggests the same business entity.

The LLC appears to be an investment entity managed by Julien Sormonte based in Miami, Florida.

Belmont Heritage LLC offers tailored life insurance, infinite banking, and wealth strategies. This is a small financial advisory firm.

Soto Group of Companies, matching this LLC, is a global financial services firm specializing in investment banking, research, and international trading. The website describes services in international trading and investment banking, and lists a Miami address consistent with the LLC's Florida registration.

MCon LLC tokenizes commodities, leveraging a team of attorneys, economists, and investment bankers. The website describes its mission as the tokenization of commodities and provides a contact form, phone number, and email. Its address matches the LLC filing address in Miami, FL.

PENTOR Finance Corp. appears to be a private lending company, with a website that describes a new paradigm in private lending. The LLC officer Jose Vazquez is mentioned on the site. The business is likely based in Florida, given the LLC's principal address in Miami.

Gojo Financial Solutions LLC is a Miami-based financial services firm that appears to offer real estate and life insurance solutions through its associated website Gojo Financial Co. The company is managed by Jorge E. Vazquez and Joseph A. Bretones, with a principal address in Miami, FL.

1 DC Funding LLC is a financial services firm based in Miami, Florida, offering personalized funding solutions and financial guidance. The site describes services aimed at helping clients achieve financial goals through expert consultation.

A debt collection agency providing receivables management and customer engagement services in the USA.

A financial services company offering fast and secure commercial loans, as indicated by its website content.

SkyFini Inc. appears to be a financial services company focused on financial infrastructure and advisory services.

Provides cross-border payment infrastructure services based in Miami, Florida.

Provides innovative family office solutions, specializing in services for crypto-focused high-net-worth individuals and families.

A mortgage lending business offering home loans, refinancing, and related services in Miami, Florida.

A mortgage brokerage firm in Miami Lakes, Florida, offering loan origination services and featuring team members like Daniel Hernandez.

A financial services company making big finance accessible to all, likely an investment or trading platform.

HODL Markets provides institutional market infrastructure for fund managers and distribution partners, operating from 2045 Biscayne Blvd in Miami, Florida. The site lists Keeyan Ravanshid as an officer, matching the LLC filing's authorized person. The business focuses on serving professional investment managers rather than retail clients.

A proprietary trading firm that provides funding and evaluations for traders, operating online with a focus on financial markets.

A modern accounting practice providing tax, bookkeeping, and financial advisory services for businesses and individuals.

This business appears to offer life insurance, indexed universal life (IUL), and annuities advisory services, operating as a financial advisory firm.

A financial advisory firm providing wealth management and planning services in Miami, FL.

Provides insurance premium financing solutions for smart insurance financing.

This business appears to provide fractional CFO advisory services, building financial systems for profitable growth.

A-Lopez Financial & Insurance Services offers financial services and solutions from top product providers. The business appears to be a financial advisory and insurance services firm based in Miami, FL.

A financial planning firm that works with families, retirees, and business owners to provide guidance on financial freedom and retirement.

Provides business financing solutions, connecting businesses with lending partners for loans ranging from $20K to $3B.

A private equity firm specializing in strategic procurement, global intelligence, and private execution services.

Provides merchant services, including payment processing and POS solutions for businesses.

This business appears to provide specialized insurance and risk financing solutions, likely operating as a financial advisory or premium financing entity.

A business specializing in recovering unclaimed surplus funds for clients, offering expert guidance and services in Florida.

A financial advisory firm providing wealth management and financial planning services.

The website describes Mainstream Global as a company offering intelligent global remittance solutions, with leadership team, career opportunities, and multiple office locations. However, the LLC filing is a newly registered Florida LLC with no EIN and a residential address, which does not align with the scale of the website's business.

Bates-Financial is a financial planning and wealth management firm serving clients in Ohio, California, and Florida. The website lists services including financial planning, insurance, employee benefits, and free insurance quotes. The firm has a team and contact information for multiple states.

Provides merchant services, including credit card processing and high-risk merchant accounts, for businesses.

Quantyric provides underwriting-oriented capital readiness and evaluation services designed to withstand institutional scrutiny for companies.

Provides business funding and credit repair services, likely operating as a financial advisory or consulting firm.

Provides international remittance coordination and payment services, operating digitally and by appointment.

A wealth management firm offering services such as tax planning, investment planning, retirement planning, and estate planning, likely affiliated with LPL Financial.

A financial advisory team operating in Miami, FL, offering wealth management services through Merrill Lynch.

This business appears to operate ATM and vending services, likely involving installation, maintenance, or management of automated teller machines.

This business appears to offer wealth management and insurance services, as indicated by the name 'FIGUEROA WEALTH PA' and the description from W1 involving an agent providing financial planning and insurance.

Provides professional real estate analysis tools and resources for investors, focusing on Florida real estate investment.

A financial services company specializing in auto loan solutions, operating from the same address as the LLC filing.

An online platform providing tools for federal employees to track, analyze, and optimize their Thrift Savings Plan (TSP) retirement accounts.

A financial wellness partner offering credit report and consulting services, as indicated by the website description.

Appears to be a company specializing in premium gold trading and investment services.

An independent global platform offering insurance and reinsurance services.

A mortgage broker offering online services to compare wholesale lenders for home loans.

Provides payroll, bookkeeping, tax services, and financial statement preparation for clients.

A credit repair service offering consultations to improve or fix low credit scores, as indicated by the website content.

Converts cryptocurrency into authenticated luxury watches as a hedge against market volatility.

A tax preparation service operated by Jane Wooden, offering financial growth and tax-related services.

A credit service company offering free credit consultations, credit analysis, and credit repair services.

A business specializing in recovering unclaimed and surplus funds for clients, operating as an asset recovery service.

This business appears to be a wealth management and financial advisory service offering investment and life planning advice.

A private wealth management firm offering financial advisory services, with offices in Florida including West Palm Beach.