Every new Florida filing, every day4 financial services businesses recently registered in North Palm Beach, Florida.
Updated July 12, 2026 · Most recent filing May 27, 2026

Every new Florida filing, every day
See how it worksThis page lists new financial services businesses registered in North Palm Beach, Florida. We currently track 4, sourced directly from the Florida Division of Corporations and refreshed daily as new financial services companies file.
Recent additions include Grand Cypress Wealth Advisors, Prjct9, and Stanford Wealth Planning. The most recent financial services filing was on May 27, 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 North Palm Beach, this is one of the freshest prospect lists in the market.
Grand Cypress Wealth Advisors LLC is a wealth management firm based in North Palm Beach, Florida, managed by Marc Zimmerman. The firm likely operates in affiliation with Merrill Lynch, as Zimmerman's name appears on a Merrill Lynch advisor page in West Palm Beach. The business provides financial advisory and wealth management services.
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