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New Financial Services Businesses in Orlando, FL

64 financial services businesses recently registered in Orlando, Florida.

Updated August 29, 2026 · Most recent business filing Jul 31, 2026

64
Total Filings
Jul 31, 2026
Most Recent
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About Financial Services Businesses in Orlando

This page lists new financial services businesses registered in Orlando, Florida. We currently track 64, sourced directly from the Florida Division of Corporations and refreshed daily as new financial services companies file.

Recent additions include BrightPath Financial, The Aethelon Group, and Roth Legacy. The most recent financial services business filing was on Jul 31, 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 Orlando, this is one of the freshest prospect lists in the market.

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

Explore fresh financial services business leads →

Frequently Asked Questions

How many new financial services businesses registered in Orlando, FL recently?

4 new financial services businesses filed in Orlando in the last 30 days, and 30 over the last 90 days. DayOneLead tracks 64 in total, refreshed daily from Florida state filing records.

How do I get financial services leads in Orlando?

Every new financial services business in Orlando 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 Orlando 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 Orlando 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 Orlando was on Jul 31, 2026.

All Filings

BrightPath Financial

Jul 31, 2026
Financial ServicesVerifiedOrlando, FL · Polk Co.

BrightPath Financial Group LLC operates as BrightPath Financial, a financial planning and investment advisory firm based in Orlando, Florida. The company's website highlights integrating all areas of personal finance, including human nature, to help clients invest and plan for their financial future. The LLC filing lists Keniata Claude as CEO and the principal address in Orlando, FL.

The Aethelon Group

Jul 14, 2026
Financial ServicesVerifiedOrlando, FL · Orange Co.

The Aethelon Group is a private financial strategy and legacy planning firm based in Orlando, FL. They specialize in building wealth and protecting assets for business owners, executives, and high-net-worth families. Their website emphasizes 'Building Legacies. Creating Wealth. Protecting What Matters Most.'

Roth Legacy

Jul 13, 2026
Financial ServicesVerifiedOrlando, FL · Orange Co.

The LLC's principal address is in Orlando, Florida, while its CEO, Jason C. Roth, is based in Miami.

Rhoads Private Wealth

Jul 8, 2026
Financial ServicesVerifiedOrlando, FL · Orange Co.

The site describes a personalized, holistic approach to investments with a fiduciary commitment. The LLC's manager is Christopher J. Rhoads, and the business focuses on helping clients build and protect wealth.

The LifeWealth Group

Jul 8, 2026
Financial ServicesVerifiedOrlando, FL · Orange Co.

The business operates as The LifeWealth Group, providing financial planning and wealth management services. The LLC filing lists officers at an address in Orlando, FL, while the website indicates a presence in Winter Garden, FL. The website emphasizes helping clients make informed financial decisions.

Mr. Money Maxwell

Jul 1, 2026
Financial ServicesVerifiedOrlando, FL · Orange Co.

Mr. Money Maxwell LLC is a financial coaching business based in Orlando, FL, led by Justin R. Maxwell. The website offers a 'Free Income Replacer Blueprint' and promotes making money work harder, indicating services in personal finance optimization and income strategies. The business is a small, owner-operated venture targeting individuals seeking financial guidance.

Paciello Financial Group

Jul 1, 2026
Financial ServicesVerifiedOrlando, FL · Orange Co.

Paciello Financial Group LLC is a financial planning firm based in Orlando, FL, as per the filing address. The site's contact phone has a Pennsylvania area code, suggesting possible multi-state operations or a recent relocation.

Keystone Trading Group

Jul 1, 2026
Financial ServicesVerifiedOrlando, FL · Orange Co.

Keystone Trading Group LLC appears to be a proprietary trading firm that trades for its own account. The Florida address on the filing may be a registered agent or virtual office.

Titus Funding

Jun 22, 2026
Financial ServicesVerifiedOrlando, FL · Orange Co.

Titus Advance Corp appears to be a business funding company, likely operating as Titus Funding based on website signals. The website offers merchant cash advances and business lines of credit, and emphasizes integrity and professionalism. The filing lists an Orlando, FL address, while the website shows Woodbridge, NJ.

Equidem

Jun 18, 2026
Financial ServicesVerifiedOrlando, FL · Orange Co.

Equidem is a financial services company offering loans and investments in the United States, with a focus on the Hispanic market. The company has been operating since at least 2002, as stated on its 'Nosotros' page. The LLC filing in Orlando, FL, aligns with the Florida location, and key personnel include the Tan family (Abigayle and Kevin Tan). The website emphasizes easy online processes, experience, and consumer protection.

Blanken Management

Jun 18, 2026
Financial ServicesVerifiedOrlando, FL · Orange Co.

Blanken Management is a registered investment advisory firm, veteran owned and operated, providing financial planning and business investment services. The firm is located in Orlando, FL, as indicated by the filing address. The website describes personalized financial plans and specialized portfolios.

Summit Bridge Group

Jun 1, 2026
Financial ServicesVerifiedOrlando, FL · Orange Co.

Summit Bridge Group provides commercial bridge loan solutions for real estate projects, emphasizing efficient funding and client-centric service. The business operates in Florida and targets investors and developers needing short-term financing.

Truxsy Financial Services

May 28, 2026
Financial ServicesVerifiedOrlando, FL · Orange Co.

Truxsy Financial Services LLC operates a driver-focused platform offering truckers practical tools, guides, and community support to boost efficiency, wellness, and earnings on the road. The business is managed by Luis B. Guzman and is based in Orlando, Florida.

United Financial Freedom and Associates

May 20, 2026
Financial ServicesVerifiedOrlando, FL · Orange Co.

United Financial Freedom offers financial forecasting and debt management services, branded as the 'World's First Financial GPS'. The website promotes turning debt into wealth using the Money Max system, with contact information based in Draper, UT.

Credinova Solutions Group

May 18, 2026
Financial ServicesVerifiedOrlando, FL · Orange Co.

The LLC is registered in Orlando, Florida, and the website lists an officer surname matching the manager.

Wealth Nook Financial

Apr 14, 2026
Financial ServicesVerifiedOrlando, FL · Orange Co.

Provides financial planning and advisory services to help businesses and individuals achieve financial clarity and growth.

J and J Equipment Leasing

Mar 30, 2026
Financial ServicesVerifiedOrlando, FL · Orange Co.

Provides equipment leasing and financing services, including credit approval and loan delivery for trucks and other equipment.

Rize Fintech

Mar 5, 2026
Financial ServicesVerifiedOrlando, FL · Orange Co.

Provides financial services including credit, business, and investment access in the U.S., targeting the fintech market with consulting offerings.

Atlas Financial Partners

Feb 27, 2026
Financial ServicesVerifiedOrlando, FL · Orange Co.

A financial advisory firm specializing in services like deferred compensation plan hedging, as indicated on its website.

Apex Asset Recovery & Financial Services

Feb 26, 2026
Financial ServicesVerifiedOrlando, FL · Orange Co.

Provides asset recovery and financial services, likely specializing in recovering funds or assets for clients.

Elohim Financial Group

Feb 6, 2026
Financial ServicesVerifiedOrlando, FL · Orange Co.

Provides tax management and financial services, focusing on simplifying tax processes and maximizing returns.

VTR Fiduciary Advisors

Feb 3, 2026
Financial ServicesVerifiedOrlando, FL · Orange Co.

A fiduciary advisory firm offering financial guidance and services to help clients achieve financial freedom and security.

DJP Financial Coaching

Jan 30, 2026
Financial ServicesVerifiedOrlando, FL · Orange Co.

A fee-only, fiduciary registered investment advisor offering wealth management services.

The Bullish Traders

Jan 20, 2026
Financial ServicesVerifiedOrlando, FL · Orange Co.

The Bullish Traders appears to be a financial services company, likely offering trading or investment-related services. The website provides contact information and suggests a focus on trading, but no detailed description of services or products is available.

Rutherford Strategic Advisors

Jan 15, 2026
Financial ServicesVerifiedOrlando, FL · Orange Co.

A fee-only wealth management firm providing financial planning and asset management services.

Gomez Lending

Jan 9, 2026
Financial ServicesVerifiedOrlando, FL · Orange Co.

A mortgage lending business offering funding services, as indicated by the website content and contact information.

Upway Group

Jan 9, 2026
Financial ServicesVerifiedOrlando, FL · Orange Co.

A financial technology and brokerage company offering services in brokerage, liquidity, and physical gold, based in Orlando, FL.

Schaadt Group

Jan 8, 2026
Financial ServicesVerifiedOrlando, FL · Orange Co.

An investment advisory firm connecting Brazilian investors to opportunities in Orlando, Florida.

Michael Scott Experience

Jan 6, 2026
Financial ServicesVerifiedOrlando, FL · Orange Co.

A credit repair service offering fast and easy solutions to improve credit scores.

Blake Financial

Jan 1, 2026
Financial ServicesVerifiedOrlando, FL · Orange Co.

A financial advisory service providing personalized financial planning and advice in Orlando, FL.

VenQuest Group

Jan 1, 2026
Financial ServicesVerifiedOrlando, FL · Orange Co.

VenQuest Group is a financial services firm based in Orlando, FL, focusing on harnessing the transformative power of capital. It offers alternative investment funds and related financial products and services. The business operates from The Plaza North Tower at 121 S Orange Ave, Suite 1500, Orlando, FL, 32801.

Pathway Legacy Planning

Jan 1, 2026
Financial ServicesVerifiedOrlando, FL · Orange Co.

A financial services firm specializing in legacy planning, wealth management, and securing futures for clients.

USA Business Funding

Dec 23, 2025
Financial ServicesVerifiedOrlando, FL · Orange Co.

Provides fast business funding solutions and lending services to businesses.

HomePride Lending

Dec 21, 2025
Financial ServicesVerifiedOrlando, FL · Orange Co.

A mortgage lending business offering loan products and services, likely operated by Jesus Cruz in Orlando, FL.

Elite Tax & Insurance Solutions

Dec 18, 2025
Financial ServicesVerifiedOrlando, FL · Orange Co.

Provides accounting, tax, and insurance services, likely targeting individuals and businesses for financial management and compliance.

Nova Financial

Nov 18, 2025
Financial ServicesVerifiedOrlando, FL · Orange Co.

NOVA FINANCIAL SERVICES offers financial planning services including individual and company retirement plans, education planning, and estate planning. The website provides a quote request form and serves clients in Arizona and Colorado.

Maximus Financial Group

Nov 12, 2025
Financial ServicesVerifiedOrlando, FL · Orange Co.

Maximus Financial Group LLC helps entrepreneurs and small businesses start, fund, and grow their ventures. The website offers services to automate and grow businesses, with a mission to support small business owners.

Vitaledge Financial

Nov 11, 2025
Financial ServicesVerifiedOrlando, FL · Orange Co.

Provides financial planning, debt management, and business launch services for professionals.

Flare Global Financial Services

Nov 1, 2025
Financial ServicesVerifiedOrlando, FL · Orange Co.

Provides financial services including consultations, modern banking, technology, and wealth-building tools.

Global Investment Services

Oct 20, 2025
Financial ServicesVerifiedOrlando, FL · Orange Co.

This business provides financial services including wealth management, retirement planning, estate planning, and trust services. It operates in Florida and has been in operation for 30 years according to its website. The business serves clients seeking financial planning and investment management solutions.

CM Freedom Finance

Oct 13, 2025
Financial ServicesVerifiedOrlando, FL · Orange Co.

CM Freedom Finance is a financial services business that helps clients feel confident with their money. The website emphasizes empowering finances and offers services to regain control of personal finances. The business is located in Orlando, FL, and is led by Carilyn Marrero.

Milk, Honey and Money Financial Services

Sep 29, 2025
Financial ServicesVerifiedOrlando, FL · Orange Co.

A financial services business run by Nancy Lucas, offering money coaching and related services, primarily targeting women.

Herencia Financial

Aug 28, 2025
Financial ServicesVerifiedOrlando, FL · Orange Co.

A life insurance agency providing policies to secure clients' futures, based in Orlando, FL.

Abacus Global Management

Jul 22, 2025
Financial ServicesVerifiedOrlando, FL · Orange Co.

The LLC filing lists officers Jay Jackson and Todd Mcnealy at the same address, confirming the match.

AssuredPartners Investment Advisors

Jul 15, 2025
Financial ServicesVerifiedOrlando, FL · Orange Co.

AssuredPartners Investment Advisors is an investment advisory firm providing retirement plan services and financial advisory to individuals, families, and businesses. It operates as a separate entity under the larger AssuredPartners insurance brokerage, with its principal address in Orlando, FL (from filing and W1) and additional office in Tampa, FL (from W2/W3). The firm specializes in helping plan sponsors manage retirement plans and offers independent financial advice.

Small Business Approval

Jul 15, 2025
Financial ServicesVerifiedOrlando, FL · Orange Co.

The newsletter provides business owners with financing tips, advice on starting, growing, or scaling their business. The site is authored by Stephen Fulmer, the LLC's member, based in Orlando, FL.

Negotium Valuation

Jul 14, 2025
Financial ServicesVerifiedOrlando, FL · Orange Co.

Negotium Valuation provides comprehensive business valuation services tailored to individual client needs, as stated on its website. The domain name and service description align with the LLC's financial focus. No physical address is listed on the site, but the presence of a professional website indicates an active business.

Pub Prosperity Union Bridge

Jun 16, 2025
Financial ServicesVerifiedOrlando, FL · Orange Co.

This business appears to be involved in financial services, specifically focusing on traders and their families, with a mission to help them meet goals. It offers free email alerts and resources, as indicated by the ProsperityPub-related websites.

El Musiu Services

May 19, 2025
Financial ServicesVerifiedOrlando, FL · Orange Co.

Provides tax preparation and insurance services, including federal taxes, W-2/1099 handling, and Obamacare assistance, with Spanish-language support.

Precise Mortgage Processing

May 5, 2025
Financial ServicesVerifiedOrlando, FL · Orange Co.

A third-party mortgage loan processing company that handles loan processing services for clients.

Pulse Payment Systems

May 5, 2025
Financial ServicesVerifiedOrlando, FL · Orange Co.

Appears to offer crypto payment solutions and payment systems for businesses.

Secure Global Payments

Apr 28, 2025
Financial ServicesVerifiedOrlando, FL · Orange Co.

Provides high-risk merchant services and payment gateway solutions for retail and online businesses.

IQSC Funding

Apr 25, 2025
Financial ServicesVerifiedOrlando, FL · Orange Co.

Provides funding for real estate projects through private money lending to investors.

Let's Mortgage

Apr 23, 2025
Financial ServicesVerifiedOrlando, FL · Orange Co.

A mortgage lending business providing home loan solutions and guidance in Florida, operated by Anne De La Torre.

First Nationwide Payments

Apr 21, 2025
Financial ServicesVerifiedOrlando, FL · Orange Co.

An Independent Sales Organization (ISO) providing merchant processing services to accept multiple forms of payment, such as credit and debit cards.

The Experts Mortgage Team

Apr 18, 2025
Financial ServicesVerifiedOrlando, FL · Orange Co.

A mortgage brokerage firm based in Orlando, Florida, offering wholesale pricing and mortgage services.

Family 1st Financial

Apr 18, 2025
Financial ServicesVerifiedOrlando, FL · Orange Co.

This business appears to offer financial planning services, including insurance and retirement planning, based in Orlando, FL.

Horizon Air Finance

Apr 14, 2025
Financial ServicesVerifiedOrlando, FL · Orange Co.

Provides helicopter and aircraft financing services worldwide, specializing in lease purchases and aircraft loans.

Taxsurance

Apr 5, 2025
Financial ServicesVerifiedOrlando, FL · Orange Co.

A tax advising service that helps clients with tax-related matters, likely offering consultations and filing assistance.

Global Pays

Mar 31, 2025
Financial ServicesVerifiedOrlando, FL · Orange Co.

Appears to be a payment processing or financial services company offering contact and support via phone, WhatsApp, and email, likely for businesses.

Prestige Financial Worldwide

Feb 21, 2025
Financial ServicesVerifiedOrlando, FL · Orange Co.

Prestige Financial Worldwide LLC appears to be a financial services firm based in Orlando, FL, as indicated by its entity name and website domain. The business likely offers financial planning, investment, or related advisory services.

SwipeCheap

Jan 24, 2025
Financial ServicesVerifiedOrlando, FL · Orange Co.

SwipeCheap provides affordable credit card processing solutions for businesses in Central Florida. The website lists services, contact information, and an Orlando address. The business appears to be a legitimate merchant services provider.

Legacy Wealth Partners

Dec 27, 2024
Financial ServicesVerifiedOrlando, FL · Orange Co.

A financial services firm in Orlando, Florida, operating under the name Legacy Wealth Partners, with multiple associates including a Flores. The site lists an address in Orlando and offers wealth management services.

VCI Partners

Apr 30, 2024
Financial ServicesVerifiedOrlando, FL · Orange Co.

VCI Partners LLC presents as a private investment firm based in Charlotte, NC, per its website. The Florida LLC filing lists officers in Orlando, FL, suggesting a secondary office or home address. The site describes them as investment professionals involved in equity financing and advisory services.

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