Every new Florida business filing, every dayNew Financial Services Businesses in Vero Beach, FL
10 financial services businesses recently registered in Vero Beach, Florida.
Updated November 12, 2026 · Most recent business filing Jul 7, 2026
Every new Florida filing, every day
See how it worksAbout Financial Services Businesses in Vero Beach
This page lists new financial services businesses registered in Vero Beach, Florida. We currently track 10, sourced directly from the Florida Division of Corporations and refreshed daily as new financial services companies file.
Recent additions include Prosperity Path Advisers, RC Strategies, and Pinnacle CFO Partners. 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 Vero Beach, this is one of the freshest prospect lists in the market.
All Filings
Prosperity Path Advisers
Jul 7, 2026Prosperity Path Advisers, LLC is a registered investment advisor based in Vero Beach, Florida, specializing in wealth management and preservation. The firm, with Theodore Zamerski as a key figure, manages approximately $5.7M in assets under management (from AdvizorPro profile W3). Its website emphasizes an integrated approach to building client legacies.
RC Strategies
Jun 9, 2026RC Strategies LLC appears to be a financial strategy consulting firm based in Florida. The website indicates they collaborate with CPAs, attorneys, and financial professionals to develop advanced planning strategies. The LLC filing lists managers in Vero Beach and Palm City, Florida.
Pinnacle CFO Partners
May 1, 2026The LLC provides outsourced CFO services, as indicated by the business name and the website description. The website includes contact information in Bethlehem, PA, while the LLC's registered address is in Vero Beach, FL. This suggests a professional services firm operating in multiple locations.
QOS Merchant Solutions
May 1, 2026QOS Merchant Solutions LLC provides payment processing and merchant services to businesses. The company operates from Vero Beach, FL, and is managed by Marion W. Dunn and Ryan Dunn.
Rural Funding Advisors
Feb 13, 2026A financial advisory firm that helps hospitals identify funding pathways for technology, operations, and transformation, with a focus on state-by-state analysis.
Mom & Pop Business Funding
Oct 21, 2025This business provides merchant solutions and business funding services, operating under the name Mom & Pop Merchant Solutions DBA Mom & Pop Business Funding. It serves merchants with funding solutions and operates in multiple states including Florida, Oregon, Arizona, and New York. The business maintains regular business hours Monday through Friday from 9am to 6pm.
Smartly Home Loans
Aug 29, 2025A mortgage lending business offering home loans and refinancing services, operating under the name Smartly Home Loans with a 'Borrow Smartly' service.
Newlander Financial
Aug 28, 2025A tax and accounting firm offering financial solutions and services.
Bimini Leverage Partners
Jul 21, 2025Bimini Leverage Partners LLC shares its principal address and officer connection with Bimini Capital Management, indicating it is part of a financial services group. The related websites show an investment advisory firm operating from Vero Beach, Florida. The business likely engages in asset management or financial advisory services.
Credit Boost Solutions
Apr 15, 2025A credit repair company offering solutions to improve credit scores, based in Florida.
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