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New Financial Services Businesses in Vero Beach, FL

10 financial services businesses recently registered in Vero Beach, Florida.

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

10
Total Filings
Jul 7, 2026
Most Recent
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About 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.

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

Explore fresh financial services business leads →

All Filings

Prosperity Path Advisers

Jul 7, 2026
Financial ServicesVerifiedVero Beach, FL · Brevard Co.

Prosperity 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, 2026
Financial ServicesVerifiedVero Beach, FL · Brevard Co.

RC 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, 2026
Financial ServicesVerifiedVero Beach, FL · Brevard Co.

The 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, 2026
Financial ServicesVerifiedVero Beach, FL · Brevard Co.

QOS 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, 2026
Financial ServicesVerifiedVero Beach, FL · Brevard Co.

A 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, 2025
Financial ServicesVerifiedVero Beach, FL · Brevard Co.

This 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, 2025
Financial ServicesVerifiedVero Beach, FL · Brevard Co.

A 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, 2025
Financial ServicesVerifiedVero Beach, FL · Brevard Co.

A tax and accounting firm offering financial solutions and services.

Bimini Leverage Partners

Jul 21, 2025
Financial ServicesVerifiedVero Beach, FL · Brevard Co.

Bimini 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, 2025
Financial ServicesVerifiedVero Beach, FL · Brevard Co.

A credit repair company offering solutions to improve credit scores, based in Florida.

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