Mark Smith
This article showcases our top picks for the best Florida based Advice companies. These startups and companies are taking a variety of approaches to innovating the Advice industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
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Top Florida Advice Startups
Data sourced from Crunchbase and SemRush.
Insigneo
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Insigneo offer a unique combination of forward thinking, client focused, best-in-class services and solutions.
LSX Capital Management
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LSX Capital Management offers custom life settlement portfolios for clients seeking diversification through this non-correlated asset class.
Witnex
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Witnex is a SaaS technology company for litigation attorneys to find and work with expert witnesses.
The Hackett Group
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The Hackett Group, Inc. (NASDAQ: HCKT), a global strategic business advisory and operations improvement consulting firm, is a leader in
Auven Therapeutics
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Auven Therapeutics is a private equity company focused on the healthcare industry.
Agnos
Crunchbase Website Twitter Facebook Linkedin
Agnos is a software development company that provides IT advisory, business advisory and software development services.
Otto Insurance
Crunchbase Website Twitter Facebook Linkedin
Otto Insurance helps individuals and businesses with a wide range of coverage solutions and services to meet economic needs.
divorce360
Crunchbase Website Twitter Facebook Linkedin
divorce360 provides advices, support, and guidance for divorced individuals.
Lighthouse Investment Partners
Crunchbase Website Twitter Facebook Linkedin
Lighthouse Investment Partners offers portfolio management, hedge funds, investment strategies, asset management & risk management services.
Holland & Knight
Crunchbase Website Twitter Facebook Linkedin
Holland & Knight is an international law firm with 1600 lawyers in 25 U.S. offices and five international offices.
FunAdvice
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FunAdvice is a social question and answer service where anyone 13 or older can sign up, ask questions post advice, share photos and make
Intuition
Crunchbase Website Twitter Facebook Linkedin
The Intuition portfolio of businesses has been providing solutions for jurisdictions, government entities and private industries.
Arbor Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Arbor Wealth Management provides investment and banking services.
Valora
Crunchbase Website Twitter Facebook Linkedin
Valora is an independent service provider of valuation, accounting, fund administration, fiduciary, advisory and performance management.
Money and Markets
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Money and Markets offers business and finance news, research advice and investment consultation services.
FTR Hospitality
Crunchbase Website Twitter Facebook Linkedin
FTR Hospitality provides accounting and financial services with information technology solutions to multi-unit restaurant groups.
Weld.com
Crunchbase Website Twitter Facebook Linkedin
Weld.com is a welding and fabrications community platform that provides advice and training services.
PharmaLogic Holdings
Crunchbase Website Twitter Facebook Linkedin
PharmaLogic provides consulting services to the pharmaceutical, biotechnical and medical device communities.
CardRates.com
Crunchbase Website Twitter Facebook Linkedin
“The Ultimate Guide to Credit Cards.” Featuring credit card ratings, reviews, and guides from leading finance industry experts.
Doc.com
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Doc.com offers healthcare services for free health care to patients providing medical assistance and guidance.
Specialty Group
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Specialty Group provides claims and adjustment services.
Aurus Advisors
Crunchbase Website Twitter Facebook Linkedin
Aurus Advisors provides investment banking and collateral financing advisory services.
Watercrest Senior Living Group
Crunchbase Website Twitter Facebook Linkedin
Watercrest Senior Living Group is a health care company that specializes in memory care communities and advisory services.
Transamerica Financial Advisors
Crunchbase Website Twitter Facebook Linkedin
Transamerica Financial Advisors specializes in financial planning and investment advisory services.
United Capital Markets
Crunchbase Website Twitter Facebook Linkedin
United Capital Markets is a brokerage firm that specializes in investment planning, portfolio management, trading and consulting services.
FinanceWell
Crunchbase Website Twitter Facebook Linkedin
FinanceWell™ is your destination to better finance. Whether you’re a freshman or a PhD candidate, we empower to save time and build wealth.
Blue Mahoe Capital
Crunchbase Website Twitter Facebook Linkedin
Blue Mahoe Capital specializes in investment advisory services as well as renders access to emerging economies and markets for investors.
DirectLaw
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DirectLaw provides a virtual law platform that enables law firms to offer online legal services.
Seminole
Crunchbase Website Twitter Facebook Linkedin
Seminole is a provider of financing for renewable energy and multifamily real estate projects.
Keefe McCullough
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Keefe McCullough specializes in accounting, employee benefits plan audits, tax, estate planning, auditing and business advisory services.
John W. Henry & Company
Crunchbase Website Twitter Facebook Linkedin
John W. Henry & Company is an investment management firm that offers advisory, asset management, lending and banking services.
Royal Fund Management
Crunchbase Website Twitter Facebook Linkedin
Royal Fund Management is a wealth management solutions providing company.
Concise Capital
Crunchbase Website Twitter Facebook Linkedin
Concise Capital is a dynamic firm that offers a complete range of advisory services to its client on investment and asset management.
CaptiveOne Advisors
Crunchbase Website Twitter Facebook Linkedin
CaptiveOne Advisors provides captive insurance services like captive assessment, formation and captive management.
Transcendent Investment Management
Crunchbase Website Twitter Facebook Linkedin
Transcendent Investment Management provides real asset investment management services.
Hirsch
Crunchbase Website Twitter Facebook Linkedin
Hirsch is a financial solutions firm that provides accounting, bookkeeping, payroll, consulting, tax preparation, and financial services.
RBF Capital Management
Crunchbase Website Twitter Facebook Linkedin
RBF Capital Management specializes in investment management, retirement planning advisory and fiduciary risk management services.
Bizbrain Technologies
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Bizbrain Technologies helps enterprises in the analysis and the implementation of business processes transformations with SAP solutions.
Hamptons Group
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Hamptons Group specializes in real estate investment, private equity, venture capital, financial, strategic consulting & advisory services.
Dimension Capital Management
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Dimension Capital Management is an independent wealth management firm.
Disability Help Group
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Disability Help Group is an advisory firm that offers expertise and guidance to help simplify and ease the disability claims process.
Monarch
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Monarch offers advisory services and financial solutions.
Financial Investment Network
Crunchbase Website Twitter Facebook Linkedin
Financial Investment Network provides taxation, wealth, investment, insurance and retirement planning services.
Equistone
Crunchbase Website Twitter Facebook Linkedin
Equistone is a brokerage and advisory firm that provides quality resources to tenants, investors, property owners, and developers.
BadCredit.org
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“The Ultimate Bad Credit Resource.” Advice, news and reviews from more than 50 finance experts.
Taxfit
Crunchbase Website Twitter Facebook Linkedin
Taxfit provides financial and tax-related advice to clients.
Goede, Adamczyk, DeBoest & Cross
Crunchbase Website Twitter Facebook Linkedin
Goede Adamczyk Deboest & Cross is a law firm that offers legal services in the field of real estate, litigation, banking & insurance claims.
Ingham Retirement Group
Crunchbase Website Twitter Facebook Linkedin
Ingham Retirement Group offers retirement planning, consulting, and investment advisory services.
Life Management Center
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Life Management Center provides behavioral health, mental wellness, family counseling including psychiatric, therapeutic & support services.
RMC
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RMC provides assurance, protection programs, assets, resources, facilities, networks, infrastructure and risk assessments installations.
Noesis Capital Management
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Noesis Capital Management is a registered investment advisory firm.
Align
Crunchbase Website Twitter Facebook Linkedin
Align provides management consulting, financial and advisory services.
Legal Bill Review & Rehab Audit Services
Crunchbase Website Twitter Facebook Linkedin
Legal Bill Review & Rehab Audit Services provides legal services on analysis and billing guidelines as well as audits and rehab bills.
Curri Properties
Crunchbase Website Twitter Facebook Linkedin
Curri Properties provides residential and commercial real estate services.
Schwab Charitable
Crunchbase Website Twitter Facebook Linkedin
Schwab Charitable is a public charity firm that supports donors to maximize charitable giving through tax-advised fund accounts.
RetireAware
Crunchbase Website Twitter Facebook Linkedin
RetireAware is a financial service provider that offers retirement planning, risk management, advisory, and fiduciary services.
Blue Springs Capital Partners
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Blue Springs Capital Partners renders advice, strategy, consulting, financial and business development services.
Carnahan Group
Crunchbase Website Twitter Facebook Linkedin
Carnahan Group is a healthcare technology and consulting firm.
Allen C. Ewing & Co.
Crunchbase Website Twitter Facebook Linkedin
Allen C. Ewing & Co. is an independent investment banking firm.
Conexus Capital Advisors
Crunchbase Website Twitter Facebook Linkedin
Conexus Capital Advisors is an investment banking firm that offers strategic and financial advisory services to small businesses.
Chalik & Chalik Injury Lawyers
Crunchbase Website Twitter Facebook Linkedin
Personal injury law firm in Florida
Allgen Financial Services
Crunchbase Website Twitter Facebook Linkedin
AllGen Financial Services promotes financial wisdom to all generations in the pursuit of financial freedom through sound advice.
Catamaran Guru
Crunchbase Website Twitter Facebook Linkedin
The One Source for Catamaran Sailors and Yacht Owners
FMA
Crunchbase Website Twitter Facebook Linkedin
FMA is a business advisory firm that specializes in tax and accounting services for businesses and individuals.
Toney HealthCare Consulting
Crunchbase Website Twitter Facebook Linkedin
Toney HealthCare Consulting provides advisory, hands-on leadership and staffing services for healthcare organizations.
Berger Singerman
Crunchbase Website Twitter Facebook Linkedin
Berger Singerman LLP is a Florida business law firm with offices in Boca Raton, Fort Lauderdale, Miami and Tallahassee
Community Capital Management
Crunchbase Website Twitter Facebook Linkedin
Community Capital Management is an investment advisory firm that offers fixed income, risk management, equities & separate account services.
Cumberland Advisors
Crunchbase Website Twitter Facebook Linkedin
Cumberland Advisors primarily focuses on rendering conservative investment orientation to manage both risks as well as returns.
Billionaires Portfolio
Crunchbase Website Twitter Facebook Linkedin
Billionaires Portfolio offers investment research, consulting, and advisory services.
Aria Capital Advisors
Crunchbase Website Twitter Facebook Linkedin
Aria Capital Advisors expertise in financial advisory service for mergers & acquisitions, capital ventures, growth capital & restructuring.
Pictera Solutions
Crunchbase Website Twitter Facebook Linkedin
Pictera Solutions delivers legal support services, forensic data collection, electronic data, printing and consulting.
1Source Partners
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1Source Partners provides an extensive range of services in tax, business consulting and accounting for individuals, executive & businesses.
One Eleven Capital
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One Eleven Capital specializes in private equity and financing services.
Leverage Business Strategy
Crunchbase Website Twitter Facebook Linkedin
Leverage Business Strategy provides financial consulting, change management and advisory services.
Advize Health
Crunchbase Website Twitter Facebook Linkedin
Advize Health is a healthcare consulting services.
FSA Investment Group
Crunchbase Website Twitter Facebook Linkedin
FSA Investment Group is a consulting firm that offers financing and investment management services to its clients.
Vision Point Capital
Crunchbase Website Twitter Facebook Linkedin
Vision Point Capital is a financial advisory firm that specializes in business development, litigation support and M&A valuation services.
Nathan Holdings
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Nathan Holdings is a real estate investment company that manages and invests in a broad range of residential and commercial properties.
Upchurch Watson White & Max
Crunchbase Website Twitter Facebook Linkedin
Upchurch Watson White & Max offers online dispute resolution, family mediation, arbitration, magistrate and wealth administration services.
Cherokee Capital
Crunchbase Website Twitter Facebook Linkedin
Cherokee Capital provides private equity and buy-side advisory services including investment strategy and ownership transition solutions.
Premier Franchise Advisors
Crunchbase Website Twitter Facebook Linkedin
Premier Franchise Advisors is a financial firm that provides strategy, capital investment, private equity, advice, and consulting services.
Blake Investment Partners
Crunchbase Website Twitter Facebook Linkedin
Blake Investment Partners develops scalable and innovative investment strategies to achieve robust returns through superior execution.
Berkeley Square Capital
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Berkeley Square Capital specializes in private equity, merger acquisitions, credit advice, investment and financial services.
Quant Data
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Quant Data is an application that provides real-time options to track smart-money transactions for retail traders.
Vernis & Bowling
Crunchbase Website Twitter Facebook Linkedin
Vernis & Bowling is a legal law services provider firm.
Aegis Consulting
Crunchbase Website Twitter Facebook Linkedin
Aegis Consulting provides advice to successful families related to wealth management, real estate and financial services.
Accounting & Tax Edge
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Accounting & Tax Edge specializes in bookkeeping, payroll, Quickbooks, financial planning, advisory, and business consulting services.
Element Pointe Advisors
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Element Pointe Advisors provides investment management, wealth management and portfolio management along with advisory service.
Van Commodities
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Van Commodities is an commodity brokerage firm.
Dakota Wealth Management
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Dakota Wealth Management is an investment management firm that offers investment portfolios and strategies to achieve the client’s success.
1st Choice Advisors
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1st Choice Advisors provides accounting software, consulting and professional services for nonprofits, tribes and government agencies.
Master Construction Products
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Master Construction Products provides building materials like concrete block, powers steel, parking numbers, rebar and fabrication.
Samson Capital
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Samson Capital is a boutique capital advisory and investment consulting services.
PayOut USA
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PayOut USA specializes in offering payroll outsourcing, employee benefits, unemployment compensation tax and legal advisory services.
Hendry Real Estate Advisors Inc
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Hendry Real Estate Advisors specializes in the valuation of commercial assets throughout the United States.
Flavin Nooney & Person, CPAs and Advisors
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Flavin Nooney & Person, CPAs and Advisors is a CPA firm that provides accounting, wealth management, estate planning, and advice services.
Potomac Fund Management
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Potomac Fund Management is a provider of wealth management and financial advisory services.
Inca Investments
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Inca Investments is a financial advisory firm that specializes in equity strategies, securities, and asset management services.
nFront Consulting
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nFront Consulting provides planning, contract development, transactions, acquisitions, litigation support, SCED and transmission services.
Brooks & Associates
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Brooks & Associates provides accounting, audit, financial management consulting and advisory services.
