Top Investment Firms in Florida
84 Companies
List of the Top Florida Investment Management Firms
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Undisclosed$200 - $300 / hr2 - 9Palm Beach Gardens, FL
Services provided
50% Funding & Investment50% Commercial FinancingTeam Kat & Mouse is a Commercial Financing and Funding & Investment company. Their team is in Palm Beach Gardens, Florida and focuses on Commercial Financing and Funding & Investment.
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$1,000+< $25 / hr10 - 49Miami, FL
Services provided
100% Funding & InvestmentAbsolute Advisors, a Funding & Investment company, was launched in 2021. The small team specializes in Funding & Investment.
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UndisclosedUndisclosed50 - 249Miami, FL
Services provided
100% Funding & InvestmentNurp is a midsize Funding & Investment company. They offer Funding & Investment and were established in 2023.
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UndisclosedUndisclosed2 - 9Coral Gables, FL
Services provided
50% Funding & Investment50% Commercial FinancingNegocios en Florida, a Commercial Financing and Funding & Investment company, is headquartered in Coral Gables, Florida. Their services include Commercial Financing and Funding & Investment.
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$100,000+Undisclosed2 - 9North Miami Beach, FL
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Hard Money Lenders IO offers Commercial Financing and Funding & Investment. They are located in North Miami Beach, Florida.
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$10,000+Undisclosed10 - 49Deerfield Beach, FL
Services provided
50% Funding & Investment50% Commercial FinancingEstablished in 2024, Jacobs Family Advisors is a Commercial Financing and Funding & Investment company. The small team specializes in Commercial Financing and Funding & Investment.
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$250,000+Undisclosed2 - 9Sarasota, FL
Services provided
50% Funding & Investment50% Business Valuation ServicesStevevanleeuwen.com is a Business Valuation Services and Funding & Investment company. The Sarasota, Florida-based company specializes in Business Valuation Services and Funding & Investment.
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$100,000+$25 - $49 / hr10 - 49Miami, FL
Services provided
35% Funding & Investment35% Business Consulting30% Financial ConsultingLocated in Miami, Florida, Liquida Capital is a small Business Consulting company. The team specializes in Business Consulting and Funding & Investment.
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UndisclosedUndisclosed50 - 249Miami, FL
Services provided
15% Funding & Investment70% Commercial Financing15% Financial ConsultingGreenbox Capital, a Commercial Financing company, was launched in 2012. They offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Miami, FL
Services provided
30% Funding & Investment40% Accounting30% Tax LawIVANKO Global, accounting services in USA is an Accounting company. The Miami, Florida-based team provides Accounting and Tax Law.
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UndisclosedUndisclosed2 - 9Boca Raton, FL
Services provided
20% Funding & Investment20% Accounting20% Financial Consulting +2 services20% Real Estate Law20% Tax LawTroncone CPA is a small Accounting company. They offer Accounting and Tax Law and were founded in 1999.
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UndisclosedUndisclosed50 - 249Boca Raton, FL
Services provided
50% Funding & Investment50% Commercial FinancingHidden Harbor Capital Partners is a Commercial Financing and Funding & Investment company established in 2016. The firm focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Miami, FL
Services provided
50% Funding & Investment50% Commercial FinancingThe Venture City is a midsize Miami, Florida-based Commercial Financing and Funding & Investment company. The team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed250 - 999Boca Raton, FL
Services provided
100% Funding & InvestmentIn Boca Raton, Florida and Chicago, Illinois, Kayne Anderson is a Funding & Investment company. Founded in 1984, the team specializes in Funding & Investment.
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$5,000+$100 - $149 / hr2 - 9Miami, FL
Services provided
20% Funding & Investment20% Business Consulting20% Business Valuation Services +3 services20% Marketing Strategy10% Corporate Training & Coaching10% Environmental ConsultingMarketing Strategy company Nexuma was launched in 2023. The agency focuses on Marketing Strategy and Business Consulting, and is small.
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$1,000+Undisclosed2 - 9Lauderdale-by-the-Sea, FL
Services provided
25% Funding & Investment25% Digital Asset Management25% Financial Advising & Planning +1 service25% Financial ConsultingEstablished in 2020, Digital Airdrop Analyst - Gareth Dreher is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Digital Asset Management.
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$1,000+$25 - $49 / hr10 - 49North Miami, FL
Services provided
15% Funding & Investment20% Financial Consulting15% Business Valuation Services +5 services15% Market Research10% Commercial Financing10% Financial Advising & Planning10% Marketing Strategy5% Finance LawDawn Financial is a Financial Consulting company. Their small team is based in North Miami, Florida. Their services include Financial Consulting and Market Research.
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UndisclosedUndisclosed10 - 49Miami, FL
Services provided
20% Funding & Investment20% Commercial Brokerage Services20% Financial Advising & Planning +2 services20% Logo20% Recruitment Process OutsourcingMy Miami Mortgage Broker is a Logo company. Headquartered in Miami, Florida and Miami, Florida, the agency was established in 2010. Their services include Logo and Commercial Brokerage Services.
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UndisclosedUndisclosed2 - 9Heathrow, FL
Services provided
20% Funding & Investment40% Accounting20% Financial Advising & Planning +1 service20% Financial ConsultingUnited Accounting Group LLC is an Accounting company. Their small team of employees is headquartered in Heathrow, Florida. Their team specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Coral Gables, FL
Services provided
50% Funding & Investment50% Commercial FinancingAvance Investment Management is a New York, New York-based Commercial Financing and Funding & Investment company. Established in 2020, the team offers Commercial Financing and Funding & Investment.
Read moreSee All Locations (2)Coral Gables, FL
2990 Ponce de Leon Blvd, Ste 500
Coral Gables, FL 331346 - 9
305-503-2718
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UndisclosedUndisclosed1,000 - 9,999Miami, FL
Services provided
20% Funding & Investment20% Business Consulting20% Commercial Financing +2 services20% Financial Advising & Planning20% Financial ConsultingCitadel is a Business Consulting company launched in 1990. The team offers Business Consulting and Commercial Financing.
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$1,000+Undisclosed2 - 9St. Augustine, FL
Services provided
10% Funding & Investment20% Accounting20% Finance & Accounting Outsourcing (FAO) +4 services20% Fractional CFO Services15% Business Consulting10% Financial Advising & Planning5% Financial ConsultingTill CFO is a small St. Augustine, Florida-based Finance & Accounting Outsourcing (FAO) company. The team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Fort Lauderdale, FL
Services provided
50% Funding & Investment50% Commercial FinancingBased in Fort Lauderdale, Florida, Harbor Beach Capital is a small Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Sarasota, FL
Services provided
50% Funding & Investment50% Commercial FinancingL&E Partners, a Commercial Financing and Funding & Investment company, was launched in 2009. The company offers Commercial Financing and Funding & Investment, and is small.
Read moreSee All Locations (2)Sarasota, FL
8051 N. Tamiami Trail Suite M1
Sarasota, FL 342432 - 5
941.351.3500
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UndisclosedUndisclosed2 - 9Miami, FL
Services provided
50% Funding & Investment50% Commercial FinancingIn New York, New York and Miami, Florida, Round Table Capital Management LP is a Commercial Financing and Funding & Investment company. They provide Commercial Financing and Funding & Investment.
Read moreSee All Locations (2)Miami, FL
120 NW 25th Street, Suite 203
Miami, FL 331272 - 5
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UndisclosedUndisclosed2 - 9Jacksonville, FL
Services provided
50% Funding & Investment50% Commercial FinancingValue Acquisition Fund, a Commercial Financing and Funding & Investment company, is located in Memphis, Tennessee and Jacksonville, Florida. They offer Commercial Financing and Funding & Investment.
Read moreSee All Locations (2)Jacksonville, FL
9995 Gate Parkway, Suite 330
Jacksonville, FL 322462 - 5
904.393.9020
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UndisclosedUndisclosed2 - 9Miami, FL
Services provided
100% Funding & InvestmentColbert Investment Management is a Funding & Investment company founded in 1997. Their services include Funding & Investment.
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UndisclosedUndisclosed50 - 249St. Augustine, FL
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingEstablished in 2010, DLP Capital is a midsize St. Augustine, Florida-based Financial Advising & Planning company. Their team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249Palm Beach Gardens, FL
Services provided
25% Funding & Investment25% Commercial Financing20% Financial Advising & Planning +3 services10% Accounting10% Business Consulting10% Financial ConsultingEstablished in 2018, Dakota Wealth Management is a midsize Billings, Montana-based Commercial Financing company. Their services include Commercial Financing and Funding & Investment.
Read moreSee All Locations (3)Palm Beach Gardens, FL
11376 North Jog Road Suite 101
Palm Beach Gardens, FL 3341810 - 15
(561) 774-8101
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UndisclosedUndisclosed50 - 249West Palm Beach, FL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingMidsize Financial Advising & Planning company Stone Point Capital, is in Greenwich, Connecticut and New York, New York. Their services include Financial Advising & Planning and Commercial Financing.
Read moreSee All Locations (3)West Palm Beach, FL
205 Datura St #400
West Palm Beach, FL 33401151 - 200
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UndisclosedUndisclosed50 - 249Coral Gables, FL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingTrivest is a Financial Advising & Planning company. The Coral Gables, Florida-based team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249West Palm Beach, FL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingComvest Partners is a midsize Financial Advising & Planning company. They offer Financial Advising & Planning and Commercial Financing and were founded in 2000.
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UndisclosedUndisclosed50 - 249West Palm Beach, FL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingLaunched in 2007, Sterling Organization is a Financial Advising & Planning company. The team focuses on Financial Advising & Planning and Commercial Financing and is in West Palm Beach, Florida.
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UndisclosedUndisclosed50 - 249Tampa, FL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingSCP & CO, a midsize Financial Advising & Planning company, is located in Tampa, Florida. The team offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Naples, FL
Services provided
30% Funding & Investment30% Commercial Financing20% Financial Advising & Planning +2 services10% Business Consulting10% Financial ConsultingLiberty Capital Partners is a Commercial Financing company. The Providence, Rhode Island-based firm provides Commercial Financing and Funding & Investment.
Read moreSee All Locations (2)Naples, FL
4851 Tamiami Trail N STE 200
Naples, FL 341031
203-323-6666
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UndisclosedUndisclosed2 - 9Vero Beach, FL
Services provided
30% Funding & Investment50% Business Consulting20% HR OutsourcingPortfolio Management Group is a Business Consulting company. Located in Vero Beach, Florida, the agency was established in 2012. Their team focuses on Business Consulting and Funding & Investment.
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UndisclosedUndisclosed10 - 49West Palm Beach, FL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingCambridge Capital is a Financial Advising & Planning company based in West Palm Beach, Florida. They specialize in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Ponte Vedra Beach, FL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingMountainStar Partners is a Ponte Vedra Beach, Florida-based Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49St. Petersburg, FL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingEstablished in 1985, The Anderson Group is a Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49West Palm Beach, FL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingLaunched in 2006, Addison Capital Partners is a Financial Advising & Planning company. The company offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Miami, FL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingBoyne Capital is a Financial Advising & Planning company. The small Miami, Florida-based team focuses on Financial Advising & Planning and Commercial Financing. The firm was founded in 2006.
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UndisclosedUndisclosed10 - 49Jacksonville, FL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingLaunched in 1988, Timucuan Asset Management is a small Jacksonville, Florida-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Commercial
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UndisclosedUndisclosed10 - 49Tampa, FL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingHealthEdge Investment Partners is a Financial Advising & Planning company. Their team is located in Tampa, Florida. The firm offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49West Palm Beach, FL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingFounded in 2001, LongueVue Capital is a small Metairie, Louisiana-based Financial Advising & Planning company. Their team focuses on Financial Advising & Planning and Commercial Financing.
Read moreSee All Locations (2)West Palm Beach, FL
515 N Flagler Dr p 300
West Palm Beach, FL 3340121 - 30
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UndisclosedUndisclosed10 - 49Jacksonville Beach, FL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingFounded in 1984, Dubin Clark is a small Boston, Massachusetts-based Financial Advising & Planning company. Their team specializes in Financial Advising & Planning and Commercial Financing.
Read moreSee All Locations (2)Jacksonville Beach, FL
1030 2nd St S
Jacksonville Beach, FL 3225021 - 30
(203) 629-2030
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UndisclosedUndisclosed10 - 49Miami, FL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingLorient Capital, a Financial Advising & Planning company, offer Financial Advising & Planning and Commercial Financing. They were founded in 2015.
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UndisclosedUndisclosed1,000 - 9,999Bonita Springs, FL
Services provided
10% Funding & Investment20% Back Office Outsourcing20% CRM Consulting and SI +3 services20% Robotics Process Automation20% Sales Outsourcing10% IT Strategy ConsultingEdenred Pay USA is a CRM consulting and SI company. Located in Bonita Springs, Florida and Secaucus, New Jersey, the agency offers CRM consulting and SI and Back Office Outsourcing.
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UndisclosedUndisclosed10 - 49Fort Lauderdale, FL
Services provided
50% Funding & Investment50% Commercial FinancingPrime Rock Energy Capital, LLC is a Commercial Financing and Funding & Investment company. The Berwyn, Pennsylvania-based team specializes in Commercial Financing and Funding & Investment.
Read moreSee All Locations (2)Fort Lauderdale, FL
2755 East Oakland Park Blvd, Suite 200
Fort Lauderdale, FL 333062 - 5
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UndisclosedUndisclosed2 - 9Miami, FL
Services provided
100% Funding & InvestmentMashman Investments is a Funding & Investment company. The agency is headquartered in Miami, Florida. Their team offers Funding & Investment.
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UndisclosedUndisclosed2 - 9Miami, FL
Services provided
100% Funding & InvestmentMashman Properties is a small Miami, Florida-based Funding & Investment company. Their services include Funding & Investment.
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Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
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List of the Top Florida Investment Management Firms
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Undisclosed$200 - $300 / hr2 - 9Palm Beach Gardens, FL
Ability to deliver
6.9/40.00/20 Reviews1.8/10 Clients & Experience5.2/10 Market PresenceService focus
50% Funding & Investment50% Other -
$1,000+< $25 / hr10 - 49Miami, FL
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
100% Funding & Investment -
UndisclosedUndisclosed50 - 249Miami, FL
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
100% Funding & Investment -
UndisclosedUndisclosed2 - 9Coral Gables, FL
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
50% Funding & Investment50% Other -
$100,000+Undisclosed2 - 9North Miami Beach, FL
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
50% Funding & Investment50% Other -
$10,000+Undisclosed10 - 49Deerfield Beach, FL
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
50% Funding & Investment50% Other -
$250,000+Undisclosed2 - 9Sarasota, FL
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
50% Funding & Investment50% Other -
$100,000+$25 - $49 / hr10 - 49Miami, FL
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
35% Funding & Investment65% Other -
UndisclosedUndisclosed50 - 249Miami, FL
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
15% Funding & Investment85% Other -
UndisclosedUndisclosed2 - 9Miami, FL
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
30% Funding & Investment70% Other -
UndisclosedUndisclosed2 - 9Boca Raton, FL
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
20% Funding & Investment80% Other -
UndisclosedUndisclosed50 - 249Boca Raton, FL
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed50 - 249Miami, FL
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed250 - 999Boca Raton, FL
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Funding & Investment -
$5,000+$100 - $149 / hr2 - 9Miami, FL
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
20% Funding & Investment80% Other
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