Top Investment Firms in Miami
49 Companies
List of the Top Miami Investment Management Firms
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$100,000+Undisclosed250 - 999Miami, FL
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Equipment Leases Inc. Was established in 2013. The midsize team offers 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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$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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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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$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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UndisclosedUndisclosed10 - 49Miami, FL
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Astor Realty Capital is located in New York, New York and Miami, Florida. They focus on Commercial Financing and Funding & Investment.
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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.
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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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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.
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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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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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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 - 249Miami, FL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingACRE, a Financial Advising & Planning company, specializes in Financial Advising & Planning and Commercial Financing. The firm is in Atlanta, Georgia and New York, New York.
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UndisclosedUndisclosed10 - 49Miami, FL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingFinancial Advising & Planning company White Wolf Capital is in Miami, Florida and New York, New York. They focus on Financial Advising & Planning and Commercial Financing and were launched in 2011.
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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 - 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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UndisclosedUndisclosed2 - 9Coral Gables, FL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingLocated in Coral Gables, Florida, Fourshore Partners is a small Financial Advising & Planning company. The team offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Miami, FL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingPrivate Equity Solutions is a Miami, Florida-based Financial Advising & Planning company. They focus on Financial Advising & Planning and Commercial Financing and were launched in 2010.
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UndisclosedUndisclosed2 - 9Miami, FL
Services provided
20% Funding & Investment40% Business Consulting20% Accounting +1 service20% Commercial FinancingLaunched in 2017, Bear Atlantic Group is a small Business Consulting company. Their services include Business Consulting and Commercial Financing.
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UndisclosedUndisclosed10 - 49Miami, FL
Services provided
40% Funding & Investment40% Commercial Financing10% Business Consulting +1 service10% Financial ConsultingAeon Group is a small Commercial Financing company established in 2012. Their team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Miami, FL
Services provided
10% Funding & Investment30% Business Valuation Services30% Commercial Financing +1 service30% Financial Advising & PlanningSolomon Partners is a Commercial Financing company located in New York, New York and Chicago, Illinois. They focus on Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Miami, FL
Services provided
30% Funding & Investment70% Fractional CMO ServicesLive-Stream interchange, a Fractional CMO Services company, was founded in 2021. The small team specializes in Fractional CMO Services and Funding & Investment.
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UndisclosedUndisclosed10 - 49Miami, FL
Services provided
10% Funding & Investment40% Commercial Financing30% Financial Advising & Planning +1 service20% Business Valuation ServicesHeadquartered in Miami, Florida, Cassel Salpeter and Co. Is a small Commercial Financing company. The team focuses on Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Miami, FL
Services provided
10% Funding & Investment45% Financial Advising & Planning45% Insurance Services & BrokersSmall Financial Advising & Planning company Ocean Financial Services, LLC, is located in Miami, Florida. Their services include Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Coral Gables, FL
Services provided
10% Funding & Investment30% Financial Advising & Planning20% Business Consulting +3 services20% Financial Consulting10% Insurance Services & Brokers10% Market ResearchMellig Group, a Financial Advising & Planning company, was established in 2016. The small team focuses on Financial Advising & Planning and Business Consulting.
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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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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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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.
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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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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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UndisclosedUndisclosed2 - 9Weston, FL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingB.I.G. Capital LLC, a small Financial Advising & Planning company, is headquartered in Weston, Florida. The team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249Boca Raton, FL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingSun Capital Partners, Inc., a Financial Advising & Planning company, was established in 1995. They offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Delray Beach, FL
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Alexander Capital Ventures focuses on Commercial Financing and Funding & Investment. They were launched in 2014.
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UndisclosedUndisclosed2 - 9Boca Raton, FL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingEstablished in 2015, Millpond Equity Partners is a Financial Advising & Planning company. The team provides 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 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.
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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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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 - 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 - 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.
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UndisclosedUndisclosed2 - 9Miami Beach, FL
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Real Estate Loans, Inc. Is a small Commercial Financing and Funding & Investment company based in Miami Beach, Florida. Their services include Commercial Financing and Funding &
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UndisclosedUndisclosed2 - 9Miami Beach, FL
Services provided
50% Funding & Investment50% Commercial FinancingPriority Appraisals, a Commercial Financing and Funding & Investment company, is headquartered in Miami Beach, Florida. They provide Commercial Financing and Funding & Investment.
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A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size. Learn More
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
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Top Miami Investment Management Firms
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$100,000+Undisclosed250 - 999Miami, FL
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 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 -
$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 -
UndisclosedUndisclosed50 - 249Miami, FL
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
$1,000+$25 - $49 / hr10 - 49North Miami, FL
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
15% Funding & Investment85% Other -
UndisclosedUndisclosed10 - 49Miami, FL
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% Funding & Investment80% Other -
UndisclosedUndisclosed10 - 49Miami, FL
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed10 - 49Coral Gables, FL
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed1,000 - 9,999Miami, FL
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
20% Funding & Investment80% Other -
UndisclosedUndisclosed2 - 9Miami, FL
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other
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