Top Investment Firms in Miami
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List of the Top Miami Investment Management Firms
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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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$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+$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.
Read moreMiami, FL
333 SE 2nd Avenue, Suite 2000
Miami, FL 3313110 - 15
9544947288
See All Locations (2)Miami, FL
333 Southeast 2nd Avenue
Miami, FL 3313110 - 15
+1(954) 494-7288
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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.
Read moreSee All Locations (2)Miami, FL
1395 Brickell Avenue, Suite 800
Miami, FL 331312 - 5
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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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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 - 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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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.
Read moreSee All Locations (3)Miami, FL
66 West Flagler Street, Suite 900
Miami, FL 331301
877.204.1311
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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.
Read moreSee All Locations (3)Miami, FL
3350 Virginia Street
Miami, FL 331336 - 9
+1.212.508.1600
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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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$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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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.
Read moreSee All Locations (2)Coral Gables, FL
400 University Dr., Suite 400
Coral Gables, FL 331342 - 5
917-421-9890
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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.
Read moreSee All Locations (2)Fort Lauderdale, FL
2755 East Oakland Park Blvd, Suite 200
Fort Lauderdale, FL 333062 - 5
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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 - 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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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.
Read moreSee All Locations (2)Delray Beach, FL
601 N Congress Ave STE 431
Delray Beach, FL 334452 - 5
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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.
Read moreSee All Locations (3)West Palm Beach, FL
205 Datura St #400
West Palm Beach, FL 33401151 - 200
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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.
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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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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Focus (x-axis)
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Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
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List of the Top Miami Investment Management Firms
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$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 -
$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 -
$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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