Company lists · Data refreshed September 2026
Top 10 Financial services companies based in Tampa, United States
The Tampa financial services companies directory contains 36 companies and 306 contacts, including 35 email addresses. New York is the single most-represented city among the companies on the list, and the directory was updated in September 2026.
Financial services companies provide financial products or services such as banking, lending, payments, investment, insurance, and wealth management. This list covers companies that provide financial products or services to consumers, businesses, institutions, or other organizations. Ranked by team size, largest first. Data current as of September 6, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 10 largest financial services companies based in Tampa, United States
Ranked by team size| # | Company | RevenueBase Smart Search | Contacts | ||
|---|---|---|---|---|---|
| 1 | Strong evidence | 21 contacts → | |||
“For three generations Adcock Financial has been providing services to successful businesses and high net worth families in the Tampa Bay area.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 2 | Strong evidence | 13 contacts → | |||
“First Liberties Financial representatives service institutions, corporations, alternative asset managers, and high-net-worth individuals providing a diverse range of services…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 3 | Strong evidence | 8 contacts → | |||
“Sickle Hunter Financial Advisors is a Financial Planning and Asset Management firm located in Tampa, Florida.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 4 | Strong evidence | 8 contacts → | |||
“We design customized financial strategies to improve your life, including- Financial Planning - Investments - Insurance Our affiliated advisors collectively serve households…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 5 | Strong evidence | 6 contacts → | |||
“At Golden Road Advisors, our mission is to help you gain the financial confidence you need to live the life you want.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 6 | Strong evidence | 5 contacts → | |||
“Cassedy Financial Group is a financial services company based out of 113 S Boulevard, Tampa, Florida, United States.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 7 | Strong evidence | 5 contacts → | |||
“Let us help you achieve your financial goals.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 8 | Indirect evidence | 4 contacts → | |||
“Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 9 | Strong evidence | 2 contacts → | |||
“When you’re making important financial decisions you want sound, personalized advice from someone who knows you.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 10 | Strong evidence | 2 contacts → | |||
“Avid Financing envisions becoming a leading provider of financial solutions by prioritizing customer satisfaction and building long-term relationships.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial services companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names financial services companies.
- Partial evidence
- Its own public description names part of financial services companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial services companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 10 of 36 financial services companies based in Tampa, United States
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 35 reachable decision-makers.
Free signup · no credit card
Financial services companies based in Tampa, United States at a glance
As of Sep 6, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Tampa, over 36 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial services companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Tampa, United States whose own description of what they do matches “financial services companies”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial services companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among financial services companies, and records with no verified work email. Companies headquartered outside Tampa are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 35 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 6, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Financial services companies by metro in the United States
- Financial services companies in New York175
- Financial services companies in Dallas67
- Financial services companies in Houston67
- Financial services companies in Atlanta59
- Financial services companies in Chicago55
- Financial services companies in Miami53
- Financial services companies in Charlotte47
- Financial services companies in San Diego44
- Financial services companies in Boston40
- Financial services companies in Los Angeles40
- Financial services companies in Tampa36
- Financial services companies in Phoenix34
- Financial services companies in Irvine33
- Financial services companies in San Antonio32
- Financial services companies in San Francisco32
- Financial services companies in Austin30
- Financial services companies in Columbus30
- Financial services companies in Denver30
- Financial services companies in Scottsdale30
- Financial services companies in Columbia28
Frequently asked
How many financial services companies are in the directory?
The directory contains 36 financial services companies based in Tampa, United States.
Where are the financial services companies located?
The directory covers financial services companies based in Tampa, United States; New York is the single most-represented city among the companies on the list.
How many contacts and email addresses are available for financial services companies?
The directory includes 306 contacts and 35 email addresses for financial services companies.
Ready to reach these companies? Verified emails and direct dials for all 36 financial services companies based in Tampa, United States. Start with a free account, no credit card.
Download this list →Related lists
Financial services companies by geography
- Financial services companies based in the United States
- Financial services companies based in the United Kingdom
- Financial services companies based in Canada
- Financial services companies based in the Netherlands
- Financial services companies based in France
- Financial services companies based in Australia
- Financial services companies based in Germany
- Financial services companies based in Brazil
- Financial services companies based in South Africa
- Financial services companies based in Belgium
- Financial services companies based in Mexico
- Financial services companies based in Switzerland
Browse the directory
Browse: Companies home · Financial services companies in United States · All United States lists · All Financial services companies lists · New lists
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial services companies based in the United States
- Financial services companies based in the United Kingdom
- Financial services companies based in Canada
- Financial services companies based in the Netherlands
- Financial services companies based in France
- Financial services companies based in Australia