Company lists · Data refreshed September 2026

Top 25 Fintech advisory platforms based in Miami, United States

RevenueBase identified 55 company matches for fintech advisory platforms associated with Miami, United States as of September 2026 and tracks 795 professional contacts across them, including 314 with verified work emails. Across the United States, New York is the largest hub for this category (311 companies); Miami has 55.

This list covers company matches for fintech advisory platforms associated with Miami, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built
55Companies
795Contacts tracked
314Verified emails
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The 25 largest fintech advisory platforms based in Miami, United States

Ranked by team size
Top 25 of 55 company matches for fintech advisory platforms based in Miami, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchMiami, FL, United StatesHQ recorded Sep 28, 2026201-500220 contacts →

Exact match

“Securitize (NYSE: SECZ) is Tokenizing the World as the world's largest tokenization platform with $4B+ assets issued onchain.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2Exact matchMiami, FL, United StatesHQ recorded Sep 28, 202651-200105 contacts →

Exact match

“We are a Financial Technology company.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3Exact matchMiami, FL, United StatesHQ recorded Sep 28, 202651-20074 contacts →

Exact match

“Crossmint is a one-stop-shop developer platform for building modern financial applications, from the next generation of fintechs to applications that leverage AI agent–driven…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4Exact matchMiami, FL, United StatesHQ recorded Sep 28, 202651-20065 contacts →

Exact match

“A pioneering financial super app transforming how over 40 million consumers across the Americas manage their finances and lifestyles.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5Exact matchMiami, FL, United StatesHQ recorded Sep 28, 202651-20031 contacts →

Exact match

“Leap Financial pioneers the fusion of fintech and AI, transforming financial services and customer interactions.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6Exact matchMiami, FL, United StatesHQ recorded Sep 28, 202651-20028 contacts →

Exact match

“Templum is the operating infrastructure for the future of private markets.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7Exact matchMiami, FL, United StatesHQ recorded Sep 28, 20261-1027 contacts →

Exact match

“BCP Global is a provider of digital solutions for financial advisors and financial institutions.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8Exact matchMiami, FL, United StatesHQ recorded Sep 28, 202611-5026 contacts →

Exact match

“InnReg - Regulatory Compliance and Innovation Services helps fintech companies succeed in highly regulated markets.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9Exact matchMiami, FL, United StatesHQ recorded Sep 28, 202651-20025 contacts →

Exact match

“Member of the Visa family since its acquisition in 2020, YellowPepper’s proven platform enables institutions to easily launch card and account agnostic real-time payments…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10Exact matchMiami, FL, United StatesHQ recorded Sep 28, 202611-5017 contacts →

Exact match

“Global Quantitative Advisors (GQA) is a quantitative finance, technology, and strategic consultancy founded in 2018, operating at the intersection of finance, artificial…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11Exact matchMiami, FL, United StatesHQ recorded Sep 28, 202611-5014 contacts →

Exact match

“QualIT is a technology partner helping financial institutions build secure, scalable, and compliant technology platforms.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12Exact matchMiami, FL, United StatesHQ recorded Sep 28, 202611-5012 contacts →

Exact match

“LadderStone is a strategy-first advisory and development firm operating at the intersection of financial services, fintech, digital assets, and regulatory transformation.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13Exact matchMiami, FL, United StatesHQ recorded Sep 28, 202611-506 contacts →

Exact match

“Alenet Inc is a software development firm specialized in financial services company based out of Coral Gables, Florida, United States.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14Exact matchMiami, FL, United StatesHQ recorded Sep 28, 20261-106 contacts →

Exact match

“Consulting Services in the financial industry, with a main focus on International or Domestic Broker Dealers and Investment Advisors offering a comprehensive array of solutions to…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15Exact matchMiami, FL, United StatesHQ recorded Sep 28, 20261-105 contacts →

Exact match

“Global PayTech Ventures (GPT) seeks to improve the way the world transfers value.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16Exact matchMiami, FL, United StatesHQ recorded Sep 28, 202611-503 contacts →

Exact match

“We are a New York-based IT consulting company, providing customized technology and regulatory services to top players in the financial industry, with a high level of expertise in…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17Exact matchMiami, FL, United StatesHQ recorded Sep 28, 202611-503 contacts →

Exact match

“About Us At TechieGeeks, we don’t build technology for everyone-we build technology for FinTech only.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18Exact matchMiami, FL, United StatesHQ recorded Sep 28, 202611-502 contacts →

Exact match

“ThoughtLinks is a strategic advisory firm specializing in AI, enterprise transformation, and innovation for banking and capital markets.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19Exact matchMiami, FL, United StatesHQ recorded Sep 28, 202611-502 contacts →

Exact match

“We’re hard at work creating a wealth management platform that will give you a simple way to grow and manage all of your money in one place in real time.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20Exact matchMiami, FL, United StatesHQ recorded Sep 28, 20261-102 contacts →

Exact match

“For 15 years, WBC has provided professional and governance services, innovation paths, and exit strategies to IT companies and Financial Institutions.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21Exact matchMiami, FL, United StatesHQ recorded Sep 28, 202651-2001 contacts →

Exact match

“Harmoney democratizes access to promote the elevation and scalability of your credit.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22Exact matchMiami, United StatesHQ recorded Sep 28, 20261-101 contacts →

Exact match

“ClarityEdge: A Technology Consulting Firm for Family Offices.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23Exact matchMiami, FL, United StatesHQ recorded Sep 28, 20261-101 contacts →

Exact match

“Business consultations focusing on financial crime and regulatory compliance with an affinity towards complex problem-solving and process improvement.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24Exact matchMiami, FL, United StatesHQ recorded Sep 28, 20261-101 contacts →

Exact match

“It Pays Group is a payments and banking consulting firm that enables digital evolution.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25Exact matchMiami, FL, United StatesHQ recorded Sep 28, 20261-101 contacts →

Exact match

“Endtime Investments was created with the purpose of helping businesses and individuals in growing their businesses by implementing financial strategies and utilizing technology.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

Showing 25 of 55 fintech advisory platforms based in Miami, United States

See the full list, filter by size, metro and specialty, and access 314 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fintech advisory platforms based in Miami, United States at a glance

As of Sep 28, 2026
39.5%Verified-email coverage
14.5Average contacts per company
11-50Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
23
11-50
22
51-200
9
201-500
1

Email recency for this list is measured across the whole United States list rather than for Miami, so it is reported there. Company counts and contact totals on this page are exact for Miami, over 55 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with Miami, United States whose business descriptions match “fintech advisory platforms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 314 professional contacts with verified work emails across the full matched dataset. 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 28, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “fintech advisory platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fintech advisory platforms are there based in Miami, United States?

RevenueBase identified 55 company matches for fintech advisory platforms associated with Miami, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Securitize tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most fintech advisory platforms?

New York leads the United States with 311 company records, followed by San Francisco (95) and Miami (55).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 314 professional contacts with verified work emails tracked across these 55 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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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 SmartSearch, 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.