Company lists · Data refreshed September 2026

Top 22 Investment firms based in Coral Gables, United States

Name: Investment firms based in Coral Gables, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 37 companies tracked

RevenueBase identified 37 investment firms headquartered in Coral Gables, United States as of September 2026 and tracks 297 professional contacts across them, including 109 with verified work emails. New York is the largest hub.

This list covers investment firms headquartered in Coral Gables, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

37Companies

297Contacts tracked

109Verified emails

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The 22 largest investment firms based in Coral Gables, United States

Ranked by team size

Top 22 of 37 investment firms based in Coral Gables, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	INVEXIndirect evidence	Coral Gables, FL, United StatesHQ checked Sep 4, 2026	11-50	52
	Source: company website · checked Sep 4, 2026
2	The Canero GroupIndirect evidence	Coral Gables, FL, United StatesHQ checked Sep 4, 2026	11-50	36
	“The Canero Group - a private organization specializing in a full range of acquisition, management, and advisory services for Real Estate Investors.” Source: company website · checked Sep 4, 2026
3	Seaview Investment ManagersStrong evidence	Coral Gables, FL, United StatesHQ checked Sep 4, 2026	11-50	21
	“Seaview Investment Managers is an independent Registered Investment Advisor (RIA) that provides Investment Advisory Services to institutions and their advisors.” Source: company website · checked Sep 4, 2026
4	Dagrosa Capital Partners LLCStrong evidence	Coral Gables, FL, United StatesHQ checked Sep 4, 2026	11-50	18
	“Founded in 2019 by Joseph DaGrosa, Jr, DaGrosa Capital Partners (“DCP”) is a Miami-based private equity and real estate investment firm strategically focused on investing in…” Source: company website · checked Sep 4, 2026
5	Axxes CapitalIndirect evidence	Coral Gables, FL, United StatesHQ checked Sep 4, 2026	11-50	15
	“Strategic Expertise.” Source: company website · checked Sep 4, 2026
6	Meira WealthIndirect evidence	Coral Gables, FL, United StatesHQ checked Sep 4, 2026	1-10	10
	“For over nearly three decades, we’ve loved coming to work and making a positive difference in our clients' financial lives.” Source: company website · checked Sep 4, 2026
7	VIM Wealth ManagementIndirect evidence	Coral Gables, FL, United StatesHQ checked Sep 4, 2026	11-50	9
	“Welcome to a different perspective.” Source: company website · checked Sep 4, 2026
8	Mccombie GroupStrong evidence	Coral Gables, FL, United StatesHQ checked Sep 4, 2026	11-50	8
	“McCombie Group is an investment banking and M&A advisory firm guiding mid-market businesses to build, fund, and sell.” Source: company website · checked Sep 4, 2026
9	Premia Global AdvisorsIndirect evidence	Coral Gables, FL, United StatesHQ checked Sep 4, 2026	1-10	8
	“Founder: Miguel Sosa, CIMA Phone: 786 646-9140 msosa@premiaglobaladvisors.com Our priority is to help you achieve your financial goals.” Source: company website · checked Sep 4, 2026
10	Blackpoint Capital PartnersIndirect evidence	Coral Gables, FL, United StatesHQ checked Sep 4, 2026	1-10	7
	“At BlackPoint Capital Partners, our mission is to provide personalized and comprehensive financial guidance to executives, business owners, and British and American expats…” Source: company website · checked Sep 4, 2026
11	Campbell Williams, INCStrong evidence	Coral Gables, FL, United StatesHQ checked Sep 4, 2026	1-10	6
	“We are an Investment Consulting firm, working with high net worth individuals on their long term financial and tax planning.” Source: company website · checked Sep 4, 2026
12	Invenio Wealth Partners, LLCStrong evidence	Coral Gables, FL, United StatesHQ checked Sep 4, 2026	1-10	6
	“We are a highly experienced team of wealth management professionals with an extensive background in financial planning, investment management and consulting for high-net-worth…” Source: company website · checked Sep 4, 2026
13	Loyola Asset ManagementIndirect evidence	Coral Gables, FL, United StatesHQ checked Sep 4, 2026	1-10	6
	“At Loyola, we work for a common goal: our clients success.” Source: company website · checked Sep 4, 2026
14	Globalinvest Financial Services INCStrong evidence	Coral Gables, FL, United StatesHQ checked Sep 4, 2026	11-50	5
	“Globalinvest Financial Services (GIFS) is a Registered Investment Advisor based in Coral Gables, Florida, offering personalized financial solutions to both domestic and…” Source: company website · checked Sep 4, 2026
15	Private Wealth Management Of Coral GablesIndirect evidence	Coral Gables, FL, United StatesHQ checked Sep 4, 2026	1-10	3
	“At Private Wealth Management of Coral Gables, we specialize in providing tailored financial solutions for our clients.” Source: company website · checked Sep 4, 2026
16	Rehmann International Wealth ManagersIndirect evidence	Coral Gables, FL, United StatesHQ checked Sep 4, 2026	1-10	3
	“We are an independent wealth management firm located in Miami, Florida.” Source: company website · checked Sep 4, 2026
17	Singer Xenos Schechter Sosler Wealth ManagementIndirect evidence	Coral Gables, FL, United StatesHQ checked Sep 4, 2026	11-50	2
	“For over 27 years, high net worth individuals have trusted Singer Xenos with their financial planning.” Source: company website · checked Sep 4, 2026
18	Snowden Lane PartnersIndirect evidence	Coral Gables, FL, United StatesHQ checked Sep 4, 2026	11-50	2
	“Understanding our client’s life goals, risk tolerances, time horizons and liquidity needs are the drivers that will guide us in our approach to offering unbiased independent…” Source: company website · checked Sep 4, 2026
19	Reinvest Capital, LLCStrong evidence	Coral Gables, FL, United StatesHQ checked Sep 4, 2026	1-10	2
	“ReInvest Capital is an investment banking firm offering boutique M&A advisory services to the lower middle market.” Source: company website · checked Sep 4, 2026
20	Multus LLC Andes Investments, Multus Investments, Multus ConsultingIndirect evidence	Coral Gables, FL, United StatesHQ checked Sep 4, 2026	1-10	1
	“Nos enfocamos en la asesoría de inversión para clientes privados e institucionales, orientando nuestros esfuerzos al desarrollo de estrategias alineadas con las necesidades y el…” Source: company website · checked Sep 4, 2026
21	C Wealth SolutionsIndirect evidence	Coral Gables, FL, United StatesHQ checked Sep 4, 2026	1-10	1
	“C Wealth Solutions helps you implement strategies that are designed to reduce waste, promote efficiency and allow your money to work harder for you by recapturing lost…” Source: company website · checked Sep 4, 2026
22	Cypress Capital AdvisorsIndirect evidence	Coral Gables, FL, United StatesHQ checked Sep 4, 2026	1-10	1
	“Cypress Advisors was founded in 2002 to help founders and investors build, grow, and exit valuable companies.” Source: company website · checked Sep 4, 2026

Showing 22 of 37 investment firms based in Coral Gables, United States

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Investment firms based in Coral Gables, United States at a glance

As of Sep 4, 2026

1-10Median size (employees)

New YorkLargest hub · 1002 HQs

Contacts with mobile numbers

Sep 4, 2026Data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

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 Coral Gables, over 37 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 investment firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Coral Gables, United States whose own description of what they do matches “investment firms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among investment firms, and records with no verified work email. Companies headquartered outside Coral Gables 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 an evidence 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, 109 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 4, 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.

Investment firms by metro in the United States

Frequently asked

How many investment firms are there based in Coral Gables, United States?

RevenueBase identified 37 investment firms headquartered in Coral Gables, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

INVEX, headquartered in Coral Gables, tops this list with the largest team on record.

Which city has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 109 verified decision-maker contacts tracked across these 37 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 4, 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.