Finance

December 15, 2025

Credit union names market president for three counties in region

Achieva Credit Union has appointed Ryan Cooke as market president for Sarasota, Manatee and Charlotte counties.

December 8, 2025

Wealth management firm opens Sarasota office

The CEO of the national financial services company will be based in Sarasota.

November 19, 2025

Panhandle CPA firm expands in Polk, Pasco with acquisition

Thomas Howell Ferguson P.A. CPAs acquired Hamic Previte & Sturwold PA, with offices in Lakeland and Dade City in Pasco County.

November 17, 2025

Mother-daughter Tampa CPA firm merges with Michigan company

Professional advisory firm Rehmann is growing in other parts of Florida.

November 1, 2025

St. Pete bank posts $19M loss, but execs confident in restructuring

BayFirst National Bank believes selling its SBA loan portfolio, where it was previously a national leader, will help get it back to profitability.

October 28, 2025

Former US senator, UF president joins area bank board

Ben Sasse remains part of the University of Florida community.

October 10, 2025

Tampa financial firm adding staff, expanding space as it mulls a move

Wealth Warden Partners says it has leased additional office space as it prepares to go on a hiring spree.

October 9, 2025

SWFL bank surpasses $500M in assets in five years

Cogent Bank now has six locations in the region, from Clearwater to Naples.

October 3, 2025

USF Credit Union expands outside Tampa Bay for first time

USF Credit Union is expanding to Winter Park, with an expected opening date in spring 2026.

September 30, 2025

Caldwell Trust CEO wins statewide industry award

Kelly Caldwell was named Trust Banker of the Year by the leading banking industry lobbying group in Florida.

September 29, 2025

St. Pete bank to sell $103M in small business loans to Miami company

BayFirst Financial Corp., parent company of BayFirst National Bank, announced plans Sept. 29 to exit the SBA 7(a) lending business and sell its $103 million loan balance to Banesco USA.

September 28, 2025

Clearwater insurtech company expands with new facility

In the week's top commercial real estate news, a downtown Fort Myers office building sells, a Tampa dentist buys a new office, and a Bradenton rental community starts its final phase.

September 28, 2025

Pennsylvania bank to acquire Sarasota financial firm

The parent company of Mid Penn Bank is acquiring Cumberland Advisors.

September 27, 2025

Bank of America pushes minimum wage to $25 an hour

The move impacts more than 800 employees in the Naples, Fort Myers, Sarasota and Bradenton metro areas.

September 24, 2025

Tampa financial services firm raises $5M through promissory notes

AtlasClear Holdings Inc. has raised $5 million in financing by issuing promissory notes to investors and board members, the company announced Sept. 24.