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Finance

  • March 24, 2026
Sarasota angel investors back local software startup

Bridge Angel Investors is investing in Wire Wallet.

  • March 24, 2026
Wealth management firm relocates in Lakewood Ranch

Global Wealth Management has a new office that includes space for events.

  • March 20, 2026
Sarasota angel investor group doubles in size, seeks local startups

Bridge Angel Investors is actively seeking startups in the Sarasota and Manatee areas to invest in and reports that many pitches in the past year have come from the Tampa Bay region.

  • March 13, 2026
IncredibleBank opening new branch in Cape Coral

The Wisconsin-based bank will have two branches in Southwest Florida.

  • February 26, 2026
Downtown Clearwater project obtains $160 million in financing

The developers behind The Bluffs secured the construction financing packaging through a loan and preferred equity from investors.

  • February 26, 2026
Study: Florida homebuyers among most financially stretched in US

More than five years’ worth of income is required to buy a house in Florida, according to a study.

  • February 26, 2026
Tampa investment firm adds United Soccer League to growing sports portfolio

Weatherford Capital, a private investment firm co-founded by former Florida House Speaker Will Weatherford, has joined a minority investment in the USL.

  • February 23, 2026
Bank of America reopens Sarasota office; plans $29M investment in region

The bank was renovated following damage from Hurricane Milton.

  • February 13, 2026
Suncoast Credit Union announces merger, would grow to over $21B

The combined credit union will operate under the Suncoast name.

  • February 4, 2026
Tampa firm invests $5.5M into Sarasota townhome project

Plutus Capital Partners is helping to fund Rosemary Townhome Development LLC, a project through Vollmer Real Estate Investments.

  • January 23, 2026
Veteran bankers see opportunity amid surge of industry consolidation

Ambitious executives break a 5-year-long drought of new banks in Tampa Bay with a team-focused startup: Echelon Bank.

  • January 22, 2026
Large Tampa CPA firm promotes pair to shareholder role

Brooke Dawson and Dennis Paleveda have been named new shareholders in Rivero, Gordimer & Co.

  • January 21, 2026
Prominent Tampa financial adviser, philanthropist dead at 57

Stephen Segundo was well known for both his expert financial advice as principal of Private Wealth Group and his heart for family, friendship and making his community a better place.

  • January 16, 2026
$34M in financing secured for two Sarasota County projects

Berkadia helped secure two loans for a privately held real estate investment firm toward projects in Nokomis and the city of Sarasota.

  • January 12, 2026
SWFL community bank completes $4M new branch project

Sanibel Captiva Community Bank's new McGregor Boulevard branch is open for business.

  • January 9, 2026
Global mountain-climbing Sarasota couple seeks new challenges

Jennifer and Dan Vigne look for hikes and climbs where they can push themselves mentally and physically.

  • January 6, 2026
Tampa financial adviser unplugs on air

Kevin Caldwell’s love of music led to a gig as a community radio DJ on WMNF.

  • 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.

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