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Finance

  • By Anastasia Dawson
  • 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.

  • Tampa Bay-Lakeland
  • By Mark Gordon
  • 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.

  • Manatee-Sarasota
  • By Anastasia Dawson
  • 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.

  • Tampa Bay-Lakeland
  • By Louis Llovio
  • 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.

  • Florida
  • By Elizabeth King
  • September 28, 2025
Pennsylvania bank to acquire Sarasota financial firm

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

  • Manatee-Sarasota
  • By Mark Gordon
  • 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.

  • Florida
  • By Anastasia Dawson
  • 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.

  • Tampa Bay-Lakeland
  • By Louis Llovio
  • September 13, 2025
Sarasota firm launches $75 million fund to invest in the West, Southeast

ERES Capital says the fund — ERES Real Estate Fund LP — will be focused on buying and developing hospitality, multifamily and industrial properties.

  • Manatee-Sarasota
  • By Mark Gordon
  • September 10, 2025
With nearly $1B tech budget, Raymond James names AI strategy leader

David Solganik will play a key role with the St. Petersburg bank as it "augments the human touch, rather than replaces it."

  • Tampa Bay-Lakeland
  • By Anastasia Dawson
  • September 8, 2025
$35B Miami-area bank to open new office in Tampa

Next year, BankUnited's corporate office will move from its current Westshore location to the Park Tower skyscraper in downtown Tampa.

  • Tampa Bay-Lakeland
  • By Anastasia Dawson
  • September 8, 2025
USF Credit Union launches cannabis banking program

Called Verde, the program launched this summer and is one of only a handful of cannabis banking programs in the state.

  • Tampa Bay-Lakeland
  • By Elizabeth King
  • September 4, 2025
New York investment firm opens Lakewood Ranch office

Courier Capital says adding the Sarasota location is a “key milestone” in the firm’s growth.

  • Manatee-Sarasota
  • By Mark Gordon
  • September 4, 2025
Employee-owned businesses on the rise in Florida

A pair of financial executives believe the power of Employee Stock Ownership Plans in Florida is about to get brighter.

  • Florida
  • By Elizabeth King
  • September 2, 2025
Bank of America names Sarasota/Manatee president

Stephanie Whitfield is the new president of Bank of America Sarasota/Manatee and continues as business banking market executive for Southwest Florida.

  • Manatee-Sarasota
  • By Mark Gordon
  • August 28, 2025
Wisconsin bank moves into SWFL with $6M investment in branches

IncredibleBank says its aw shucks vibe, all the way from The Badger State, works well in the sunshine.

  • Charlotte–Lee–Collier
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