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Finance

  • By Laura Lyon
  • March 22, 2025
Tampa investment firm surpasses $1 billion in assets

The milestone comes after closing a second round of funding.

  • Tampa Bay-Lakeland
  • By Laura Lyon
  • March 18, 2025
Tampa financial services group acquires CPA firm

The William Stanley CFO Group, a Tampa-based financial services company, announced the purchase of another local firm.

  • Tampa Bay-Lakeland
  • By Laura Lyon
  • March 11, 2025
St. Petersburg bank reaches billion-dollar milestone

The achievement comes nearly four years after the bank’s inception.

  • Tampa Bay-Lakeland
  • By Louis Llovio
  • March 8, 2025
Polk County’s SouthState completes $457 million sale of branches

The Winter Haven bank sold the branches in six states to a New York investor but is leasing them back.

  • Tampa Bay-Lakeland
  • By Laura Lyon
  • March 6, 2025
$2.9B Pinellas credit union names first new CEO in nearly two decades

The new leader has a history of executive credit union roles.

  • Tampa Bay-Lakeland
  • By Beth Luberecki
  • March 5, 2025
$5B trust company celebrates low turnover

A trust company with clients throughout the region has built a model of longevity — in clients and employees — by starting with a core principle: Always do the right thing.

  • Charlotte–Lee–Collier
  • By Laura Lyon
  • March 3, 2025
Large Tampa office complex lands major tenant, nears full occupancy

The new tenant is expanding into three buildings on campus.

  • Tampa Bay-Lakeland
  • By Laura Lyon
  • March 3, 2025
'Two-tour' FL senator begins next chapter: CEO of $300M family office

Former politician Tom Lee has gone from homebuilding to wealth building.

  • Tampa Bay-Lakeland
  • By Elizabeth King
  • February 27, 2025
Growth in Florida economy to slow over next 5 years: Report

The Florida TaxWatch forecast examines economic indicators from population growth to unemployment.

  • Florida
  • By Laura Lyon
  • February 19, 2025
Tampa venture capital firm invests in govtech startup

It's the firm’s first leap into the government sector

  • Tampa Bay-Lakeland
  • By Louis Llovio
  • February 19, 2025
Tampa REIT secures $600 million line of credit

The four-year financing allows Sila Realty Trust to pursue 'growth objectives.'

  • Tampa Bay-Lakeland
  • By Laura Lyon
  • February 14, 2025
Longtime exec of Clearwater financial services firm named partial owner

Churchill Stateside Group now has a trio of owners.

  • Tampa Bay-Lakeland
  • By Elizabeth King
  • February 14, 2025
12 from region on Forbes best employers lists, including No. 1 spot

Raymond James, Shriners Hospitals for Children and Publix are on a list of the best large and midsize employers compiled by Forbes.

  • Tampa Bay-Lakeland
  • By Laura Lyon
  • February 10, 2025
Two St. Petersburg accounting firms announce merger

This will be one firm’s second rebrand in two years

  • Tampa Bay-Lakeland
  • By Louis Llovio
  • February 10, 2025
English finance firm closing Tampa office, laying off 307

Wise U.S. says the job cuts are permanent and will start in April.

  • Tampa Bay-Lakeland
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