Finance

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By Andrew Warfield
March 29, 2025

Sarasota County EDC uses AI, other tools to overcome slashed funds

The Economic Development Corp. of Sarasota County finds positive ways to combat budget cuts. "Although nobody ever wants to face a budget cut, we were already … building our efficiencies," the CEO says.

Manatee-Sarasota

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By Laura Lyon
March 25, 2025

Tampa-based AI mortgage platform surpasses $5B in loans

More than 11,000 loans have processed since Toorak Capital Partners launched the platform.

Tampa Bay-Lakeland

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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

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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

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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

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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

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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

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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.