AI Adoption Leaderboard
AI Adoption Leaderboard — financial services in Florida
Top 129 AI-adopting companies: financial services in Florida. Average score: 69.
129
Companies Scored
69
Avg Adoption Score
Advanced
Top Stage
| # | Company | Stage | Key Opportunity | Industry |
|---|---|---|---|---|
| 1 | Globalfy | Advanced | Automated Client Onboarding and KYC Verification | financial services |
| 2 | Facet | Advanced | Automated Client Onboarding and Document Verification | financial services |
| 3 | Trellance Cooperative Holdings | Advanced | Automated Member Inquiry Resolution for Credit Unions | financial services |
| 4 | Dynasty Financial | Advanced | Automated Client Onboarding and Document Management | financial services |
| 5 | CFO Strategic | Advanced | Automated Client Onboarding and KYC Verification | financial services |
| 6 | Lighthouse Investment | Moderate | Automated Client Onboarding and Document Management | financial services |
| 7 | Coastal Wealth | Moderate | Automated Client Onboarding and Document Verification | financial services |
| 8 | ValuTeachers | Moderate | Automated Client Onboarding and Data Verification | financial services |
| 9 | KnovaOne | Moderate | Automated Fraud Detection and Alerting | financial services |
| 10 | Sourcepoint | Moderate | Automated Loan Application Pre-Screening and Data Validation | financial services |
| 11 | LCG Advisors | Moderate | Automated Client Onboarding and KYC Verification | financial services |
| 12 | Itaú USA | Moderate | Automated Client Onboarding and KYC Verification | financial services |
| 13 | CIAL Dun & Bradstreet | Moderate | Automated Client Onboarding and KYC Verification | financial services |
| 14 | VIVENTA | Moderate | Automated Client Onboarding and KYC Verification | financial services |
| 15 | Abacus Global Management | Moderate | Automated Client Onboarding and Document Verification | financial services |
| 16 | Tax Defense Network | Moderate | Automated Tax Notice Response and Resolution | financial services |
| 17 | TurboDebt | Moderate | Automated Client Onboarding and Document Verification | financial services |
| 18 | Global System Solutions | Moderate | Automated Client Onboarding and KYC Verification | financial services |
| 19 | Newbridge Securities | Moderate | Automated Client Onboarding and KYC Verification | financial services |
| 20 | Intelica | Moderate | Automated Client Onboarding and Document Verification | financial services |
| 21 | VWi Vengroff Williams | Moderate | Automated Accounts Receivable Follow-Up and Collections | financial services |
| 22 | CFP International | Moderate | Automated Client Onboarding and KYC Verification | financial services |
| 23 | Mpire Financial Group LLC NMLS#2108504 | Moderate | Automated Lead Qualification and Routing | financial services |
| 24 | American Classic Agency | Moderate | Automated Client Onboarding and Data Intake | financial services |
| 25 | Diversified Consultants | Moderate | Automated Debt Collection Communication and Negotiation | financial services |
| 26 | MoneySolver | Moderate | Automated Client Onboarding and Document Verification | financial services |
| 27 | Community Tax | Moderate | Automated Client Onboarding and Document Verification | financial services |
| 28 | Slavic401k | Moderate | Automated 401(k) plan onboarding and enrollment support | financial services |
| 29 | NewtekOne (NASDAQ | Moderate | Automated SBA Loan Application Pre-screening and Data Validation | financial services |
| 30 | Smartland | Moderate | Automated Client Onboarding and Document Verification | financial services |
| 31 | Paymaster | Moderate | Automated Client Onboarding and Document Verification | financial services |
| 32 | Cash Management Solutions | Moderate | Automated Client Onboarding and KYC Verification | financial services |
| 33 | Creative Financial Network | Moderate | Automated Client Onboarding and Document Verification | financial services |
| 34 | ExpoCredit | Moderate | Automated Loan Application Pre-screening and Data Validation | financial services |
| 35 | CV Advisors | Moderate | Automated Client Onboarding and Document Verification | financial services |
| 36 | The Franchise Consulting Company | Moderate | Automated Lead Qualification and Routing | financial services |
| 37 | Independent Financial | Moderate | Automated Client Onboarding and Document Verification | financial services |
| 38 | Insigneo | Moderate | Automated Client Onboarding and KYC Verification | financial services |
| 39 | Engage fi | Moderate | Automated Customer Inquiry Triage and Routing | financial services |
| 40 | Gulf Coast | Moderate | Automated Client Onboarding and KYC Verification | financial services |
| 41 | Performant Healthcare | Moderate | Automated Loan Application Pre-screening and Data Validation | financial services |
| 42 | The AaSys Group | Moderate | Automated Client Onboarding and Document Verification | financial services |
| 43 | National Corporate Credit | Moderate | Automated Loan Application Pre-screening and Data Validation | financial services |
| 44 | Viewpost | Moderate | Automated Invoice Processing and Data Extraction | financial services |
| 45 | PEI Global | Moderate | Automated Client Onboarding and KYC Verification | financial services |
| 46 | Clayton Services | Moderate | Automated Client Onboarding and Document Verification | financial services |
| 47 | U.S. OMNI & TSACG Compliance Services | Moderate | Automated Client Onboarding and KYC Verification | financial services |
| 48 | FMS Solutions | Moderate | Automated Client Onboarding and KYC Verification | financial services |
| 49 | Argotechno | Moderate | Automated Client Onboarding and KYC Verification | financial services |
| 50 | Cypress Bank & Trust | Moderate | Automated Customer Onboarding and Account Opening | financial services |
| 51 | Skyline Financial | Moderate | Automated Client Onboarding and Document Verification | financial services |
| 52 | AR Capital Group | Moderate | Automated Client Onboarding and Document Verification | financial services |
| 53 | NewCo Capital Group | Basic | Automated Client Onboarding and Document Verification | financial services |
| 54 | BrightStar Credit Union | Basic | Automated Member Inquiry and Support Agent | financial services |
| 55 | Benchmark International | Basic | Automated Client Onboarding and KYC Compliance | financial services |
| 56 | PCBB | Basic | Automated Compliance Monitoring and Reporting | financial services |
| 57 | Chargebacks911 | Basic | Automated Fraudulent Transaction Detection and Prevention | financial services |
| 58 | Service First Processing | Basic | Automated Customer Inquiry Triage and Routing | financial services |
| 59 | Sentora | Basic | Automated Client Onboarding and KYC Verification | financial services |
| 60 | VR Business Brokers | Basic | Automated Lead Qualification and Routing for Business Brokerage | financial services |
| 61 | Idea Financial | Basic | Automated Loan Application Pre-screening and Data Validation | financial services |
| 62 | Accurate Advisory Group | Basic | Automated Client Onboarding and Document Verification | financial services |
| 63 | TAMCO | Basic | Automated Loan Application Pre-screening and Data Verification | financial services |
| 64 | GFG Capital | Basic | Automated Client Onboarding and KYC Verification | financial services |
| 65 | Money Concepts | Basic | Automated Client Onboarding and Document Verification | financial services |
| 66 | Bulltick | Basic | Automated Client Onboarding and KYC Verification | financial services |
| 67 | The Pinnacle Group | Basic | Automated Client Onboarding and Document Verification | financial services |
| 68 | CMS Analytics | Basic | Automated Client Onboarding and KYC Verification | financial services |
| 69 | PLLC | Basic | Automated Client Onboarding and Document Verification | financial services |
| 70 | Future Energy Solutions | Basic | Automated Client Onboarding and Document Verification | financial services |
| 71 | Vitae Group | Basic | Automated Client Onboarding and KYC Verification | financial services |
| 72 | Siebert Financial | Basic | Automated Client Onboarding and KYC Verification | financial services |
| 73 | Navitas Credit | Basic | Automated Loan Application Pre-screening and Data Validation | financial services |
| 74 | Trinity Enterprises | Basic | Automated Client Onboarding and Document Verification | financial services |
| 75 | Industry FinTech | Basic | Automated KYC/AML compliance verification | financial services |
| 76 | NSN Revenue Resources | Basic | Automated Client Onboarding and Document Verification | financial services |
| 77 | Florida Financial Advisors | Basic | Automated Client Onboarding and Document Management | financial services |
| 78 | Certified Mortgage Planners | Basic | Automated Loan Application Pre-Screening and Data Validation | financial services |
| 79 | Summit Financial | Basic | Automated Client Onboarding and Document Verification | financial services |
| 80 | Elevate Financial Planning and Wealth Management | Basic | Automated Client Onboarding and Document Verification | financial services |
| 81 | Grove Bank & Trust | Basic | Automated Customer Inquiry Triage and Routing | financial services |
| 82 | SupraBrokers | Basic | Automated Client Onboarding and KYC Verification | financial services |
| 83 | DSMA | Basic | Automated Client Onboarding and Document Verification | financial services |
| 84 | AgAmerica | Basic | Automated Loan Application Pre-screening and Data Validation | financial services |
| 85 | Concurrent | Basic | Automated Client Onboarding and KYC Verification | financial services |
| 86 | 1st Global | Basic | Automated Client Onboarding and Document Verification | financial services |
| 87 | Amerant Bank | Basic | Automated Customer Inquiry Triage and Routing | financial services |
| 88 | Next Level Administrators | Basic | Automated Client Onboarding and Document Verification | financial services |
| 89 | The Fry Group | Basic | Automated Client Onboarding and Document Verification | financial services |
| 90 | Capital Wealth Advisors | Basic | Automated Client Onboarding and Document Verification | financial services |
| 91 | Quaestor Advisors | Basic | Automated Client Onboarding and KYC Verification | financial services |
| 92 | INVEX | Basic | Automated Client Onboarding and Document Verification | financial services |
| 93 | Medivest | Basic | Automated Client Onboarding and KYC Verification | financial services |
| 94 | TRAKAmerica | Basic | Automated Debt Collection Communication and Negotiation | financial services |
| 95 | J.W. Cole Financial | Basic | Automated Client Onboarding and Document Verification | financial services |
| 96 | Manulife | Basic | Automated Client Onboarding & KYC Verification | financial services |
| 97 | OMNICOMMANDER | Basic | Automated Client Onboarding and Document Verification | financial services |
| 98 | Alliance Financial Group | Basic | Automated Client Onboarding and Document Verification | financial services |
| 99 | Customer Intelligence | Basic | Automated KYC and AML Compliance Verification | financial services |
| 100 | Fund&Grow | Basic | Automated Client Onboarding and Document Verification | financial services |
| 101 | WE Family Offices | Basic | Automated Client Onboarding and KYC Verification | financial services |
| 102 | Primax | Basic | Automated Loan Application Pre-screening and Data Validation | financial services |
| 103 | eServMD | Basic | Automated Client Onboarding and Document Verification | financial services |
| 104 | Kovack Financial Network | Basic | Automated Client Onboarding and KYC Verification | financial services |
| 105 | Debt.com® | Basic | Automated Lead Qualification and Routing for Debt Resolution Services | financial services |
| 106 | SmartPro Financial | Basic | Automated Client Onboarding and Document Verification | financial services |
| 107 | Foster & Foster | Basic | Automated Client Onboarding and Document Verification | financial services |
| 108 | United Financial Consultants | Basic | Automated Client Onboarding and Document Verification | financial services |
| 109 | The World Changers | Basic | Automated client onboarding and KYC verification | financial services |
| 110 | Fay Group | Basic | Automated Client Onboarding and KYC Verification | financial services |
| 111 | PCG | Basic | Automated Client Onboarding and KYC Verification | financial services |
| 112 | First Housing Development | Basic | Automated Loan Application Intake and Verification | financial services |
| 113 | Omni Tax Help | Basic | Automated Client Onboarding and Document Collection | financial services |
| 114 | InCharge Debt Solutions | Basic | Automated Client Onboarding and Document Verification | financial services |
| 115 | Provenance Wealth Advisors | Basic | Automated Client Onboarding and Document Management | financial services |
| 116 | MD Solutions | Basic | Automated Client Onboarding and Document Verification | financial services |
| 117 | Guerra Wealth Advisors | Basic | Automated Client Onboarding and Document Verification | financial services |
| 118 | Evensky & Katz | Basic | Automated Client Onboarding and Document Management | financial services |
| 119 | Churchill Stateside Group | Basic | Automated Client Onboarding and KYC Verification | financial services |
| 120 | 414 Capital | Basic | Automated Client Onboarding and KYC Verification | financial services |
| 121 | The League of Credit Unions & Affiliates | Basic | Automated Member Inquiry Triage and Routing | financial services |
| 122 | ProFinance | Basic | Automated Client Onboarding and Document Verification | financial services |
| 123 | USG Consulting | Basic | Automated Client Onboarding and Document Verification | financial services |
| 124 | International Assets Advisory | Basic | Automated Client Onboarding and Document Verification | financial services |
| 125 | AXIS Brokers | Basic | Automated Client Onboarding and Document Verification | financial services |
| 126 | FSV Payment | Basic | Automated Customer Inquiry Triage and Routing | financial services |
| 127 | Atlantic Avenue Mortgage | Basic | Automated Loan Application Data Extraction and Validation | financial services |
| 128 | Nationwide Loan Consultants | Basic | Automated Loan Application Pre-screening and Data Validation | financial services |
| 129 | VIERGE GROUP | Basic | Automated Client Onboarding and KYC Verification | financial services |
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