Top St. Louis, MO Financial Services Companies (25)
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Since we opened our doors in 2009, the world of commerce has evolved immensely, and so has Square. After enabling anyone to take payments and never miss a sale, we saw sellers stymied by disparate, outmoded products and tools that wouldn’t work together. So we expanded into software and started building integrated, omnichannel solutions – to help sellers sell online, manage inventory, offer buy now, pay later functionality through Afterpay, book appointments, engage loyal buyers, and hire and pay staff. Across it all, we’ve embedded financial services tools at the point of sale, so merchants can access a business loan and manage their cash flow in one place. Afterpay furthers our goal to provide omnichannel tools that unlock meaningful value and growth, enabling sellers to capture the next generation shopper, increase order sizes, and compete at a larger scale. Today, we are a partner to sellers of all sizes – large, enterprise-scale businesses with complex operations, sellers just starting, as well as merchants who began selling with Square and have grown larger over time. As our sellers grow, so do our solutions. There is a massive opportunity in front of us. We’re building a significant, meaningful, and lasting business, and we are helping sellers worldwide do the same.
Block, Inc. (NYSE: SQ) is a global technology company with a focus on financial services. Made up of Square, Cash App, Spiral, TIDAL, and TBD, we build tools to help more people access the economy. Square helps sellers run and grow their businesses with its integrated ecosystem of commerce solutions, business software, and banking services. With Cash App, anyone can easily send, spend, or invest their money in stocks or Bitcoin. Spiral (formerly Square Crypto) builds and funds free, open-source Bitcoin projects. Artists use TIDAL to help them succeed as entrepreneurs and connect more deeply with fans. TBD is building an open developer platform to make it easier to access Bitcoin and other blockchain technologies without having to go through an institution.
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Initially built to take the pain out of peer-to-peer payments, Cash App has gone from a simple product with a single purpose to a dynamic app, bringing a better way to send, spend, invest, borrow and save to our millions of monthly active users. With a mission to redefine the world's relationship with money by making it more relatable, instantly available and universally accessible.
Enterprise Bank & Trust’s unwavering commitment is to guide people to a lifetime of financial success. We deliver on this promise by: · Empowering private businesses to improve their success · Helping families to secure their financial futures · Investing in our communities to advance quality of life Our success is because of our people and culture. We hire the best people in the industry and foster a culture of personal service. This is because we are more than a bank, we are an enterprising financial partner. Let’s start a conversation. Enterprise Financial Services Corp (NASDAQ: EFSC) www.enterprisebank.com Equal Housing Lender Member FDIC
At Commerce Bank, we know life’s best moments can come with some financial complexity. Our job is to help people and businesses navigate challenges so they can get back to focusing on what matters most. We do this by getting to know our customers and communities and accepting their goals as our own to deliver the right financial solutions and guidance. It’s what we’ve done for more than 150 years. We’re a regional bank headquartered in Kansas City and St. Louis, delivering a full line of financial services including business and personal banking, checking, savings, loans (including mortgages and student loans), credit and debit cards, plus investment services and wealth management.
For over 27 years, DataServ has delivered Accounts Payable invoice automation solutions that enable accounting teams to eliminate data entry, increase accuracy, and focus on higher-value tasks. As pioneers of the finance SaaS market, DataServ solutions are simply incomparable. Our solutions integrate seamlessly, but can also be used independently, giving us the unique capability to offer our clients the ability to evolve into the full solution at their own pace. Our document intake solution is second to none, with over 99% clean data output in 24 hours. Only DataServ can offer you true touchless invoice processing with our proprietary AutoVouch system.
Buckingham Strategic Partners is committed to creating a better wealth experience for financial advisors and their clients. The firm’s comprehensive wealth platform supports a nationwide community of financial advisors with the resources they need.
SUMMARY Kingdom Capital is a values-driven private investment firm focusing on early and growth stage companies. As a values-driven private investment firm, Kingdom Capital serves investors who prefer that their capital is managed in accordance with its SHIELD values (Service, Humility, Integrity, Excellence, Love, Diversity) and is invested in companies whose cultures and leadership endeavor to reflect these values. Kingdom Capital and its investors believe that these values, and similar values, drive meaningful quantitative and qualitative value creation. MISSION & VISION Kingdom Capital was founded in 2016 by Dave Steward and Brandon Mann to invest values-driven capital that maximizes financial return (IRR) and achieves an eternal impact (ERR). The Eternal Rate of Return is the life on life impact or positive people impact that Kingdom Capital seeks to realize through the creation of a virtuous cycle of capital involving our investors, investments and philanthropic partners. We care not only about the good that can be done with the returns generated through our investments, but we are also committed to the flourishing and positive impact to all stakeholders involved in the process. INVESTMENT STRATEGY Kingdom Capital invests in early stage companies that are attractive companies, fit synergistically within our investment portfolio strategy, and align with the SHIELD values. By investing in technology-based solutions, Kingdom Capital has built out an integrated technology and health & medical investment portfolio. We partner with our investments by leveraging our expertise, experience and ecosystem to support their success.
Cass Commercial Bank, founded in 1906, is a niche-focused bank delivering personal service and an array of banking products. We focus on three primary markets: privately-held companies in the greater St. Louis and southern California regions, faith-based organizations and restaurant franchise owners. Business Banking Services From basic checking accounts to treasury management services, Cass provides the products and services you need to succeed in today’s competitive marketplace. With more than a century of service, Cass has the experience, knowledge and expertise to help you. At Cass, you are more than a client, more than a number…you are a person deserving personal attention. That’s what we provide at Cass. Our staff is dedicated to exceeding your expectations as we work with you to provide you the financial services that help you and your company to grow. For Faith-Based Organizations At Cass Commercial Bank, we understand the unique needs of churches, ministries and other religious organizations in securing financing. And we are pleased to offer our specialized lending services to religious organizations of all types, regardless of creed or theology. We believe that such an organization is not a business and should be looked at in a different way. We have crafted a process that involves a personal and conversational style, oriented toward understanding the goals of your ministry. Whether your needs involve real estate purchases, construction financing, or simply restructuring your current debt, we have the experience and commitment to provide for all your banking needs.
Twain Financial Partners is an investment management firm located in St. Louis, MO with over $4 billion in assets under management within the public-private partnership sector. The firm works with a wide variety of investment types, specializing in tax credit, structured debt, and real estate transactions. Twain works closely with financial institutions, corporations, and high-net-worth individuals to structure and manage investments that offer both attractive economic return and social benefits.
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AAS, Services LLC specializes in Vehicle Service Contract development and automotive claims administration. Our team’s combined industry experience, complemented by our partnerships, allows us to develop and deliver products that provide superior coverage and service. We’re always working to provide the best service for our customers, with the best work environment for our employees who provide that service. We develop fully insured and financially secure Vehicle Service Contracts that provide excellent coverage and claims service for our customers. Our ASE Certified Team utilizes advanced technologies for superior claims administration, including online support to compliment your coverage. Our team's combined compliance and industry expertise allows us to develop products and services that drive business and earn consumer trust.
First Mid Bancshares, Inc. is a community-focused organization headquartered in Mattoon, Illinois. First Mid offers customers Banking, Insurance, Wealth Management, and Ag services throughout Illinois, Missouri, and Texas. Member FDIC | Equal Housing Lender Security products and/or insurance services are not insured by the FDIC, are not deposits or obligations of the bank, are not guaranteed and may lose value. https://www.firstmid.com/social-media-community-guidelines/
Since 1934, 1st MidAmerica Credit Union has been helping families achieve their financial goals. 1st MidAmerica is a not-for-profit financial cooperative dedicated to the financial success of its members. 1st MidAmerica is a full service financial institution offering mortgages, auto loans, checking accounts, money markets, certificates, kids club programs, commercial services, investment options, and mobile banking. With a mission of exceeding member expectations, 1st MidAmerica focuses on building relationships with members on a foundation of trust and outstanding service.
Clearent is a complete payment processor that leverages its proprietary payments platform to make doing business easier and more profitable for its sales partners. Clearent's commitment to honesty and transparency has made it one of the most trusted companies in the industry. Clearent is one of the fastest-growing credit card processing companies, processing $14 billion in annual transaction volume for 45,000 plus merchants nationwide.
Midas Capital, LLC is a transformative, entrepreneurial, growth-oriented real estate investment firm which, in concert with its affiliates, acquires, owns, develops, and manages a portfolio of commercial real estate projects and other diversified investments across segments and geography. We seek to invest where we can significantly impact communities and build lasting business value leveraging our relationships, expertise and management capabilities. We currently manage $500M+ in assets and private equity capital. Our principles are rooted in honesty, integrity, hard-work, and compassion, and we believe in “Making Room for People’s Dreams”.
Benjamin F. Edwards is a growing, national wealth management firm that is committed to putting its clients’ interests first. We manage both a traditional full-service brokerage firm, as well as our independent advisory arm, Edwards Wealth Management, launched in 2019. Our goal is to provide the right structure and a home for every advisor and every client.
Burds & Kuntz, P.C. was founded based on three principles: integrity, trust and dedication to client service. We have attracted "the best of the best" professionals dedicated to providing exceptional, trusted client service. The breadth of our past experiences serving closely held businesses and their owners and executives in the areas of tax strategy and planning has evolved into a core line of professional services that proactively focuses on our client’s profitability and success. B&K is not the largest firm by the numbers. We do not have a long list of services that can sometimes lead to unnecessary or inappropriate projects of diluted value. Our professional services are very focused with an emphasis on the client relationship. Because of this, we are selective of the client and type of engagement we accept. We are very careful to only engage when we are sure that our people, core competencies and philosophy align with the needs of a potential client. We will not stretch our own resources, nor compromise the high level of service we bring to current clients for the sake of growth. In certain situations, we will partner with other established, reputable firms to bring the best value-added solution to meet a client’s needs. Our mission is to increase their financial success through proactive planning and interaction. To see a full description of our core services, please view our services page.
WHAT WE DO: Benefit Plans Plus (BPP) is a Third Party Administrator (TPA) that actively partners with Financial Advisors by providing effective tools, services, and support for front-end business development and client retention. We are experts in retirement plan consulting, personalized plan design, and hassle-free plan administration. WHO WE WORK WITH: Financial Advisors, Business Owners, Retirement Plan Recordkeepers, DCIOs, Payroll Vendors, & CPAs. HOW WE DO IT: Our partners see us as an extension of their business development efforts. From quote to close, and throughout the life of the plan, we support our partners in each phase of the process and offer a host of tools not typically seen in TPA partnerships. We’re successful when they’re successful. WHY IT WORKS: Many of our Financial Advisor partners do not consider themselves retirement plan experts. We commit to being the expert in the room and recent research shows that involving us early in the process to consult with a prospect significantly increases the probability of closing the business. WHAT MAKES US DIFFERENT: Most TPAs tend to be reactive in their methodology. We embrace the opposite approach by using a hands on, consultative approach. Call us early in the process and let us help you craft a strategy to win the business. We write over 150 new plans each year, we know what works and what doesn’t—use us as a sounding board. WHAT OTHERS SAY ABOUT US: “BPP is like a Master Chef… they take the laws and regs governing qualified plans as the ingredients, and based on the tastes of their clients, create a recipe to satisfy their plan goals.” Chris Barlow, Managing Director, KnowHow 401k CONTACT US AT: E: [email protected] P: 314-824-5252
e3 ConsultantsGROUP is a comprehensive wealth management, tax and accounting firm. Our purpose is to proactively challenge the status quo as to how Americans are educated about finance and money related decisions. Our desire is to bring a “family office” model to the mass affluent because until recently, these resources have only been available to the ultra-wealthy. We help our clients take control of their financial picture through our Advance & Protect philosophy. e3's unique Integrated Resource Network is a team of trusted partners including financial planners/cash flow strategists, tax professionals, estate attorneys, insurance professionals, investment advisors, mortgage/debt management specialists and social security/medicare resources, who come to the table when our clients need them. Our goal at e3 ConsultantsGROUP is to educate our clients so they can begin to think differently to achieve financial balance in their lives.
With branches in Little Rock, Louisville and Memphis, the Federal Reserve Bank of St. Louis serves the Eighth Federal Reserve District, which includes all of Arkansas, eastern Missouri, southern Indiana, southern Illinois, western Kentucky, western Tennessee and northern Mississippi. The St. Louis Fed is one of 12 regional Reserve banks that, along with the Board of Governors in Washington, D.C., comprise the Federal Reserve System. As the nation's central bank, the Federal Reserve System formulates U.S. monetary policy, regulates state-chartered member banks and bank holding companies, provides payment services to financial institutions and the U.S. government, and promotes community development and financial education.
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