Top Kansas City, MO Financial Services Companies (28)
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Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.
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Broadridge Financial Solutions, Inc. (NYSE: BR), is a global fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference. Our unique culture is guided by the Service-Profit Chain—the idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.
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.
Forrest T. Jones & Company (FTJ) is an insurance agency and administrator that was established in 1953 to provide insurance products and other financial services to members of associations and other affinity groups. FTJ currently provides insurance programs to more than 80 national associations and employer groups with more than 1.5 million members. We work with more than 30 of the nation’s leading insurance companies to provide members / employees with access to high quality insurance plans—many with special features and benefits not readily available elsewhere—at favorable group rates. As the flagship of an enterprise that includes two life insurance companies, a reinsurance company, and a FINRA broker/dealer, FTJ offers an exceptional level of strength and flexibility for our association and affinity group clients. Throughout the years, FTJ has worked hand-in-hand with its clients in adding value to member and customer programs through quality insurance products. FTJ has been family owned and managed since its inception, and we pride ourselves on maintaining close, personal relationships with our clients. We strive to meet their needs in a dynamic environment by applying the latest technology, marketing expertise, and our relationships in the insurance industry to attain the best possible insurance plans for their members and support those plans with old-fashioned, high-touch personal service. The company is headquartered in Kansas City, Missouri.
FINRA is dedicated to investor protection and market integrity. Our team of highly trained professionals are passionate about protecting investors and ensuring financial markets remain fair by writing and enforcing the critical rules and regulations that govern more than 3,700 firms and 630,000 brokers across the country. Our ultimate goal is to foster robust, but fair and orderly, markets in which America’s 90 million investors can feel confident. With more than 3,500 employees nationwide, FINRA is committed to a diverse, high-performance workplace. We recognize that it’s the hard work, passion and dedication of our team that makes FINRA the strong, successful organization it is. That’s why we offer a competitive compensation, benefits and services package. And at FINRA, we offer more than just a job; we provide employees with the learning and educational tools needed to enhance their knowledge, talents and abilities—whether it’s an online course to enhance productivity or a seminar to maximize leadership skills. At FINRA, we believe your work can be your passion.
Experience. The Advantage. We’re passionate about helping businesses and people. Since the day our doors opened in 1990, we’ve believed that success relies on putting people first – our clients, our employees, our families, and our communities. The result is extremely engaged employees who feel supported and provide unmatched client satisfaction. First Business Financial Services, Inc. is the proud parent company of First Business Bank, providing shared corporate services to the entire organization. Our companies specialize in Business Banking, including Commercial Banking and Specialty Finance, Private Wealth, and Bank Consulting services. With comprehensive total rewards to support our team members, a commitment to valuing each other’s differences, and a focus on improving our communities, we are confident you’ll find the experience is your advantage.
American Century Investments® is a leading asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve health and save lives. It’s how we help our clients Prosper With Purpose™. Every day people are increasingly focused on investing to make the world a better place for themselves, their families, their organizations, and the world at large. It is possible to live a more meaningful and impactful life and give back something that’s more valuable than money. When you invest with us, you can also invest in the future of others and have the potential to impact the lives of millions. That’s possible because of the distinct relationship with the Stowers Institute for Medical Research, which owns more than 40% of American Century Investments. Our dividend payments provide the ongoing financial support for the Institute’s work of uncovering the causes, treatments and prevention of life-threatening diseases, like cancer. Together we can become a powerful force for good…it’s like nothing you’ve seen before from an investment management firm.
Lead Bank is where expertise, experience and technology unite the people behind inspired businesses. We take pride in working side by side with companies to grow bottom lines that become cornerstones of the community. We’ve always been a bank that leads the way, not follows the herd. In 2010, we rolled out our new name along with a new suite of next generation banking resources. From the robust online banking capabilities to our remote deposit technology, these digital solutions let you bank however you want, wherever you want. While our bank has roots in Cass county, we offer full-service banking and outstanding customer service for the entire Kansas City metropolitan area. Our relationships with our clients remain at the heart of what we do. We get to know you and your business so we can tailor financial solutions to help you achieve your goals.
Starting in Central Europe in 1994 and growing to a global real-time digital and cash payments network with millions of touchpoints today, Euronet (NASDAQ: EEFT) now moves money in all the ways consumers and businesses depend upon. This includes money transfers, credit/debit processing, ATMs, point-of-sale services, branded payments, currency exchange and more. With products and services in more than 200 countries and territories provided through its own brand and branded business segments, Euronet and its financial technologies and networks make participation in the global economy easier, faster and more secure for everyone.
United Fidelity Funding, Corp. (UFF) is a leading wholesale mortgage lender specializing in FHA, USDA, VA and Conventional loan products. The Company was founded on the basic premise to provide exceptional rates and niche product options to help our clients continually grow their consumer base and maintain a competitive edge over the competition; while streamlining the workflow process utilizing enhanced forms of communication and paperless submission processes for superior turn-times and loan execution. Why United Fidelity Funding? Recognized as Top 25 Tech Savvy Lenders in the country~2009, 2011 & 2012 Internal appraisal management system Paperless loan submission process UFF will prepare initial disclosures to keep you compliant and save you time Options to traditional private mortgage insurance available No-cost FHA automated underwriting findings Superior turn-times, i.e. 10 business days to file closing Exceptionally competitive rates with niche products to meet all loan needs Over 40 years of combined lending experience for first-class service execution NMLS ID # 34381 Offices in Kansas City, MO and Irvine, CA.
We are Block Advisors by H&R Block. Our tax pros help small business owners get every credit and deduction they deserve—with tax prep available year-round and 100% accuracy guaranteed.
Diamante Blockchain Holdings Inc. is a global, decentralized finance platform successfully implementing and developing a competitive blockchain-enabled ecosystem for trade, payments, and financing. Diamante Blockchain offers a borderless, limitless, and secured foundation to empower businesses and individuals with its native digital asset, DIAM. The Diamante ecosystem consists (i) Proprietary blockchain network – Diamante Net (ii) Consortium of luxury goods and service industry stakeholders – Diamante Consortium (iii) DeFi payments application – PayCircle iv) Exclusive NFT-Metaverse platform Founded in 2018, Diamante Blockchain solves the most significant challenges threatening global commerce today. 1. Time-consuming multi-currency Fiat and digital payments 2. Expensive exchange rates and processing fees 3. Lack of access to instant and easy financing 4. Opaque and volatile transaction cost
An independent wealth advisory firm with $225 billion combined assets under management & advisement as of 12/31/21 and clients in all 50 states and abroad. At Creative Planning, we’re structured to provide comprehensive, customized advice. Your wealth manager partners with our in-house specialists in taxes, estate planning and investing to build a tailor-made plan that’s optimized for you. We look at every detail of your wealth to help ensure your complete financial picture is working as hard as it can for you, every day, year in and year out. Our services include private wealth management, investment management, risk management, trust and estate planning, retirement planning, business and succession planning, tax planning and more. As a client of Creative Planning, you receive custom support to help you achieve your vision of financial success. If you’re ready to take the next step toward achieving financial freedom, please contact us to schedule a complimentary, no-obligation consultation. We look forward to getting to know you.
Significant Event - On December 2, 2020, Waddell & Reed Financial, Inc. (“WDR”), the parent company of Ivy Investment Management Company (“Ivy”), and Macquarie Management Holdings, Inc., the U.S. holding company for Macquarie Group Limited's U.S. asset management business (“Macquarie”), announced that they had entered into an agreement whereby Macquarie would acquire the investment management business of WDR (the “Transaction”). The Transaction closed on April 30, 2021. Post close, US mutual funds managed by Ivy will be directly managed by other Macquarie entities, however, Ivy continues to provide investment advisory services to certain institutional and model portfolio accounts as part of Macquarie. See the announcement for the details: https://www.macquarie.com/about/news/2021/macquarie-group-completes-acquisition-of-waddell-and-reed-financial.html Macquarie Asset Management operates as a global asset manager with more than 1,900 staff operating across 20 markets in Australia, the Americas, Europe, and Asia and has been managing assets for institutional and retail investors through affiliates since 1980. This page does not promote any mutual fund product or service. Nothing presented should be construed as a recommendation to purchase or sell any security or follow any investment technique or strategy. Intended for financial professional audience.
Enriching Lifelong Relationships. Relationships are built on a foundation of trust and integrity. At National Advisors Trust Company, we strive to deliver quality trust solutions while Enriching Lifelong Relationships with our trusted advisors and the clients they serve. At the end of the day, our goal is to safeguard an advisor’s most important asset--the relationship they have with their client. Our directed trustee model, coupled with nationwide trust administrative services, ensures advisors own the client relationship and all investment activities; NATC becomes a non-competitive extension of the wealth management team. NATC is a wholly-owned subsidiary of National Advisors Holdings, Inc. Founded in 2001, NATC has over $10 billion in assets under administration and continues to be the largest independent trust company in the United States. NATC is owned by Registered Investment Advisors, regulated by the Office of the Comptroller of the Currency (OCC) and is a member of the FDIC.
Five Elms Capital is a global growth equity firm that invests in fast-growing B2B software businesses that users love. Five Elms provides capital and resources to help companies accelerate growth and further cement their role as industry leaders. Since firm inception in 2007, Five Elms has focused exclusively on software investing, building an unmatched network and deep domain expertise. Today, with over $1.5 billion in assets under management and a global team of over 60 investment professionals, Five Elms has invested in more than 50 software platforms globally.
Novel Capital’s fintech funding platform breaks down the traditional growth barriers faced by today’s B2B software companies. Their tech-first approach makes it easy for customers to leverage future recurring revenue for immediate access to non-dilutive capital. Paired with online data-driven insights and curated resources, the Novel platform empowers entrepreneurs to capitalize on their momentum.
Imperial PFS® offers premium financing solutions for the commercial insurance industry. For more than 40 years, we have built solid relationships with our insurance agency partners. Together, we’ve developed innovative services and flexible programs to help businesses free up cash flow and obtain the insurance security and cover
Founded in 1992 in Kansas City, we are rooted in the Midwestern values of respect, keeping your word, and treating people fairly. We started with a staff of one local mortgage lender, whose goal was to grow into a mortgage company known for its ethics and stellar customer service. As LeaderOne expanded into more than 90 branches, over 550 employees, and over 280 licensed originators, we have maintained those principles, allowing us to provide our clients and referral partners with exceptional mortgage experiences. LeaderOne’s highly qualified mortgage professionals are currently originating over $4 billion in mortgages annually and servicing over $1 billion in conventional and government loans. WHO WE ARE LeaderOne Financial Corporation is a revolution in mortgage banking. Our 100% employee-owned business model combines the best of both worlds; a commitment to individual empowerment with the backing of a solid, experienced, and committed team. We take ownership and support one another, and our customer experience is a direct reflection of that. Our belief in employee engagement doesn’t have a finish line, and we embrace the possibilities that come our way. OUR MISSION IS A BETTER MORTGAGE EXPERIENCE LeaderOne is dedicated to facilitating the dream of homeownership by providing clients and referral partners with unbeatable service. We believe in earning trust by communicating quickly and proactively and simplifying the overall process. We strive to offer the right mortgage for each unique financial picture at a competitive and fair price. Simply put, our main goal is to amaze our customers, referral partners, and employees. Top 100 Mortgage Companies in America 2015-2018 – Mortgage Executive Top Mortgage Lenders 2015-2018 – Scotsman Guide Exceptional Achievement in Business Growth – 2016 Ellie Mae Hall of Fame Inductee Top 10 Best Companies to Work For 2018 - Mortgage Executive Magazine NMLS# 12007 Equal Housing Lender https://www.nmlsconsumeraccess.org/
What qualities do you look for in a certified public accounting firm: accountability, credibility, accessibility, a trusted partner? Howe & Company offers all of the above, and more. Located in Kansas City's financial district, Howe & Company has been serving the tax and accounting needs of the middle market for more than 40 years. The firm was built on a foundation of tireless integrity and defined by a passion and commitment to serving our clients. We're a full-service firm with a particular emphasis on providing tax compliance and planning services to the real estate industry. The Kansas City Business Journal has perennially ranked us as one of the area´s top 25 CPA firms. We're proud of our firm and our dedicated professionals who possess strong technical tax and accounting skills. While we provide expert services for a wide variety of businesses, trusts, and high net-worth individuals, our core competency has led us to develop an industry specialization in providing tax services to commercial real estate owners and developers. We look forward to serving long-standing and new clients with the same high standards of professionalism and commitment.
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