Top Kansas City, MO Financial Services Companies (36)
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.
We are the leading provider of full-service factoring services in Canada and the United States, with seven offices across North America. We support thousands of businesses with invoice management, credit underwriting, and collection services. By offering dedicated support and transparent access to the factoring process, we help our clients grow their operations, maintain their competitive edge, and become leaders in their industries. At REV Capital, doing business with full transparency isn't just a selling proposition, it's a core belief. That’s why we offer our clients complete visibility into every transaction on their account. Find out when your receivable is closed, whether we've received non-funded payments, and how much you pay on every invoice. If you ever need any clarification, your Client Relationship Manager is always a phone call away. *REV Capital is a tradename used by Baron Finance Incorporated
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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.
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
epay, a segment of Euronet, Inc. (NASDAQ:EEFT), is a leading global provider of payment processing and prepaid solutions that processed more than 3.8 billion transactions in 2023. The company has built an extensive network of retailer touchpoints with more than 800,000 point-of-sale terminals in 63 countries that connects brands with consumers all over the world. The company offers a diverse ecosystem of services, products and solutions supporting the distribution of Payment and Branded Payments for more than 1,000 brand partners via Commerce, eCommerce and mCommerce solutions
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.
Mize CPAs Inc. professionals are dedicated to helping our clients and communities from our offices in Overland Park and Topeka, Kansas. As a Top 200 firm (Inside Public Accounting), we provide audit, tax, accounting, payroll and consulting services to owner-managed businesses in a variety of industries including construction, manufacturing, not-for-profit organizations, auto dealerships, telecommunications and financial institutions. Mize Restaurant Group provides tax, audit, payroll, accounting and consulting services to QSR (Quick Service Restaurants) and franchise restaurants. We are the number one firm providing accounting, tax and payroll services nationwide to McDonald’s franchise owners. As one of the first accounting firms to leverage technology, we developed a proprietary, web-based accounting and payroll solution. We work with clients nationwide so we’re familiar with the various state regulations and the complexities that come with multi-state payroll. In addition to the financial planning Mize CPAs Inc. provides through our accounting and tax services, many of our high net-worth individual and business owner clients work with our related company, Prism Financial Group, L.L.C. Prism is an independent advisory firm offering both financial planning and investment management on a fee-for-service basis www. http://www.prismfg.com. Mize CPAs Inc. has been recognized as a Top 200 Accounting Firm by IPA (Inside Public Accounting), the 10th largest firm in the Midwest by Accounting Today and the firm has also been recognized in Accounting Today’s “Beyond the Top 100: Firms to Watch” listing. Mize Restaurant Group also received recognition as Associate Member of the Year by the Kansas Restaurant & Hospitality Association and also the Greater Kanas City Restaurant Association. For more information, visit www.mizecpas.com
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.
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.
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
Each day is an opportunity to imagine and plan for tomorrow. To think ahead, anticipate, and peer around corners. To see what’s unfolding in our world. At Moss Adams, we believe in the power of possible. In the face of accelerating change—where so much seems unplanned, unmanaged, and uncertain—we’re inspired by the extraordinary potential companies and individuals possess to discover and claim their future. We advise clients at all intervals of development—from start-up to rapid growth and expansion, to transition—collaborating on what’s important to them and their business. Delivering a full spectrum of accounting, consulting, and wealth management solutions, we’re immersed in the industries we serve and contextualize engagements with guidance and insight tailored to the nuances of each situation. We view the world through new ideas and help our clients elevate their business performance. Join us as we help clients create and manage the future, and rise. Upward. Our service lines include: ● Assurance ● Tax ● IT Consulting ● Strategy & Operations ● Transactions Consulting ● Individual Wealth Management ● Institutional Wealth Management
WaterEquity is the first asset manager exclusively focused on solving one of the most urgent issues of our time - the global water and sanitation crisis. We invest in financial institutions and enterprises in emerging markets delivering access to safe water and sanitation to low-income consumers, while offering an attractive risk-return profile to investors. Founded by award-winning entrepreneur Gary White and Matt Damon of Water.org and led by Dr. Paul O’Connell who brings 20 years of institutional asset management experience, the success of WaterEquity is built on decades of experience investing in water and sanitation in emerging markets, delivering proven social and financial returns.
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.
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.
Welcome to 1840 & Company. We are changing the way companies hire, manage, and grow their workforce. Our mission is leading the future of work towards a more flexible, inclusive, and efficient global job market, enabling businesses worldwide to overcome staffing and skills challenges with ease and efficiency. As a global leader in business process outsourcing (BPO) and staff augmentation, we offer comprehensive solutions that span from Recruitment Process Outsourcing (RPO) to global compliance and payroll services. Our approach reduces traditional hiring costs by up to 70%, offering a scalable, cost-effective solution for businesses at any growth stage. At the core of our strategy is an advanced AI-driven talent matching system, part of our 1840 Global Talent Cloud, which ensures quick and precise placement of vetted professionals in over 150 countries. This unique capability allows us to provide quality staffing solutions rapidly, addressing the dynamic needs of today's businesses. 1840 & Company is more than just a BPO provider; we are a strategic partner committed to adding value and enhancing productivity. By managing the complexities of international staffing and operations, we enable our clients to focus on their core missions with the confidence that their outsourcing needs are in expert hands. Visit our website at www.1840andco.com to learn more and request a free consultation on scaling your company's growth with global remote talent.
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.
Our mission is to deliver a future where every company in the world has the capital needed to grow. C2FO's convenient, easy-to-use platform enables companies to work with their suppliers and customers to improve cash flow by determining the best time and terms for paying or getting paid. Today, C2FO is the world’s largest market for working capital. We serve over one million businesses representing $10.5 trillion in annual sales across 183 countries. Our online platform connects more than $110 billion of daily accounts payable and accounts receivable. By providing cost-effective access to working capital, we’re bringing fairness, transparency and, above all, opportunity to the world’s growing businesses. Because we believe that when every business has a fair chance to thrive, we all benefit.
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.
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
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