Top Overland Park, KS Financial Services Companies (18)
GR8 is a collaboration and partnership forged by 8 Top 100 CPA firms in the United States with the objective of coming together and redefining how talent acquisition best practices can provide additional value to our partners. We believe that there is a huge pool of talent outside of the US and in this regard, our objective is to gather all these talented individuals and correctly match them with excellent work opportunities based on their core competencies, skill sets and overall experience and exposure in the different areas of audit, accounting and similar financial related areas.
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.
At TreviPay, we believe loyalty begins at the payment. Thousands of sellers use our global B2B payments and invoicing network to provide choice and convenience to buyers, open new markets and automate accounts receivables. With integrations to top eCommerce and ERP solutions and flexible trade credit options, TreviPay brings 40 years of experience serving leaders in manufacturing, retail and transportation.
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.
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/
Bank of Blue Valley, a division of HTLF Bank, is not your ordinary community bank! We are a growing, dynamic local bank that is strengthened by HTLF, a multi-billion-dollar financial services company that has been named a Forbes Best Bank. We offer our employees unlimited opportunities for career development, growth and the ability to contribute to the vitality of your community. Our clients choose to bank with us because of our robust product offerings, high-touch service, and commitment and impact in our communities. What's different about a career at Bank of Blue Valley, a division of HTLF Bank? We know our employees and their diverse backgrounds, perspectives and skills are our greatest assets. We wouldn't be Bank of Blue Valley, a division of HTLF Bank, without the people with whom we surround ourselves and empower to enrich the lives of our customers, employees and communities. We're dedicated to making Bank of Blue Valley, a division of HTLF Bank, the best place to work – where your opinions are valued, your feedback and ideas are heard, and your opportunities for personal growth and professional development are endless. We work every day to live our mission of “enriching lives one customer, employee and community at a time” and to achieve our vision of: - being a top-performing and admired banking organization, - actively contributing to the vitality of the communities where we live and work, - and delivering financial expertise and excellent experiences. Help us live our mission and achieve our vision. Be a part of Bank of Blue Valley, a division of HTLF Bank. HTLF Bank is Member FDIC And Equal Housing Lender. See our social media terms of use at bankbv.com/resources/social-media.
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.
Money doesn't have to be stressful. Our simple process puts you back in charge of your money, your time, your life, your legacy. Gain financial freedom and live your dream life. For individuals & families: Our simple process can help you to stop worrying about money, gain clarity, and accomplish your goals. For business owners: We simplify your 401(K) plan duties for you, so you can get back to your real work. For veterinarians: You face unique challenges as a vet practice owner, and we help you reduce anxiety, make wise decisions, and achieve your dream life. Let's have a free, no-obligation conversation to see if we're a good mutual fit
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.
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
Allen, Gibbs & Houlik, L.C., one of the largest CPA and advisory firms in the central US, offers an integrated family of services developed to enhance our clients’ profitability and preserve and build their wealth. Beyond a core strength in tax and audit, AGH’s team includes expertise in corporate finance, employee benefits and retirement plans, payroll and accounting outsourcing, family and organizational development, technology and state and local tax, as well as specialization in a number of industries.
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
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
D. E. Shaw India Private Limited (D. E. Shaw India) is an integral part of the D. E. Shaw group, a global investment & technology development firm. Established in 1996 as a technological development center, D. E. Shaw India has expanded its business into a broad range of software and financial activities. Its staff collaborates with colleagues around the world not only to build cutting-edge proprietary software systems that form an intrinsic part of the D. E. Shaw group’s investment activities but also to provide research & operations support to the firm’s systematic, discretionary, & hybrid strategies. Founded in 1988, the D. E. Shaw group quickly became a pioneer in computational finance. Today, the firm has offices around the globe & an institutional-grade infrastructure. We believe that our diverse & inclusive work culture drives creativity, productivity, & performance. An entrepreneurial spirit has always been a part of D. E. Shaw group’s culture. When external platforms don’t meet our needs, we build our own. We created one of the first NoSQL databases in our industry, built a powerful data analysis library for Python before Pandas existed, & built a modern web engineering framework tailored to the firm’s needs. This profile & any links posted through this profile (together, the “Content”) are provided for your information only & do not convey investment advice or an offer of any type with respect to any securities or other financial products. The D. E. Shaw group does not endorse any information or beliefs discussed in any links posted through this profile & makes no representation as to the accuracy or adequacy of the Content. The Content has not been updated for any information that may have changed since publication. No assurances can be given that any aims, assumptions, or expectations expressed or implied in the Content were or will be realized, or that the activities described have continued or will continue at all or in the same manner as described
Mariner Wealth Advisors is a leading national wealth advisory firm. Mariner’s wealth advisory teams help clients achieve & maintain financial peace of mind – preserving the wealth they have created & building a legacy for future generations of family & business leaders. To do so, we provide holistic, innovative & client-focused solutions. We bring together talented resources, innovative offerings & proactive advice with a single purpose in mind – to deliver confidence to our clients so they can focus on what’s most important. Our clients include individuals, families & institutions. Our wealth solutions include: • Wealth planning • Investment advisory services • Multi-generational wealth planning • Risk Management • Philanthropy • Executive compensation planning • Business succession planning • Family office services • Retirement planning To learn more about us, please visit marinerwealthadvisors.com.
Cornerstone Bank is a full service community bank serving the great Kansas City area. We proudly offer a full compliment of banking services including internet and mobile banking, mortgage and home equity loans, 24-hour banking and a variety of other services for you and your business. "Serving You First" is not just our mission statement but also our daily mission. We realize that our valued customers have many banking options and that we must earn their business each and every day. We take pride in doing so. Member FDIC | Equal Housing Lender
LODAS operates the only fully automated online marketplace that matches buyers and sellers of alternative and real estate investments. It operates like an exchange where assets such as non-traded real estate investment trusts (REITs), business development corporations (BDCs) and private real estate investments are traded similar to corporate stocks.
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
