Top Overland Park, KS Financial Services Companies (18)
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...
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...
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,...
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...
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...
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.
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,...
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 &...
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...
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....
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,...
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...
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...
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...
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”)....
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.
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...
