Top Kansas Financial Services Startups (22)
Established in 2005, Caprock is a privately-owned family office with locations in Newport Beach, Seattle, San Jose, Park City and Boise. We are an SEC-registered investment advisor, advising on ~$6.5 Billion in client assets. We develop customized wealth strategies for individuals and families who don’t have the bandwidth or expertise to do so on their own. Our decisions are based...
Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Core Bank is a full-service community bank offering a comprehensive menu of products and expertise for personal and business banking, including construction lending, wealth services, and mortgage.
SSC CPAs + Advisors provide the best atmosphere in which people can create, perform and grow. We believe that the success of a professional service firm is directly related to the talent and attitudes of the people associated with it. That is very important to you because we don’t just look for accountants. We look for people who get personal...
American State Bank & Trust Company is a locally owned community bank serving Williston, North Dakota, and surrounding communities. It provides personalized personal and business banking, checking and savings accounts, personal and commercial loans, payment processing, and other financial services. Its mission is to improve the community through creative, secure services and neighborly customer support, helping individuals, families, and businesses...
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,...
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...
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...
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”)....
Lever1 is an award-winning Professional Employer Organization (PEO) that provides comprehensive HR outsourcing solutions for businesses across the country. Through integrated services, business owners can cost-effectively outsource the management of human resources, payroll, employee benefits, risk management, and accounting services. Their mission is to partner with small and midsized businesses, providing employer solutions that allow clients to focus on their...
Union State Bank offers financial solutions that make sense for you and your family today and help plan for the future. It is headquartered in Arkansas City, KS, and is the 28th largest bank in the state.
Bankers' Bank of Kansas is a specialized correspondent bank that supports community banks across the state. Headquartered in Wichita, it provides essential financial services such as portfolio accounting, cash management, investments, and loan solutions. By acting as a partner rather than a competitor, the bank enables other financial institutions to expand their service offerings and improve efficiency without increasing their...
National Advisors Trust is a premier, independent national trust company. We were founded in 2001 to empower advisors and families to capitalize on the complete value of trusts, create enduring legacies and ensure the protection and continuity of wealth from one generation to the next. We provide a directed trustee model and nationwide trust administrative services delivered by an in-house team...
Kansas Public Employees Retirement System (KPERS) administers three statewide pension plans for Kansas state and local public employees. Its mission centers on protecting public workers through disability and death benefits during their careers and guaranteeing lifetime retirement benefits afterward. KPERS is therefore a public retirement and benefits administrator serving Kansas’s public workforce, rather than a conventional commercial pension or financial-services...
“We’ll Make Your Business More Successful by Teaching You Ours.” It’s easy enough to claim partnership with one’s clients - ARSI seeks to prove our loyalty and ongoing concern for our clients’ well-being in a number of ways. No secrets. Nothing held back. We offer, free of charge, the lessons learned from over 40 years of daily experience in debt...
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...
100% clean energy across America - that’s our vision. Mosaic makes affordable financing options available to qualifying homeowners — and for the pros, the powerful technology needed to grow their business and encourage the wide-spread adoption of clean energy upgrades. With over 10 years of experience in solar financing, we are a trusted leader prioritizing consumer protections and working to...
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.
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....
