Top Kansas City, MO Financial Services Startups (7)
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.
Onward is a financial wellness benefit that employers can offer to assist their workforce in building a financial cushion for themselves. According to the Federal Reserve, nearly 47% of Americans could not come up with $400 in case of an emergency. For the most vulnerable, the low to moderate income, these emergencies can become shocks leading to financial panic and in many cases the use of pay advances or predatory loans. Onward seeks to change that by offering a mobile app and accompanying website that allows employees to set a financial goal and start saving immediately from their paycheck into a savings account. While employees are saving, Onward utilizes push notifications to send financial tips, tools and resources directly to their mobile devices to create a feeling of confidence around managing finances. If employees have been active Onward savers for at least 3 months, they become eligible to access a responsible loan as an alternative to a payday loan or advance. We seek to provide every worker with a financial cushion and a greater sense of financial security. Check out our app on the Google Play store!
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.
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.
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.
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.
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.
