Top St. Louis, MO Financial Services Startups (16)
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.
For over 27 years, DataServ has delivered Accounts Payable invoice automation solutions that enable accounting teams to eliminate data entry, increase accuracy, and focus on higher-value tasks. As pioneers of the finance SaaS market, DataServ solutions are simply incomparable. Our solutions integrate seamlessly, but can also be used independently, giving us the unique capability to offer our clients the ability...
Twain Financial Partners is an investment management firm located in St. Louis, MO with over $4 billion in assets under management within the public-private partnership sector. The firm works with a wide variety of investment types, specializing in tax credit, structured debt, and real estate transactions. Twain works closely with financial institutions, corporations, and high-net-worth individuals to structure and manage...
Burds & Kuntz, P.C. was founded based on three principles: integrity, trust and dedication to client service. We have attracted "the best of the best" professionals dedicated to providing exceptional, trusted client service. The breadth of our past experiences serving closely held businesses and their owners and executives in the areas of tax strategy and planning has evolved into a...
Exos has built a next-gen platform for B2B institutional finance. A platform designed to deliver all the services of a traditional investment bank, reimagined and tailored to a modern digital world, all integrated into a powerful, modern technology platform driven by data and data science. While technology has transformed most industries, including aspects of retail financial services in many parts...
Patrick Capital Markets is a privately held independent broker dealer that is headquartered in St. Louis, Missouri with registered representatives nationwide. Patrick Capital acts as a third party marketing and sales firm which offers wholesale distribution of select investment products and services among a diverse group of investment teams and organizations. Whether you're raising capital for private equity and hedge...
The LCMS Foundation provides Christian estate planning services to LCMS members and investment services for LCMS ministries, helping them invest and grow assets for long-term stability and funding.
WHAT WE DO: Benefit Plans Plus (BPP) is a Third Party Administrator (TPA) that actively partners with Financial Advisors by providing effective tools, services, and support for front-end business development and client retention. We are experts in retirement plan consulting, personalized plan design, and hassle-free plan administration. WHO WE WORK WITH: Financial Advisors, Business Owners, Retirement Plan Recordkeepers, DCIOs, Payroll Vendors,...
Buckingham Strategic Partners is committed to creating a better wealth experience for financial advisors and their clients. The firm’s comprehensive wealth platform supports a nationwide community of financial advisors with the resources they need.
Cass Commercial Bank, founded in 1906, is a niche-focused bank delivering personal service and an array of banking products. We focus on three primary markets: privately-held companies in the greater St. Louis and southern California regions, faith-based organizations and restaurant franchise owners. Business Banking Services From basic checking accounts to treasury management services, Cass provides the products and services you need...
At Matter, families are our number-one priority. We lead the way on a purpose-driven path that supports each family’s unique goals and values through our exceptional investment management, wealth planning and coordination, and culture and legacy services. By guiding families through strategies that foster trust and communication, support inheritance and succession planning, and encourage intentional decision-making, Matter helps them thrive along with...
e3 ConsultantsGROUP is a comprehensive wealth management, tax and accounting firm. Our purpose is to proactively challenge the status quo as to how Americans are educated about finance and money related decisions. Our desire is to bring a “family office” model to the mass affluent because until recently, these resources have only been available to the ultra-wealthy. We help our...
Midas Capital, LLC is a transformative, entrepreneurial, growth-oriented real estate investment firm which, in concert with its affiliates, acquires, owns, develops, and manages a portfolio of commercial real estate projects and other diversified investments across segments and geography. We seek to invest where we can significantly impact communities and build lasting business value leveraging our relationships, expertise and management capabilities....
SUMMARY Kingdom Capital is a values-driven private investment firm focusing on early and growth stage companies. As a values-driven private investment firm, Kingdom Capital serves investors who prefer that their capital is managed in accordance with its SHIELD values (Service, Humility, Integrity, Excellence, Love, Diversity) and is invested in companies whose cultures and leadership endeavor to reflect these values. Kingdom...
Providing peace of mind through tailored life and health insurance solutions. Specializing in final expense, Medicare, and health insurance for individuals under 65, we ensure that your future and well-being are safeguarded
Kennedy Capital Management, Inc. (KCM) is a St. Louis-based, boutique investment firm that has focused on a goal of generating superior returns in the small and mid-cap domestic equity markets for our clients for 40 years. We are an independent and 100% employee-owned investment adviser. Our team’s top priority is working for institutions and high-net-worth individuals, fostering an entrepreneurial culture...
