Top Missouri Financial Services Startups (27)
We’re a global team building solutions that deliver value to employers, payers, and health systems by ensuring people can access and afford the care they need to live healthier lives.
The Chamberlin Group is a holistic planning firm that combines the many aspects of managing personal finances into an easy to understand 4 step process. The goal of the firm is to provide a solution to nearly all of our client's financial needs. Please visit http://www.chamberlin-group.com to learn more about our firm. Financial planning and investment advisory services offered through Prosperity...
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...
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...
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...
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...
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
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...
weAudit.com is an auditing/management firm. Representing the interests of merchants. Credit card interchange is one of the most complex industries to understand. Banks and credit card processors engage in very deceptive billing practices, making it imposable for most merchants to understand it. Until now, merchants had to turn to their banks and processors in order to perform an audit on themselves...
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...
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...
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,...
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...
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.
Permanent Equity invests with no intention of selling in family-held companies headquartered in North America. With 14 portfolio companies and a current capital base in excess of $300 million, the firm seeks opportunities to invest in and partner in closely held companies with durable value propositions. The firm's current portfolio includes companies in aerospace, amusement attractions, niche construction, manufacturing &...
We develop, build, manage and invest in quality housing where our families would be proud to live. Our vision is to develop long-term relationships with clients and investors in the financial services and real estate markets to maximize profitable opportunities for all involved. We serve our clients and communities with integrity to maintain their trust and respect. Since our beginning in...
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...
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...
HOMEBANK is a full service community bank established in 1934 that offers exceptional customer service with cutting edge technology. HOMEBANK has nine convenient locations covering NEMO and Western IL, that include, Palmyra, Hannibal, Quincy (2 locations), Canton, Centralia, Mexico, Bowling Green and we have expanded to Lake St. Louis. We are committed to you, our customers, and the delivery of...
Our Vision: To be recognized as The Premier Insurance and Financial Services Provider in the Westplex. We will continue to provide Customer First Service by assessing our customers' objectives and offering a one-stop shop for all of their needs. We are committed to aggressive growth through a combination of strategic alliances and new products that will allow us to better serve and...
