Top Missouri Financial Services Startups (48)

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...

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...

The Bank of Washington is a full-service community bank headquartered in Washington, MO, offering a range of personal and business banking products and services. It is the oldest and largest community bank in Franklin County, serving the area for over 145 years.

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...

Multipli Credit Union is a not-for-profit financial institution based in Missouri, dedicated to making financial well-being real and reachable for its members. Serving over 75,000 members, it provides a range of banking services, including competitive rates and exclusive perks, to help members achieve their financial goals. Their mission focuses on empowering members through smart tools and expert support to ensure...

A full-service CPA and consulting firm providing accounting, tax, business advisory, wealth management, and IT solutions for closely held businesses and various industries.

First State Insurance Agency is an independent insurance agency that specializes in providing a wide range of insurance products, including home, auto, farm, life, and health insurance. By representing a carefully selected group of financially sound and reputable insurance companies, the agency helps clients simplify their insurance experience and secure the best possible coverage to protect themselves and their loved...

First Bank Upper Michigan is a community bank committed to providing quality customer service with a full range of Commercial and Retail Banking products and services, and an Investment Management Group. It takes pride in giving back to its communities, focusing on its customers, employees, and communities.

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.

Imperial PFS Canada helps insurance brokers, carriers, and managing general agencies across Canada grow through customized insurance-premium financing programs. Its payment programs and quoting systems help clients become more competitive, increase revenue, and reduce operating costs by integrating payment solutions into their businesses. The company is part of Imperial PFS, which provides innovative financial and technology solutions and short-term loans...

Levco Management LLC is a fully integrated real estate investment manager and operator founded in 2013 and headquartered in Richmond, Virginia. The company specializes in multifamily apartments, serving as an apartment investment firm, property and asset manager, and in-house construction company. Levco operates a concentrated portfolio in the Mid-Atlantic region, leveraging local knowledge to unlock efficiencies by controlling all aspects...

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...

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.

Longevity Holdings is a Minneapolis-based, private equity-backed data and analytics company backed by Cornell Capital. Its portfolio of market-leading businesses provides data, analytics, medical underwriting, death audit and locate services, life insurance trust management, and policy services to life insurers, reinsurers, pension funds, banks, TPAs, and asset managers, helping clients address the challenges and opportunities of an aging population.

Virtual Pay International Limited is a leading Pan-African payment service provider and technology firm that offers bespoke global payment solutions. As an International Electronic Money Institution and Visa Principal Acquirer, it enables businesses to securely and seamlessly accept cashless payments via an all-in-one omnichannel platform, powering transactions across Africa, the UAE, Europe, Asia, and Latin America.

United Bank of Union is a community-focused financial institution that provides a broad range of financial products and services, including personal and business banking, loans, and wealth management.

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,...

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...

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...