Top Missouri Financial Services Startups (27)

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...

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...

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.

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.

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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....