Top Missouri Financial Services Startups (35)

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

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.

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.

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.

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...

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.

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...

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...

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....

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...

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...

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...

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.

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...

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...

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,...

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...

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...

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...

CPA.com has the overarching mission of empowering CPAs and businesses for the digital age. The company's core offering of web-based technology solutions targets the practice management, client services and developmental needs of financial professionals in an increasingly complex world. In addition to its CPA.com branded offerings, the company forms strategic alliances with leading solutions providers focused on the accounting profession and...