Top Missouri Financial Services Startups (36)
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 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.
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.
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.
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.
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.
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...
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...
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...
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...
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...
BlackIvy Group is a U.S.-based holding and investment company focused on delivering life’s essentials in Sub-Saharan Africa. It builds, operates, and scales commercial businesses across food, housing, healthcare, warehousing, and logistics, with operations anchored in Ghana, Kenya, and Tanzania. The company emphasizes long-term growth, resilient value, quality products and services, cost-conscious execution, and expanding access to essential goods and infrastructure.
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,...
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.
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 &...
