Top Missouri Financial Services Startups (28)

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.

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...

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...

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...

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,...

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...

If you're looking for a solid company that has the experience and the knowledge to put your interests first, come see us. We can work together to plan for a sound financial future. Whether an individual, family, or business, we have the background and track record that add up to wise investment.

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...

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 &...

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...

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...

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...

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...

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...

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...

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...

Enriching Lifelong Relationships. Relationships are built on a foundation of trust and integrity. At National Advisors Trust Company, we strive to deliver quality trust solutions while Enriching Lifelong Relationships with our trusted advisors and the clients they serve. At the end of the day, our goal is to safeguard an advisor’s most important asset--the relationship they have with their client. Our...

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...

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....