Best Financial Services Companies in Kansas City, United States
The 77 best Financial Services companies in Kansas City, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Lockton.
Ranked: Best Financial Services companies in Kansas City
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Lockton Provider of risk management, insurance, and reinsurance brokerage services 72Market top 16%Funding top 17%Product top 36%Talent top 38% All 9 signals ▾Markettop 16% Fundingtop 17% Producttop 36% Talenttop 38% Innovationtop 49% Techtop 49% Patentstop 49% Globalbottom 36% Customersbottom 26% Market: 10,128 employees (top 3% of Insurance Distribution) Funding: Raised $600M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) rank vs industry peers · Fliar Intelligence Index 72/100 | $600M | 1 mo ago | Acquired | Jack Lockton Founder | 1966 | — | 4 patents Patents concentrated in computing, sensing & instrumentation | — |
| 2 | H&R Block Chains providing tax preparation, financial product, and small business services 92Funding top 8%Patents top 13%Market top 15%Innovation top 17% All 13 signals ▾Fundingtop 8% Patentstop 13% Markettop 15% Innovationtop 17% Techtop 17% Moattop 21% Fin. healthtop 22% Customerstop 26% Globaltop 31% Producttop 34% Talenttop 38% Newsbottom 49% Growthbottom 45% Funding: Raised $350M · Backed by 2 investors; strongest: Greyrock Investments Patents: 1,182 patents matched (strict assignee match) · 1056 filings since 2022 vs 65 in 2017-21 rank vs industry peers · Fliar Intelligence Index 92/100 | $350M | — | Public | Jeff Jones President & Chief Executive Officer | 1955 | WordPress Block EditorAmazon WebstoreWordPress+46 | 1,182 patents Financial transaction processing, tax preparation, and data integration software solutions. | 2 internships · 1 partnership |
| 3 | Lead Bank Fintech-forward bank offering innovative BaaS solutions and empowering financial futures | $70M | 9 mo ago | Series B | Jacqueline Reses Chief Executive Officer | 1928 | WebflowApple iCloud MailGoogle Workspace+13 | — | 1 launch · 1 partnership |
| 4 | Spring Venture Group Provider of health insurance brokerage and personalized support | $25M | 95 mo ago | Late Stage | Jeffery Anderson Co-Founder & Partner | 2007 | WordPressApple iCloud MailMySQL+18 | — | — |
| 5 | Citizens Bank & Trust Commercial bank | $24M | 100 mo ago | Acquired | Bill Young Founder & President | 1889 | — | — | — |
| 6 | Walnutrisk Comprehensive insurance solutions tailored for commercial, personal, and specific industry needs 13Funding bottom 44%Tech bottom 30%Global bottom 25% All 3 signals ▾Fundingbottom 44% Techbottom 30% Globalbottom 25% Funding: Raised $3.1M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) Tech: 8 technologies across 2/8 capability areas · Security: Recaptcha rank vs industry peers · Fliar Intelligence Index 13/100 | $3M | 15 mo ago | Series A | — | 2013 | — | — | — |
| 7 | Blue Ridge Bank and Trust Community bank providing personal and business financial solutions since 1958 | $535K | 184 mo ago | Early Stage | Walter Reich Co-Founder | 1958 | ScalaVarnishPlay+9 | — | — |
| 8 | Schwab Asset Management Provider of investment management services | — | 47 mo ago | Late Stage | Omar Aguilar CEO | 1973 | DrupalPHPAmazon Web Services+28 | — | — |
Top 12 Financial Services companies in Kansas City
#1
Acquired · Kansas City, Missouri · founded 1966 · 10128 employees$600Mraised▾
Provider of risk management, insurance, and reinsurance brokerage services. The company offers detailed reviews and analysis of business operations and risk profiles. It delivers expertise in the insurance market. The company combines knowledge of the market with a global network.
- May 2026Conventional Debt$600M
#2
Series B · Kansas City, Missouri · founded 1928 · 129 employees$70Mraised▾
Fintech-forward bank offering innovative BaaS solutions and empowering financial futures. This is a B2B company that provides a Partner Platform designed to help fintechs and founders scale by leveraging industry experience and best-in-class fintech products. The company offers a range of solutions including lending, transfers, cards, and accounts, with a focus on practical applications for banking, business, and personal finance. They provide FDIC-insured accounts and aim to propel innovation in the banking sector by addressing common pain points faced by fintech companies. The company emphasizes a tech-inspired approach to solving banking problems, offering more solutions and less friction for its partners. They are committed to using resources to make a positive impact.
- Sep 2025Series B$70M
#3
Series A · Kansas City, Missouri · founded 2013 · 15 employees$3.1Mraised▾
Comprehensive insurance solutions tailored for commercial, personal, and specific industry needs. We are a full-service insurance brokerage providing custom-tailored insurance programs. We deliver quality insurance solutions to individuals, specializing in commercial and personal insurance coverage. A team of trusted insurance professionals is committed to helping you find a policy that fits your needs. We focus on providing personalized attention and exceptional customer service. We work to ensure that you and those you care about most are protected. Client service, client satisfaction, relationships, and integrity are the cornerstones of our business model. We offer coverage for various sectors, including transportation, real estate, staffing, and construction. Our offerings include commercial auto, general liability, property, workers' compensation, and personal lines such as auto, homeowners, and life insurance. We also provide risk management and claims services.
- Mar 2025Series A$3.1M
#4
Public · Kansas City, Missouri · founded 1955 · 4000 employees$350Mraised▾
Chains providing tax preparation, financial product, and small business services. The company offers options for online filing, in-person assistance, and professional tax preparation. It provides services such as refund advance loans, tax identity shield, and second look reviews. Additionally, the company offers bookkeeping, payroll, and business formation assistance for small businesses.
#5
Late Stage · Kansas City, Missouri · founded 2007 · 1000 employees$25Mraised▾
Provider of health insurance brokerage and personalized support. This company helps individuals navigate health insurance options, offering guidance on Medicare Supplement Insurance, Medicare Advantage Plans, prescription drug coverage, dental, vision, and hearing plans, accident coverage, critical illness plans, and Affordable Care Act plans. They provide personalized support and guidance to clients, assisting them in choosing insurance policies that meet their needs. The company also offers services to organizations, providing Medicare education, resources, and enrollment services for their employees.
- Jul 2018PE—
- Mar 2015Conventional Debt$25M
#6
Acquired · Kansas City, Missouri · founded 1889 · 224 employees$23.8Mraised▾
Provider of community banking services specialized in retail banking, commercial banking and wealth management. The company offers personal banking, loan, investment, business financing, private banking, trust services and employee benefits, thereby making a convenient experience of everyday banking for customers.
#7
Early Stage · Kansas City, Missouri · founded 1958 · 132 employees$535Kraised▾
Community bank providing personal and business financial solutions since 1958. Offers a comprehensive suite of financial products and services, including personal checking and savings accounts, CDs, loans, wealth management, and insurance. For businesses, they provide checking, commercial lending, treasury services, and card services. They focus on digital banking solutions for both personal and business clients, emphasizing online security and fraud protection. Services include debit and credit cards, online bill payment, and ACH authorization. They are committed to customer service, offering support through a customer service center and various online resources. They are an FDIC-insured, equal housing lender, enabling people to acquire the financial resources to realize their dreams.
#8
Late Stage · Kansas City, Missouri · founded 1973—raised▾
Provider of investment management services
#9
Funding Raised · Kansas City, Missouri · founded 1966 · 514 employees—raised▾
Convenient personal and business banking solutions with a community focus, offering a wide array of financial services. It provides personal banking options like checking, savings, loans, and credit cards, alongside business solutions including checking, savings, loans, and commercial services. The bank emphasizes digital accessibility through mobile and online banking, including features like mobile deposit, fund transfers, and bill payment. It focuses on customer service and community involvement, offering financial education resources and supporting local initiatives. The bank provides mortgages, home equity lines of credit, and various loan options. It also offers treasury management and corporate banking services. The bank leverages technology to enhance the banking experience, including Smart ATMs and Interactive Teller Machines. It is FDIC-insured, ensuring the safety of deposits. The bank is family-owned and committed to providing a superior banking experience.
#10
Acquired · Kansas City, Missouri · founded 1946 · 1592 employees—raised▾
Life and health insurance carrier
#11
Funding Raised · Kansas City, Missouri · founded 1978—raised▾
Personal loans provider
#12
Funding Raised · Kansas City, Missouri · founded 1950—raised▾
Community-focused bank empowering Kansas City through financial services and community development. This financial institution is dedicated to strengthening communities through a range of personal and business banking solutions. Services include checking and savings accounts, CDs & IRAs, credit cards, and commercial loans. Digital banking options such as digital wallets and mobile deposit enhance customer convenience. The bank actively engages in community development initiatives, offering financial tips and supporting local projects. It operates as a CDFI, emphasizing its commitment to social impact. The bank provides financial calculators and bill pay services, promoting financial literacy and ease of use. It is FDIC-insured, ensuring security and trust. The bank leverages online banking with login functionality and offers an email newsletter for updates.
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Financial Services coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
Riya reads income statements for fun. She covers the real money in a sector — revenue, growth, who actually earns — and never met a vague claim she didn't want a number for.