Company lists
The Kansas edition · 2026

Financial servicescompanies in Kansas

Accounting, banks, investments, insurance, startups and more: the companies building financial services in Kansas, with their founders, funding, team size and business models.

229 company profiles7 with recorded fundingNovember 2026 edition
Kansas · Photo: Wikimedia Commons (CC0)

Recent financial services business events in Kansas

Funding, M&A, contract wins and launches involving 310 financial services companies in Kansas, last 24 months: 33 M&A deals · 1 funding round · 1 Contract. Newest first; companies and investors link to their Fliar profiles. Latest event in our news feed: May 2026.

M&AAcquisition · Completed

Midwest Trust acquires Vertiv

Midwest Trust Co acquired a new stake in Vertiv Holdings Co. (NYSE:VRT – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities…

M&ABuyout · Completed

New mountain capital acquires Ima financial group

Oak Hill Capital and New Mountain Capital are each taking minority positions, with additional participation from HarbourVest Partners and a select group of prominent institutional…

Insurance Brokerage
M&ABuyout · Completed

Oak Hill Capital acquires Ima financial group

IMA Financial Group, Inc., a North American insurance brokerage firm specializing in risk management, employee benefits and investment advisory services, today announced the completion…

Insurance Brokerage
M&AAcquisition · Completed

Integrated wealth acquires Viking therapeutics

Integrated Wealth Concepts LLC bought a new stake in Viking Therapeutics in the 1st quarter valued at about $230,000.

Biopharmaceutical
M&AAcquisition · Announced

Integrated wealth acquires Hercules capital

Integrated Wealth Concepts LLC grew its stake in Hercules Capital by 5.9% in the 1st quarter.

M&AAcquisition · Completed

Waterfront wealth acquires Zoetis

Waterfront Wealth Inc. bought a new stake in Zoetis Inc. (NYSE:ZTS – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and…

Animal health
M&AAcquisition

Waterfront wealth acquires Teleflex

Waterfront Wealth Inc. acquired a new stake in Teleflex Incorporated (NYSE:TFX – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and…

Medical technology
M&AAcquisition · Announced

Prime capital investment advisors acquires CENTRAL BANCOMPANY

Prime Capital Investment Advisors LLC bought a new stake in Central Bancompany (NASDAQ:CBC – Free Report) in the 4th quarter, according to the company in its most recent disclosure with…

Banking
M&AAcquisition · Announced

Creative planning acquires Maseco

Creative Planning is extending its international reach with a deal to acquire London-based Maseco, a move that significantly expands its footprint in cross-border wealth management.

Wealth Management
M&AAcquisition · Announced

Ae wealth management acquires Lumentum

AE Wealth Management LLC bought a new stake in Lumentum Holdings Inc. (NASDAQ:LITE – Free Report) in the third quarter, according to its most recent disclosure with the Securities and…

M&AAcquisition · Announced

Creative planning acquires Sonic automotive

Creative Planning acquired a new position in Sonic Automotive during the second quarter worth approximately $213,000.

Automotive Retailer
M&AMerger · Completed

Communityamerica credit union acquires Unify financial credit union

On November 1, 2025, CommunityAmerica Credit Union officially merged with UNIFY Financial Credit Union, expanding its national footprint with branch locations across Arkansas,…

Credit union
M&AAcquisition · Announced

the Dains Group acquires Curo

Advisory services specialist the Dains Group has acquired Curo.

Advisory services
M&AAcquisition · Announced

The retirement planning group acquires Hmc partners

The Retirement Planning Group, Cetera’s employee-based RIA, has broadened its reach with the acquisition of HMC Partners, a Greensboro, North Carolina-based wealth management firm…

Wealth Management
M&AAcquisition · Completed

The retirement planning group acquires First financial advisors

Last month, TRPG acquired First Financial Advisors, a Muskegon, Michigan-based practice with more than $300 million in assets and a dual focus on wealth management and tax planning.

Wealth Management
M&AAcquisition · Completed

Mariner wealth advisors acquires AndCo Consulting

Mariner Wealth Advisors, acquired two institutional consulting firms, AndCo Consulting and Fourth Street Performance Partners, last year.

Institutional consulting
ContractTechnology

Jack henry · client: Azura credit union

Azura Credit Union has selected Jack Henry’s Symitar® open technology platform to deliver modern services to local communities and drive future growth.

Financial services
M&AMerger · Announced

Fortis capital advisors acquires LRVS Advisory Group

Fortis Capital Advisors is pleased to announce the merger with LRVS Advisory Group, a highly regarded financial advisory firm.

Strategic advisory

Financial services companies in Kansas, by funding and team

Few financial services companies in Kansas publish revenue, so this list compares what is on record instead: recorded equity funding, team size, revenue model, age and stage. The 50 companies below lead on recorded funding and team size among 229 active companies.

Showing 25 of 50

Comprehensive financial solutions: personal, business, mortgage, wealth management, and agricultural services

Banks
US$120.33mSeries C · Oct 2018
172+11% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
19 yr2007
0none in 3 months · last posted Apr 2025

Commercial bank

Banks
US$89.70mSeries D · Oct 2012
1,365LinkedIn · Oct 2026
Commission on transaction / Lending
24 yr2002
0none in 3 months · last posted Jun 2026

Comprehensive financial planning and wealth management firm creating financial freedom

Services for investment industry
US$5.30mSeries A · Sep 2025
61LinkedIn · Jul 2026
Advertising / Commission on transaction
9 yr2017
0none in 3 months

Life insurance carrier

Insurance carriers
US$1.77mSeries A · Jan 2018
4+9% vs previous recordLinkedIn · Jul 2026
Fee-for-service
17 yr2009
0none in 3 months

Direct funding source for commercial equipment financing

Consumer and sme loans
US$600kSeed · Jul 2016
9LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
11 yr2015
—No postings tracked

Trusted community bank offering personal and business banking solutions

Banks
US$300kSeed · Jul 2017
26LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
25 yr2001
0none in 3 months

Commercial bank

Banks
US$23kSeed · Jan 2010
—Not available
Fee-for-service
25 yr2001
0none in 3 months

Zillow Home Loans is a rapidly growing national provider of online mortgage lending services and financial services company.

Service providers to banks
—None recorded
873+1,710% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Lending
26 yr2000
—No postings tracked

Investment management and trading firm

Asset management
—None recorded
4,805recorded
Commission on transaction / Fee-for-service
16 yr2010
0none in 3 months

Short term loans provider

Consumer and sme loans
—None recorded
405-23% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / Lending
29 yr1997
—No postings tracked

Diversified financial services company

Insurance distribution
—None recorded
3,341LinkedIn · Oct 2026
Fee-for-service
52 yr1974
0none in 3 months · last posted Jun 2026

Northeast Kansas credit union providing personal and business financial solutions

Banks
—None recorded
1,469+8% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Fee-for-service
10 yr2016
—No postings tracked

Commercial bank

Banks
—None recorded
1,172+9% 12 mo to Dec 2023recorded Dec 2023
Commission on transaction / Fee-for-service
38 yr1988
0none in 3 months · last posted Sep 2025

Provider of credit solutions for consumers and small businesses, specializing in alternative financial services

Service providers to banks
—None recorded
323+168% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Lending
42 yr1984
—No postings tracked

Advisors Excel is a financial services company offering retirement income strategies and financial advisory services.

Insurance distribution
—None recorded
800recorded
Advertising / Commission on transaction
21 yr2005
—No postings tracked

Commercial bank

Banks
—None recorded
999+11% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Fee-for-service
134 yr1892
0none in 3 months · last posted Jun 2026

Urban credit union

Banks
—None recorded
749+20% vs previous recordrecorded
Commission on transaction / Fee-for-service
86 yr1940
0none in 3 months · last posted Mar 2026

Mutual insurance carrier

Insurance carriers
—None recorded
1,346-8% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / E-commerce - service
84 yr1942
0none in 3 months

Retail bank

Banks
—None recorded
822-10% 12 mo to Dec 2021LinkedIn · Oct 2026
Commission on transaction / Lending
150 yr1876
0none in 3 months · last posted Jun 2026

Commercial bank

Banks
—None recorded
496+8% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
116 yr1910
0none in 3 months · last posted Jun 2026

Retail & business community bank

Banks
—None recorded
419+2% 12 mo to Dec 2021recorded Dec 2021
Commission on transaction / Fee-for-service
39 yr1987
—No postings tracked

Urban credit union

Banks
—None recorded
339+290% 12 mo to Dec 2021recorded Dec 2021
Commission on transaction / Fee-for-service
91 yr1935
0none in 3 months · last posted Jun 2026

Insurance broker

Insurance distribution
—None recorded
307+9% vs previous recordrecorded
Commission on transaction / Fee-for-service
39 yr1987
0none in 3 months · last posted Feb 2026

Provider of asset & wealth management, investment advisory, and financial planning services

Asset management
—None recorded
374+45% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Fee-for-service
41 yr1985
0none in 3 months

Commercial bank

Banks
—None recorded
218+4% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
67 yr1959
0none in 3 months · last posted Jun 2026
50 of 229 companies shown here · the full list is on Radar
Fliar Radar

Explore all 229 financial services companies in Kansas on Radar

This page shows the top 50. Radar has the complete, filterable list with contacts and live company signals.

Open financial services in Kansas on Radar
  • Every company, not just 50All 229 financial services companies in Kansas, filterable by stage, funding, team size, revenue model and age.
  • Founders and decision-makersLeadership teams with roles and verified LinkedIn profiles, ready for outreach.
  • Live signalsFunding rounds, hiring, launches and M&A as they happen, with alerts on the companies you follow.
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Explore financial services companies in Kansas by what you are looking for

Find financial services companies and finance providers in Kansas. Explore accounting, banking, asset management, insurance, and lending services.

7 ways to explore financial services in Kansas

Finance and accounting service companiesBanks and banking service companiesAsset management companiesInsurance companies and brokersFinancial services startups in KansasFinancial services companies hiring in Kansas

Finance and accounting service companies

Providers of finance, accounting, and payroll services.

  1. Ncaks

    National Credit Adjusters (NCA) specializes in delinquent account receivables for a variety of industries.

    Service providers to banks
    See in list
  2. swindoll, janzen, hawk & loyd, llc

    Swindoll, Janzen, Hawk & Loyd is an accounting firm providing assurance, tax, and advisory services.

    Finance & accounting services
    See in list
  3. bt & co

    BT & Co is an accounting firm that offers tax preparation, audit, payroll processing, software training and support services.

    Finance & accounting services
    See in list
  4. varney & associates, cpas

    Varney & Associates is an accounting firm that offers accounting, tax, and financial planning services.

    Finance & accounting services
    See in list
  5. small business solutions

    Small Business Solutions offers tax, accounting, payroll, QuickBooks, and business services to helps with management and business growth.

    Finance & accounting services
    See in list
55 companies in Kansas

Banks and banking service companies

Banks and companies supporting commercial banking.

  1. CrossFirst Bank

    Comprehensive financial solutions: personal, business, mortgage, wealth management, and agricultural services

    Banks
    See in list
  2. Equity Bank

    Commercial bank

    Banks
    See in list
  3. Cornerstone Bank

    Trusted community bank offering personal and business banking solutions

    Banks
    See in list
  4. Community First National Bank

    Commercial bank

    Banks
    See in list
  5. Zillowhomeloans

    Zillow Home Loans is a rapidly growing national provider of online mortgage lending services and financial services company.

    Service providers to banks
    See in list

Asset management companies

Companies managing investments, portfolios, and wealth.

  1. Merrill Edge

    Investment management and trading firm

    Asset management
    See in list
  2. Prime Capital Investment Advisors

    Provider of asset & wealth management, investment advisory, and financial planning services

    Asset management
    See in list
  3. midwest trust company

    Midwest Trust Company is a financial services company specializing in investment and wealth management services.

    Asset management
    See in list
  4. Creative Planning

    Provider of wealth management services

    Asset management
    See in list
  5. Koch Disruptive Technologies

    Venture capital firm investing in multiple sectors

    Venture capital funds
    See in list

Insurance companies and brokers

Insurance carriers, distributors, and related providers.

  1. USAlliance Corporation

    Life insurance carrier

    Insurance carriers
    See in list
  2. IMA Financial Group

    Diversified financial services company

    Insurance distribution
    See in list
  3. BCBSKS

    Mutual insurance carrier

    Insurance carriers
    See in list
  4. Lockton Affinity

    Insurance broker

    Insurance distribution
    See in list
  5. AFI

    Provider of property and casualty insurance to military professionals

    Insurance carriers
    See in list

Financial services startups in Kansas

Recently founded financial services companies in Kansas.

  1. Magellan Financial

    Financial services company that provides investment solutions and insurance products

    Financial services industry associations
    See in list
  2. Grant Capital

    Provider of financial services

    Asset management
  3. Index Wealth

    Provider of financial planning and wealth management services for individuals

    Asset management
  4. Carepath Benefits

    Provider of level-funded health plans for small to mid-sized employers

    Insurance carriers
  5. Bluemax Pay

    Payment facilitator that specializes in offering tailored payment solutions

    Remittance services
17 companies in Kansas

Financial services companies hiring in Kansas

Financial services employers with hiring activity in Kansas.

  1. CrossFirst Bank

    Comprehensive financial solutions: personal, business, mortgage, wealth management, and agricultural services

    Banks
    See in list
  2. Equity Bank

    Commercial bank

    Banks
    See in list
  3. IMA Financial Group

    Diversified financial services company

    Insurance distribution
    See in list
  4. Enterprise Financial Services

    Commercial bank

    Banks
    See in list
  5. Sunflower Bank

    Commercial bank

    Banks
    See in list
20 companies in Kansas

Public financial services companies

Publicly listed financial services companies in Kansas.

  1. CrossFirst Bank

    Comprehensive financial solutions: personal, business, mortgage, wealth management, and agricultural services

    Banks
    See in list
  2. Equity Bank

    Commercial bank

    Banks
    See in list
  3. CURO

    Short term loans provider

    Consumer and sme loans
    See in list
  4. Enterprise Financial Services

    Commercial bank

    Banks
    See in list
  5. Tortoise

    Provider of investment management services

    Asset management
7 companies in Kansas
Mobile reach

Top 10 financial services apps from Kansas

The most-installed Android apps published by financial services companies headquartered in Kansas — 1.3M installs between them. 37 companies on this page publish at least one app; each company (legal entity) appears once, with its most-installed app.

1 of 10
1

Merrill Edge

by Merrill Edge

Installs841K
Rating3.298K ratings
Installs, year on year+12%
Last updatedMay 2026
Merrill Edge screenshot 1Merrill Edge screenshot 2Merrill Edge screenshot 3Merrill Edge screenshot 4Merrill Edge screenshot 5Merrill Edge screenshot 6
2

Meritrust Business

by Meritrust Credit Union

Installs103K
Rating4.467K ratings
Last updatedApr 2026
Meritrust Business screenshot 1Meritrust Business screenshot 2Meritrust Business screenshot 3Meritrust Business screenshot 4Meritrust Business screenshot 5Meritrust Business screenshot 6
3

Equity Bank

by Equity Bank

Installs72K
Rating4.512K ratings
Last updatedMar 2026
Equity Bank screenshot 1Equity Bank screenshot 2Equity Bank screenshot 3Equity Bank screenshot 4Equity Bank screenshot 5Equity Bank screenshot 6
4

Enterprise Bank & Trust Mobile

by Enterprise Financial Services

Installs63K
Rating4.031K ratings
Last updatedDec 2024
Enterprise Bank & Trust Mobile screenshot 1Enterprise Bank & Trust Mobile screenshot 2Enterprise Bank & Trust Mobile screenshot 3Enterprise Bank & Trust Mobile screenshot 4Enterprise Bank & Trust Mobile screenshot 5Enterprise Bank & Trust Mobile screenshot 6
5

Sunflower Bank

by Sunflower Bank

Installs61K
Rating4.571K ratings
Last updatedMay 2026
Sunflower Bank screenshot 1Sunflower Bank screenshot 2Sunflower Bank screenshot 3Sunflower Bank screenshot 4Sunflower Bank screenshot 5Sunflower Bank screenshot 6
6

Azura Credit Union

by Azura Credit Union

Installs58K
Rating4.692K ratings
Last updatedApr 2026
Azura Credit Union screenshot 1Azura Credit Union screenshot 2Azura Credit Union screenshot 3Azura Credit Union screenshot 4Azura Credit Union screenshot 5Azura Credit Union screenshot 6
Installs37K
Rating4.58664 ratings
Last updatedMay 2026
MyBankCNB Mobile screenshot 1MyBankCNB Mobile screenshot 2MyBankCNB Mobile screenshot 3MyBankCNB Mobile screenshot 4MyBankCNB Mobile screenshot 5MyBankCNB Mobile screenshot 6
Installs32K
Rating4.56837 ratings
Last updatedMay 2026
SBKC Mobile screenshot 1SBKC Mobile screenshot 2SBKC Mobile screenshot 3SBKC Mobile screenshot 4
9

Emprise Bank Mobile

by Emprise Bank

Installs32K
Rating4.681K ratings
Last updatedFeb 2026
Emprise Bank Mobile screenshot 1Emprise Bank Mobile screenshot 2Emprise Bank Mobile screenshot 3Emprise Bank Mobile screenshot 4Emprise Bank Mobile screenshot 5Emprise Bank Mobile screenshot 6
10

Surency Flex

by Surency

Installs27K
Rating3.97214 ratings
Last updatedApr 2026
Surency Flex screenshot 1Surency Flex screenshot 2Surency Flex screenshot 3Surency Flex screenshot 4Surency Flex screenshot 5Surency Flex screenshot 6
RadarBrowse every financial services company in Kansas on RadarOpen the full list and use the App Downloads and App Growth filters to keep only companies with a mobile app. This rail shows only the ten most-installed.Browse on Radar
For investors and data teams

Put this intelligence into your own tools

The figures on this page come from Fliar’s company, funding, hiring and news data. Use it through the Investor Intelligence API and company data exports, or explore every company, founder and investor in Radar.

Capital & corporate activity

Financial services funding and M&A across the United States

2,207 recorded equity rounds have gone to 48,810 financial services companies in the United States — how much, at which stage, into which sub-sectors, from whom, and how Kansas compares. Debt, IPO and grant rounds are excluded.

equity rounds, last 12 months50

US$1.25bn

equity rounds, last 24 months186

US$2.66bn

raised over five yearsUS$18.79bn

877 rounds in the United States

M&A deals, Kansas33

last 24 months

Capital by year

Equity funding into financial services in the United States

amount rounds
$2.1bn2018138
$3.6bn2019117
$3.0bn2020144
$5.9bn2021186
$5.9bn2022212
$2.1bn2023160
$2.3bn2024148
$1.9bn2025134
$609m202637

Bars show US$ raised; the number under each year is equity rounds. 2026 is year to date. The peak year was 2022, with US$5.95bn across 212 rounds.

The funding ladder · five years

Rounds and typical cheque by stage

SeedUS$666.08m398 rounds · median US$1.08m
Series AUS$1.65bn197 rounds · median US$5.28m
Series BUS$3.28bn119 rounds · median US$17.21m
Series CUS$3.60bn60 rounds · median US$50.00m
Series D+US$8.93bn62 rounds · median US$75.00m
Private equityUS$664.91m38 rounds · median US$60.00m
Where the money went · five years

Most-funded sub-sectors

Asset managementUS$4.04bn165 rounds · 113 companies
Insurance distributionUS$2.64bn77 rounds · 50 companies
Insurance carriersUS$2.24bn68 rounds · 46 companies
CryptocurrenciesUS$1.32bn4 rounds · 2 companies
BanksUS$1.31bn54 rounds · 43 companies
Services for investment industryUS$1.31bn147 rounds · 106 companies
Consumer and sme loansUS$773.22m47 rounds · 30 companies
Corporate activity · last 24 months

M&A in Kansas

29Acquisition
2Buyout
2Merger

Most active acquirers

  1. Creative planning14
  2. Mariner wealth advisors5
  3. Integrated wealth2
  4. Waterfront wealth2
  5. The retirement planning group2

Most acquired or merged

  1. Ima financial group2
  2. Sageview advisory group2
  3. Vertiv1
  4. Viking therapeutics1
  5. Hercules capital1

Each deal appears in the events strip at the top of the page.

Go deeper in the financial services landscape reports:

Financial Services Industry Landscape of the United States
Industry landscape report

Financial Services Industry Landscape of the United States

The financials above are one chapter. The full financial services landscape of Kansas maps the whole industry — every segment, the capital behind it, the talent market and where the next opportunities are.

  • Market map of every sub-sector
  • Funding & company formation by year
  • Revenue, profit & financial strength
  • Digital footprint: traffic, apps, releases
  • Hiring, skills & pay
  • Founders & leaders
  • News & sentiment
  • Where demand runs ahead of supply
Read the financial services landscape of Kansas

Financial services funding in Kansas

7 financial services companies in Kansas have recorded equity funding, US$218.03m in total. Totals and round dates describe the historical record; they are not current valuations.

Founders and momentum in Kansas

Meet the people behind financial services companies in Kansas. 39 of 229 companies list founders or leaders; where a public LinkedIn profile matches exactly, the expanded profile shows the photo, headline, location and education.

Explore Kansas financial services companies by sub-sector

The most common specialisations among financial services companies in Kansas. Open a company to see what it sells, who runs it and how far it has come.

Keep exploring financial services in the United States and nearby markets.

Explore more lists: nearby cities and other sectors in Kansas

54 more company lists you can search, plus the Radar directory pages for each place.

Financial services in nearby cities

Financial services in other US cities

Other sectors in Kansas

Browse the Radar directory

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