Best Financial Services Companies in Missouri, United States
The 416 best Financial Services companies in Missouri, 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 Missouri
| # | Company | Disclosed funding | Last round | Employees | Founder | Tech stack | Web popularity | 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 | 10,128 | Jack Lockton Founder | — | — | 4 patents Insurance analytics software for real-time visualization and coverage recommendation | 1 expansion |
| 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 | — | 4,000 | Jeff Jones President & Chief Executive Officer | WordPress Block EditorAmazon WebstoreWordPress+46 | Top 50k | 1,182 patents Financial software for tax, payments, and crypto transaction processing | 2 internships · 1 partnership |
| 3 | Essence Healthcare Provider of Medicare Advantage plans and related healthcare services | $290M | 95 mo ago | — | Richard Jones President & CEO | WordPressMySQLPHP+32 | Top 5M | — | 1 partnership · 1 award |
| 4 | Edward Jones Diversified investment management firm | $110M | 1 mo ago | 3 | — | WordPressBugHerdApple iCloud Mail+54 | Top 50k | — | 1 partnership |
| 5 | Lead Bank Fintech-forward bank offering innovative BaaS solutions and empowering financial futures | $70M | 9 mo ago | 129 | Jacqueline Reses Chief Executive Officer | WebflowApple iCloud MailGoogle Workspace+13 | Top 5M | — | 1 launch · 1 partnership |
| 6 | Landmark Bank Retail and business community bank | $52M | 134 mo ago | 269 | — | — | — | — | — |
| 7 | Spring Venture Group Provider of health insurance brokerage and personalized support | $25M | 95 mo ago | 1,000 1,000 → 1,371 (+37%) · sector median -1% | Jeffery Anderson Co-Founder & Partner | WordPressApple iCloud MailMySQL+18 | Top 10M | — | — |
| 8 | First State Community Bank Community bank providing personal, business, and agricultural financial services | $25M | 46 mo ago | 642 642 → 474 (-26%) · sector median -1% | — | Cart FunctionalityHubSpot CMS HubElement UI+34 | Top 1M | — | — |
| 9 | M1 Bank Boutique bank focused on providing market-leading returns through expert investment in quality affordable… | $25M | 18 mo ago | — | Kenneth Poteet Founder & CEO | WordPressMySQLPHP+15 | Top 10M | — | — |
| 10 | Citizens Bank & Trust Commercial bank | $24M | 100 mo ago | 224 | Bill Young Founder & President | — | — | — | — |
| 11 | Midwest Regional Bank Commercial bank | $24M | 48 mo ago | — | Michael F Bender Chairman & CEO | WordPressApple iCloud MailMicrosoft 365+17 | Top 5M | — | — |
| 12 | Triad Bank Commercial bank | $23M | 2 mo ago | 50 | Kennedy Hudson Co-Founder | WordPressMySQLPHP+20 | Top 10M | — | 1 job opening · 1 expansion · 1 award |
| 13 | Midwest BankCentre Commercial bank | $20M | 8 mo ago | 264 264 → 341 (+29%) · sector median -1% | — | WordPress Block EditorCart FunctionalityWordPress+31 | Top 5M | — | 1 internship |
| 14 | Centene Contracting, Network Development, Managed Care and Health insurance solutions company | $18M | 55 mo ago | 2 | Sarah London CEO | Adobe Experience ManagerApple iCloud MailJava+23 | Top 500k | 8 patents AI-driven healthcare analytics and personalized care management systems | 1 internship · 1 award |
| 15 | Freedom Bank Community bank providing personal and business banking services across Southern Missouri | $14M | 72 mo ago | — | — | ScalaVarnishPlay+10 | Top 5M | — | 1 job opening |
| 16 | OakStar Bank Community bank offering personal, business, and wealth management services | $12M | 67 mo ago | 347 347 → 290 (-16%) · sector median -1% | — | Apple iCloud MailMicrosoft 365Scala+18 | Top 5M | — | 1 job opening |
| 17 | Kennedy Capital Investment management firm | $12M | 40 mo ago | 62 | — | — | — | — | 1 job opening · 1 partnership |
| 18 | First State Bank Community banking in Southeast Michigan offering personal, mortgage, and business solutions | $6M | 115 mo ago | 6 | Eugene Lovell President & CEO | DNNApple iCloud MailTailwind CSS+26 | Top 5M | — | — |
| 19 | Springfield First Community Bank Community bank providing personal, business, and wealth management financial services | $6M | 116 mo ago | 52 | — | — | — | — | 1 internship · 1 award |
| 20 | Alpine Capital Research Provider of investment management services | $6M | 109 mo ago | 4 | — | — | — | — | 1 job opening |
| 21 | First Bank of the Lake Commercial bank | $6M | 3 mo ago | 130 130 → 207 (+59%) · sector median -1% | — | WordPressMySQLPHP+30 | Top 5M | — | — |
| 22 | The Bank of Missouri Missouri bank providing personal, business banking, loans, and wealth management | $6M | 136 mo ago | 342 | Adrian Breen Executive Chairman / CEO / President | Cart FunctionalityApple iCloud MailAnimate.css+18 | Top 1M | — | — |
| 23 | Paramount Mortgage Home loans provider | $5M | 103 mo ago | — | David Griege CEO | — | — | — | — |
| 24 | SwipeSum Provider of payment processing optimization and consulting services | $5M | 48 mo ago | 25 | — | WebflowAmazon Web ServicesSalesloft+23 | Top 5M | — | — |
| 25 | Sullivan Bank Credit union bank | $3M | 128 mo ago | 115 115 → 95 (-17%) · sector median -1% | — | Apple iCloud MailPHPGoogle Maps+22 | Top 5M | — | — |
| 26 | St. Louis Bank Local bank empowering businesses and individuals with comprehensive financial solutions | $3M | 75 mo ago | — | — | WordPressApple iCloud MailMySQL+24 | Top 50M | — | — |
| 27 | 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 | 15 | — | — | — | — | — |
| 28 | Parkside Financial BanK Commercial bank | $3M | 10 mo ago | 121 | — | ScalaSalesforceVarnish+10 | Top 5M | — | — |
| 29 | Breckenridge Insurance Services Provider of property & casualty, liability, and other insurance services | $2M | 198 mo ago | 408 | — | WordPress Block EditorWordPressMySQL+30 | Top 10M | — | — |
| 30 | The Growth Partnership Provider of audit and consulting services | $2M | 196 mo ago | — | Jeffrey Pawlow Founder | WordPressMySQLPHP+23 | Top 50M | — | 1 launch |
| 31 | Smith Moore Diversified investment management firm | $2M | 133 mo ago | — | Jim Deutsch CEO & President | WordPressMySQLPHP+12 | Top 10M | — | — |
| 32 | Liquid Rarity Exchange Provider of financial and investment relation services | $2M | 49 mo ago | — | Mike Saigh CEO | — | — | — | — |
| 33 | Risk Consulting Partners Provider of financial services | $1M | 128 mo ago | 42 | Timothy Danis Chairman | — | — | — | — |
| 34 | Smith McGehee Insurance Solutions Insurance broker | $1M | 166 mo ago | 22 | McGehee Smith Founder & Chairman | — | — | — | — |
| 35 | MRV Banks Commercial bank | $985K | 147 mo ago | 36 | Doug Watson President/CEO | WordPressMySQLPHP+26 | Top 5M | — | — |
| 36 | First Integrity Provider of healthcare mortgage and home loans | $733K | 190 mo ago | 50 | Joseph Bayer Founder | — | — | — | — |
| 37 | Cornerstone Life insurance company | $729K | 150 mo ago | 41 | — | Reactstyled-componentsAmazon Web Services+8 | Top 50M | 52 patents Vacuum-insulated bottle and container technologies for packaging and related processing | — |
| 38 | Blue Ridge Bank and Trust Community bank providing personal and business financial solutions since 1958 | $535K | 183 mo ago | 132 | Walter Reich Co-Founder | ScalaVarnishPlay+9 | Top 5M | — | — |
| 39 | FTL Finance Provider of financing packages for home improvement projects via contractors | $216K | 74 mo ago | 126 | — | Node.jsErlangSalesforce+20 | Top 1M | — | — |
| 40 | Achosa Provider of home repair and replacement services | $200K | 86 mo ago | 9 | Harry Keifer Co-Founder | Cart FunctionalityOdooPostgreSQL+10 | Top 5M | — | 1 job opening |
| 41 | Southern Bank Community-focused bank offering personal and business financial solutions | $125K | 117 mo ago | 665 | — | Apple iCloud MailMicrosoft 365Bootstrap+22 | Top 1M | — | — |
Top 12 Financial Services companies in Missouri
#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 F · St. Louis, Missouri · founded 1922 · 3 employees$110.4Mraised▾
Edward Jones is a full-service financial services firm offering investments and services to individual investors. The firm focuses solely on individual investors and small-business owners.In 2022, the company recorded annual revenues of $12.41B and a net profit of $1.4B.
- Apr 2026Series F$675K
- Jul 2025Series F$1.5M
- Jan 2025Series F$55.5M
#3
Seed · Saint Louis, Missouri · founded 2005 · 50 employees$23.1Mraised▾
Commercial bank
- Apr 2026Conventional Debt$16M
- Dec 2015Conventional Debt$5M
- Apr 2011Seed$2.1M
#4
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
#5
Early Stage · Osage Beach, Missouri · founded 1985 · 130 employees$5.6Mraised▾
Commercial bank
- Mar 2026Unattributed$8.6M
- Dec 2025Unattributed$659K
- Mar 2024Unattributed$5.6M
#6
Early Stage · St. Louis, Missouri · founded 1906 · 264 employees$20.3Mraised▾
Commercial bank
- Oct 2025Conventional Debt$50M
- Apr 2025Unattributed$480.7K
#7
Series A · Clayton, Missouri · founded 2018$24.9Mraised▾
M1 Bank is a boutique bank based in St. Louis that focuses on providing expert investment in quality affordable housing and renewable energy, offering market-leading returns. They offer personal loans and high-yield savings accounts through partnerships with B2 Bank NA and M1 Spend LLC.
- Dec 2024Conventional Debt$20M
- Nov 2023Series A$2.6M
- Feb 2021Series A$2M
- Jul 2018Seed$300K
#8
Seed · Clayton, Missouri · founded 2006 · 121 employees$2.9Mraised▾
Commercial bank
- Aug 2025Conventional Debt$18M
- Dec 2021Conventional Debt$13M
- Dec 2018Conventional Debt$7M
- May 2011Seed$2.9M
#9
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
#10
Series C · Maryland Heights, Missouri · founded 2004$290.2Mraised▾
Provider of Medicare Advantage plans and related healthcare services. It offers various plans encompassing prescription drug coverage, dental, vision, and hearing benefits, and a flexible benefits card. The company facilitates access to healthcare providers, manages claims, and provides member resources such as plan documents and online access to personal benefit information. It also conducts educational seminars and consultations to help individuals navigate Medicare options. The company aims to support members in accessing necessary care and managing their healthcare needs.
- Jul 2018Series C$266M
- Sep 2010Series B$24.2M
#11
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.
#12
Series A · Festus, Missouri · founded 1894$23.6Mraised▾
Commercial bank
- May 2022Series A$3.1M
- Apr 2021Series A$1.2M
- Aug 2020Conventional Debt$5M
- Nov 2018Conventional Debt$7M
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.