Company lists
The Missouri edition · 2026

Financial servicescompanies in Missouri

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

441 company profiles12 with recorded fundingNovember 2026 edition
Missouri · Photo: Wikimedia Commons (CC BY 3.0)

Recent financial services business events in Missouri

Funding, M&A, contract wins and launches involving 595 financial services companies in Missouri, last 24 months: 34 M&A deals · 13 Contracts · 4 launches · 2 funding rounds. Newest first; companies and investors link to their Fliar profiles. Latest event in our news feed: May 2026.

M&AMerger · Terminated

P&n bank acquires Great southern bank

P&N Bank will pursue a merger with Bank Australia and a headquarters move away from Perth, less than six months after a $30 billion attempt to merge with Great Southern Bank fell flat.

Financial Services
ContractService

Stifel nicolaus canada inc · client: Northwest copper

NorthWest Copper (“NorthWest” or the “Company”) (TSX-V: NWST) is pleased to announce that it has entered into an agreement with Stifel Nicolaus Canada Inc. (“Stifel Canada”), to act as…

Capital Markets
M&AAcquisition · Completed

Zenith bank acquires Paramount Bank

Nigeria’s Zenith Bank Plc has completed the acquisition of 100 percent of Paramount Bank Kenya Limited, formally entering the East African market and becoming the fourth Nigerian lender…

M&AAcquisition · Completed

First community acquires Signature bank of georgia

First Community Corp. in Lexington, S.C., expanded into the region in January, completing its $50 million purchase of Signature Bank of Georgia in Sandy Springs, an Atlanta suburb.

Banking
ContractService

Stifel nicolaus canada inc · client: Fox Tungsten Ltd.

Fox Tungsten Ltd. ('Fox Tungsten' or the 'Company') (TSXV: FOXT) is pleased to announce that it has entered into an agreement with Stifel Nicolaus Canada Inc. to act as co-lead…

Financial Services
M&AAcquisition · Announced

Can capital acquires Republic Bank Finance

today announced that it has acquired the equipment finance portfolio and platform of Republic Bank Finance, a division of Republic Bancorp, Inc.

Equipment finance
Contract

Edward jones · client: Na

This section provides information on payments known as revenue sharing that Edward Jones receives from certain mutual fund companies, 529 plan program managers and insurance companies.

M&AAcquisition · Announced

Acr alpine capital research acquires Arrow electronics

On Feb. 4, 2026, ACR Alpine Capital Research, LLC disclosed a significant buy of Arrow Electronics(NYSE:ARW) in the fourth quarter.

M&AAcquisition · Announced

Centene acquires Magellan

Magellan Health announced that Madison Health Group (MHG), a team led by operators, behavioral health experts, and investors committed to advancing health care, has entered into an…

M&AMerger · Announced

Great southern bank acquires Police & Nurses Limited

Great Southern Bank has confirmed it has concluded exploratory merger discussions with Police & Nurses Limited.

Financial Services
M&AAcquisition · Completed

First community acquires Hometown

First Community Bankshares, Inc. (NASDAQ: FCBC) announced today that it has completed the acquisition of Hometown Bancshares, Inc., ("Hometown") and Hometown's wholly owned subsidiary,…

Banking
M&AMerger · Completed

CVS Pharmacy acquires Caremark

Years ago (2006–7, to be precise) CVS Pharmacy shook up the pharma-distribution world with a drawn-out merger battle with Caremark, then one of the largest pharmacy benefit managers…

M&AAcquisition · Rumored

Zenith bank acquires Paramount Bank

On Monday, November 17th, 2025, a report from Business Daily claimed that Zenith Bank was preparing to enter the Kenyan market by acquiring Paramount Bank.

M&AAcquisition · Announced

Safic-Alcan acquires Anders

Safic-Alcan announced on 1 October 2025 that it has acquired a majority stake in the Latin American speciality chemicals distributor Anders.

Speciality chemicals distribution
M&AMerger · Announced

WA’s P&N Group acquires Great southern bank

WA’s P&N Group is back in merger talks, this time signing a preliminary agreement to explore a $30 billion tie up with Great Southern Bank that would create the country’s biggest mutual…

Mutual Banking
FundingSeries B

Lead bank

Lead Bank has raised $70 million Series B funding round, led by ICONIQ and Greycroft, alongside continued support from existing investors Ribbit Capital, Coatue, Khosla Ventures,…

FinTech
M&AAcquisition · Announced

Csi leasing acquires Aeroservicios

Boston – Alantra acted as exclusive financial advisor to Aeroservicios, a leading supplier of new and refurbished ground support equipment (GSE), on its sale of a majority stake to CSI…

Ground support equipment (GSE)
LaunchSeparate Managed Accounts (SMAs)

Edward jones

Edward Jones revealed Wednesday that it nearly doubled the number of separately managed accounts available on its managed account platform in the first half of 2025, adding 53 new SMAs.

Managed Account
M&AAcquisition · Announced

RC Investments Management Limited acquires First bank

RC Investments Management Limited, a little‑known investment vehicle linked to one Samuel Babatunde Sule, has acquired a combined 10.433 billion shares of First Bank Holdings Plc (First…

Banking
LaunchCornerstone Galaxy AI

Cornerstone

Cornerstone Galaxy AI accelerates workforce agility, enables smarter planning, and delivers hyper-personalized learning at scale.

LaunchCornerstone HCM Bundles

Cornerstone

Cornerstone CEO Himanshu Palsule upped the ante by introducing bundles of its HCM offerings segmenting them into learn, performance management and skills for strategic workforce planning.

Human Capital Management
M&AAcquisition · Announced

Franklin templeton acquires Putnam Investments

Franklin Templeton ... announced to provide international clients access to 2024-acquired active equity manager Putnam Investments ($121 billion AUM).

Equity management
Contract

Reinsurance group of america · client: Tokio Marine & Nichido Life Insurance Co., Ltd.

Reinsurance Group of America (RGA) has entered into an agreement with Tokio Marine & Nichido Life Insurance Co., Ltd. (Anshin Life) to reinsure a block of whole life insurance policies…

Insurance
FundingSenior secured credit facility

Spring venture group

Pathlight Capital LP announced it is serving as the Administrative Agent on a $210,000,000 senior secured credit facility for Spring Venture Group, LLC (“SVG”), one of the fastest…

Healthcare – Medicare Advantage and Medicare Supplement distribution
M&AAcquisition · Announced

Cambiar investors acquires Vishay intertechnology

Cambiar Investors LLC purchased a new stake in Vishay Intertechnology in the 4th quarter valued at approximately $13,173,000.

Semiconductor
M&AAcquisition · Announced

Raymond james acquires H&r block

Raymond James Financial Inc. acquired a new stake in H&R Block, Inc. (NYSE:HRB – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the…

M&AAcquisition · Announced

Centene acquires Opticare health systems

Centene (St. Louis) reported that it has signed a definitive agreement to acquire the managed vision business of OptiCare Health Systems (Waterbury, Connecticut) for $7.5 million in cash…

Healthcare
ContractService

NCR Atleos · client: NBKC Bank

ATLANTA--(BUSINESS WIRE)--NCR Atleos Corporation (NYSE: NATL) (“Atleos”), a leader in expanding self‑service financial access for financial institutions, retailers and consumers, today…

Financial Services

Financial services companies in Missouri, by funding and team

Few financial services companies in Missouri 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 441 active companies.

Showing 25 of 50

Community bank offering personal, business, and wealth management services

Banks
US$12.12mSeries A · Oct 2020
298+19% 12 mo to Dec 2021LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
21 yr2005
0none in 3 months · last posted Jun 2026

Community bank providing personal, business, and wealth management financial services

Banks
US$6.50mSeries A · Sep 2016
239+16% vs previous recordLinkedIn · Jul 2026
Commission on transaction / E-commerce - service
18 yr2008
0none in 3 months · last posted Jun 2026

Provider of investment management services

Asset management
US$6.04mSeries A · May 2017
40-20% 12 mo to Dec 2023LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
16 yr2010
0none in 3 months · last posted Jun 2026

Boutique bank focused on providing market-leading returns through expert investment in quality affordable housing and renewable energy

Banks
US$4.95mSeries A · Nov 2023
26LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
8 yr2018
0none in 3 months

Provider of payment processing optimization and consulting services

Payment resellers
US$4.75mSeries A · Jun 2022
25+19% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
10 yr2016
0none in 3 months · last posted Jan 2025

Local bank empowering businesses and individuals with comprehensive financial solutions

Banks
US$3.42mSeries A · Mar 2020
90LinkedIn · Jul 2026
Commission on transaction / E-commerce - service
22 yr2004
0none in 3 months · last posted Jan 2026

Comprehensive insurance solutions tailored for commercial, personal, and specific industry needs

Insurance distribution
US$3.15mSeries A · Mar 2025
21+25% 12 mo to Dec 2021LinkedIn · Jul 2026
Fee-for-service
13 yr2013
0none in 3 months

Commercial bank

Banks
US$2.87mSeed · May 2011
121+33% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
20 yr2006
—No postings tracked

Commercial bank

Banks
US$2.08mSeed · Apr 2011
72-7% vs previous recordLinkedIn · Jul 2026
Commission on transaction / E-commerce - service
21 yr2005
0none in 3 months · last posted Jun 2026

Provider of financial and investment relation services

Services for investment industry
US$1.57mSeed · Apr 2022
—Not available
Commission on transaction / Subscription
15 yr2011
0none in 3 months

Commercial bank

Banks
US$985kSeed · Mar 2014
51+6% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
19 yr2007
0none in 3 months

Provider of home repair and replacement services

Professional consumer services
US$200kSeed · Apr 2019
50+29% 12 mo to Dec 2022LinkedIn · Jul 2026
Fee-for-service
8 yr2018
0none in 3 months · last posted Jun 2026

Diversified investment management firm

Investment banks
—None recorded
7,457+5% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
136 yr1890
0none in 3 months · last posted Jun 2026

Not-for-profit financial services organization

Asset management
—None recorded
3+1% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
18 yr2008
0none in 3 months · last posted Jun 2026

Commercial bank

Banks
—None recorded
5,102+1% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / Lending
138 yr1888
0none in 3 months

Software-based tax filing services for individuals and small businesses

Finance & accounting services
—None recorded
16,136+5% 12 mo to Jun 2023LinkedIn · Oct 2026
Fee-for-service
71 yr1955
0none in 3 months · last posted Jun 2026

Global life and health reinsurance solutions provider

Asset management
—None recorded
4,526+3% 12 mo to Dec 2023LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
53 yr1973
2postings · last posted Sep 2026

Home loans provider

Consumer and sme loans
—None recorded
3,436+1% vs previous recordLinkedIn · Oct 2026
Advertising / Commission on transaction
24 yr2002
0none in 3 months · last posted May 2026

Provider of life, home, auto & business insurance services

Insurance distribution
—None recorded
1,872-57% vs previous recordrecorded Dec 2021
Commission on transaction / E-commerce - service
80 yr1946
0none in 3 months · last posted Jun 2026

Online health insurance platform for groups, employees, and individuals

Insurance carriers
—None recorded
1,295+210% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / E-commerce - service
88 yr1938
0none in 3 months · last posted Dec 2025

Block Advisors is tax and business service providers like tax preparation and tax planning.

Finance & accounting services
—None recorded
1,480+12% vs previous recordrecorded
Fee-for-service
11 yr2015
—No postings tracked

Asset finance firm for machinery and equipment

Asset finance
—None recorded
1,400+96% vs previous recordrecorded
Commission on transaction / Fee-for-service
54 yr1972
—No postings tracked

Provider of dental health insurance services

Insurance carriers
—None recorded
1,261+3% vs previous recordLinkedIn · Oct 2026
Subscription
89 yr1937
0none in 3 months · last posted Jun 2026

Diversified asset management firm

Asset management
—None recorded
2,464+4% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Fee-for-service
41 yr1985
0none in 3 months

Cass Information Systems, Inc. is the leading provider of freight payment, telecom expense management.

Finance & accounting services
—None recorded
1,209recorded
Commission on transaction / Fee-for-service
120 yr1906
—No postings tracked
50 of 441 companies shown here · the full list is on Radar
Fliar Radar

Explore all 441 financial services companies in Missouri on Radar

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

Open financial services in Missouri on Radar
  • Every company, not just 50All 441 financial services companies in Missouri, 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.
  • Save and exportBuild lists, compare companies side by side and export them from your Radar account.

Explore financial services companies in Missouri by what you are looking for

Browse top financial services companies in Missouri across banking, accounting, investing and insurance. Compare financial services firms and financial planning services by specialty.

7 ways to explore financial services in Missouri

Accounting and finance servicesBanks and commercial bankingAsset management and investment firmsInsurance companies and brokersFinancial services startups in MissouriFinancial services companies hiring in Missouri

Accounting and finance services

Companies providing accounting, tax and financial support services.

  1. H&R Block

    Software-based tax filing services for individuals and small businesses

    Finance & accounting services
    See in list
  2. block advisors

    Block Advisors is tax and business service providers like tax preparation and tax planning.

    Finance & accounting services
    See in list
  3. RubinBrown

    Provider of accounting, assurance and advisory services

    Finance & accounting services
    See in list
  4. williams-keepers llc

    Williams-Keepers is an accounting firm that offers tax, audit, and accounting services.

    Finance & accounting services
    Website
  5. schlenner wenner & co

    Schlenner Wenner & Co is a CPA consulting firm that offers tax, accounting, payroll, auditing and financial services to its clients.

    Finance & accounting services
    Website
81 companies in Missouri

Banks and commercial banking

Commercial and community banking companies in Missouri.

  1. OakStar Bank

    Community bank offering personal, business, and wealth management services

    Banks
    See in list
  2. M1 Bank

    Boutique bank focused on providing market-leading returns through expert investment in quality affordable housing and renewable energy

    Banks
    See in list
  3. St. Louis Bank

    Local bank empowering businesses and individuals with comprehensive financial solutions

    Banks
    See in list
  4. Parkside Financial BanK

    Commercial bank

    Banks
    See in list
  5. Triad Bank

    Commercial bank

    Banks
    See in list

Asset management and investment firms

Investment management and wealth advisory companies.

  1. Alpine Capital Research

    Provider of investment management services

    Asset management
    See in list
  2. Stifel

    Diversified investment management firm

    Investment banks
    See in list
  3. Columbia Management Investment Advisers

    Diversified asset management firm

    Asset management
    See in list
  4. Buckingham Strategic Wealth

    Provider of wealth management services

    Asset management
    See in list
  5. Plancorp

    Wealth management firm

    Asset management
    Website

Insurance companies and brokers

Insurance carriers and distribution businesses serving Missouri.

  1. Walnutrisk

    Comprehensive insurance solutions tailored for commercial, personal, and specific industry needs

    Insurance distribution
    See in list
  2. Shelter Insurance

    Provider of life, home, auto & business insurance services

    Insurance distribution
    See in list
  3. Blue KC

    Online health insurance platform for groups, employees, and individuals

    Insurance carriers
    See in list
  4. GEHA

    Provider of dental health insurance services

    Insurance carriers
    See in list
  5. Safety National

    Insurance and reinsurance company

    Insurance carriers
    See in list

Financial services startups in Missouri

Recently founded financial services companies in Missouri.

  1. Seiffert Insurance Agency

    Provider of home, auto & business insurance services

    Insurance distribution
    Website
  2. Paramount Vault

    Digital native bank

    Banks
    Website
  3. Fundyourbiz.us

    Provider of subscription-based credit repair and funding solutions to small businesses

    Consumer and sme loans
    Website
  4. Gramexo

    Provider of investment & financial management services

    Asset management
    Website
  5. Mibb Group

    Bank offering personal, business, and investment banking services and related products

    Banks
    Website
18 companies in Missouri

Financial services companies hiring in Missouri

Financial services companies with hiring activity in Missouri.

  1. OakStar Bank

    Community bank offering personal, business, and wealth management services

    Banks
    See in list
  2. Alpine Capital Research

    Provider of investment management services

    Asset management
    See in list
  3. SwipeSum

    Provider of payment processing optimization and consulting services

    Payment resellers
    See in list
  4. St. Louis Bank

    Local bank empowering businesses and individuals with comprehensive financial solutions

    Banks
    See in list
  5. Triad Bank

    Commercial bank

    Banks
    See in list
40 companies in Missouri

Public financial services companies in Missouri

Publicly listed financial services companies in Missouri.

  1. Stifel

    Diversified investment management firm

    Investment banks
    See in list
  2. Commerce Bank

    Commercial bank

    Banks
    See in list
  3. H&R Block

    Software-based tax filing services for individuals and small businesses

    Finance & accounting services
    See in list
  4. Reinsurance Group of America

    Global life and health reinsurance solutions provider

    Asset management
    See in list
  5. cass information systems

    Cass Information Systems, Inc. is the leading provider of freight payment, telecom expense management.

    Finance & accounting services
    See in list
20 companies in Missouri
Mobile reach

Top 10 financial services apps from Missouri

The most-installed Android apps published by financial services companies headquartered in Missouri — 9.8M installs between them. 68 companies on this page publish at least one app; each company (legal entity) appears once, with its most-installed app.

1 of 10
1

MyBlock: Tax Docs & Refund

by H&R Block

Installs7.1M
Rating3.92122K ratings
Last updatedMar 2026
View on Google Play ↗
MyBlock: Tax Docs & Refund screenshot 1MyBlock: Tax Docs & Refund screenshot 2MyBlock: Tax Docs & Refund screenshot 3MyBlock: Tax Docs & Refund screenshot 4MyBlock: Tax Docs & Refund screenshot 5MyBlock: Tax Docs & Refund screenshot 6
10

Thrivent Financial

by Thrivent

Installs62K
Rating4.54220 ratings
Last updatedMay 2026
View on Google Play ↗
Thrivent Financial screenshot 1Thrivent Financial screenshot 2Thrivent Financial screenshot 3Thrivent Financial screenshot 4Thrivent Financial screenshot 5Thrivent Financial screenshot 6
RadarBrowse every financial services company in Missouri 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 Missouri 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, Missouri34

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 Missouri

27Acquisition
6Merger
1Undisclosed

Most active acquirers

  1. Stifel Financial Corp9
  2. Zenith bank2
  3. First community2
  4. Centene2
  5. P&n bank1

Most acquired or merged

  1. Great southern bank2
  2. Paramount Bank2
  3. Caremark2
  4. Regeneron pharmaceuticals1
  5. WellCare of North Carolina1

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 Missouri 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 Missouri

Financial services funding in Missouri

12 financial services companies in Missouri have recorded equity funding, US$48.63m in total. Totals and round dates describe the historical record; they are not current valuations.

Founders and momentum in Missouri

Meet the people behind financial services companies in Missouri. 98 of 441 companies list founders or leaders; where a public LinkedIn profile matches exactly, the expanded profile shows the photo, headline, location and education.

Explore Missouri financial services companies by sub-sector

The most common specialisations among financial services companies in Missouri. 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 Missouri

92 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 Missouri

Browse the Radar directory

Coming soon