Best Financial Services Companies in Overland Park, United States
The 65 best Financial Services companies in Overland Park, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Mariner Wealth Advisors.
Ranked: Best Financial Services companies in Overland Park
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Mariner Wealth Advisors Wealth Management firm | $75M | 53 mo ago | Acquired | Bruce Kusmin Co-Founder | 2006 | WordPress Block EditorWordPressSentry+32 | 2 job openings · 1 partnership · 1 award |
| 2 | Creative Planning Provider of wealth management services | $16M | 20 mo ago | Late Stage | Ryan Engelstad Audit Partner | 1983 | WordPressApple iCloud MailMySQL+39 | 1 award |
| 3 | Cornerstone Bank Trusted community bank offering personal and business banking solutions | $10M | 55 mo ago | Seed | John Doull CEO & President | 2001 | — | — |
| 4 | Entegra Capital Direct funding source for commercial equipment financing | $600K | 119 mo ago | Seed | Vince Knowlton Chief Executive Officer | 2015 | — | — |
| 5 | Virtus Insurance Provider of insurance brokerage and consulting services | — | 24 mo ago | Seed | — | 2013 | — | 1 internship |
| 6 | Prime Capital Investment Advisors Provider of asset & wealth management, investment advisory, and financial planning services | — | 80 mo ago | Late Stage | — | 1985 | — | — |
| 7 | The Mutual Fund Store Investment & wealth management firm | — | 178 mo ago | Acquired | — | 1996 | — | — |
| 8 | AAFBC Provider of financial and accounting services | — | — | Acquired | J Gallagher CEO | 2004 | — | — |
Top 7 Financial Services companies in Overland Park
#1
Late Stage · Overland Park, Kansas · founded 1983 · 97 employees$15.7Mraised▾
Provider of wealth management services
- Sep 2024PE—
- Mar 2021Unattributed$15.7M
- Feb 2020Unattributed—
#2
Acquired · Overland Park, Kansas · founded 2006 · 1526 employees$75Mraised▾
Wealth Management firm
- Jan 2022Conventional Debt$75M
#3
Seed · Overland Park, Kansas · founded 2001$10.3Mraised▾
Trusted community bank offering personal and business banking solutions. We provide a comprehensive suite of financial services, including personal checking and savings accounts, credit cards, and various loan options like auto, home equity, and mortgages. For businesses, we offer specialized banking accounts, credit cards, and loan products tailored to support growth and manage cash flow. We focus on building strong relationships with our customers, offering personalized service and financial guidance. Our commitment extends to the community, supporting local initiatives and fostering financial well-being. We provide online banking, mobile banking, and other digital tools for convenient access and management of accounts.
- Nov 2021Conventional Debt$10M
- Jul 2017Seed$300K
#4
Seed · Overland Park, Kansas · founded 2015 · 12 employees$600Kraised▾
Direct funding source for commercial equipment financing. It provides financing for commercial work trucks, trailers, construction, and agricultural equipment. The firm works exclusively with brokers, offering support throughout the entire financing process, including access to tools and resources. Dedicated account managers assist brokers with each transaction, ensuring seamless communication and timely processing. The company services all leases it originates.
- Jul 2016Seed$600K
#5
Seed · Overland Park, Kansas · founded 2013 · 116 employees—raised▾
Provider of insurance brokerage and consulting services. It offers tailored insurance solutions for various industries, including private capital, real estate, hospitality, and construction. Services encompass property and casualty insurance, employee benefits, risk solutions, and personal lines coverage. The firm also manages general agent programs and provides custom coverages. Its approach emphasizes industry specialization and the use of technology to improve the client experience.
- Jun 2024Seed—
#6
Late Stage · Overland Park, Kansas · founded 1985 · 300 employees—raised▾
Provider of asset & wealth management, investment advisory, and financial planning services
- Oct 2019PE—
#7
Acquired · Overland Park, Kansas · founded 1996 · 2 employees—raised▾
Provider of investment advisory services. The company provides personalized investment advice, asset management, mutual funds, investment research, investment management and individual retirement account services.
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
Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.