Company lists
The Missouri edition · 2026

Investment industrycompanies in Missouri

Asset management, wealth management, private equity, investment advisory, startups and more: the companies building investment industry in Missouri, with their founders, funding, team size and business models.

172 company profiles1 with recorded fundingNovember 2026 edition
Missouri · Photo: Wikimedia Commons (CC BY 3.0)

Recent investment industry business events in the United States

Funding, M&A, contract wins and launches involving 23,456 investment industry companies in the United States, last 24 months: 3470 M&A deals · 626 Contracts · 144 funding rounds · 139 launches. Newest first; companies and investors link to their Fliar profiles. Latest event in our news feed: Aug 2026.

M&AAcquisition · Announced

Bain capital acquires Gong cha

Global bubble tea chain Gong cha has been snapped up by US private equity firm Bain Capital in a deal reportedly worth more than $US635 million ($900m).

Bubble tea
M&AAcquisition · Announced

Ssw partners acquires Delivery hero

Delivery Hero reached a separate agreement with SSW Partners, a U.S. investment firm, which will acquire Delivery Hero businesses in 14 markets for about $1.6 billion

Online food-delivery
M&AAcquisition · Announced

Graf Global acquires Big3

Big3, the 3-on-3 basketball league founded by Ice Cube and Jeff Kwatinetz, has entered into an agreement with a special purpose acquisition company to take the organization public. The…

3-on-3 basketball league
ContractService

LG Group · client: Nvidia

Jensen Huang, CEO of NVIDIA, spent four days in Seoul and secured agreements with SK Telecom, Naver, Doosan, LG Group and Hyundai Motor. The partnerships cover memory supply, data centre…

Technology
ContractService

Naver · client: Nvidia

Jensen Huang, CEO of NVIDIA, spent four days in Seoul and secured agreements with SK Telecom, Naver, Doosan, LG Group and Hyundai Motor. The partnerships cover memory supply, data centre…

Technology
ContractService

Doosan · client: Nvidia

Jensen Huang, CEO of NVIDIA, spent four days in Seoul and secured agreements with SK Telecom, Naver, Doosan, LG Group and Hyundai Motor. The partnerships cover memory supply, data centre…

Technology
ContractService

Hyundai Motor · client: Nvidia

Jensen Huang, CEO of NVIDIA, spent four days in Seoul and secured agreements with SK Telecom, Naver, Doosan, LG Group and Hyundai Motor. The partnerships cover memory supply, data centre…

Technology
M&AAcquisition · Rumored

Blackstone acquires H&R Real Estate Investment Trust

Blackstone Inc. is in discussions with Canada's H&R Real Estate Investment Trust about a potential acquisition, according to people with knowledge of the matter.

FundingPrivate Equity

Crowe

Top 20 Firm Crowe will receive an investment from private equity giant KKR, making it among the largest accounting firms to take PE money.

Investors Kkr
Accounting
M&AAcquisition · Announced

Autodesk acquires Maintainx

Autodesk (NASDAQ:ADSK) executives said the company's recently announced acquisition of MaintainX is intended to extend its software strategy from design and construction into the…

Software
ContractTechnology

Chai Discovery · client: Pfizer

Pfizer announced a licensing agreement with Chai Discovery that gives it early access to the new Chai-3 AI platform, which could improve its ability to identify and design new drug…

Biopharmaceutical
M&AAcquisition · Completed

Brand Velocity Group acquires Rcx sports

Investment firm Brand Velocity Group has acquired RCX Sports, a youth sports platform, from Raine Partners.

Youth sports platform
M&AAcquisition · Completed

Pathstone acquires Mill Creek Capital Advisors

Family office and ultra-high-net-worth firm Pathstone has acquired Mill Creek Capital Advisors, a Philadelphia-area independent RIA with roughly $12 billion in assets and 450 client…

Independent RIA
M&AAcquisition · Completed

Peak Rock Capital acquires J.R. Dalziel Limited

An affiliate of Peak Rock Capital ("Peak Rock"), a leading private investment firm focused on the middle-market, announced today that it has completed the acquisition of J.R. Dalziel…

Food Manufacturing
M&AAcquisition · Completed

Peak Retirement Planning Inc. acquires Accenture

Peak Retirement Planning Inc. acquired a new stake in Accenture PLC (NYSE:ACN – Free Report) in the 4th quarter, HoldingsChannel.com reports. The firm acquired 7,322 shares of the…

Information technology services
M&AAcquisition · Completed

Frazier healthcare partners acquires Altruix

WindRose Health Investors, LLC completed the sale of Altruix to Frazier Healthcare Partners.

Pharmacy services
M&AAcquisition · Announced

Platinum equity acquires Horizon Organic and Wallaby brands

Los Angeles, CA—Platinum Equity announced the acquisition of Horizon Organic and Wallaby brands from Danone.

Dairy / Food and Beverage
M&AAcquisition · Announced

Cora group acquires Finastra's U.S. Mid-Market banking business

CORA Group, a portfolio of Jonas Software, an operating group of Constellation Software (TSX: CSU), today announced that it has acquired Finastra's U.S. Mid-Market banking business,…

Financial Services Software
M&AAcquisition · Completed

Maxim partners acquires Stratum nutrition

Maxim Partners, a Chicago-based private equity firm, has acquired 100% of the shares previously owned by Novus Nutrition Brands.

Supplements, Foods, and Beverages Ingredients
M&AAcquisition · Announced

J.c. flowers acquires Monte paschi banque

J.C. Flowers has acquired the French banking arm of Monte Paschi Banque for an undisclosed sum, as reported by Detik Finance.

Banking
ContractSupply

Arrow · client: Nvidia

Arrow has expanded its portfolio of business solutions for the data center by entering into a distribution agreement with NVIDIA to offer its high-speed NVIDIA Mellanox Networking…

Technology
M&AAcquisition · Completed

One rock capital partners acquires Innophos holdings

Innophos Holdings today announced the completion of its acquisition by an affiliate of One Rock Capital Partners, LLC, a private equity firm.

Specialty Materials
M&AAcquisition · Announced

Wellington management acquires Hartford funds

Boston financial giant Wellington Management is getting even bigger with a deal valued at an estimated $1.9 billion to buy longtime business partner Hartford Funds, in its first…

Financial
M&AAcquisition · Pending

Bain capital acquires Perpetual wealth management

Now Bain Capital, which had also earlier been looking at Perpetual Wealth Management, is in exclusive talks to buy the Perpetual unit. Sources say it is working hard on completing a deal.

Wealth management
M&AAcquisition · Announced

New mountain capital acquires Asset living

New Mountain Capital is set to acquire Asset Living, a prominent player in residential property management, in a transaction valued at over $2 billion.

Residential Property Management / Real Estate Services
M&AAcquisition · Completed

Toesca acquires Primus capital

After receiving the approval of the National Economic Prosecutor's Office in May, the financial holding company Toesca and TC Latin American Partners took control of Primus Capital, a…

Factoring
ContractService

Black legend capital · client: Garuda aerospace

The firm further assisted Garuda Aerospace in entering into a consulting agreement with California-based Black Legend Capital LLC for financial advisory, business development support,…

Financial advisory
M&AAcquisition · Announced

SLR acquires Anchor Environmental Consultants

UK-based sustainability-focused consulting firm SLR announced the acquisition of specialist marine and natural capital consultancy Anchor Environmental Consultants expanding its…

Marine and natural capital consultancy
M&AAcquisition · Announced

Tasmea acquires Maxim group

Tasmea is buying Victoria-based Maxim Group in a deal worth up to $254 million.

Electrical contractor

Investment industry companies in Missouri, by funding and team

Few investment industry 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 172 active companies.

Showing 25 of 50

Investment consulting firm

Investment consultants
US$36.28mSeries C · Apr 2015
538+5% 12 mo to Dec 2022LinkedIn · Oct 2026
Fee-for-service
18 yr2008
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

Family office focused on construction industry

Single family offices
—None recorded
5,126+2% 12 mo to Dec 2021LinkedIn · Oct 2026
Fee-for-service
102 yr1924
0none in 3 months · last posted Jun 2026

Religious foundation

Limited partners
—None recorded
3,009+12% 12 mo to Dec 2022LinkedIn · Oct 2026
Subscription
72 yr1954
0none in 3 months · last posted Jun 2026

Single family office focused on multiple sectors

Single family offices
—None recorded
11-5% 12 mo to Dec 2018LinkedIn · Jul 2026
Fee-for-service
70 yr1956
—No postings tracked

Private equity fund focused on business acquisitions

Private equity funds
—None recorded
39+0% 12 mo to Dec 2022LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
—
0none in 3 months · last posted Oct 2025

Private equity firm focused on buyouts and equity investments in the healthcare sector

Private equity funds
—None recorded
6-14% 12 mo to Dec 2021LinkedIn · Jul 2026
Fee-for-service
—
—No postings tracked

2ndWave’s success is a result of partnering with talented teams of people.

Venture capital funds
—None recorded
160recorded
Fee-for-service
19 yr2007
—No postings tracked

Private equity fund focused on lower middle-market manufacturing, consumer services, business services, and multiple sectors

Private equity funds
—None recorded
30-43% 12 mo to Dec 2021LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
11 yr2015
0none in 3 months · last posted Apr 2026

Company that develops, builds, manages, and invests in quality housing and related properties

Real estate funds
—None recorded
98+1% vs previous recordLinkedIn · Jul 2026
Fee-for-service
42 yr1984
0none in 3 months · last posted Jun 2024

Private foundation providing legal services in eastern Missouri

Limited partners
—None recorded
118-9% vs previous recordrecorded
Fee-for-service
70 yr1956
0none in 3 months · last posted Dec 2025

Investing in the US

Private equity funds
—None recorded
63+4% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Fee-for-service
26 yr2000
0none in 3 months

Private foundation focused on Forest Park

Limited partners
—None recorded
89+6% vs previous recordLinkedIn · Jul 2026
Donations / Fee-for-service
40 yr1986
0none in 3 months · last posted Feb 2026

PE & growth-equity firm

Private equity funds
—None recorded
92+32% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
19 yr2007
0none in 3 months · last posted Jan 2026

Investment banking firm

Investment banks
—None recorded
64+5% vs previous recordrecorded
Commission on transaction / Fee-for-service
109 yr1917
—No postings tracked

Driving economic growth and community investment in St. Louis

Private debt funds
—None recorded
53+0% vs previous recordLinkedIn · Jul 2026
Fee-for-service
42 yr1984
0none in 3 months · last posted Nov 2025

Investment consulting firm

Investment consultants
—None recorded
56-2% vs previous recordLinkedIn · Oct 2026
Fee-for-service
37 yr1989
0none in 3 months · last posted Jun 2026

Investing in and building life science and agriculture companies

Venture capital funds
—None recorded
32+72% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
23 yr2003
0none in 3 months

Provider of multifamily real estate investments, lending, and equity opportunities

Real estate funds
—None recorded
58+32% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
20 yr2006
0none in 3 months

Real estate fund focused on value-added, core-plus, and opportunities strategies

Real estate funds
—None recorded
50+2% 12 mo to Dec 2022LinkedIn · Jul 2026
Commission on transaction / Lending
66 yr1960
0none in 3 months

PE firm invests in North America

Private equity funds
—None recorded
66-6% 12 mo to Dec 2022LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
50 yr1976
—No postings tracked

Event-driven strategies focused hedge fund

Hedge funds
—None recorded
43+13% 12 mo to Dec 2017recorded Dec 2017
Advertising / Commission on transaction
26 yr2000
—No postings tracked

Investment bank specializing in ESOPs, M&A, and capital advisory

Investment banks
—None recorded
36+32% 12 mo to Dec 2021LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
15 yr2011
0none in 3 months

Real estate & property investment management firm

Real estate funds
—None recorded
52+23% vs previous recordLinkedIn · Jul 2026
Not available
42 yr1984
—No postings tracked

Early-stage venture firm

Venture capital funds
—None recorded
17-6% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Fee-for-service
13 yr2013
0none in 3 months
50 of 172 companies shown here · the full list is on Radar
Fliar Radar

Explore all 172 investment industry companies in Missouri on Radar

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

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Explore investment industry companies in Missouri by what you are looking for

Find investment industry companies in Missouri for wealth management, private equity and investment services. Explore investment industry startups in Missouri and firms hiring now.

7 ways to explore investment industry in Missouri

Asset management companiesWealth management companiesPrivate equity and venture capital firmsInvestment advisory companiesInvestment industry startups in MissouriInvestment industry companies hiring in Missouri

Asset management companies

Companies managing investment assets and portfolios.

  1. Stifel

    Diversified investment management firm

    Investment banks
    See in list
  2. Asset Consulting Group

    Investment consulting firm

    Investment consultants
    See in list
  3. WaterEquity

    Provider of asset management services

    Infrastructure funds
    See in list
  4. Principal Asset Management

    Provider of asset management services

    Asset management
  5. Altus Properties

    Real estate fund focused on value-added, core-plus, and opportunities strategies

    Real estate funds
    See in list

Wealth management companies

Companies providing wealth planning and advisory services.

  1. Mainstreet Ria

    Provider of fiduciary services for employer retirement plans

    Investment consultants
  2. Cornerstone Wealth Management

    Investment consulting firm

    Investment consultants
    See in list
  3. Floyd Financial Group

    Financial advisory firm providing comprehensive financial planning, investment management, and estate planning services to individuals and high net worth individuals

    Investment consultants
  4. Humansfinancial Group

    Provider of financial planning and digital asset management services

    Investment consultants
  5. Worcester Investments

    Provider of multifamily real estate investments, lending, and equity opportunities

    Real estate funds
    See in list

Private equity and venture capital firms

Investment firms focused on private equity and venture capital.

  1. CPC

    Private equity fund focused on business acquisitions

    Private equity funds
    See in list
  2. Thompson Street Capital Partners

    Investing in the US

    Private equity funds
    See in list
  3. Five Elms Capital

    PE & growth-equity firm

    Private equity funds
    See in list
  4. iSelect Fund

    Early-stage venture firm

    Venture capital funds
    See in list
  5. BioSTL

    Venture capital firm investing in healthcare sectors

    Venture capital funds
    See in list

Investment advisory companies

Companies providing investment advice and portfolio planning services.

  1. Stifel

    Diversified investment management firm

    Investment banks
    See in list
  2. WaterEquity

    Provider of asset management services

    Infrastructure funds
    See in list
  3. Asset Consulting Group

    Investment consulting firm

    Investment consultants
    See in list
  4. Altus Properties

    Real estate fund focused on value-added, core-plus, and opportunities strategies

    Real estate funds
    See in list
  5. Principal Asset Management

    Provider of asset management services

    Asset management

Investment industry startups in Missouri

Newer investment industry companies in Missouri.

  1. Post Holdings Partnering

    Bank-check company focused on food sectors

    Special purpose acquisition companies
  2. Stifel Institutional

    M&A and corporate advisory firm focused on multiple sectors

    Investment banks
  3. Agellus Capital

    Lower middle market private equity firm

    Private equity funds
  4. Scale

    Venture capital and startup studio accelerator firm focused on seed stage companies

    Accelerators & incubators
  5. Ozarks Capital

    Corporate consultancy and advisory service provider

    Investment banks
11 companies in Missouri

Investment industry companies hiring in Missouri

Investment industry employers in Missouri with hiring activity.

  1. Benjamin F. Edwards

    Investment consulting firm

    Investment consultants
    See in list
  2. Stifel

    Diversified investment management firm

    Investment banks
    See in list
  3. JE Dunn Construction

    Family office focused on construction industry

    Single family offices
    See in list
  4. Fellowship of Christian Athletes

    Religious foundation

    Limited partners
    See in list
  5. CPC

    Private equity fund focused on business acquisitions

    Private equity funds
    See in list
15 companies in Missouri

Public investment industry companies in Missouri

Publicly listed investment industry businesses in Missouri.

  1. Stifel

    Diversified investment management firm

    Investment banks
    See in list
  2. HBM Holdings

    PE firm investing in the US

    Private equity funds
    See in list
  3. Post Holdings Partnering

    Bank-check company focused on food sectors

    Special purpose acquisition companies
3 companies in Missouri
Mobile reach

Top 3 investment industry apps from Missouri

The most-installed Android apps published by investment industry companies headquartered in Missouri — 46K installs between them. 3 companies on this page publish at least one app; each company (legal entity) appears once, with its most-installed app.

1 of 3
1

Stifel Wealth Tracker

by Stifel

Installs45K
Rating2.81161 ratings
Last updatedApr 2026
Stifel Wealth Tracker screenshot 1Stifel Wealth Tracker screenshot 2Stifel Wealth Tracker screenshot 3Stifel Wealth Tracker screenshot 4
2

BFE Mobile

by Benjamin F. Edwards

Installs1K
Rating2.176 ratings
Last updatedJan 2026
BFE Mobile screenshot 1BFE Mobile screenshot 2BFE Mobile screenshot 3
RadarBrowse every investment industry 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

Investment industry funding and M&A across the United States

767 recorded equity rounds have gone to 23,456 investment industry 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 months49

US$1.42bn

equity rounds, last 24 months166

US$2.20bn

raised over five yearsUS$4.55bn

352 rounds in the United States

M&A deals, the United States3470

last 24 months

Capital by year

Equity funding into investment industry in the United States

amount rounds
$581m201852
$1.0bn201936
$148m202024
$347m202137
$648m202247
$839m202338
$568m202474
$777m2025120
$1.4bn202636

Bars show US$ raised; the number under each year is equity rounds. 2026 is year to date. The peak year was 2019, with US$1.01bn across 36 rounds.

The funding ladder · five years

Rounds and typical cheque by stage

AngelUS$2.50m1 rounds · median US$2.50m
SeedUS$203.96m162 rounds · median US$961k
Series AUS$554.16m97 rounds · median US$4.92m
Series BUS$825.87m63 rounds · median US$13.03m
Series CUS$250.99m7 rounds · median US$35.00m
Series D+US$2.46bn10 rounds · median US$200.00m
Private equityUS$250.00m12 rounds · median US$250.00m
Where the money went · five years

Most-funded sub-sectors

Infrastructure fundsUS$2.42bn26 rounds · 18 companies
Real estate fundsUS$1.12bn170 rounds · 115 companies
Investment banksUS$416.96m32 rounds · 24 companies
Private equity fundsUS$210.50m29 rounds · 27 companies
Accelerators & incubatorsUS$104.86m13 rounds · 10 companies
Investment consultantsUS$44.61m22 rounds · 17 companies
Venture capital fundsUS$35.62m6 rounds · 6 companies
Corporate activity · last 24 months

M&A in the United States

3216Acquisition
148Merger
43Takeover

Most active acquirers

  1. Kkr128
  2. Blackstone126
  3. Bain capital95
  4. Tpg62
  5. Goldman sachs59

Most acquired or merged

  1. Na14
  2. Nvidia10
  3. Altus power8
  4. American healthcare reit7
  5. Goldman sachs7

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

Go deeper in the investment industry landscape reports:

Investment Industry Landscape of the United States
Industry landscape report

Investment Industry Landscape of the United States

The financials above are one chapter. The full investment industry 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 investment industry landscape of Missouri

Founders and momentum in Missouri

Meet the people behind investment industry companies in Missouri. 106 of 172 companies list founders or leaders; where a public LinkedIn profile matches exactly, the expanded profile shows the photo, headline, location and education.

Explore Missouri investment industry companies by sub-sector

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

Keep exploring investment industry in the United States and nearby markets.

Explore more lists: nearby cities and other sectors in Missouri

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

Investment industry in nearby cities

Investment industry in other US cities

Other sectors in Missouri

Browse the Radar directory

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