Top 100 Finance Companies in Missouri

Missouri is home to a thriving finance sector, and connecting with key players in this industry can unlock a world of opportunities for your business. Clodura.AI brings you an extensive list of the top 100 finance companies in Missouri, along with their contact details.

Here's how Clodura.AI can be your strategic partner in growing your finance business:

Targeted Outreach: Clodura.AI's platform enables you to identify and connect with finance companies that align with your business goals. Whether you're seeking partnerships, clients, or collaborations, our curated list has you covered.
Efficiency: We understand that time is money. Instead of spending hours researching potential leads, Clodura.AI provides you with a ready-made list, saving you valuable time.
Industry Insights: Stay ahead of the competition with Clodura.AI. Our platform also offers insights into industry trends, allowing you to tailor your approach to the evolving finance landscape.
Networking: Building relationships is key in the finance sector. Clodura.AI helps you identify the right contacts within these companies, from CEOs to CFOs, so you can network effectively.

Unlock the potential of Missouri's finance sector with Clodura.AI by your side. Download our list of the top 100 finance companies today and start forging valuable connections.

Most Downloaded Lists

Wells Fargo Advisors(Financial Services)

wellsfargoadvisors.com

10000+

State: Missouri

Country: United States

Revenue: 1B+

With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St. Louis. At the end of the day, we help our clients succeed financially. For us our Financial Advisors and thousands of other team members its a commitment. Its about honoring our relationship with clients and being fully invested in their success. Investors needs are more complex now than at any time in history. There are the usual concerns that investors can plan for, but there are also those events when life happens. Thats why investors are increasingly looking for advice they can trust from a financial services firm which has experience and expertise, and an uncompromising dedication to its clients. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent our views. Additional guidelines can be found on wfa.com/social. Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo recognizes and values the diversity of its employees, customers and business partners. EOE, M/F/D/V. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. 2021 Wells Fargo Clearing Services, LLC. All rights reserved. CAR-0821-02219 Wells Fargo Investment Institute, Inc. (WFII) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

Edward Jones(Financial Services)

edwardjones.com

10000+

State: Missouri

Country: United States

Revenue: 1B+

Edward Jones, a Fortune 500 firm, provides financial services in the U.S. and through its affiliate in Canada. The firms nearly 19,000 financial advisors serve more than 8 million clients with a total of $1.7 trillion in client assets under care. Edward Jones purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firms 50,000 associates and our branch presence in 68 percent of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them.

Stifel Financial Corp(Financial Services)

stifel.com

+1 800-679-5446

5001 - 10000

State: Missouri

Country: United States

Revenue: 501M - 1B

Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nations premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 390 locations across the nation. Stifel ranks as the 7th largest brokerage firm in the country as measured by number of financial advisors, with approximately 2,300, and features a highly regarded equity research department that has earned numerous accolades from such publications as The Wall Street Journal, Forbes, and the Financial Times. Stifel is the principal subsidiary of Stifel Financial Corp. (NYSE: SF), a financial services holding company headquartered in St. Louis, Missouri. Stifel Financial Corp.s other subsidiaries include Century Securities Associates, Inc., an independent contractor broker-dealer firm; Stifel Nicolaus Limited and Stifel Nicolaus Europe Limited, the Companys European subsidiaries; and Stifel Bank and Trust, a retail and commercial bank. 2016 marked Stifel Financials 21st consecutive year of record net revenue, and the Company was named to Fortunes Fastest-Growing Companies List in 2009 and 2010

JHA - Banno Web Solutions(Financial Services)

banno.com

5001 - 10000

State: Missouri

Country: United States

Revenue: 501M - 1B

Jack Henry & Associates Web Solutions team provides highly specialized website design with an engaging, intuitive user experience, a user-friendly content management system, secure and competitively-distinct hosting, digital governance, and security solutions exclusive to financial institutions. More than 1200 websites have been developed for institutions based on their unique online banking channel strategies. Our sites are also competitively differentiated by innovative BannoTM solutions in the on-going, critical areas of security, content management, and marketing

Stifel Wealth Tracker(Financial Services)

stifelwealthtracker.com

5001 - 10000

State: Missouri

Country: United States

Revenue: 501M - 1B

Stifel Wealth Tracker is an app that helps you plan your financial future. With Stifel Wealth Tracker you can easily and securely navigate all of your accounts and investments to track your spending, make a budget, set financial goals, and analyze your investments. Download the Stifel Wealth Tracker app or go to stifelwealthtracker.com to get started. There you can customize your profile and view your full financial picture. Its FREE, its secure, and it gives you the tools to manage your finances. Track. View. Discover. Start Your Journey with Stifel Wealth Tracker

JHA iPay Solutions(Financial Services)

jackhenry.com

+1 985-401-4545

5001 - 10000

State: Missouri

Country: United States

Revenue: 501M - 1B

We offer the latest innovations in payment processing by integrating with any online banking platform & providing configurable consumer, small business, person-to-person, & mobile payment solutions

Jack Henry & Associates(Financial Services)

jackhenry.com

+1 985-401-4545

5001 - 10000

State: Missouri

Country: United States

Revenue: 501M - 1B

Jack Henry & Associates, Inc. (NASDAQ: JKHY) is a leading provider of technology solutions and payment processing services primarily for the financial services industry. Its solutions serve approximately 9,000 customers nationwide, and are marketed and supported through three primary brands. For more insights, check out our blog: http://jkhy.co/blog

Scottrade(Financial Services)

scottrade.com

+1 314-835-0017

1001 - 5000

State: Missouri

Country: United States

Revenue: 501M - 1B

Scottrade, Inc., a financial services firm, partners with more than three million retail clients to provide the trading services and investment solutions they need to overcome barriers to financial success. Founded in 1980, Scottrade pairs its large nationwide branch network with advanced online products and services to help clients gain insight into the market and react quickly to trading opportunities. Other lines of business include Scottrade Advisor Services, which serves registered investment advisors; Scottrade Investment Management, the nationwide investment advisor; and Scottrade Bank, which provides online retail banking products and services, commercial lending and commercial equipment financing. To learn more about opportunities to advance your career at Scottrade, visit careers.scottrade.com. bit.ly/socialdisclosures

CSI Leasing, Inc(Financial Services)

csileasing.com

+39 02 8494 0906

1001 - 5000

State: Missouri

Country: United States

Revenue: 501M - 1B

Customers turn to CSI for superior service from industry experts. We are the resource, not only for financial solutions, but for help with asset management, end of life data security, disposal and more all on a global scale. With operations across the Americas, Europe and Asia-Pacific, we are one of the largest equipment leasing companies in the world. CSI has been investing in our customers technology solutions for nearly five decades.

Penn Mutual Central Region(Financial Services)

central.pennmutual.com

1001 - 5000

State: Missouri

Country: United States

Revenue: 501M - 1B

The Penn Mutual Central Region is a team of professionals providing local expertise, product knowledge, and superior service to a network of experienced financial professionals. We specialize in advanced planning concepts that satisfy the unique needs of business owners, executives, professionals, and high net worth individuals. The Central Region has been delivering comprehensive financial services to clients for over 12 years. We share Penn Mutuals belief that the purchase of life insurance is the most protective and responsible action a person can take, and Penn Mutual has both the structure and financial strength to deliver on its promises. We are committed to helping you meet the unique and changing needs of your clients - now and in the future. The views expressed within this site are the views of the poster alone and do not necessarily reflect the views of Penn Mutual or HTK unless otherwise stated. Information provided is for educational purposes only and shouldnt be viewed as a recommendation to buy or sell any particular financial product or service. Depending on your individual situation, discussions presented may not be appropriate. LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC. (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA Member FINRA www.finra.org / SIPC www.sipc.org. 10825 Watson Rd, Suite 120, St. Louis, MO 63127 636-530-7366. Penn Mutual Life Insurance Company is unaffiliated with HTK. HTK is a wholly owned subsidiary of The Penn Mutual Life Insurance Company. 2452390RM-Mar21

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Revenue Cycle Experts(Financial Services)

revcycexp.com

1001 - 5000

State: Missouri

Country: United States

Revenue: 501M - 1B

At Revenue Cycle Experts, we understand the daily challenges of managing a successful business. From turn-key solutions to assistance with existing processes, Revenue Cycle Experts is the solution for your medical billing services and revenue cycle management solutions. Solutions. Revenue Cycle Experts provides some of the most innovative and powerful solutions in the market today: online, and in real-time. Our CMS, HIPAA, and Meaningful Use Certified Electronic Solutions provide you with control, and give you and your staff complete access from any computer with Internet access. Success. Our goal is to maximize your earning potential by reducing your expenses and increasing the revenue of your practice, allowing you to spend more time with patients and less time with paperwork. Revenue Cycle Experts is a member of the largest nationwide network of medical billing company owners with over 1,500 offices. We understand how important it is for you to save money without investing in expensive hardware, software, networks, and other technological equipment. We will provide you with the personal attention you deserve, and partner with you to ensure your business achieves maximum profitability and efficiency

First Clearing(Financial Services)

firstclearing.com

+1 208-389-5770

1001 - 5000

State: Missouri

Country: United States

Revenue: 501M - 1B

First Clearing is a premier clearing and custody services business, serving broker dealers and registered investment advisors nationwide. Driven by a strong and abiding commitment to the power of relationship, we help our client firms create and grow successful businesses. Through our affiliation with Wells Fargo & Company, we provide access to vast resources to help you address all aspects of your business, empowering you to deliver the client experience you desire. Our experience working with quality firms for more than three decades has garnered us a reputation for questioning the status quo, envisioning what lies ahead and innovating for the next generation. Its your vision, your business, and your legacy. And were with you every step of the way. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. 2020 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and registered investment advisors and does not provide services to the general public. CAR-1120-03977

UMB Bank(Financial Services)

umb.com

1001 - 5000

State: Missouri

Country: United States

Revenue: 501M - 1B

UMB Financial Corporation is a leading provider of financial services for individuals and institutions. Bank deposit products provided by UMB Bank n.a., Member FDIC. Equal Housing Lender. For additional disclosures and information, view our Privacy Statement and Legal Terms and Conditions found on www.umb.com

Penn Mutual Central Region(Financial Services)

central.pennmutual.com

1001 - 5000

State: Missouri

Country: United States

Revenue: 501M - 1B

MOHELA(Financial Services)

mohela.com

1001 - 5000

State: Missouri

Country: United States

Revenue: 501M - 1B

MOHELA is dedicated to providing world-class customer service for the students whose loans we manage. As your knowledgeable and approachable go-to resource for account information and repayment options, we provide the tools to help you successfully repay your student loan. MOHELA is here to assist you! Headquartered in St. Louis, Missouri, with an operating center in Columbia, Missouri, and office in Washington, DC, our prime focus is student loan servicing. Our expert and tenured staff of over 2,000 employees: Are well-trained to understand Federal Policy and Regulations, Are skilled in offering excellent customer service, and Offer a personalized interaction to meet the unique needs of each student borrower we service. As a nationally-recognized leader in student loan servicing and higher education financing, we provide informative and responsive interactions to each call and encounter to ensure each borrower has a positive experience

Block Advisors(Financial Services)

blockadvisors.com

+1 208-389-5770

1001 - 5000

State: Missouri

Country: United States

Revenue: 501M - 1B

Let Block Advisors help with small business services like tax preparation, payroll, and bookkeeping. As a self-employed warrior or small business owner, you have a lot on your plate. Our team is your team.

Lockton Retirement Services(Financial Services)

lockton.com

+44 20 7933 2605

1001 - 5000

State: Missouri

Country: United States

Revenue: 501M - 1B

Lockton Retirement Services provides strategies and solutions to employers sponsoring qualified, nonqualified and executive benefit plans. Our comprehensive services help optimize retirement success and maximize fiduciary protection, allowing employers to attract and retain employees in a compliant manner. Executive benefits and nonqualified plan services assist clients in recognizing and rewarding key executives, reducing turnover, as well as minimizing risk associated with business succession

Verification ViewsTM(Financial Services)

theworknumber.com

1001 - 5000

State: Missouri

Country: United States

Revenue: 501M - 1B

With Verification Views, from Equifax Workforce Solutions, you get valuable insights about the power of verifications data that helps lenders, employers, and social service agencies get consumers faster access to the decisions they need. Stay up to date on industry news, discover the digital efficiencies that come from automated services like The Work Number, and tap into the kind of data insights that can help keep life moving forward for consumers nationwide

Equifax Workforce Solutions(Financial Services)

workforce.equifax.com

+1 817-737-4411

1001 - 5000

State: Missouri

Country: United States

Revenue: 501M - 1B

At Equifax we believe knowledge drives progress. At Equifax Workforce Solutions we help deliver that knowledge through differentiated data, technology and insights that can help organizations make critical decisions with greater confidence. Our award-winning Employer Services brings organizations the information, expertise, and HR solutions they need to help meet their compliance commitments and manage the changes that impact their workforce. Our Verification Services and flagship The Work Number database help improve the speed of verifications and the accuracy of decisions that help consumers nationwide

Brendel Leadership Solutions, LLC(Financial Services)

1001 - 5000

State: Missouri

Country: United States

Revenue: 501M - 1B

Leaderhsip Development and Lean Processing to help organizations achieve greater productivity

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Cass Information Systems(Financial Services)

cassinfo.com

+1 570-374-2711

1001 - 5000

State: Missouri

Country: United States

Revenue: 501M - 1B

Cass Information Systems is a leading provider of integrated information and payment management solutions, managing more than $60 billion annually on behalf of clients throughout North America and Europe. Cass provides customized solutions for freight payment, telecom expense management, and utility/facilities-related expense management, and is also a behind-the-scenes provider for other companies branded B2B payment processing and commerce solutions. The support of Cass Commercial Bank, founded in 1906, makes Cass Information Systems unique in the industry. Cass (Nasdaq: CASS) is part of the Russell 2000 Index

CAJA NUESTRA GENTE(Financial Services)

cajanuestragente.com

1001 - 5000

State: Missouri

Country: United States

Revenue: 501M - 1B

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Veterans United Home Loans(Financial Services)

veteransunited.com

1001 - 5000

State: Missouri

Country: United States

Revenue: 501M - 1B

We are committed to exceeding clients expectations and creating an amazing experience with the VA Mortgage process by providing an abundance of information and personalized service to Veterans, military members, and their families across the U.S. Veterans United consistently strives to amaze, measuring success by the positive impact on the lives we have of our clients, coworkers, and community. Give us a call at 888-212-1958 for more information about your VA Home Loan benefits or to connect with a VA Loan specialist. You can also visit our site and see Veterans United reviews and testimonials from previous customers. Learn more about Veterans United Home Loans at veteransunited.com/about. NMLS #1907. NMLS Access: http://bit.ly/2jzFOrd. VA Approved Lender, not affiliated with any government agency. Info on our State Licensure: vu.com/licenses

Imperial PFS(Financial Services)

ipfs.com

+1 570-708-8622

501 - 1000

State: Missouri

Country: United States

Revenue: 501M - 1B

Imperial PFS offers premium financing solutions for the commercial insurance industry. For more than 40 years, we have built solid relationships with our insurance agency partners. Together, weve developed innovative services and flexible programs to help businesses free up cash flow and obtain the insurance security and coverage they need. Download our app IPFS Connect on your devices app store or visit us at ipfs.com to learn more

USA Mortgage(Financial Services)

usamortgage.com

501 - 1000

State: Missouri

Country: United States

Revenue: 501M - 1B

We are the Home of Possibility and your key to mortgage, home finance and real estate content! At USA Mortgage, a subsidiary of DAS Acquisition Company, LLC., our mission remains the unrelenting pursuit of perfection. We pride ourselves on our local lending excellence and the superior level of service that our status as a mortgage bank enables us to provide. We keep opening doors as a mortgage industry leader. For EVERY YEAR since our inception in 2001, the St. Louis Business Journal has named USA Mortgage and DAS Acquisition Company among the top choices for a residential lender in the St. Louis metropolitan area. [email protected] usa-mortgage.com/legal-regulatory Equal Housing Opportunity. DAS Acquisition Company, LLC dba USA Mortgage NMLS: 227262. Not a commitment to lend. Additional terms and conditions apply. Headquarters: 12140 Woodcrest Executive Drive, Suite 150, St. Louis, Missouri 63141, Toll Free: (888) 250-6522. For licensing information, go to: www.nmlsconsumeraccess.org

Clearent(Financial Services)

clearent.com

501 - 1000

State: Missouri

Country: United States

Revenue: 501M - 1B

Clearent is a complete payment processor that leverages its proprietary payments platform to make doing business easier and more profitable for its sales partners. Clearents commitment to honesty and transparency has made it one of the most trusted companies in the industry. Clearent is one of the fastest-growing credit card processing companies, processing $14 billion in annual transaction volume for 45,000 plus merchants nationwide

Landmark Bank(Financial Services)

landmarkbank.com

501 - 1000

State: Missouri

Country: United States

Revenue: 501M - 1B

You want superior banking products that you can control. You want exceptional customer service plus convenience to match your busy lifestyle. You want to bank at Landmark Bank. Were here for you with innovative financial services that simplify your life, and we offer advanced technology that makes banking easy. With convenient locations where you live and work, weve got big city banking with hometown attitude. Landmark Bank is here for you in 43 locations throughout Central Missouri, Southern Missouri, Southern Oklahoma and Northern Texas. Member FDIC. Equal Housing Lender

Benjamin F. Edwards(Financial Services)

benjaminfedwards.com

501 - 1000

State: Missouri

Country: United States

Revenue: 501M - 1B

Benjamin F. Edwards is a growing, national wealth management firm that is committed to putting its clients interests first. We manage both a traditional full-service brokerage firm, as well as our independent advisory arm, Edwards Wealth Management, launched in 2019. Our goal is to provide the right structure and a home for every advisor and every client

United Federal Credit Union(Financial Services)

unitedfcu.com

501 - 1000

State: Missouri

Country: United States

Revenue: 501M - 1B

How it all started United was founded in 1949 by people just like you who believed in the values of the community and who believed in service to one another. Weve been serving Members ever since, growing into who we are today with the knowledge that strength in numbers brings opportunities and prosperity to all of us. Were dedicated to serving you. Today our more than 174,000 Members enjoy the wide range of personal and business banking products we offer, at the best possible rates. Weve partnered with 900+ employers to extend our offerings and benefits to their employees and affiliates. As a credit union, we take pride in the advantages we can offer over traditional banks, like typically fewer fees and greater investments in local communities. And our dedication to service and community doesnt stop at our branch doorsit extends into the schools, restaurants, and other small businesses in every community we serve and support. The Members who work at United are rooted in their communitiesyour communitiesas neighbors, volunteers, and mentors. Built for the future. United is in the top 100 largest federally-insured credit unions in the U.S., with more than 30 branches covering six states, and over $3.3 billion in assets. Our headquarters are located in St. Joseph, Michigan, with branches in Arkansas, Indiana, Michigan, Nevada, North Carolina and Ohioand growing. Weve maintained a 5-star rating for the past 23 consecutive years from Bauer Financial, one of the countrys premier financial ratings services. In 2013 we were named National Federal Credit Union of the Year by the National Association of Federal Credit Unions, and also awarded Michigan Credit Union League Outstanding Credit Union of the Year. We are people helping people. We take our commitment to both our Members and our communities to heart. Thats what makes a difference in how you experience our people, services and benefits.

Buckingham Wealth Partners(Financial Services)

buckinghamwealthpartners.com

501 - 1000

State: Missouri

Country: United States

Revenue: 501M - 1B

For investors, we offer a Registered Investment Advisor firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts. For advisors, we offer a comprehensive wealth management platform and practice support and management services engineered to free up their workday so they can spend more time helping clients achieve their dreams of financial prosperity

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Together Credit Union(Financial Services)

togethercu.org

501 - 1000

State: Missouri

Country: United States

Revenue: 501M - 1B

Together Credit Union (formerly Anheuser-Busch Employees Credit Union and affiliates, American Eagle Credit Union and Purina Credit Union) provides financial services and guidance to help over 133,000 members nationwide achieve their best life. We are a $1.98 billion asset, full-service financial institution with 30 branches across the nation, primarily in the St. Louis metropolitan area. Were in the business of building relationships that last a lifetime and understand our role is to provide our members with the security and peace of mind that comes with knowing their financial well-being cared for. So what exactly is a credit union? Were a not-for-profit financial cooperative that exists to benefit the members and communities we serve. We believe in low-to-no fees and better rates than banks. Our commitment to empowering members to achieve their best life drives everything we do. Our expertise is financial. Our involvement is personal. As their financial advocates, we do not compromise. We achieve it, together. Together Credit Union is federally insured by the NCUA

Credit Control, LLC(Financial Services)

credit-control.com

501 - 1000

State: Missouri

Country: United States

Revenue: 501M - 1B

Credit Control, LLC is a nationally licensed provider of customized, performance-driven receivables management services that was founded in 1989. We offer recovery solutions covering all aspects of our clients customer care and account delinquency life cycles. The company is headquartered in St. Louis, Missouri and has over 600 employees nationwide, including offices in Tampa, FL, Las Vegas, NV, and Earth City, MO. Credit Control maintains ISO-27001 certification, fully audited SOC1 & SOC 2 / SSAE-18 reports, Level 2 PCI-DSS compliance, and secured systems at every layer including user, transport, access, network, and applications. Our senior leadership, management and staff are experts in all phases of revenue cycle management and the account delinquency life cycle. We promote a fully compliant and customer-centric culture, while producing superior results and solutions for our clients. Credit Control is founded on its core values of strong customer service, state of the art technology, and exceptional recovery results in an employee friendly environment. Back-to-Back Winner for the Best Places to Work in Collections by InsideARM (2021 & 2020). Credit Control is an equal opportunity employer

Credit Control, LLC(Financial Services)

credit-control.com

+1 888-365-7145

501 - 1000

State: Missouri

Country: United States

Revenue: 501M - 1B

Credit Control, LLC is a nationally licensed provider of customized, performance-driven receivables management services that was founded in 1989. We offer recovery solutions covering all aspects of our clients customer care and account delinquency life cycles. The company is headquartered in St. Louis, Missouri and has over 500 employees nationwide, including offices in Tampa, FL, Las Vegas, NV, and Memphis, TN. Credit Control maintains ISO-27001 certification, fully audited SOC1 / SSAE-18 reports, Level 2 PCI-DSS compliance, and secured systems at every layer including user, transport, access, network, and applications. Our senior leadership, management and staff are experts in all phases of revenue cycle management and the account delinquency life cycle. We promote a fully compliant and customer-centric culture, while producing superior results and solutions for our clients. Credit Control is founded on its core values of strong customer service, state of the art technology, and exceptional recovery results in an employee friendly environment

Jeremy Knox - USA Mortgage(Financial Services)

usa-mortgage.com

501 - 1000

State: Missouri

Country: United States

Revenue: 501M - 1B

Signature Mortgage Advisors is seeking an experienced mortgage loan officer to add to our team! We are always looking for the right individuals whose expectations for excellence match our own. Job Duties: - Recommends loan solutions in accordance with lending guidelines and clients requirements. - Managers a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients. - Responsible for sales calls. - Develops and prepares loan solutions and refers products and services; reviews documentation to ensure compliance. - Manages customer pipeline efficiency. - Collaborates with internal and external stakeholders to complete mortgage transactions. - Collects and analyzes customer financial information for multifaceted and/or complex borrowers. Requirements: - Mortgage lending sales experience with excellent sales and customer service skills. - Excellent verbal and written communication skills. - Effective project managements skills and ability to problem solve. - Strong interpersonal skills, conflict resolution, and team building skills. - Ability to interface effectively with all levels within the organization and handle multiple projects. - Ability to work with minimal supervision. - Be proficient in MS Word/Excel, Outlook, and mortgage banking software. - Exceptional Customer Service, highly motivated, focused and goal oriented. Our team operates smoothly because of our open-minded staff, who are constantly trying to grow, perfect their skills in the mortgage industry and become the most efficient loan officers they can be. As a part of the USA Mortgage family, all our employees are part owners of the company. We are proud to be one of the only 100% employee owned companies in the country! NMLS: 35237 Company NMLS: 227262 Equal Housing Opportunity

DineroCoin(Financial Services)

dinerocoin.io

501 - 1000

State: Missouri

Country: United States

Revenue: 501M - 1B

Dinerocoin is a Peer-to- Peer Transactions for both fiat and cryptocurrencies, which aims to revolutionize the financial market, ecommerce industry and crypto-exchanges via a secure, transparent and most important, accessible to everyone. Whats revolutionary about the platform is that it allows both saving, trading and spending of crypto assets in a safe and easy way

Homestar MLO - Keran Fears(Financial Services)

homestarfc.com

501 - 1000

State: Missouri

Country: United States

Revenue: 501M - 1B

Homestar Financial Corporation is a full service mortgage banker controlling every aspect of the loan process with in house processing, underwriting, closing and funding of each mortgage transaction. Having an in-house team separates HOMESTAR from other mortgage companies because it is easier for HOMESTAR mortgage lenders to communicate quickly and effectively with every department needed to close a transaction. NMLS ID #256586 Homestar Financial Corporation NMLS #70864 Georgia Residential Mortgage Licensee #17368. This is not an offer to enter into an agreement or a commitment to lend. Not all customers will qualify. All terms, information, conditions, rates, and programs are subject to change without prior notice. All products are subject to credit and property approval. Not all loan products are available in all states. The interest rates and corresponding APRs stated herein are recently offered examples only and are subject to change without notice. Certain other restrictions may apply. For important licensing information, refer to nmlsconsumeraccess.org. Homestar Financial Corporation is an equal housing lender and is not affiliated with any government entity

Client Services Incorporated(Financial Services)

clientservices.com

501 - 1000

State: Missouri

Country: United States

Revenue: 501M - 1B

Client Services, Inc. (CSI) was founded in 1987 in the heartland of America. Steadfast on Midwestern values. CSI quickly established a reputation for providing superior quality and consistent performance. From its inception, CSI has paid special attention to attracting and retaining outstanding talent. As a result, CSIaTMs workforce is comprised of individuals with the drive and determination required to flourish and succeed in a competitive environment. It is that same spirit that has helped Client Services evolve into a full-service Customer Relationship Management company. Today, CSI offers a full suite of Accounts Receivable Management (ARM), Business Processing Outsourcing (BPO) and Healthcare solutions. We offer a diverse selection of various call center solutions from inbound/outbound call center campaigns to first-party, early-stage collections to third-party, post-charge-off recovery. As a company with endless capabilities, CSI has the expertise and the resources to manage the life cycle of every account

Pioneer Financial Services(Financial Services)

201 - 500

State: Missouri

Country: United States

Revenue: 101M - 500M

Pioneer Financial Services was a family-owned company serving niche markets in the financial services industry. Founded in 1932 in Kansas City, for more than 75 years the company provided various products (including auto financing, second mortgages, and personal loans) to its customers across the United States. The business was acquired by a bank holding company in 2007

The Financial Planning Association (FPA) of Greater St. Louis(Financial Services)

onefpa.org

201 - 500

State: Missouri

Country: United States

Revenue: 101M - 500M

The Financial Planning Association (FPA) is the leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning. There are more than 85 chapters throughout the country representing tens of thousands of members. The Primary Aim of The Financial Planning Association is to elevate the profession that transforms lives through the power of financial planning. Connect with the FPA of Greater St. Louis chapter page to stay up to date on: Monthly chapter meeting announcements. Earn CEs and expand your financial planning knowledge. Know what the topics are and when great speakers are coming to town. When we have Happy Hours to network with peers and Allied Professionals. What opportunities are available to give back to the community through Pro Bono efforts, whether, one-on-one or a group such as teaching a workshop. About advocacy experiences in which you can participate. Advocating for the financial planning profession and consumers, meeting with legislators at the state level to help build understanding about what we do for consumers and how we do it. Our chapter has more than 250 members. However, you do not need to be a member to attend our monthly meetings or to follow this page. If you see a topic that interests you, please join us. Follow this LinkedIn page: https://www.linkedin.com/company/fpastlouis Visit our website: http://chapters.onefpa.org/greaterstlouis

James B. Nutter & Company, Mortgage Lender since 1951 NMLS #2067(Financial Services)

nutterhomeloans.com

201 - 500

State: Missouri

Country: United States

Revenue: 101M - 500M

Since its founding in 1951, Nutter Home Loans has grown to one of the most respected privately-owned mortgage banking firms in America. Through the years, quality customer service has remained the hallmark of the firms way of doing business. Its the reason why third and fourth generations of the same families have chosen Nutter Home Loans to handle their real estate mortgage needs. Today, the company provides low-cost lending and serves homeowners in all 50 states. President and CEO James B. Nutter Jr. is an outspoken advocate for consumers, and was one of the first national experts to warn Americas homeowners against sub-prime and exotic loans. Our goal has not changed since dad started the company in 1951, says Jim Jr. and that is to fairly and honestly help people become and remain home owners, at the lowest possible cost and interest rate. We believe that homeownership is at the core of our countrys strength. Let Nutter Home Loans help you today. It would be our privilege. James B Nutter & Company takes the same quality customer service approach to our wholesale lending division. We are here to help you close more loans with our experienced staff. Our compliance department is here to help you navigate through the new regulations. Mortgage Banker & Servicer. James B. Nutter & Company is licensed in all 50 states, the District of Columbia and Puerto Rico. The Company is FNMA, FHLMC, VA approved, and has been FHA approved since 1957. Welcome home to James B. Nutter & Company!! NMLS #2067 www.nmlsconsumeraccess.org

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Americo Financial Life and Annuity(Financial Services)

americo.com

+1 800-231-0801

201 - 500

State: Missouri

Country: United States

Revenue: 101M - 500M

Americo offers a complete portfolio of competitive life insurance, Medicare Supplement insurance, and annuity products. Every product is designed with our policyholders and agents in mind. A customer-centric attitude combined with sound management and business practices has brought us to the top of our game

Jake Winegrad - Moneta(Financial Services)

monetagroup.com

201 - 500

State: Missouri

Country: United States

Revenue: 101M - 500M

As a Partner at Moneta Group, Jake Winegrads responsibilities fall under many diverse areas of financial planning for individuals, families, and institutions. Jake works in partnership with Tom OMeara and Matt Ring to offer the best options for each client, tailored to their individual situations. Jake earned his B.S. in Applied Math from Towson University and his MBA from Washington University in St. Louis. In 2010, he joined Moneta Group. With over 12 years of professional experience, Jake has extensive expertise not only in financial advising, but also in retirement planning for institutions. He and his institutional consulting team work with clients to assist them in the prudent management of their endowments, foundations, and retirement plans. His role extends well beyond that of investment advisor as he strives to take a hands-on, consultative approach with both retirement plan participants and plan sponsors. In every area of his work, Jake strives to simplify the details to help clients better understand their situations, allowing them to make informed decisions about their futures. Because of this skill, Jake is a sought-after resource in the community and has been quoted in multiple financial articles. In his spare time, Jake is an active member of the St. Louis civic and business communities. He and his wife have two young children, Kiefer and Parker. He enjoys sports, playing golf, and coaching his sons baseball team

St. Louis Cardinals, LLC(Financial Services)

stlouis.cardinals.mlb.com

201 - 500

State: Missouri

Country: United States

Revenue: 101M - 500M

St. Louis Cardinals, LLC is a financial services company based out of 700 Clark Street, St. Louis, Missouri, United States

Bancsource(Financial Services)

bancsource.net

201 - 500

State: Missouri

Country: United States

Revenue: 101M - 500M

Bancsource is a nationwide maintenance service (equipment) provider to more than 1,500 banks and retailers. Key technology serviced includes: ATMs, SmartSafes, teller cash dispensers, teller cash recyclers, drive up banking, branch banking equipment and other banking technology. The company is based in Springfield, MO and has been operating for more than 30 years. Bancsource serves all major OEM equipment for mission critical customer systems including ATMs, smart safes, drive-up systems, vaults, and sorters

Financial Executives International - St. Louis Chapter(Financial Services)

fei-stl.org

201 - 500

State: Missouri

Country: United States

Revenue: 101M - 500M

For more than 80 years, Financial Executives International has connected senior-level financial executives by serving the needs and interests of its members. FEI is a unique forum for financial executives to share best practices and engage in knowledge-building conferences and seminars in a membership that fosters ethical leadership. FEI also provides representation in critical national and global policy debates. The FEI-St. Louis Chapter is the premier association for Senior Financial Executives in St. Louis and the surrounding region. The Chapter offers monthly meetings and special events that provide an excellent source for peer contact and discussion on current topics in the field

Lutheran Church Extension Fund, LCEF(Financial Services)

lcef.org

+1 800-843-5233

201 - 500

State: Missouri

Country: United States

Revenue: 101M - 500M

LCEF, incorporated in 1978, is a continuation of the Synods service to the entire LCMS. Congregations, ministries and schools gain funds for building, upgrading or remodeling facilities, and rostered church workers secured reasonable housing and consolidation loans. LCEF partners with more than 50,000 investors to make the funds available for these loans. Together, these partnerships have resulted in a total asset portfolio of $1.8 billion. God has truly blessed the ministry of Church Extension and its supporters!

Delmar Mortgage(Financial Services)

delmarmortgage.com

+228 2151268

201 - 500

State: Missouri

Country: United States

Revenue: 101M - 500M

Founded in 1966, Delmar Financial Company is a full-service mortgage company helping new and experienced buyers find their dream homes. Delmar Financial offers a wide range of mortgage products that allow us to fit the best loan to the specific needs of each client. Our products range from conventional, Jumbo, FHA, VA, and more. Licensed in 35 states, our dedicated team is ready to help you in your homebuying journey. Mission statement At Delmar Financial, our mission is simple. We strive to provide the best level of service possible to foster lifelong relationships with our customers, referral partners and community members. We accomplish this by: Seeking to constantly understand our customers needs Utilizing the best technology in the industry to create a better customer experience Respecting and valuing all our employees Giving back to the communities in which we live and work Delmar Mortgage - NMLS# 30998

Vantage Credit Union(Financial Services)

vcu.com

201 - 500

State: Missouri

Country: United States

Revenue: 101M - 500M

Vantage Credit Union is a leading, full-service financial institution thats owned and guided by our St. Louis-based member-ownerspeople just like youand not by stockholders like at a publicly-traded bank. Because were a not-for-profit financial institution, our member-owners enjoy better rates, lower fees and superior service. Thats why we encourage you to Go Bankless! Federally insured by NCUA

NISA Investment Advisors, LLC(Financial Services)

nisa.com

+90 850 333 6472

201 - 500

State: Missouri

Country: United States

Revenue: 101M - 500M

NISA Investment Advisors, LLC (NISA) offers customized investment solutions for tax-exempt and taxable institutional clients. NISA manages $252 billion in fixed income and equity securities and $174 billion in derivative notional value as of September 30, 2022. We seek bright, motivated individuals who can contribute to our growing team of professionals. Candidates with a high degree of independent thinking skills, strong analytical and quantitative skills, and team playing abilities are encouraged to apply. NISA manages portfolios for some of the largest institutional investors in the world. Client portfolios include investment-grade fixed income, derivative overlays and index-like equity investments. NISA is 100% employee-owned and is based in St. Louis, Missouri. Members of our experienced senior leadership team provide guidance for the firm through the Management Committee and Investment Committee. We employ over 350 people, approximately one quarter of whom have a participation interest in the firm

GreenCourse Financial Advisors, LLC(Financial Services)

buckinghamadvisor.com

201 - 500

State: Missouri

Country: United States

Revenue: 101M - 500M

On October 1, 2020, GreenCourse Financial Advisors, LLC merged into Buckingham Strategic Wealth. Buckingham is a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals. Buckingham Strategic Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Buckingham Strategic Wealth is also available on the SECs website at www.advisorinfo.sec.gov. You can search this site by a unique identifying number, known as a CRD number. Buckingham Strategic Wealths CRD number is 143323

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Banks Best Rates(Financial Services)

banksbestrates.com

201 - 500

State: Missouri

Country: United States

Revenue: 101M - 500M

About BanksBestRates.com Banks Best Rates offers proprietary independent financial ratings for every banking and credit union organization across America

Big 4 Financial Freedom(Financial Services)

big4financialfreedom.com

201 - 500

State: Missouri

Country: United States

Revenue: 101M - 500M

Creative Planning, Inc., is a prominent financial planning and wealth management firm with a commitment to delivering personalized financial solutions to its clients. Founded with the vision of providing holistic and comprehensive financial planning services, Creative Planning has grown to become a leading player in the wealth management industry. The firm is dedicated to helping individuals, families, and institutions achieve their financial goals by offering customized investment strategies, retirement planning, estate planning, tax optimization, and more. Creative Planning's team of experienced financial advisors and professionals work closely with clients to understand their unique financial objectives and create tailored plans to help them achieve long-term financial success. The company's client-centric approach and dedication to transparency have earned it a reputation for excellence in the field of wealth management.

West Creek(Financial Services)

westcreekfin.com

201 - 500

State: Missouri

Country: United States

Revenue: 101M - 500M

West Creek is a retail financing provider that uses big data to maximize approval rates, and superior technology to streamline the application process. We provide our dealers with an easy to use web application, free professionally designed promotional graphics, targeted advertising to drive traffic, and a world-class, US-based dealer service team that is available 24/7

Moneta Group(Financial Services)

monetagroup.com

201 - 500

State: Missouri

Country: United States

Revenue: 101M - 500M

Moneta, ranked by InvestmentNews as the Midwests largest independent RIA with more than $20 billion in AUM and 300 employees, delivers a level of service and loyalty to its clients that only a completely independent, 100% employee-owned company can offer. Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate lifes path and protect what they cherish. For closely held businesses and organizations, Moneta manages their retirement plan benefit with a smart approach and passionate emphasis on improving the retirement outcomes of their employees. Barrons ranked Moneta No. 4 among the nations independent RIAs for its combination of quality and scale. The firm consistently earns praise for the way it invests in and takes care of employees, named as a top place to work by publications such as InvestmentNews, the St. Louis Business Journal and St. Louis Post-Dispatch for six years in a row. MonetaU the companys internal Talent and Organization Development program tangibly demonstrates the value Moneta places on all of its employees by significantly investing in everyones professional growth and education throughout the full life of their career at the firm. This approach attracts and retains the industrys top talent while promoting a culture that rewards those who continually pursue improvement. Learn more at monetagroup.com

CUSTOM FABRICATION & EQUIPMENT LLC(Financial Services)

cfe-equipment.com

201 - 500

State: Missouri

Country: United States

Revenue: 101M - 500M

CUSTOM FABRICATION & EQUIPMENT LLC is a financial services company based out of 2900 RISSLER RD, SEDALIA, Missouri, United States

Clearent LLC(Financial Services)

clearent.com

201 - 500

State: Missouri

Country: United States

Revenue: 101M - 500M

At Clearent we like to keep things simple. Our goal is to be one of the worlds very best credit card processing companies, and our way of achieving it is pretty simple. We provide the kind of passionate service that people really dont expect anymore, the kind that makes customers enthusiastically recommend us to their friends and colleagues. Couple that with transparency, integrity, and innovation and youll find a company that never stops looking for ways to make our clients more profitable. These things have put us on the fast track for growth and helped us land on prestigious lists year after year, such as the Inc. 5000 list of fastest growing companies, The Nilson Reports list of largest acquirers, and the St. Louis Business Journals list of fastest growing private companies. Simple right? Founded in 2005, we built Clearent from the ground up to be a different kind of payment processor, the kind that brings a whole new dynamic to the industry, going beyond transactions to build long term relationships and provide our clients with the tools and insights that make a difference. Simple is good. Partner with us and see for yourself!

LoanSurfer(Financial Services)

loansurfer.com

201 - 500

State: Missouri

Country: United States

Revenue: 101M - 500M

Your key to mortgage, home finance and real estate content! Make sure you like, comment and share our LinkedIn content. At LoanSurfer, a subsidiary of DAS Acquisition Company, LLC., our mission remains the unrelenting pursuit of perfection. We pride ourselves on our local lending excellence and the superior level of service that our status as a mortgage bank enables us to provide. We want to help you Ride the Wave Home! [email protected] - Equal Housing Opportunity - Company NMLS: 227262 - Licensed by the Department of Corporations under the California Residential Mortgage Lending Act - Company GA Lic # : 33479 - Georgia Residential Mortgage Licensee

Citizens Bank & Trust(Financial Services)

gocitizens.bank

+1 660-882-7476

201 - 500

State: Missouri

Country: United States

Revenue: 101M - 500M

Citizens Bank & Trust is one of the most progressive, strongest, and largest banks headquartered in Northwest Missouri since 1889. With 20 banking centers and access to over 2,000,000 ATMs globally, Citizens serves customers through three core business lines: Retail Banking, Commercial Banking, and Wealth Management. Having access to a full suite of business lines allows customers to experience customized solutions created to meet all their financial needs. These solutions are tailored for each customer through an innovative product line. Citizens provides products and services that are updated continually to offer the most convenient methods of everyday banking. Citizens Bank & Trust is a privately held financial institution serving people and communities throughout greater Kansas City, St. Joseph, and Northwest Missouri. Since 1889, Citizens has been responding locally to customers unique financial needs. Our specialized approach to banking fosters an environment driven to support growth in our communities. Serving people through the generations with customized product and service offerings, intuitive and expert professionals, and a comprehensive education program to develop key traits for financial advancement

Five Coin(Financial Services)

thefivecoin.com

51 - 200

State: Missouri

Country: United States

Revenue: 11M - 100M

Fivecoin is a digital asset that aims to bridge the gap between users and international transaction with the incorporation of cryptocurrency to make fast, secure and transparent transactions

Farm Credit Southeast Missouri(Financial Services)

farmcreditsemo.com

+61 6878429774131

51 - 200

State: Missouri

Country: United States

Revenue: 11M - 100M

Farm Credit Southeast Missouri has been serving the farmers of Southeast Missouri since 1917 and is part of the national Farm Credit System, a federally chartered financial institution created to provide American agriculture with a dependable source of credit. And weve been doing just that, generation after generation. We offer long-term farm and country home loans, intermediate-term loans for equipment, buildings, and improvements, as well as short-term production loans. In addition, we strive to meet the needs of farmers by offering valuable crop and life insurance products. Many other services are also available that have been designed with you, the farmer, in mind. Even more, because we are a member-owned cooperative, our members share in the profits of the cooperative in the form of patronage refunds. As a member, patronage refunds reduce your effective cost of borrowing by reducing net interest rates - putting our profits in your pockets

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United Fidelity Funding Corp (UFF)(Financial Services)

uffwholesale.com

+86 67600600

51 - 200

State: Missouri

Country: United States

Revenue: 11M - 100M

United Fidelity Funding, Corp. (UFF) is a leading wholesale mortgage lender specializing in FHA, USDA, VA and Conventional loan products. The Company was founded on the basic premise to provide exceptional rates and niche product options to help our clients continually grow their consumer base and maintain a competitive edge over the competition; while streamlining the workflow process utilizing enhanced forms of communication and paperless submission processes for superior turn-times and loan execution. Why United Fidelity Funding? Recognized as Top 25 Tech Savvy Lenders in the country~2009, 2011 & 2012 Internal appraisal management system Paperless loan submission process UFF will prepare initial disclosures to keep you compliant and save you time Options to traditional private mortgage insurance available No-cost FHA automated underwriting findings Superior turn-times, i.e. 10 business days to file closing Exceptionally competitive rates with niche products to meet all loan needs Over 40 years of combined lending experience for first-class service execution NMLS ID # 34381 Offices in Kansas City, MO and Irvine, CA

Cornerstone Wealth Management, USA(Financial Services)

mycwmusa.com

+1 30101497606019

51 - 200

State: Missouri

Country: United States

Revenue: 11M - 100M

Cornerstone Wealth Management is an independent comprehensive wealth services firm, dedicated to making a positive financial difference for families. Our goal is to personalize our relationship with you. By developing an understanding of your needs and goals, we are able to support your interests and help you preserve your assets. Our responsibility is serving you. For a list of states in which we are registered to do business, please visit www.mycwmusa.com. Securities offered through LPL Financial, member SIPC www.sipc.org. Investment advice offered through Cornerstone Wealth Management LLC, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this page do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness

Mecklai Financial(Financial Services)

mecklai.com

+1 65919619732

51 - 200

State: Missouri

Country: United States

Revenue: 11M - 100M

Mecklai Financial Services Ltd. is a consulting company exclusively focused on treasury risk management. With offices at 6 locations across India; we deliver tailored solutions to help companies evaluate; monitor and manage currency and interest-rate risk. This is backed by our proprietary risk management approach; robust technology and high quality market research.While we have an established presence in currency and interest rate risk management; our advisory services extend to other key areas of corporate finance; such as debt structuring; credit risk insurance and cash management.We draw our heritage from the Mecklai group; one of the leading brands in financial markets in India over 85 years.We help companies toa) get a more complete understanding of how market movements can affect their businessesb) build an effective risk management framework tailored to their specific circumstancesc) plan and implement capital raising programs; with particular focus on structured debtd) manage risk in FX and interest rate marketse) create comprehensive reporting for management and for other stakeholdersf) Upgrade skills of Treasury managers & operating staff

Twain Financial Partners(Financial Services)

twainfinancial.com

+63 1033 14 300 4135

51 - 200

State: Missouri

Country: United States

Revenue: 11M - 100M

Twain Financial Partners is a full-service specialty finance firm with $4 billion in assets under management providing a full range of capital needs to real estate and renewable energy developments throughout the United States. Founded in 2013, the firm is based in St Louis, Missouri and maintains offices across the country

Synergy Wealth Solutions(Financial Services)

synergywealthsolutions.com

+243 654466

51 - 200

State: Missouri

Country: United States

Revenue: 11M - 100M

Synergy Wealth Solutions was built upon the idea that the combined efforts of our dynamic team are greater than the sum of each individual part. We offer our clients the unique opportunity to leave a lasting legacy by providing holistic and comprehensive solutions, while offering premier products and the highest value of service. Our firm is committed to delivering excellence through our collaborative culture and innovative strategies. Since 1851, in partnership with MassMutual, our firm has been providing our clients with the resources to protect their future. Our team of over 150 financial professionals provides strategic financial solutions more than 62,000 clients every day. Trust Integrity Excellence Teamwork Service Licenses and disclosures: https://www.synergywealthsolutions.com/licenses

Algonquin Golf Club(Financial Services)

algonquingolfclub.com

+31 49623700

51 - 200

State: Missouri

Country: United States

Revenue: 11M - 100M

Algonquin Golf Club is a financial services company based out of 7 Algonquin Ln, Webster Groves, Missouri, United States

Central Trust Bank(Financial Services)

centralbanktrust.com

+30 73324730

51 - 200

State: Missouri

Country: United States

Revenue: 11M - 100M

Central Trust Bank is a financial services company based out of P.O. Box 290, California, Missouri, United States

Centennial Investors Angel Network(Financial Services)

centennialinvestors.com

+1 573-884-0496

51 - 200

State: Missouri

Country: United States

Revenue: 11M - 100M

Centennial Investors provides seed/angel funding to Missouri companies in a variety of industries

e3 Wealth(Financial Services)

e3wealth.com

51 - 200

State: Missouri

Country: United States

Revenue: 11M - 100M

e3 Wealth oversees $500+ million in assets and provides a family office model to all clients regardless of their level of net worth. We provide clients an Integrated Resource Network where they have access to almost any service that deals with money: cash flow strategies, income tax preparation/strategies, investment strategies, insurance solutions, mortgage/debt management, employee benefits, Social Security & Medicare solutions, estate planning, asset protection, and privatized banking concepts. e3 Wealth serves clients with various backgrounds of education, work experience and lifestyle. Our intention is to work with clients who have a similar mindset as we do about money and finance related decisions. Over the years, we have added value to certain clientele through continuous referrals and relationship building, and we strive to provide a custom solution based on each clients unique goals. Let us show you how we think differently and why its important you do, too!