Top 20 Financial Services Companies in Clayton

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Below is the list of Top 20 Financial Services Companies in Clayton ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Clayton

1. Moneta Group

Industry: Financial Services

Location: Clayton, Missouri

Company Founded: 1869

Company Size: 201-500

Company Address: 100 South Brentwood Boulevard, Clayton, Missouri, United States

Moneta Group Contact Details

Name Title LinkedIn Phone Email
Travis Freeman Partner
Nancy Whatley-blaine Director, Talent And Organizational Development
Sheridan Smith Receptionist
Andrew Bouquet Advisor
Alexander Faught Advisor
Jeannie Gebhard Client Services Administrator
Michael Hollo Advisor
Requires/Intent and 147 more Employees
Branding & Public Relations
Online Advertising & SEO
IoT-enabled Smart Banking Solutions
Marketing Services
and more

2. Parkside Financial Bank & Trust

Industry: Financial Services

Location: Clayton, Missouri

Website: parksidepath.com

Company Founded: 2008

Company Size: 11-50

Company Address: 8112 Maryland Avenue, Clayton, Missouri, United States

Parkside Financial Bank & Trust Contact Details

Name Title LinkedIn Phone Email
Meredith Osborn Assistant Vice President And Director Of Human Resources
Andrew Hereford President
David Bell Senior Vice President- Rocky Mountain Market Leader
Carla Valenti Executive Vice President
Michael Murphy Senior Lender And Chief Credit Officer
Matthew Wagner President And Founder
Peter Frane Chairman Of The Board
Requires/Intent and 27 more Employees
Investment Advisory
Corporate Finance Strategy
Marketing Services
Blockchain & Cryptocurrency Solutions
and more

3. Buckingham Strategic Wealth

Industry: Financial Services

Location: Clayton, Missouri

Company Size: 201-500

Company Address: 8182 Maryland Avenue, Clayton, Missouri, United States

Buckingham Strategic Wealth Contact Details

Name Title LinkedIn Phone Email
Elliot Dole Wealth Advisor
Cfpâ Stan Purvis Wealth Advisor
Cfpâ Amanda Merrill Client Development Advisor At Buckingham Strategic Wealth
James Myers Managing Director
Steve Weiss Advisor
Ivan Aubuchon Digital Marketing Manager
Rob Mitchell Wealth Advisor
Requires/Intent and 8 more Employees
Wealth Management
Employee Training & Workforce Development
Mortgage & Loan Processing
Online Advertising & SEO
and more

4. Smith Moore

Industry: Financial Services

Location: Clayton, Missouri

Website: smithmoore.com

Company Founded: 1913

Company Size: 51-200

Company Address: 7777 Bonhomme, Clayton, Missouri, United States

Smith Moore Contact Details

Name Title LinkedIn Phone Email
Ian Rothbarth Wealth Management Associate
Wes Roper Certified Financial Planner
Donna Zoeller Vice President And Financial Advisor
Michelle Siemer Vice President Compliance
Gregory Bray Senior Vice President And Financial Advisor
Jaret Perryman Compliance Officer
Ted Long Vice President And Financial Advisor
Requires/Intent and 12 more Employees
Customer Relationship Management (CRM)
Branding & Public Relations
and more

5. Cardinal Investment Advisors

Industry: Financial Services

Location: Clayton, Missouri

Website: cia-llc.com

Company Founded: 2001

Company Size: 11-50

Company Address: 231 South Bemiston, Clayton, Missouri, United States

Cardinal Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Matt Padberg Managing Director, Cardinal Investment Advisors
Hannah Atkinson Performance Analyst
Scott Skornia Consultant
Jake Meese Consultant
Stephen Keach Analyst
Tyler Hasty Performance Analyst
Kevin Tucker Software Engineer
Requires/Intent and 8 more Employees
Debt Collection & Recovery
Credit Rating & Analysis
Marketing Services
and more

6. Finlocker

Industry: Financial Services

Location: Clayton, Missouri

Website: finlocker.com

Company Founded: 2014

Company Size: 11-50

Company Address: 7801 Forsyth Boulevard, Clayton, Missouri, United States

Finlocker Contact Details

Name Title LinkedIn Phone Email
Bob Hoffman Vice President Of Customer Success
Dottie Bailey Customer Engagement Director
Laxman Milli Senior Technical Architect
Jamie Adams Technical Operations Manager
Jamie Adams Technical Operations Manager
Steven Hart Cloud Engineer
A.j Trujillo Product Delivery Lead
Requires/Intent and 4 more Employees
Blockchain & Cryptocurrency Solutions
Portfolio Management
and more

7. Plaza Advisory Group, Inc.

Industry: Financial Services

Location: Clayton, Missouri

Website: plazaadvisors.com

Company Founded: 1985

Company Size: 11-50

Company Address: 101 South Hanley Road, Clayton, Missouri, United States

Plaza Advisory Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Cdfaâ„¢ Judy Rubin Cfpâ Partner
Thomas Briggs Vice-president And Secretary
Maria Erb Business Development Coordinator
Requires/Intent
Digital Payment & Subscription Solutions
Document Management & E-signature Solutions
Hedge Fund & Private Equity Consulting
and more

8. Foundation Wealth Management

Industry: Financial Services

Location: Clayton, Missouri

Website: fwmria.com

Company Founded: 2003

Company Size: 1-10

Company Address: 8000 Maryland Avenue, Clayton, Missouri, United States

Foundation Wealth Management Contact Details

Name Title LinkedIn Phone Email
Dan Ladd Wealth Management Advisor
Jacob Plattner Client Service Manager
Pamela Hardin President
Requires/Intent
Document Management & E-signature Solutions
Cybersecurity & Data Protection
Risk Assessment & Mitigation
Legal Compliance & Advisory
IoT-enabled Smart Banking Solutions
and more

9. Midland Equipment Finance

Industry: Financial Services

Location: Clayton, Missouri

Company Founded: 2018

Company Size: 11-50

Company Address: 7700 Bonhomme Avenue, Clayton, Missouri, United States

Midland Equipment Finance Contact Details

Name Title LinkedIn Phone Email
Timothy Genovese Transaction Coordinator
Victoria Spoerry Senior Funding Specialist
Kyle Morris Credit Analyst - Supervisor
Alesia Stanton Transaction Coordinator
Maggie Nunn Staff Accountant
Requires/Intent
Mortgage & Loan Processing
Corporate Finance Strategy
Technology Consulting
IoT-enabled Smart Banking Solutions
and more

10. Wood Financial Partners

Industry: Financial Services

Location: Clayton, Missouri

Website: woodfinancialpartners.com

Company Founded: 2002

Company Size: 1-10

Company Address: 7800 Forsyth Boulevard, Clayton, Missouri, United States

Wood Financial Partners Contact Details

Name Title LinkedIn Phone Email
Joe Thornton Associate Advisor At Wood Financial Partners
Wood John Financial Planner At Wood Financial Partners
Beverly Booker Administrative Assistant
Requires/Intent
Insurance & Underwriting Services
Loan Origination & Servicing Platforms
Portfolio Management
Omnichannel Customer Support
and more

11. Pre-settlement Funding

Industry: Financial Services

Location: Clayton, Missouri

Website: presettlement.info

Company Founded: 2014

Company Size: 1-10

Pre-settlement Funding Contact Details

Name Title LinkedIn Phone Email
Angela Devasto Director Of Business Development
Requires/Intent
Treasury & Cash Flow Management
Investment Advisory
and more

12. Bristol Financial Llc

Industry: Financial Services

Location: Clayton, Missouri

Company Founded: 2015

Company Size: 1-10

Bristol Financial Llc Contact Details

Name Title LinkedIn Phone Email
John Horan Managing Director, Senior Investment Advisor
Requires/Intent
Automation & Workflow Optimization
Legal Compliance & Advisory
and more

13. Jbl Financial Services, Inc.

Industry: Financial Services

Location: Clayton, Missouri

Website: jblfinancial.com

Company Size: 1-10

Company Address: 7710 Carondelet Avenue, Clayton, Missouri, United States

Jbl Financial Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Erin Lapidus Vice President
Jeff Lapidus President
Erin Lapidus Vice President
Requires/Intent
Customer Relationship Management (CRM)
Digital Payment & Subscription Solutions
Quality Control & Assurance
Mortgage & Loan Processing
Treasury & Cash Flow Management
and more

14. Dover Capital, Llc

Industry: Financial Services

Location: Clayton, Missouri

Company Founded: 2012

Company Size: 1-10

Company Address: 120 South Central Avenue, Clayton, Missouri, United States

Dover Capital, Llc Contact Details

Name Title LinkedIn Phone Email
Peter Castellano Director Financial Reporting And Asset Management
Requires/Intent
Securities Trading & Brokerage
API Integration For FinTech
Mobile App Development For Financial Services
Fraud Detection & Prevention
and more

15. Credit Care Financial

Industry: Financial Services

Location: Clayton, Missouri

Website: creditcarefinancial.net

Company Founded: 2013

Company Size: 1-10

Company Address: 226 South Meramec, Clayton, Missouri, United States

Credit Care Financial Contact Details

Name Title LinkedIn Phone Email
Julia Carter Accounts Manager
Requires/Intent
Securities Trading & Brokerage
Branding & Public Relations
Mobile App Development For Financial Services
and more

16. Classic Capital Llc

Industry: Financial Services

Location: Clayton, Missouri

Website: classiccapital.net

Company Size: 1-10

Company Address: 8182 Maryland Avenue, Clayton, Missouri, United States

Classic Capital Llc Contact Details

Name Title LinkedIn Phone Email
Shirley Geoghan Senior Consultant
Requires/Intent
Hedge Fund & Private Equity Consulting
Treasury & Cash Flow Management
Debt Collection & Recovery
Insurance & Underwriting Services
Risk Management & Compliance
and more
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Clayton Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Travis Freeman Moneta Group Partner
2 Nancy Whatley-blaine Moneta Group Director, Talent And Organizational Development
3 Sheridan Smith Moneta Group Receptionist
4 Andrew Bouquet Moneta Group Advisor
5 Alexander Faught Moneta Group Advisor
6 Jeannie Gebhard Moneta Group Client Services Administrator
7 Michael Hollo Moneta Group Advisor
8 Meredith Osborn Parkside Financial Bank & Trust Assistant Vice President And Director Of Human Resources
9 Andrew Hereford Parkside Financial Bank & Trust President
10 David Bell Parkside Financial Bank & Trust Senior Vice President- Rocky Mountain Market Leader
11 Carla Valenti Parkside Financial Bank & Trust Executive Vice President
12 Michael Murphy Parkside Financial Bank & Trust Senior Lender And Chief Credit Officer
13 Matthew Wagner Parkside Financial Bank & Trust President And Founder
14 Peter Frane Parkside Financial Bank & Trust Chairman Of The Board
15 Elliot Dole Buckingham Strategic Wealth Wealth Advisor
16 Cfpâ Stan Purvis Buckingham Strategic Wealth Wealth Advisor
17 Cfpâ Amanda Merrill Buckingham Strategic Wealth Client Development Advisor At Buckingham Strategic Wealth
18 James Myers Buckingham Strategic Wealth Managing Director
19 Steve Weiss Buckingham Strategic Wealth Advisor
20 Ivan Aubuchon Buckingham Strategic Wealth Digital Marketing Manager
21 Rob Mitchell Buckingham Strategic Wealth Wealth Advisor
22 Ian Rothbarth Smith Moore Wealth Management Associate
23 Wes Roper Smith Moore Certified Financial Planner
24 Donna Zoeller Smith Moore Vice President And Financial Advisor
25 Michelle Siemer Smith Moore Vice President Compliance
26 Gregory Bray Smith Moore Senior Vice President And Financial Advisor
27 Jaret Perryman Smith Moore Compliance Officer
28 Ted Long Smith Moore Vice President And Financial Advisor
29 Matt Padberg Cardinal Investment Advisors Managing Director, Cardinal Investment Advisors
30 Hannah Atkinson Cardinal Investment Advisors Performance Analyst
31 Scott Skornia Cardinal Investment Advisors Consultant
32 Jake Meese Cardinal Investment Advisors Consultant
33 Stephen Keach Cardinal Investment Advisors Analyst
34 Tyler Hasty Cardinal Investment Advisors Performance Analyst
35 Kevin Tucker Cardinal Investment Advisors Software Engineer
36 Bob Hoffman Finlocker Vice President Of Customer Success
37 Dottie Bailey Finlocker Customer Engagement Director
38 Laxman Milli Finlocker Senior Technical Architect
39 Jamie Adams Finlocker Technical Operations Manager
40 Jamie Adams Finlocker Technical Operations Manager

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