Top 75 Financial Services Companies in Kansas City

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Below is the list of Top 75 Financial Services Companies in Kansas City ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Kansas City

1. Umb Bank

Industry: Financial Services

Location: Kansas City, Missouri

Company Founded: 1913

Company Size: 201-500

Company Address: 1010 Grand Avenue, Kansas City, Missouri, United States

Umb Bank Contact Details

Name Title LinkedIn Phone Email
Tanner Christensen Talent Acquistion Sourcing Consultant
Tanveer Singh Vice President - Bsa And Aml Compliance
Erika Miller Vice President And Financial Center Manager Ii At Umb
Brian Pillmore President And Regional Chief Executive Officer
Rich Trease Senior Vice President, Commercial Loan Officer
Jason Gustafson Vp, Commercial Loan Officer Iii
Aaron Randolph Vice President Commercial Relationship Manager And Commercial Loans
Requires/Intent and 1049 more Employees
Loan Origination & Servicing Platforms
Financial Planning & Retirement Solutions
and more

2. Umb Bank

Industry: Financial Services

Location: Kansas City, Missouri

Website: umb.com

Company Founded: 1913

Company Size: 1001-5000

Company Address: 1010 Grand Boulevard, Kansas City, Missouri, United States

Umb Bank Contact Details

Name Title LinkedIn Phone Email
Matthew Locke Manager--mortgage Sales Support
Nate Chamberlain Sharepoint Administrator And Application Developer
Jason Buford Vice President - Financial Advisor
Caleb Bobo Community Development Specialist
Danielle Bias Vice President And Senior Associate Relations Partner
Peter Blumeyer President - Umb St Louis
Rekha Patnaik Executive Vice President And Director Of Continuous Improvement And Administration
Requires/Intent and 496 more Employees
Risk Assessment & Mitigation
Wealth Management
Credit Rating & Analysis
Corporate Finance Strategy
and more

3. Americo Financial Life And Annuity

Industry: Financial Services

Location: Kansas City, Missouri

Website: americo.com

Company Founded: 1946

Company Size: 201-500

Company Address: 301 West 11th Street, Kansas City, Missouri, United States

Americo Financial Life And Annuity Contact Details

Name Title LinkedIn Phone Email
Bob Wald Technical Project Manager
Will Coatney Account Executive
Tamika Gatson Senior Compliance Analyst
Micah Melling Chief Data Scientist
Mark Simmons Director And Co-portfolio Manager
Doug Feist Assistant Vice President Information Technology
Matthew Minnis Director Of Financial Planning And Analysis
Requires/Intent and 160 more Employees
Banking & Payment Processing
Credit Rating & Analysis
Asset Management
and more

4. Imperial Pfs

Industry: Financial Services

Location: Kansas City, Missouri

Website: ipfs.com

Company Founded: 1977

Company Size: 501-1000

Company Address: 1055 Broadway, Kansas City, Missouri, United States

Imperial Pfs Contact Details

Name Title LinkedIn Phone Email
Davie Holt Regional Sales Manager
Rudy Maki Vice President Of Finance
James Peckham Lead Software Engineer
David Weaver Lead Software Engineer
Bryan Wagner Ba And Pm
Ross Sparks Account Executive
Kendall Frank Sales Executive
Requires/Intent and 73 more Employees
Loan Origination & Servicing Platforms
Mergers & Acquisitions Advisory
Financial Planning & Retirement Solutions
Quality Control & Assurance
and more

5. Block Advisors

Industry: Financial Services

Location: Kansas City, Missouri

Website: blockadvisors.com

Company Founded: 2015

Company Size: 1001-5000

Company Address: 1301 Main Street, Kansas City, Missouri, United States

Block Advisors Contact Details

Name Title LinkedIn Phone Email
Susan Dobridge Manager - Associate Team Leader
Cathi Reed Regional Director
Jose Caraballo District General Manager
Brandt Swensen Office Manager
Diane Buchda Office Manager
April Beckwith Program Manager
Kelli Hannabach Business Development Manager
Requires/Intent and 189 more Employees
Data Analytics & Business Intelligence
Technology Consulting
Financial Planning & Retirement Solutions
and more

6. Citizens Bank & Trust

Industry: Financial Services

Location: Kansas City, Missouri

Website: ebankcbt.com

Company Founded: 1889

Company Size: 201-500

Company Address: 7280 Northwest 87th Terrace, Kansas City, Missouri, United States

Citizens Bank & Trust Contact Details

Name Title LinkedIn Phone Email
Rob Binney Senior Vice President
Jim Purgerson Senior Vice President
Bill Young President
Mark Thompson Senior Vice President, Citizens Bank And Trust, Kansas City, Mo
Holly Powell Human Resources Director
Regina Plute Vice President
Alan Wood Senior Vice President
Requires/Intent and 149 more Employees
Marketing Services
Wealth Management
Mergers & Acquisitions Advisory
and more

7. Lead Bank

Industry: Financial Services

Location: Kansas City, Missouri

Website: leadbankonline.com

Company Size: 51-200

Company Address: 1801 Main Street, Kansas City, Missouri, United States

Lead Bank Contact Details

Name Title LinkedIn Phone Email
Doug Schissler Network Engineer
Susan Chambers Board Member
Julie Pine Executive Vice President, General Counsel And Chief Regulatory Officer
Greg Bynum President
Brooke Clouse Deputy Chief Operating Officer
Gabriel Gonzalez Cash Management Associate
Kimberly Lor Digital Marketing Manager And Universal Banker
Requires/Intent and 28 more Employees
Mortgage & Loan Processing
Financial Auditing & Reporting
Securities Trading & Brokerage
Tax Planning & Strategy
and more

8. United Fidelity Funding Corp (uff)

Industry: Financial Services

Location: Kansas City, Missouri

Website: uffwholesale.com

Company Founded: 2007

Company Size: 51-200

Company Address: 1300 Briarcliff Parkway, Kansas City, Missouri, United States

United Fidelity Funding Corp (uff) Contact Details

Name Title LinkedIn Phone Email
Mike Bichard Mortgage Loan Originator And Officer
Derek Fricke National Consumer Direct Sales Manager
Kevin Marconi Purchase Clearing Manager
Donald Stiefer Senior Mortgage Loan Officer
Casey Phillips Senior Loan Officer
Mike Naylor Mortgage Loan Officer
Robert Seigel Underwriter
Requires/Intent and 24 more Employees
Risk Management & Compliance
Mergers & Acquisitions Advisory
Banking & Payment Processing
Employee Training & Workforce Development
and more

9. Altcap

Industry: Financial Services

Location: Kansas City, Missouri

Website: alt-cap.org

Company Founded: 2005

Company Size: 1-10

Company Address: 3200 Wayne Avenue, Kansas City, Missouri, United States

Altcap Contact Details

Name Title LinkedIn Phone Email
John Teasdale Fund Development
Ruben Alonso President
Davin Gordon Senior Business Development Officer
Dawn Kennedy Portfolio Management And Compliance Officer
Requires/Intent
Data Analytics & Business Intelligence
Automation & Workflow Optimization
Branding & Public Relations
and more

10. National Advisors Trust Company, Fsb

Industry: Financial Services

Location: Kansas City, Missouri

Website: natrustco.com

Company Founded: 2001

Company Size: 51-200

Company Address: 800 East 101st Terrace, Kansas City, Missouri, United States

National Advisors Trust Company, Fsb Contact Details

Name Title LinkedIn Phone Email
Lisa Strange Human Resources Director
David Doerflinger Relationship Manager
Carolyn George Cpa
Nichole Henderleiter Avp, Implementation And Transitions
Beth Boldt Vice President And Senior Trust Counsel
Ssgbc Lori Bell Implementation Project Manager
Jeff Carriger Trust Transition Specialist
Requires/Intent and 25 more Employees
Cloud Computing Solutions
Employee Training & Workforce Development
HR & Talent Acquisition
and more

11. James B. Nutter & Company

Industry: Financial Services

Location: Kansas City, Missouri

Website: jamesbnutter.com

Company Founded: 1931

Company Size: 201-500

Company Address: 4153 Broadway, Kansas City, Missouri, United States

James B. Nutter & Company Contact Details

Name Title LinkedIn Phone Email
John Zimmer National Mortgage Loan Officer
Seth Hummer Loan Officer Assistant
Cheryl Jones It Director
Kerry Thomas Vice President
Jim Nutter President And Chief Executive Officer
Jean Kiene Assistant Supervisor Customer Service
Sean-luke Clark Title Analyst
Requires/Intent and 70 more Employees
Sales & Lead Generation Strategy
Wealth Management
and more

12. First Mortgage Solutions, Llc (nmls #244476)

Industry: Financial Services

Location: Kansas City, Missouri

Website: firstmortgagesolutions.com

Company Founded: 2009

Company Size: 11-50

First Mortgage Solutions, Llc (nmls #244476) Contact Details

Name Title LinkedIn Phone Email
Ryan Kluttz Vice President Of Sales And Marketing
Jeff Barlow Sales Team Lead
David Barber Mortgage Loan Officer
Jacob Longhta Loan Officer Assistant
Scott Peterson Senior Mortgage Loan Officer
Chris Fisher Loan Officer
Luke Baker Sales Team Lead
Requires/Intent and 11 more Employees
Online Advertising & SEO
Marketing Services
Data Analytics & Business Intelligence
Accounting Services
Securities Trading & Brokerage
and more

13. Chinquapin Trust Company

Industry: Financial Services

Location: Kansas City, Missouri

Company Size: 11-50

Chinquapin Trust Company Contact Details

Name Title LinkedIn Phone Email
Christine Franco Chief Executive Officer
Stephanie Rawe Director Of Accounting
Angela Tower Chief Operating Officer
Heather Kline Senior Relationship And Trust Officer
Natalie Wiley Relationship And Trust Associate
Dangphy Du Private Accounting Manager
Corey Biggs Chief Investment Officer
Requires/Intent and 6 more Employees
Wealth Management
Legal Compliance & Advisory
Corporate Finance Strategy
Fraud Detection & Prevention
API Integration For FinTech
and more

14. Boston Financial Data Services

Industry: Financial Services

Location: Kansas City, Missouri

Website: bostonfinancial.com

Company Founded: 1973

Company Size: 10001+

Company Address: 330 West 9th Street, Kansas City, Missouri, United States

Boston Financial Data Services Contact Details

Name Title LinkedIn Phone Email
Eric Patterson Unit Manager
Donna Diamond Senior Training Specialist
Kyle Wiedwald Investor Services Unit Manager
Annetta Meikel Client Services Coordinator
Elizabeth Hall Plan Implementation Specialist
Alex Morlang Mutual Fund Representive
Craig Cozart Software Engineer
Requires/Intent and 150 more Employees
Mergers & Acquisitions Advisory
Performance Tracking & KPI Analytics
and more

15. Frontier Wealth Management

Industry: Financial Services

Location: Kansas City, Missouri

Website: frontierwealth.com

Company Founded: 2007

Company Size: 51-200

Company Address: 4435 Main Street, Kansas City, Missouri, United States

Frontier Wealth Management Contact Details

Name Title LinkedIn Phone Email
Sara Boyd Senior Wealth Advisor
Clay Hartman Partner And Senior Wealth Advisor
Shawn Sokolosky Partner And Senior Wealth Advisor
Matt Taylor Senior Wealth Advisor At Frontier Wealth Management
Curtis Spackman Comprehensive Personal Wealth Advisor
Macki Pankratz Client Service Associate
David Baysinger Associate Wealth Advisor
Requires/Intent and 13 more Employees
HR & Talent Acquisition
Banking & Payment Processing
Mobile App Development For Financial Services
Asset Management
and more

16. Travois

Industry: Financial Services

Location: Kansas City, Missouri

Website: travois.com

Company Founded: 1995

Company Size: 11-50

Company Address: 310 West 19th Terrace, Kansas City, Missouri, United States

Travois Contact Details

Name Title LinkedIn Phone Email
Elizabeth Glynn Chief Executive Officer
Andi Weber Project Coordinator
Lauren Wendlandt Architect At Framework Design And Travois
Alexandria Murnan Director Of Affordable Housing
Beth Kapp Special Projects Coordinator
Rachael Rider Project Assistant
Laura Herron Architect And Project Manager
Requires/Intent and 14 more Employees
Mobile App Development For Financial Services
Fraud Detection & Prevention
Automation & Workflow Optimization
Portfolio Management
Asset Management
and more

17. George K. Baum & Company

Industry: Financial Services

Location: Kansas City, Missouri

Website: gkbaum.com

Company Founded: 1928

Company Size: 201-500

George K. Baum & Company Contact Details

Name Title LinkedIn Phone Email
Mark Valenzuela First Vice President
Mark Valenzuela First Vice President
Michael Short Senior Vice President
Matthew Dugdale First Vice President
Dan Doss Senior Programmer And Analyst
Bill Coughlin President At George K Baum And Company
Joyce Chaney Vice President
Requires/Intent and 26 more Employees
Corporate Finance Strategy
Financial Auditing & Reporting
Risk Assessment & Mitigation
and more

18. Two West Advisors

Industry: Financial Services

Location: Kansas City, Missouri

Website: twowestcompanies.com

Company Size: 11-50

Company Address: 9200 Ward Parkway, Kansas City, Missouri, United States

Two West Advisors Contact Details

Name Title LinkedIn Phone Email
Ryan Rink Principal
Marko Ungashick Chief Executive Officer At Two West Advisors
Tim Jansen Plan Consultant
Jenna Allred Personal Financial Planner
Chris Ratigan Investment Advisor
Requires/Intent
Banking & Payment Processing
Tax Planning & Strategy
Risk Assessment & Mitigation
Financial Forecasting & Modeling
Risk Management & Compliance
and more

19. Heritage First

Industry: Financial Services

Location: Kansas City, Missouri

Website: heritagefirst.net

Company Founded: 1991

Company Size: 1-10

Company Address: 800 West 47th Street, Kansas City, Missouri, United States

Heritage First Contact Details

Name Title LinkedIn Phone Email
Eric Gray Partner
Eric Gray Partner
Requires/Intent
Sales & Lead Generation Strategy
Employee Training & Workforce Development
Investment Advisory
Customer Relationship Management (CRM)
and more

20. Epcor - Electronic Payments Core Of Knowledge

Industry: Financial Services

Location: Kansas City, Missouri

Website: epcor.org

Company Founded: 1974

Company Size: 11-50

Company Address: 3100 Broadway, Kansas City, Missouri, United States

Epcor - Electronic Payments Core Of Knowledge Contact Details

Name Title LinkedIn Phone Email
Aprp Stephanie Mareski Director, Member Support
Karen Nearing Manager, Payments Education And Manager, Fraud And Compliance
Karen Sylvester Manager, Payments Education And Manager, Fraud And Compliance
Brian Laverdure Director, Emerging Payments Education
Jeanne Curtis Executive Assistant To Chief Executive Officer
Danielle James Director, Traditional Payments
Shirley James Director Of Conferences And Events
Requires/Intent and 4 more Employees
Risk Assessment & Mitigation
ESG & Sustainable Finance Consulting
and more

21. Pioneer Services

Industry: Financial Services

Location: Kansas City, Missouri

Website: pioneermilitaryloans.com

Company Size: 51-200

Pioneer Services Contact Details

Name Title LinkedIn Phone Email
Tercel Seiber Staff Accountant
Maya Dhakappa Senior Quality Assurance Analyst And Senior Qa Analyst
Sheryl Kossen Customer Resolution Manager
Jennifer Dodson Senior Software Development Analyst
Elisa Larsen Marketing Manager
Pamela Henson Former Report Analyst
Jerrie Brown Director Of Lending
Requires/Intent and 39 more Employees
Legal Compliance & Advisory
Asset Management
Quality Control & Assurance
and more

22. Greater Kc Public Safety Credit Union

Industry: Financial Services

Location: Kansas City, Missouri

Website: publicsafetycu.org

Company Founded: 1934

Company Size: 11-50

Company Address: 2800 East 14th Street, Kansas City, Missouri, United States

Greater Kc Public Safety Credit Union Contact Details

Name Title LinkedIn Phone Email
Jesse Kielman Digital Marketing Officer
Melanie Smyth Bank Teller
Mike Haggerty Vice President And Chief Financial Officer
Allison Schultz Business Development And Marketing Officer
Katrina Lopez Branch Officer
Mary Shea Executive Vice President And Chief Operations Officer
Michael Telthorst Branch Manager
Requires/Intent and 16 more Employees
Document Management & E-signature Solutions
Cybersecurity & Data Protection
Automation & Workflow Optimization
Hedge Fund & Private Equity Consulting
and more

23. Sls Financial Services ~ Security Leasing Services, Inc. / S & P Financial Services, Inc.

Industry: Financial Services

Location: Kansas City, Missouri

Website: slsfinancial.com

Company Founded: 1986

Company Size: 11-50

Company Address: 8341 Northwest Mace Road, Kansas City, Missouri, United States

Sls Financial Services ~ Security Leasing Services, Inc. / S & P Financial Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Jeff Basler Vice President
Corey Stansbury Director Of Sales
Lisa Buol Assistant Vice President And Credit Manager
Angie Mies Vice President
Requires/Intent
Loan Origination & Servicing Platforms
IoT-enabled Smart Banking Solutions
and more

24. Nations Media Partners

Industry: Financial Services

Location: Kansas City, Missouri

Website: nationsmedia.com

Company Founded: 1996

Company Size: 1-10

Company Address: 2001 Grand Boulevard, Kansas City, Missouri, United States

Nations Media Partners Contact Details

Name Title LinkedIn Phone Email
Jim Borelli General Counsel
Rachel Werner Director Of Finance And Research
Cameron Harrison Associate
Requires/Intent
Document Management & E-signature Solutions
ESG & Sustainable Finance Consulting
Banking & Payment Processing
and more

25. International Financial Data Services

Industry: Financial Services

Location: Kansas City, Missouri

Website: ifdsgroup.com

Company Founded: 1995

Company Size: 10001+

Company Address: 333 West 11th Street, Kansas City, Missouri, United States

International Financial Data Services Contact Details

Name Title LinkedIn Phone Email
Thomas Sparks Distributions Technical Specialist
Julie Grimes Assistant Vice President
Barbara Meade Programme Manager Vp, Transfer Agency
Troy Bradford Firefighter And Paramedic
Jeff Bowden Firefighter At Station 11 Ifd
Reggie Johnson Firefighter
Larry Byerly Firefighter
Requires/Intent and 42 more Employees
Financial Auditing & Reporting
Insurance & Underwriting Services
Marketing Services
ERP For Financial Institutions
Portfolio Management
and more

26. V2 Ventures

Industry: Financial Services

Location: Kansas City, Missouri

Website: v2ventures.com

Company Size: 1-10

Company Address: 300 East 39th Street, Kansas City, Missouri, United States

V2 Ventures Contact Details

Name Title LinkedIn Phone Email
Athena Wilson Human Resources And Benefits Manager
Kirstin Beyer Chief Financial Officer
Jacob Sweatman Manager, Finance And Accounting
Requires/Intent
Loan Origination & Servicing Platforms
Document Management & E-signature Solutions
and more

27. Mission Peak Capital

Industry: Financial Services

Location: Kansas City, Missouri

Website: missionpeakcapital.com

Company Founded: 2008

Company Size: 11-50

Company Address: 1908 Main Street, Kansas City, Missouri, United States

Mission Peak Capital Contact Details

Name Title LinkedIn Phone Email
Kristin Bonczynski Manager
Drew Bormann Investment Analyst
Neil Bleish Controller
Brandi Solberg Structured Finance
Mackenzie Bradley Analyst
Jim Wood Chief Financial Officer
Requires/Intent
Tax Planning & Strategy
Portfolio Management
Mergers & Acquisitions Advisory
and more

28. Secure Capital Research

Industry: Financial Services

Location: Kansas City, Missouri

Website: securecapres.com

Company Founded: 2016

Company Size: 1-10

Company Address: 1925 Central Street, Kansas City, Missouri, United States

Secure Capital Research Contact Details

Name Title LinkedIn Phone Email
Vincent Rupp Managing Director, Head Of Distribution Ria And Private Client Group
Requires/Intent
Performance Tracking & KPI Analytics
Mobile App Development For Financial Services
Omnichannel Customer Support
Tax Planning & Strategy
and more

29. Prosperity Planning Inc

Industry: Financial Services

Location: Kansas City, Missouri

Company Founded: 2004

Company Size: 1-10

Company Address: 1805 Northwest Platte Road, Kansas City, Missouri, United States

Prosperity Planning Inc Contact Details

Name Title LinkedIn Phone Email
Dan Reiter Partner And Wealth Manager
Jessica Hughes Operations Manager
Ryan Noble Wealth Manager | Certified Financial Planner | Partner At Prosperity Planning Inc
Noelle Peavy Administrative Associate
Emily Sims Office Manager At Prosperity Planning Inc
Patti Pluenneke Client Service Associate
Requires/Intent
Cybersecurity & Data Protection
Mergers & Acquisitions Advisory
Employee Training & Workforce Development
and more

30. Omega Rms, Llc

Industry: Financial Services

Location: Kansas City, Missouri

Website: omega-rms.com

Company Founded: 2012

Company Size: 11-50

Omega Rms, Llc Contact Details

Name Title LinkedIn Phone Email
Edward Vasques President
Rebecca Ashford Administrative Assistant
Angela Evans Accounting Clerk
Elaine Robinson Lead Supervisor
Heather West Collections
Mendy Hoover Collector
Trisha Smith Collections Agent
Requires/Intent and 11 more Employees
Insurance & Underwriting Services
Asset Management
Credit Rating & Analysis
Accounting Services
and more

31. Medzero, Inc.

Industry: Financial Services

Location: Kansas City, Missouri

Website: medzero.com

Company Size: 1-10

Company Address: 1000 Walnut Street, Kansas City, Missouri, United States

Medzero, Inc. Contact Details

Name Title LinkedIn Phone Email
Howard Michalski President And Chief Operations Officer
Requires/Intent
Loan Origination & Servicing Platforms
Business Strategy & Growth Consulting
and more

32. Lusk Mortgage Group

Industry: Financial Services

Location: Kansas City, Missouri

Website: luskmortgage.com

Company Founded: 2014

Company Size: 1-10

Company Address: 9229 Ward Parkway, Kansas City, Missouri, United States

Lusk Mortgage Group Contact Details

Name Title LinkedIn Phone Email
Shelbi Lusk Senior Loan Officer
Christina Pinder Director Of First Impressions And Licensed Loan Officer
Requires/Intent
ERP For Financial Institutions
API Integration For FinTech
Accounting Services
and more

33. Buttonwood Financial Group, Llc

Industry: Financial Services

Location: Kansas City, Missouri

Website: buttonwoodfg.com

Company Founded: 2002

Company Size: 11-50

Company Address: 3013 Main Street, Kansas City, Missouri, United States

Buttonwood Financial Group, Llc Contact Details

Name Title LinkedIn Phone Email
Cfpâ Kyle Hogan Lead Advisor
Danny Hainje Wealth Management Strategist
Cfpâ Mitchell Smith Lead Advisor
Mitchell Smith Wealth Management Strategist
Chris Henry Portfolio Technical Specialist
Frank Drinkwine Senior Advisor
Haumana Johannsen Project Director
Requires/Intent and 1 more Employees
Digital Payment & Subscription Solutions
Business Strategy & Growth Consulting
and more

34. Sterneck Capital Management, Llc

Industry: Financial Services

Location: Kansas City, Missouri

Company Founded: 1989

Company Size: 1-10

Company Address: 4510 Belleview Avenue, Kansas City, Missouri, United States

Sterneck Capital Management, Llc Contact Details

Name Title LinkedIn Phone Email
Austin Drake Portfolio Advisor At Sterneck Capital
Laura Greenbaum Director Of Client Services
Alec Bethurum Senior Portfolio Manager
Merrit Kerr Office Manager
Henry Lane Senior Portfolio Manager
Requires/Intent
IoT-enabled Smart Banking Solutions
API Integration For FinTech
and more

35. Ustrailer Rental & Storage, Inc.

Industry: Financial Services

Location: Kansas City, Missouri

Website: ustrents.com

Company Founded: 2007

Company Size: 11-50

Company Address: 3945 Raytown Road, Kansas City, Missouri, United States

Ustrailer Rental & Storage, Inc. Contact Details

Name Title LinkedIn Phone Email
Maira Shirk Sales Specialist
Todd Cummings Sales Representative
Requires/Intent
Legal Compliance & Advisory
Business Strategy & Growth Consulting
Technology Consulting
and more

36. Kastenberry

Industry: Financial Services

Location: Kansas City, Missouri

Website: kastenberry.com

Company Founded: 2020

Company Size: 11-50

Kastenberry Contact Details

Name Title LinkedIn Phone Email
Jamie Gittemeier Sales Executive
Requires/Intent
Treasury & Cash Flow Management
ERP For Financial Institutions
Debt Collection & Recovery
and more

37. Pgn Financial Svc Llc

Industry: Financial Services

Location: Kansas City, Missouri

Website: pgnfinancial.com

Company Size: 11-50

Company Address: 2345 Grand Boulevard, Kansas City, Missouri, United States

Pgn Financial Svc Llc Contact Details

Name Title LinkedIn Phone Email
Awma Brian Watts Wealth Manager
Derek Nunes Research Analyst
Requires/Intent
Fraud Detection & Prevention
Employee Training & Workforce Development
Performance Tracking & KPI Analytics
Hedge Fund & Private Equity Consulting
AI-powered Financial Insights
and more

38. Parkwest Business Partners

Industry: Financial Services

Location: Kansas City, Missouri

Website: parkwestbusinesspartners.com

Company Founded: 2008

Company Size: 1-10

Company Address: 7811 Northwest Scenic Drive, Kansas City, Missouri, United States

Parkwest Business Partners Contact Details

Name Title LinkedIn Phone Email
Kieffer Demayo Intern
Scott Demayo Principal
Requires/Intent
Corporate Finance Strategy
Portfolio Management
Financial Auditing & Reporting
Investment Advisory
and more

39. Advent Financial Services

Industry: Financial Services

Location: Kansas City, Missouri

Website: adventtax.com

Company Founded: 2008

Company Size: 11-50

Company Address: 2114 Central Street, Kansas City, Missouri, United States

Advent Financial Services Contact Details

Name Title LinkedIn Phone Email
Monica Dixson Head Of Treasury Services
William Kaczmarek Founder And President
Liz Garnett Compliance Analyst
Amy Wallin Director Card Services And Logistics
Requires/Intent
Financial Planning & Retirement Solutions
Performance Tracking & KPI Analytics
Mergers & Acquisitions Advisory
and more

40. Paykomo

Industry: Financial Services

Location: Kansas City, Missouri

Website: paykomo.com

Company Founded: 2020

Company Size: 1-10

Paykomo Contact Details

Name Title LinkedIn Phone Email
Brett Strathman Co-founder
Requires/Intent
Blockchain & Cryptocurrency Solutions
Portfolio Management
Branding & Public Relations
Risk Assessment & Mitigation
Securities Trading & Brokerage
and more

41. Main Street Financial Advisors

Industry: Financial Services

Location: Kansas City, Missouri

Website: mainstreetfinancialadvisors.com

Company Founded: 2016

Company Size: 1-10

Company Address: 2 Pershing Square, Kansas City, Missouri, United States

Main Street Financial Advisors Contact Details

Name Title LinkedIn Phone Email
Tiara Harris Licensed Insurance Agent
Crystal Alvarado-russell Client Services Manager
Requires/Intent
IoT-enabled Smart Banking Solutions
Wealth Management
and more

42. Firsttrust Financial

Industry: Financial Services

Location: Kansas City, Missouri

Website: yourfirsttrust.com

Company Size: 1-10

Company Address: 9229 Ward Parkway, Kansas City, Missouri, United States

Firsttrust Financial Contact Details

Name Title LinkedIn Phone Email
Martinez Harlee President
Will Lowen Sales And Operations Manager
Will Lowen Operations ? Sales Manager
Corey Mitchell Lending Consultant
Ronald Austin Mortgage Consultant
Rich Parsons Loan Originator
Nick Lusk Entrepreneur
Requires/Intent and 2 more Employees
Risk Assessment & Mitigation
Marketing Services
Digital Payment & Subscription Solutions
HR & Talent Acquisition
Risk Management & Compliance
and more

43. Horizon Financial Solutions

Industry: Financial Services

Location: Kansas City, Missouri

Website: wvhfs.com

Company Founded: 2014

Company Size: 1-10

Company Address: 1416 Northeast 109th Street, Kansas City, Missouri, United States

Horizon Financial Solutions Contact Details

Name Title LinkedIn Phone Email
Brian Keath President At Horizon Financial Solutions, Llc
Requires/Intent
Treasury & Cash Flow Management
Employee Training & Workforce Development
API Integration For FinTech
Investment Advisory
Insurance & Underwriting Services
and more

44. Equity Financial Resources

Industry: Financial Services

Location: Kansas City, Missouri

Website: equityfinancialres.com

Company Founded: 1985

Company Size: 1-10

Company Address: 6317 North East Antioch Road, Kansas City, Missouri, United States

Equity Financial Resources Contact Details

Name Title LinkedIn Phone Email
Gail Murphy President
Requires/Intent
Performance Tracking & KPI Analytics
HR & Talent Acquisition
and more

45. Guardian Merchant Services

Industry: Financial Services

Location: Kansas City, Missouri

Website: guardianmerchant.com

Company Size: 1-10

Guardian Merchant Services Contact Details

Name Title LinkedIn Phone Email
Jessica Pecina Chief Operations Officer
Requires/Intent
Customer Relationship Management (CRM)
Financial Auditing & Reporting
Quality Control & Assurance
Cloud Computing Solutions
Performance Tracking & KPI Analytics
and more

46. Wealth|kc

Industry: Financial Services

Location: Kansas City, Missouri

Website: wealthkc.com

Company Founded: 2018

Company Size: 1-10

Company Address: 1420 Northwest Vivion Road, Kansas City, Missouri, United States

Wealth|kc Contact Details

Name Title LinkedIn Phone Email
Shean Fletcher Founder, Wealth Advisor
Armahn Hadjian Wealth Advisor
Mackenzie Bozarth Executive Assistant
Requires/Intent
Insurance & Underwriting Services
Banking & Payment Processing
Customer Relationship Management (CRM)
Investment Advisory
and more

47. Preservation Capital

Industry: Financial Services

Location: Kansas City, Missouri

Website: preservationcapital.com

Company Founded: 2006

Company Size: 1-10

Preservation Capital Contact Details

Name Title LinkedIn Phone Email
Chris Bateson Principal
Requires/Intent
Online Advertising & SEO
Treasury & Cash Flow Management
Cloud Computing Solutions
ERP For Financial Institutions
and more

48. Qdh Associates Llc | Qdh Payroll Solutions Llc

Industry: Financial Services

Location: Kansas City, Missouri

Website: qdhassociates.com

Company Size: 1-10

Company Address: 751 East 63rd Street, Kansas City, Missouri, United States

Qdh Associates Llc | Qdh Payroll Solutions Llc Contact Details

Name Title LinkedIn Phone Email
Tom Quinlan Accountant
Connor Haggerty Accountant
Darrin Reagan Senior Accountant
Requires/Intent
Wealth Management
Mergers & Acquisitions Advisory
Corporate Finance Strategy
and more

49. Financial Longevity Advisory, Llc.

Industry: Financial Services

Location: Kansas City, Missouri

Website: fladvisoryllc.com

Company Size: 1-10

Company Address: 6300 North Revere Drive, Kansas City, Missouri, United States

Financial Longevity Advisory, Llc. Contact Details

Name Title LinkedIn Phone Email
Natalie Kay Administrative Assistant
Requires/Intent
Portfolio Management
Tax Planning & Strategy
Performance Tracking & KPI Analytics
and more

50. Cramer Capital Management Llc

Industry: Financial Services

Location: Kansas City, Missouri

Website: cramercapitalmanagement.com

Company Size: 1-10

Company Address: 1300 Northwest Briarcliff Parkway, Kansas City, Missouri, United States

Cramer Capital Management Llc Contact Details

Name Title LinkedIn Phone Email
Leah Cramer Administrative Assistant
Jake Kretsinger Financial Advisor
Joyce Millard Vice President Of Operations
Requires/Intent
Automation & Workflow Optimization
Online Advertising & SEO
Cybersecurity & Data Protection
Portfolio Management
and more

51. Strategic Wealth Partners

Industry: Financial Services

Location: Kansas City, Missouri

Website: thestrategicwealthpartners.com

Company Founded: 2018

Company Size: 1-10

Company Address: 2600 Grand Boulevard, Kansas City, Missouri, United States

Strategic Wealth Partners Contact Details

Name Title LinkedIn Phone Email
Andrew Watters Co-founder And Partner
Requires/Intent
Document Management & E-signature Solutions
Technology Consulting
Business Strategy & Growth Consulting
Digital Payment & Subscription Solutions
Investment Advisory
and more

52. Deeper Than Money

Industry: Financial Services

Location: Kansas City, Missouri

Website: deeper-than-money.com

Company Founded: 2018

Company Size: 1-10

Deeper Than Money Contact Details

Name Title LinkedIn Phone Email
Chloe Elise Chief Executive Officer And Founder
Requires/Intent
Risk Assessment & Mitigation
Sales & Lead Generation Strategy
Employee Training & Workforce Development
Technology Consulting
and more

53. Westport Historical Society

Industry: Financial Services

Location: Kansas City, Missouri

Company Size: 1-10

Company Address: 4000 Baltimore Avenue, Kansas City, Missouri, United States

Westport Historical Society Contact Details

Name Title LinkedIn Phone Email
Kathleen Mcareavey Manager Of Education Programs
Requires/Intent
API Integration For FinTech
Cloud Computing Solutions
Tax Planning & Strategy
Quality Control & Assurance
Employee Training & Workforce Development
and more

54. Pcm Leasing Corp.

Industry: Financial Services

Location: Kansas City, Missouri

Website: pcmleasing.com

Company Founded: 1989

Company Size: 1-10

Company Address: 6317 Baltimore Avenue, Kansas City, Missouri, United States

Pcm Leasing Corp. Contact Details

Name Title LinkedIn Phone Email
Mike Mesina Business Development Manager
Krysten Jury Accounting Manager
Requires/Intent
ERP For Financial Institutions
Loan Origination & Servicing Platforms
Omnichannel Customer Support
Technology Consulting
Hedge Fund & Private Equity Consulting
and more

55. The Cooperative Finance Association

Industry: Financial Services

Location: Kansas City, Missouri

Website: cfafs.com

Company Founded: 1943

Company Size: 11-50

Company Address: 10100 North Ambassador Drive, Kansas City, Missouri, United States

The Cooperative Finance Association Contact Details

Name Title LinkedIn Phone Email
Rob Gardner Vice President And Director Of Lending Services
Richard Blackburn Director, Loan Compliance And Risk Management
Requires/Intent
Banking & Payment Processing
Financial Auditing & Reporting
Digital Payment & Subscription Solutions
Investment Advisory
and more

56. Spectrum Business Ventures, Inc.

Industry: Financial Services

Location: Kansas City, Missouri

Website: sbv.com

Company Founded: 2002

Company Size: 11-50

Company Address: 420 Nichols Road, Kansas City, Missouri, United States

Spectrum Business Ventures, Inc. Contact Details

Name Title LinkedIn Phone Email
Jeffery Gibbs General Counsel
Leslie Kempinger Regional Manager
Jeff Gibbs General Counsel
Requires/Intent
Debt Collection & Recovery
Hedge Fund & Private Equity Consulting
Mortgage & Loan Processing
and more

57. Emerson & Co

Industry: Financial Services

Location: Kansas City, Missouri

Website: emerson-co.com

Company Founded: 2006

Company Size: 11-50

Company Address: 1001 Westport Road, Kansas City, Missouri, United States

Emerson & Co Contact Details

Name Title LinkedIn Phone Email
Sarah Mitchell Controller
Requires/Intent
ESG & Sustainable Finance Consulting
Document Management & E-signature Solutions
Marketing Services
and more

58. Jtr Consulting

Industry: Financial Services

Location: Kansas City, Missouri

Company Size: 11-50

Company Address: 11029 North Mckinley Avenue, Kansas City, Missouri, United States

Jtr Consulting Contact Details

Name Title LinkedIn Phone Email
Melissa Raffaele Administrative Assistant And Bookkeeper
Requires/Intent
Sales & Lead Generation Strategy
Customer Relationship Management (CRM)
and more

59. Coordinated Planning Service, Llc

Industry: Financial Services

Location: Kansas City, Missouri

Website: smartretirementoptions.net

Company Size: 1-10

Company Address: 7280 Northwest 87th Terrace, Kansas City, Missouri, United States

Coordinated Planning Service, Llc Contact Details

Name Title LinkedIn Phone Email
Mike Brasel Retirement Income Planning Specialist | Certified Senior Advisor | Financial Advisor And President
Requires/Intent
AI-powered Financial Insights
Loan Origination & Servicing Platforms
Wealth Management
and more

60. Easy Loan

Industry: Financial Services

Location: Kansas City, Missouri

Website: easyloancorp.us

Company Size: 11-50

Company Address: 1225 Union Avenue, Kansas City, Missouri, United States

Easy Loan Contact Details

Name Title LinkedIn Phone Email
Marvyn Dupuis Owner
Requires/Intent
Credit Rating & Analysis
Digital Payment & Subscription Solutions
Employee Training & Workforce Development
and more

61. Accurso Law Firm

Industry: Financial Services

Location: Kansas City, Missouri

Website: accursolaw.com

Company Size: 1-10

Company Address: 4646 Roanoke Parkway, Kansas City, Missouri, United States

Accurso Law Firm Contact Details

Name Title LinkedIn Phone Email
Drew Russell Intern
Requires/Intent
Digital Payment & Subscription Solutions
Sales & Lead Generation Strategy
Investment Advisory
Employee Training & Workforce Development
Financial Auditing & Reporting
and more

62. Allen Financial Corporation

Industry: Financial Services

Location: Kansas City, Missouri

Website: allenfinancialcorp.com

Company Founded: 1978

Company Size: 1-10

Company Address: 208 West Linwood Boulevard, Kansas City, Missouri, United States

Allen Financial Corporation Contact Details

Name Title LinkedIn Phone Email
Greg Allen President
George Osbourn Marketing Representative
Stephanie Allen Vice President At Allen Financial Corporation
Amy Mcclure Manager
Requires/Intent
Insurance & Underwriting Services
Wealth Management
Omnichannel Customer Support
IoT-enabled Smart Banking Solutions
Quality Control & Assurance
and more

63. United Labor Credit Union

Industry: Financial Services

Location: Kansas City, Missouri

Website: unitedlaborcu.org

Company Size: 1-10

Company Address: 6320 Manchester Avenue, Kansas City, Missouri, United States

United Labor Credit Union Contact Details

Name Title LinkedIn Phone Email
Paula Hubbard Senior Loan Officer
Requires/Intent
Mortgage & Loan Processing
Hedge Fund & Private Equity Consulting
HR & Talent Acquisition
Banking & Payment Processing
Data Analytics & Business Intelligence
and more

64. Union Hill Day School Inc

Industry: Financial Services

Location: Kansas City, Missouri

Website: uhdsonline.com

Company Size: 11-50

Company Address: 2911 Main Street, Kansas City, Missouri, United States

Union Hill Day School Inc Contact Details

Name Title LinkedIn Phone Email
Victoria Darby Teacher
Lika Lane Daycare Teacher
Requires/Intent
Business Strategy & Growth Consulting
Hedge Fund & Private Equity Consulting
Cloud Computing Solutions
Automation & Workflow Optimization
Financial Forecasting & Modeling
and more

65. Porsch Financial Group

Industry: Financial Services

Location: Kansas City, Missouri

Website: paulaporsch.com

Company Founded: 2009

Company Size: 1-10

Company Address: 4717 Grand Avenue, Kansas City, Missouri, United States

Porsch Financial Group Contact Details

Name Title LinkedIn Phone Email
Linda Mccaffrey Executive Assistant
Requires/Intent
Asset Management
Quality Control & Assurance
Risk Management & Compliance
and more

66. Iq Squared, Llc

Industry: Financial Services

Location: Kansas City, Missouri

Website: iq2smartmoney.com

Company Founded: 1997

Company Size: 1-10

Company Address: 4151 North Mulberry Drive, Kansas City, Missouri, United States

Iq Squared, Llc Contact Details

Name Title LinkedIn Phone Email
Lakisha Darnell Client Service Manager At Iq Squared, Llc
Requires/Intent
Omnichannel Customer Support
Financial Forecasting & Modeling
and more

67. Premier Imaging

Industry: Financial Services

Location: Kansas City, Missouri

Company Size: 1-10

Company Address: 373 West 101st Terrace, Kansas City, Missouri, United States

Premier Imaging Contact Details

Name Title LinkedIn Phone Email
Arissa Twente Diagnostic Ct, Mammogram And Xray Technician
Requires/Intent
AI-powered Financial Insights
Mergers & Acquisitions Advisory
Insurance & Underwriting Services
Cybersecurity & Data Protection
API Integration For FinTech
and more

68. King Of Kash Signature Loans

Industry: Financial Services

Location: Kansas City, Missouri

Website: kingofkash.com

Company Founded: 1978

Company Size: 51-200

Company Address: 8304 Wornall Road, Kansas City, Missouri, United States

King Of Kash Signature Loans Contact Details

Name Title LinkedIn Phone Email
Mechel Green Csr
Ashlee Rash Branch Manager
Requires/Intent
Omnichannel Customer Support
Wealth Management
Financial Auditing & Reporting
and more
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Kansas City Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Tanner Christensen Umb Bank Talent Acquistion Sourcing Consultant
2 Tanveer Singh Umb Bank Vice President - Bsa And Aml Compliance
3 Erika Miller Umb Bank Vice President And Financial Center Manager Ii At Umb
4 Brian Pillmore Umb Bank President And Regional Chief Executive Officer
5 Rich Trease Umb Bank Senior Vice President, Commercial Loan Officer
6 Jason Gustafson Umb Bank Vp, Commercial Loan Officer Iii
7 Aaron Randolph Umb Bank Vice President Commercial Relationship Manager And Commercial Loans
8 Matthew Locke Umb Bank Manager--mortgage Sales Support
9 Nate Chamberlain Umb Bank Sharepoint Administrator And Application Developer
10 Jason Buford Umb Bank Vice President - Financial Advisor
11 Caleb Bobo Umb Bank Community Development Specialist
12 Danielle Bias Umb Bank Vice President And Senior Associate Relations Partner
13 Peter Blumeyer Umb Bank President - Umb St Louis
14 Rekha Patnaik Umb Bank Executive Vice President And Director Of Continuous Improvement And Administration
15 Bob Wald Americo Financial Life And Annuity Technical Project Manager
16 Will Coatney Americo Financial Life And Annuity Account Executive
17 Tamika Gatson Americo Financial Life And Annuity Senior Compliance Analyst
18 Micah Melling Americo Financial Life And Annuity Chief Data Scientist
19 Mark Simmons Americo Financial Life And Annuity Director And Co-portfolio Manager
20 Doug Feist Americo Financial Life And Annuity Assistant Vice President Information Technology
21 Matthew Minnis Americo Financial Life And Annuity Director Of Financial Planning And Analysis
22 Davie Holt Imperial Pfs Regional Sales Manager
23 Rudy Maki Imperial Pfs Vice President Of Finance
24 James Peckham Imperial Pfs Lead Software Engineer
25 David Weaver Imperial Pfs Lead Software Engineer
26 Bryan Wagner Imperial Pfs Ba And Pm
27 Ross Sparks Imperial Pfs Account Executive
28 Kendall Frank Imperial Pfs Sales Executive
29 Susan Dobridge Block Advisors Manager - Associate Team Leader
30 Cathi Reed Block Advisors Regional Director
31 Jose Caraballo Block Advisors District General Manager
32 Brandt Swensen Block Advisors Office Manager
33 Diane Buchda Block Advisors Office Manager
34 April Beckwith Block Advisors Program Manager
35 Kelli Hannabach Block Advisors Business Development Manager
36 Rob Binney Citizens Bank & Trust Senior Vice President
37 Jim Purgerson Citizens Bank & Trust Senior Vice President
38 Bill Young Citizens Bank & Trust President
39 Mark Thompson Citizens Bank & Trust Senior Vice President, Citizens Bank And Trust, Kansas City, Mo
40 Holly Powell Citizens Bank & Trust Human Resources Director

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