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25 Best Kansas Based Wealth Management Startups and Companies 2021

This article showcases our top picks for the best Kansas based Wealth Management companies. These startups and companies are taking a variety of approaches to innovating the Wealth Management industry, but are all exceptional companies well worth a follow.

We tried to pick companies across the size spectrum from cutting edge startups to established brands.

We selected these startups and companies for exceptional performance in one of these categories:

  • Innovation
    • Innovative ideas
    • Innovative route to market
    • Innovative product
  • Growth
    • Exceptional growth
    • Exceptional growth strategy
  • Management
  • Societal impact

Top Kansas Wealth Management Startups

Data sourced from Crunchbase and SemRush.

Prime Capital Investment Advisors

Prime Capital Investment Advisors

Crunchbase Website Twitter Facebook Linkedin

Prime Capital Investment Advisors is a financial, asset and wealth management company.

The ETF Store

The ETF Store

Crunchbase Website Twitter Facebook Linkedin

The ETF Store is a financial service company that deals with wealth management, asset management, retirement planning & term life insurance.

The ETF Store

Cambiar Investors

Crunchbase Website Twitter Facebook Linkedin

Cambiar Investors is an asset management firm with customized advisory solutions and advanced strategies for complex financial needs.

The ETF Store

Kavar Capital Partners

Crunchbase Website Twitter Facebook Linkedin

Kavar Capital Partners is a wealth management firm in Leawood, Kansas.

The ETF Store

6 Meridian

Crunchbase Website Twitter Facebook Linkedin

6 Meridian is an investment advisory firm that provides wealth management, investments and retirement planning services.

The ETF Store

Kornitzer Capital Management

Crunchbase Website Twitter Facebook Linkedin

Kornitzer Capital Management specializes in money management, pension, corporate and separate account management.

The ETF Store

Changepath

Crunchbase Website Twitter Facebook Linkedin

Changepath is a full-service wealth management firm that helps investors to build their financial future.

The ETF Store

Atwood & Palmer

Crunchbase Website Twitter Facebook Linkedin

Atwood & Palmer provides financial consulting, investment and wealth management solutions.

The ETF Store

True Wealth & Company

Crunchbase Website Twitter Facebook Linkedin

True Wealth & Company offers investment portfolio management, retirement planning, financial consultation and wealth management services.

The ETF Store

Sunrise Advisors

Crunchbase Website Twitter Facebook Linkedin

Sunrise Advisors is the “fee-only” Registered Investment Advisor (RIA) firms.

The ETF Store

JC Grason

Crunchbase Website Twitter Facebook Linkedin

JC Grason is an independent financial services firm that create retirement strategies and offers insurance products.

The ETF Store

Barber Financial Group

Crunchbase Website Twitter Facebook Linkedin

Barber Financial Group is an investment management and financial planning service firm. m

The ETF Store

Paula Porsch Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Paula Porsch Wealth Management offers financial consultancy services for retirees, widows, divorcees, trusts, and business owners.

The ETF Store

Pottberg Gassman & Hoffman Chartered

Crunchbase Website Twitter Facebook Linkedin

Pottberg Gassman & Hoffman Chartered is a CPA firm that offers payroll, bookkeeping and taxation services to its clients.

The ETF Store

Garrett Investment Advisors

Crunchbase Website Twitter Facebook Linkedin

Garrett Investment Advisors provides cash flow management, estate planning, risk management, retirement planning and financial services.

The ETF Store

Azura Credit Union

Crunchbase Website Twitter Facebook Linkedin

Azura Credit Union is a banking solution company that offers loans, lending, wealth management, credit and online banking services.

The ETF Store

SJN Bank of Kansas

Crunchbase Website Twitter Facebook Linkedin

SJN Bank of Kansas provides online banking, mobile payment, wealth management, mortgages and loan services.

The ETF Store

Woods & Durham

Crunchbase Website Twitter Facebook Linkedin

Woods & Durham specializes in financial and estate planning, audit, compilation, general accounting, management advisory and tax services.

The ETF Store

Williams Financial Group

Crunchbase Website Twitter Facebook Linkedin

Williams Financial Group provides investment advisory and retirement planning solutions for individuals.

The ETF Store

Adams Brown

Crunchbase Website Twitter Facebook Linkedin

Adams Brown is a wealth management firm that offers CPA and advisory services.

The ETF Store

Windward Private Wealth Management Inc

Crunchbase Website Twitter Facebook Linkedin

We are a comprehensive wealth management firm with two Kansas City locations focusing on all aspects of personal financial planning.

The ETF Store

Freestate Advisors LLC

Crunchbase Website Twitter Facebook Linkedin

Freestate Advisors LLC is an independent Registered Investment Advisor & investment management firm.

The ETF Store

Nova R Wealth

Crunchbase Website Twitter Facebook Linkedin

Nova R Wealth is an investment advisor and wealth management company.

The ETF Store

The Trust Company of Kansas

Crunchbase Website Twitter Facebook Linkedin

The Trust Company of Kansas offers wealth management, retirement planning, and financial planning services.

The ETF Store

Clayton Wealth Partners

Crunchbase Website Twitter Facebook Linkedin

Clayton Wealth Partners offers wealth management, asset management, and financial planning services.

Written by Tenner Smith

Tenner Smith - I have experience in financial intelligence and automated intelligence. In industry I have worked on artificial intelligence and machine learning. Tenner Smith is a reporter at DF media.

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