Company lists · Data refreshed September 2026

Top 22 Investment companies based in Kansas City, United States

Name: Investment companies based in Kansas City, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 32 companies tracked

RevenueBase identified 32 company matches for investment companies associated with Kansas City, United States as of September 2026 and tracks 261 professional contacts across them, including 151 with verified work emails. Across the United States, New York is the largest hub for this category (839 companies); Kansas City has 32.

This list covers company matches for investment companies associated with Kansas City, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

32Companies

261Contacts tracked

151Verified emails

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The 22 largest investment companies based in Kansas City, United States

Ranked by team size

Top 22 of 32 company matches for investment companies based in Kansas City, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Platform Ventures	Exact match	Kansas City, MO, United StatesHQ recorded Sep 20, 2026	11-50	41 contacts →
	Exact match “Platform is an independent, entrepreneurial private investment firm focused on building businesses and investing in real estate assets that create long-term value.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Cpc, LLC	Exact match	Kansas City, MO, United StatesHQ recorded Sep 20, 2026	11-50	33 contacts →
	Exact match “CPC is a diversified holding company spanning a wide variety of industries.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	BMG Advisors Plan Your Story	Exact match	Kansas City, MO, United StatesHQ recorded Sep 20, 2026	1-10	20 contacts →
	Exact match “BMG Advisors is an Independent Financial Advisory and Wealth Management Firm in the Kansas City, MO area affiliated with LPL Financial.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Nuance Investments, LLC	Exact match	Kansas City, MO, United StatesHQ recorded Sep 20, 2026	11-50	17 contacts →
	Exact match “Value.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Ninth Avenue Capital	Exact match	Kansas City, MO, United StatesHQ recorded Sep 20, 2026	1-10	11 contacts →
	Exact match “Ninth Avenue Capital is a closely held private investment firm that seeks to invest in and collaborate with exceptional management teams to help build great businesses.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Mission Peak Capital	Exact match	Kansas City, MO, United StatesHQ recorded Sep 20, 2026	11-50	11 contacts →
	Exact match “Mission Peak Capital is an opportunistic real estate investment firm that specializes in the real estate equity and debt markets.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Williams Financial Group	Exact match	Kansas City, MO, United StatesHQ recorded Sep 20, 2026	1-10	11 contacts →
	Exact match “We help create informed financial strategies that give you confidence as you pursue your goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	HDQ Wealth	Exact match	Kansas City, MO, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “Investments \| Insurance \| Planning \| Consulting HDQ Wealth is a holistic financial services firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Scout Investments	Exact match	Kansas City, MO, United StatesHQ recorded Sep 20, 2026	51-200	10 contacts →
	Exact match “At Scout Investments, we are selective about everything we do, from institutional asset management to global distribution and client development.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Brownlie & Braden Advisors	Exact match	Kansas City, MO, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “NEW YORK – December 20, 2024 – Focus Financial Partners Inc, a leading partnership of wealth management, business management, and related financial services firms, today announced…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	FTW Investments	Exact match	Kansas City, MO, United StatesHQ recorded Sep 20, 2026	11-50	8 contacts →
	Exact match “We help investors build generational wealth and passive income to leave a legacy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Affinity Worldwide	Exact match	Kansas City, MO, United StatesHQ recorded Sep 20, 2026	51-200	8 contacts →
	Exact match “Affinity Worldwide is a family of companies and 50+ operating divisions spanning a broad spectrum of industries.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	C3 Capital, LLC	Exact match	Kansas City, MO, United StatesHQ recorded Sep 20, 2026	11-50	6 contacts →
	Exact match “C3 Capital is a fund management company based in Kansas City, and satellite office in Phoenix.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Sarver Vrooman Wealth Advisors	Exact match	Kansas City, MO, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “At Sarver Vrooman Wealth Advisors (SVWA), we focus on helping clients, primarily engineers, corporate executives, institutions, and entrepreneurs with retirement planning and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	GMA Capital Group	Exact match	Kansas City, MO, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “At GMA capital Group, we focused our expertise in the power of investments.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Heritage First	Exact match	Kansas City, MO, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Heritage First is a Wealth Management firm helping clients plan, save and invest for the future with confidence.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Divvi Wealth Management	Exact match	Kansas City, MO, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Divvi Wealth Management offers more than investment advice-it delivers a personalized, strategic partnership built for long-term success.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Cascade Financial Investments	Exact match	Kansas City, MO, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Cascade Financial Investments is a brokerage that specializes in providing stress-free investment services for clients looking to invest in properties.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Westbound Road, LLC	Exact match	Kansas City, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “The Partners of Westbound Road have a legacy of massive success, but instead of looking back, are always looking forward.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Waldo General, INC	Exact match	Kansas City, MO, United StatesHQ recorded Sep 20, 2026	51-200	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Kansas City Private Wealth Management	Exact match	Kansas City, MO, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Promillennial	Exact match	Kansas City, MO, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Promillennial Wealth Management prides itself on providing superior service for clients and businesses, as well as three decades of specializing in wealth management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “investment companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 22 of 32 investment companies based in Kansas City, United States

See the full list, filter by size, metro and specialty, and access 151 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment companies based in Kansas City, United States at a glance

As of Sep 20, 2026

57.9%Verified-email coverage

8.2Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Kansas City, so it is reported there. Company counts and contact totals on this page are exact for Kansas City, over 32 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Kansas City, United States whose business descriptions match “investment companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 151 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Investment companies by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “investment companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment companies are there based in Kansas City, United States?

RevenueBase identified 32 company matches for investment companies associated with Kansas City, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Platform Ventures tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most investment companies?

New York leads the United States with 839 company records, followed by Dallas (215) and Chicago (214). Kansas City has 32.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 151 professional contacts with verified work emails tracked across these 32 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.