What departments does 25 Financial have?

25 Financial has employees across 1 departments including Banking.

What is the largest department at 25 Financial?

The largest department at 25 Financial is Banking with 4 employees.

Where are 25 Financial employees located globally?

25 Financial has employees across 2 continents and 2 countries including India, United States Of America.

How has 25 Financial's team size changed over time?

25 Financial's team has grown from approximately 11 to 13 employees based on available data.

25 Financial Employee Directory

Investment ManagementMissouri, United States11-50 Employees

25 Financial is a private wealth management firm that provides financial planning and investment guidance for physicians, business owners, and other high-net-worth accredited investors. The firm acknowledges that physicians face distinct financial concerns—such as student loan debt, later retirement planning, sizable retirement income goals, and exposure to lawsuits and taxes—and seeks to deliver comprehensive, unbiased planning tailored to these realities. The firm’s approach emphasizes helping clients clarify goals and execute plans with structure and accountability.
The firm operates in the investment management industry, offering securities through Great Point Capital, LLC (FINRA/SIPC/IEX) and advisory services through 25 Financial, SEC-registered, with the two entities separately owned and unaffiliated. Based in St. Louis, Missouri, it serves a small to mid-sized client base of accredited investors and announced a partnership with Oasis International in November 2025.

25 Financial Global Highlights

North America
27

United States Of America
27

Asia
2

India
2

25 Financial's Leadership

K. W.
Client Service Manager
Mobile Phone
Email
M. C.
Client Service Manager
Mobile Phone
Email
N. B.
Financial Advisor
Mobile Phone
Email
B. M.
Financial Advisor
Mobile Phone
Email
B. S.
Financial Advisor
Mobile Phone
Email
J. S.
Financial Planner
Mobile Phone
Email

25 Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Finance
Accounting
Administrative
Other

Contact profiles from 25 Financial

Name

Title

Contact Info

Location

Last Update

K. W.
Client Service Manager
Mobile Phone
Email
Oct 22, 2024
M. C.
Client Service Manager
Mobile Phone
Email
Oct 18, 2024
N. B.
Financial Advisor
Mobile Phone
Email
Jul 08, 2026
B. M.
Financial Advisor
Mobile Phone
Email
Jun 08, 2026
B. S.
Financial Advisor
Mobile Phone
Email
Oct 21, 2024
J. S.
Financial Planner
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is 25 Financial known for?

25 Financial was founded in 2017 operates in the Investment Management industry. Explore 25 Financial's company overview page for more information.

What is 25 Financial's most common email format?

25 Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more 25 Financial email formats with LeadIQ.

How many employees does 25 Financial have currently?

25 Financial has approximately 19 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are 25 Financial's key employees and leadership?

As of July 2026, 25 Financial's key employees include:

Client Service Manager: K. W.
Client Service Manager: M. C.
Financial Advisor: N. B.
Financial Advisor: B. M.
Financial Advisor: B. S.

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25 Financial Employee Directory

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