Insights

High net-worth focus Larson Financial targets high-net-worth individuals with holistic financial planning across investment management, tax planning, retirement strategies, and risk management, signaling a potential upsell to comprehensive asset protection and estate planning services.

Strategic acquisitions Recent mergers and acquisitions, including Midwest Wealth and partnerships in real estate development, indicate growth initiatives and potential for cross-sell of investment management, private equity, and advisor support services to expand client portfolios.

Downtown headquarters The move to 100 North Broadway in downtown St. Louis consolidates operations and client access, presenting opportunities for local corporate partnerships, sponsorships, and community-focused financial education programs to attract UHNW clients.

Tech and automation Adoption of tools like DocuSign, JSON-LD, and SEO/analytics platforms suggests readiness for digital onboarding, data security enhancements, and client experience improvements that can be bundled with scalable wealth-tech solutions.

Revenue scale With reported revenue in the hundreds of millions, there is room to propose enterprise-level custodial, risk analytics, and ESG reporting services to support growth, regulatory compliance, and long-term wealth preservation for top-tier clients.

Larson Financial Tech Stack

Larson Financial uses 8 technology products and services including Canva, Microsoft Excel, JSON-LD, and more. Explore Larson Financial's tech stack below.

  • Canva
    Audio, Video, Graphics
  • Microsoft Excel
    Editors
  • JSON-LD
    Javascript Frameworks
  • DocuSign
    Miscellaneous
  • JavaScript
    Programming Languages
  • Microsoft Planner
    Project Management
  • Cloudflare Bot Management
    Security
  • OptinMonster plugin
    Web Platform Extensions

Media & News

Larson Financial's Email Address Formats

Larson Financial uses at least 2 format(s):
Larson Financial Email FormatsExamplePercentage
FLast@larson.comJDoe@larson.com
53%
First.Last@larson.comJohn.Doe@larson.com
39%
Last@larson.comDoe@larson.com
5%
First@larson.comJohn@larson.com
3%
First.Last@larsonfinancial.comJohn.Doe@larsonfinancial.com
81%
Last.First@larsonfinancial.comDoe.John@larsonfinancial.com
11%
LastFir@larsonfinancial.comDoeJoh@larsonfinancial.com
4%
Last_First@larsonfinancial.comDoe_John@larsonfinancial.com
4%

Frequently Asked Questions

What is Larson Financial's phone number?

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You can contact Larson Financial's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Larson Financial's official website and social media links?

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Larson Financial's official website is larson.com and has social profiles on LinkedIn.

How much revenue does Larson Financial generate?

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As of July 2026, Larson Financial's annual revenue is estimated to be $250M - $500M.

What is Larson Financial's NAICS code?

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Larson Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Larson Financial have currently?

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As of July 2026, Larson Financial has approximately 180 employees across 2 continents, including North AmericaAsia. Key team members include Chief Operating Officer: C. H.Founder: B. S.Owner Founder: B. M.. Explore Larson Financial's employee directory with LeadIQ.

What industry does Larson Financial belong to?

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Larson Financial operates in the Financial Services industry.

What technology does Larson Financial use?

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Larson Financial's tech stack includes CanvaMicrosoft ExcelJSON-LDDocuSignJavaScriptMicrosoft PlannerCloudflare Bot ManagementOptinMonster plugin.

What is Larson Financial's email format?

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Larson Financial's email format typically follows the pattern of FLast@larson.com. Find more Larson Financial email formats with LeadIQ.

How much funding has Larson Financial raised to date?

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As of July 2026, Larson Financial has raised $1.8M in funding. The last funding round occurred on Jun 06, 2024.

When was Larson Financial founded?

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Larson Financial was founded in 2006.
Larson Financial logo

Larson Financial

Financial ServicesMissouri, United States51-200 Employees

Larson Financial is a St. Louis-based financial services firm that serves high-net-worth individuals with tailored, long-term guidance across the wealth-management spectrum. Its approach emphasizes holistic financial planning to help clients navigate complex financial landscapes, protect their assets, and pursue enduring success. The firm provides a broad range of services, including asset protection, investment management, tax planning, retirement planning, risk management, and estate planning, as well as related areas such as employee benefits and pensions, contract negotiation, and mortgage planning. By integrating these disciplines, Larson Financial aims to offer comprehensive guidance across its clients’ financial lives.

Headquartered in downtown St. Louis, Missouri, the company operates within the financial services industry as a holistic wealth adviser focused on asset preservation and growth. The organization has expanded through strategic moves in recent years, including relocating its headquarters to downtown St. Louis in 2022 and acquiring other advisory firms such as Midwest Wealth in 2022. In 2025, affiliated entities announced a 1,738-bed student housing project near Texas A&M University, reflecting activity beyond traditional advisory services.

Section iconCompany Overview

Phone number
Website
larson.com
NAICS Code
52 - Finance and Insurance
Founded
2006
Employees
51-200

Section iconFunding & Financials

  • $1.8M

    Larson Financial has raised a total of $1.8M of funding over 1 rounds. Their latest funding round was raised on Jun 06, 2024as a seed.

  • $250M - $500M

    Larson Financial's revenue is estimated to be in the range of $250M - $500M

Section iconFunding & Financials

  • $1.8M

    Larson Financial has raised a total of $1.8M of funding over 1 rounds. Their latest funding round was raised on Jun 06, 2024as a seed.

  • $250M - $500M

    Larson Financial's revenue is estimated to be in the range of $250M - $500M

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