Insights

Strategic Growth Larson Financial demonstrates aggressive expansion through partnerships and real estate ventures, signaling opportunities to offer wealth management solutions for developers, private equity backing, and high-net-worth investors involved in large-scale projects.

High Net Worth Focus The firm targets high-net-worth individuals with holistic planning across asset protection, tax planning, and estate/retirement strategies, suggesting opportunities to position premium private client services and specialized advisory packages.

Tech Enablement A modern tech stack including Salesforce, HubSpot, DocuSign and Azure indicates readiness for integrated client onboarding, CRM-driven sales plays, and scalable digital advisory experiences to upsell services.

Growth via M&A History of acquisitions and office relocations points to an appetite for consolidation and geographic expansion, creating a need for scalable backend solutions, risk management offerings, and integrated asset protection strategies for acquired portfolios.

Capital Markets Interest Notable stakes in Lazard and Service Co. and revenue scale position Larson as a potential partner for alternative investments, investment banking referrals, and cross-sell of investment management and corporate finance services to affiliated clients.

Similar companies to Larson Financial

Larson Financial Tech Stack

Larson Financial uses 8 technology products and services including Canva, Salesforce, WooCommerce, and more. Explore Larson Financial's tech stack below.

Media & News

Larson Financial's Email Address Formats

Larson Financial uses at least 8 email formats:
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 October 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 October 2026, Larson Financial has approximately 188 employees across 2 continents, including North America and Asia. Key team members include Chief Operating Officer: C. H., Founder: B. S. and 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 Canva, Salesforce, WooCommerce, Claude by Anthropic, HubSpot, DocuSign, Microsoft Azure and Vimeo.

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 October 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, 2024 as a Seed.

  • $250M - $500M

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

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