Insights

High net worth focus Target Larson Financial for premium, holistic wealth management services tailored to high-net-worth individuals, highlighting their emphasis on asset protection, tax planning, estate planning, and comprehensive risk management.

Expansion opportunities Leverage recent and planned real estate and asset management ventures (Student Housing project and private equity partnerships) to propose integrated financial solutions, including project finance, debt structuring, and investment management for affiliated entities.

Strategic partnerships Position Larson as a potential partner for technology-driven advisory platforms, given their tech stack (Salesforce, HubSpot, DocuSign, Azure) to enhance client onboarding, data analytics, and personalized planning workflows.

M&A and growth Highlight opportunities to support growth through M&A advisory, integration of acquired firms (Midwest Wealth) and optimization of practice management, compensation strategies, and client retention in a multi-firm ecosystem.

Operational modernization Offer services to optimize client experience and scalability, focusing on digitization, CRM-driven segmentation, automation of compliance and reporting, and enhancement of high-net-worth client servicing.

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 August 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 August 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 August 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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