Best Startup
This article showcases our top picks for the best Oklahoma based Financial Services companies. These startups and companies are taking a variety of approaches to innovating the Financial Services industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
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Top Oklahoma Financial Services Startups
Data sourced from Crunchbase and SemRush.
First United Bank
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First United Bank is a banking company that specializes in the fields of personal banking, loans, and business loans.
First Oklahoma Bank
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First Oklahoma Bank provides a suite of banking solutions that promote convenience and protect against fraud.
The Pauls Valley National Bank
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The Pauls Valley National Bank offers savings, free checking, loans, online banking, merchant capture, ATM cards and wire transfer services.
Regent Bank
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Regent Bank provides a service experience by listening to a business’s needs, providing decisions, and supplying information to its clients.
Mabrey Bank
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Mabrey Bank is a family-owned community bank that provides financial security and individualized services.
Cortado Ventures
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Cortado Ventures is a seed-stage venture capital firm investing in overlooked foundational sectors in the midcontinent.
BancFirst Corp.
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BancFirst provides a range of commercial banking services to retail customers, and small to medium-sized businesses.
First Liberty Bank
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First Liberty Bank is a provider of commercial deposit products and lending options for their businesses.
CreditPoint Software
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CreditPoint Software is a SaaS platform that offers B2B credit risk and collections management solutions.
CFS2
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CFS2 supports and aids consumers in the process of financial recovery.
Merit Financial Solutions
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Merit Financial Solutions is a company which deliver strong value to consumers.
Atento Capital
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Atento Capital is a Tulsa-based investment firm at the crossroads of entrepreneurship, economic development, finance and social improvement.
F&M Bancorporation
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F & M Bancorporation is the holding company for The F & M Bank and Trust Company.
Revayah Capital
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Revayah Capital is an investment firm with a purpose that reaches beyond financial returns.
RCB Bank
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RCB Bank works to become a strong and reliable financial institution within the community.
BOK Financial Corporation
Crunchbase Website Twitter Facebook Linkedin
BOK Financial Corporation is a regional financial services company based in Tulsa, Oklahoma.
Bank of Oklahoma
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Bank of Oklahoma is a banking firm that offers personal and business services, wealth management and mortgage services to its clients.
Global Holdings
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Global Holdings LLC is a financial technology company that provides payment processing to the debt settlement industry.
TTCU
Crunchbase Website Twitter Facebook Linkedin
TTCU is a non-profit organization that offers lending, depository and financial advisory services.
First Mortgage Company
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First Mortgage Co. operates as a direct-lending mortgage banker.
Limitless Venture Group
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Limitless Venture Group invest in companies to take them public.
Globe Life
Crunchbase Website Twitter Facebook Linkedin
Globe Life Official Site. $1* buys up to $100,000 life insurance at Globe Life And Accident Insurance Company.
Warwick Investment Group
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Warwick Investment Group is an investment firm that manages alternative assets. The firm has >$2 billion in managed assets.
Stride Bank
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Stride Bank is a full-service financial institution that offers innovative products for businesses and consumers, including mobile banking.
FSNB
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FSNB offers online banking, loan, insurance and financial services.
American Fidelity
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American Fidelity is a life and health insurance company.
Finance Of America Reverse
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Finance of America Reverse is a mortgage banker that provides reverse mortgage lending services for retired homeowners and homebuyers.
Gateway First Bank
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Gateway First Bank focuses on providing customers with innovative banking solutions services.
American Web Loan
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American Web Loan is an online lending platform that offers financial solutions.
OAA
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OAA has an established network of independent insurance agencies in Oklahoma, Arkansas and Kansas.
CompSource Mutual
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CompSource Mutual is a dynamic company that provides its clients with a holistic approach to all their insurance and financial needs.
Vision Bank
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Vision Bank provides banking, lending, investment, and trust services to the people and businesses of Oklahoma.
Insurica
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INSURICA, is an independent insurance agency that specializes in core industries & business disciplines.
TransFund
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TransFund is an ATM/EFT network and debit card processor in the nation.
BankOnIT
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BankOnIT is a provider of secure information technology solutions for community financial institutions.
Truity Credit Union
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Truity Credit Union is a financial services company that offers checking savings accounts, credit cards, and mortgages services.
BOK Financial
Crunchbase Website Twitter Facebook Linkedin
BOK Financial offers financial services to consumers and businesses.
Gateway Mortgage Group
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Gateway Mortgage Group delivers value throughout every stage of a mortgage loan.
Retirement
Crunchbase Website Twitter Facebook Linkedin
Retirement is a third party administrator that offers retirement consultation, sales assistance and financial advisory services.
Waterfield
Crunchbase Website Twitter Facebook Linkedin
Waterfield expertise in investment banking, asset management, principal investments and private equity.
Oklahoma Federal Credit Union
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Oklahoma Federal Credit Union is a financial institution that offers savings accounts, checking accounts and loan services.
CurrentDesk
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CurrentDesk is the provider of broker risk management and client servicing software intended to support brokerage and trading operations
Exchange Bank and Trust Company
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The Exchange Bank & Trust offers checking accounts, savings accounts, lending, banking, debit cards and credit card services.
American Southwest Mortgage Corp
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American Southwest Mortgage Corp is a banking firm that specializes in residential mortgage loan products.
Tulsa Federal Credit Union
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Tulsa Federal Credit Union is an Oklahoma-based financial services firm.
Eight Acres Capital Management
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Eight Acres Capital Management is an alternative investment management firm based in Tulsa, Oklahoma.
Stan Johnson Company
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Stan Johnson Company is a real estate firm providing property investment, leasing, and financial services.
The Baker Group
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The Baker Group provides fixed income, software solutions, public finance, liability management, investment and asset management services.
Speedy Loans
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Speedy Loans offers financial services for obtaining loans.
The Bank N A
Crunchbase Website Twitter Facebook Linkedin
The Bank N A is a banking institution that offers loans and mortgage services to individuals and businesses.
First National Bank of Coweta
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First National Bank of Coweta offers personal and business banking, financial products and services.
First Bank & Trust Co.
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First Bank & Trust Co. offers wealth management, investments, and banking services.
Citizens Bank of Edmond
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Citizens Bank of Edmond is a bank based in Edmond, Oklahoma that specializes in banking and loans services.
Southwest Bancorp
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Southwest Bancorp provides commercial banking and personal financial solutions.
Oklahoma’s Credit Union
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Oklahoma’s Credit Union offers financial services such as banking, mortgage, loans and credit card services.
Exencial Wealth Advisors
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Exencial Wealth Advisors is an independent registered investment advisory firm offering fee-only, objective financial planning.
Rich & Cartmill, Inc.
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Rich & Cartmill is an insurance company that provides liability, workers’ comp, and employee benefits.
Communication Federal Credit Union
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Communication Federal Credit Union is a financial institution that provides financial services & education and loan services.
True Sky Credit Union
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True Sky Credit Union helps people by providing financial services such as banking, savings, loans and recreation support.
Valliance Bank
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Valliance Bank is a business bank headquartered in Oklahoma.
ADFITECH, Inc.
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ADFITECH, Inc. is a financial services firm located in Okahoma.
Pacesetter Claims Service, Inc
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Pacesetter Claims Service is an insurance company that provides property claim services.
FNB Community Bank
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FNB Community Bank is a commercial bank that provides banking and accounting services.
City National Bank and Trust
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City National Bank and Trust is a bank based out of Oklahoma.
ONB Bank & Trust Co. – Member of Centralbancompany
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ONB Bank & Trust Co. – Member of Centralbancompany is a bank with offices in Oklahoma, Missouri and Kansas.
MedPlan Credit
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MedPlan Credit offers medical financing and debt services.
The GHK Companies
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A privately owned, globally focused investment group
First Financial Network
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First Financial Network is a full-service loan sale advisory company.
Mid-Continent Group
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Mid-Continent Group deals with commercial insurance and contracts surety products for companies with other financial services.
Muskogee Federal Credit Union
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Muskogee Federal Credit Union is a provider of financial and banking services.
Anchor D Bank
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Anchor D Bank offers personal accounts, business banking, loans, mortgages and other financial services.
4 Leaf Solutions
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4 Leaf Solutions provides credit card processing, electronic gift cards, point-of-sale equipment and electronic payment solutions.
Kirkpatrick Bank
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Kirkpatrick Bank is a business bank present in Oklahoma and Colorado.
Security State Bank
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Security State Bank is a bank offering savings account and loan services.
AMC Mortgage
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AMC Mortgage provides loans, home finance, and mortgage services.
Quail Creek Bank
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Quail Creek Bank offers loans, credit cards, saving and checking accounts for individuals and businesses.
Cherokee Strip Credit Union
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Cherokee Strip Credit Union is a banking & financial services firm that deals with offering loans, investments & other financial services.
Ascension
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Ascension is a CPA firm that specializes in accounting, tax, payroll, consulting, bookkeeping and CFO services.
Bank of Cherokee County
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Bank of Cherokee County provides banking and customer services.
First National Bank and Trust Company of Weatherford
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First National Bank and Trust Company of Weatherford offers all kinds of banking services like accounts, e-banking, credit card and loans.
National Bank of Sallisaw
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National Bank of Sallisaw is a banking company that offers loans, financial savings, checking accounts and online banking services.
Cowboy Technologies
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Cowboy Technologies, LLC mission to be a catalyst for commercializing university inventions through start-up companies.
Tinker Federal Credit Union
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Tinker Federal Credit Union is a credit union that offers lending, banking, and financial services.
Hatch Croke & Associates
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Hatch Croke & Associates provides services like accounting, bookkeeping, corporate taxes, payroll, financial statements, etc.
First Mate Financial Advisors
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First Mate Financial Advisors specializes in financial advice, investment strategies, and educating on long-term investment services.
Cassidy Financial Group
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Cassidy Financial Group offers a full range of financial services such as educational planning, retirement planning, and estate planning.
McCurtain County National Bank
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McCurtain County National Bank provides checking accounts, savings accounts, internet banking, direct deposit, notary, wire & ATM services.
Horizon Financial Services
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Horizon Financial Services provides retirement accounts and planning, security strategies, and investment advisory services to retirees.
Comanche County Federal Credit Union
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Credit unions are non-profit organizations that exist to provide members with a safe, convenient place to save money and get reduced loans.
Crotts Lohrey & Associates
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Crotts Lohrey & Associates provides accounting, bookkeeping, tax preparation, payroll, and estate planning services.
OKC Investment Advisors
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OKC has a comprehensive and versatile suite of investment tools available to help clients pursue their goals and financial plan.
Hunter and Gibbins
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Hunter and Gibbins provide financial services like accounting, tax preparation, auditing, and retirement planning.
Britton, Kuykendall & Miller
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Britton, Kuykendall & Miller offers tax preparation and management, audit, review, accounting, QuickBooks, merger and acquisitions services.
Stagner Financial Advisory
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Stagner Financial Advisory provides financial and accounting services.
Varde Insurance Group
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Varde Insurance Group offers home, auto, business, and life insurance.
Williams, Partners & Affiliates
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Williams, Partners & Affiliates renders complete accounting, estate structuring, asset protection, audit reviews, and consulting services.
Tax Crusader
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Tax Crusader offers personal and business tax returns, accounting, minister tax, business start-ups, and retirement planning services.
Woodland Tax Service
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Woodland Tax Service offers tax preparation and tax problems solution services.
Financial Diagnostics Group
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Financial Diagnostics Group provides financial planning, disability insurance, retirement planning, taxation, and risk management services.
