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
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
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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
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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
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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
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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
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Retirement is a third party administrator that offers retirement consultation, sales assistance and financial advisory services.
Waterfield
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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
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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.