Mark Smith
This article showcases our top picks for the best Oklahoma based Asset Management companies. These startups and companies are taking a variety of approaches to innovating the Asset Management 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 Asset Management Startups
Data sourced from Crunchbase and SemRush.
Warwick Investment Group
Crunchbase Website Twitter Facebook Linkedin
Warwick Investment Group is an investment firm that manages alternative assets. The firm has >$2 billion in managed assets.
Waterfield
Crunchbase Website Twitter Facebook Linkedin
Waterfield expertise in investment banking, asset management, principal investments and private equity.
The Baker Group
Crunchbase Website Twitter Facebook Linkedin
The Baker Group provides fixed income, software solutions, public finance, liability management, investment and asset management services.
Kona Capital
Crunchbase Website Twitter Facebook Linkedin
KCI, a firm focused on commercial real estate, is owned by Kona Capital.
Bivin & Associates
Crunchbase Website Twitter Facebook Linkedin
Bivin & Associates is an investment advising firm that provides financial solutions, consultation, asset and wealth management services.
Cassidy Financial
Crunchbase Website Twitter Facebook Linkedin
Cassidy Financial is a financial services firm that offers asset management and financial planning services.
Bridgecreek Investment Management
Crunchbase Website Twitter Facebook Linkedin
Bridgecreek Investment Management assists with the accounting and tax management services.
CBSA Collections
Crunchbase Website Twitter Facebook Linkedin
CBSA Collections expertise in accounting, reporting, funding, asset verification, litgation, income, and information services.
First State Investment Advisors
Crunchbase Website Twitter Facebook Linkedin
First State Investment Advisors is an investment service company.
Alpha Kairos Asset Management
Crunchbase Website Twitter Facebook Linkedin
Alpha Kairos Asset Management provides professional money management.
Moore Tax & Financial Services
Crunchbase Website Twitter Facebook Linkedin
Moore Tax & Financial Services delivers estate and tax planning, retirement income planning, legacy and wealth preservation services.
Leinbach Company
Crunchbase Website Twitter Facebook Linkedin
Leinbach Company provides commercial and apartment leasing, asset management, and construction services.
ThinkVenture Group
Crunchbase Website Twitter Facebook Linkedin
ThinkVenture Group provides information technology consulting services and software solutions.
Iron Market
Crunchbase Website Twitter Facebook Linkedin
Ironmarket they are transforming how assets are verified, valued and managed.
Canyon Creek Energy
Crunchbase Website Twitter Facebook Linkedin
Canyon Creek Energy focuses on efficient operational, development strategies, land management and drilling operations.
InvesTrust
Crunchbase Website Twitter Facebook Linkedin
InvesTrust is a financial service company that offers retirement plans, employee benefit plans, and wealth management services.
4 AM Midstream
Crunchbase Website Twitter Facebook Linkedin
4AM Midstream is an asset management company that acquires, develops, owns and operates midstream pipeline assets.
Foundation Management
Crunchbase Website Twitter Facebook Linkedin
Foundation Management provides policy development, administrative, grantmaking, accounting, public charity, and asset management services.
Square Deal Capital
Crunchbase Website Twitter Facebook Linkedin
Square Deal Capital manages a variety of assets and investments while prioritizing purpose, impact, and service.
SEF Energy
Crunchbase Website Twitter Facebook Linkedin
SEF Energy is an investment company that provides asset management, methodical capital allocation and consulting services for companies.
Crunchbase Website Twitter Facebook Linkedin
Navitas Utility Corporation specializes in development, acquisition and operation of pipeline distribution operations.
