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