Mark Smith
This article showcases our top picks for the best Oklahoma based Wealth Management companies. These startups and companies are taking a variety of approaches to innovating the Wealth 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 Wealth Management Startups
Data sourced from Crunchbase and SemRush.
Finance Of America Reverse
Crunchbase Website Twitter Facebook Linkedin
Finance of America Reverse is a mortgage banker that provides reverse mortgage lending services for retired homeowners and homebuyers.
First Bank & Trust Co.
Crunchbase Website Twitter Facebook Linkedin
First Bank & Trust Co. offers wealth management, investments, and banking services.
First National Bank and Trust Company of Weatherford
Crunchbase Website Twitter Facebook Linkedin
First National Bank and Trust Company of Weatherford offers all kinds of banking services like accounts, e-banking, credit card and loans.
Washita State Bank
Crunchbase Website Twitter Facebook Linkedin
Washita State Bank provides banking services.
JM2 Capital
Crunchbase Website Twitter Facebook Linkedin
JM2 Capital is a business consulting and wealth management firm.
Chestnut Street Advisors
Crunchbase Website Twitter Facebook Linkedin
Chestnut Street Advisors offers investment allocation, wealth management, insurance advisory, education, and retirement planning services.
Live it Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Live It Wealth Management operates as a financial planning consultants.
Ryan Hobbs Investment Services
Crunchbase Website Twitter Facebook Linkedin
Ryan Hobbs Investment Services offers wealth management, insurance, investment strategies, financial and retirement planning services.
Servo Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Servo is a fee-only Registered Investment Advisor (RIA) in Oklahoma City, Oklahoma.
Baskin Hadley & Associates
Crunchbase Website Twitter Facebook Linkedin
Baskin Hadley & Associates provides wealth management, taxation., consultation, financial and retirement planning services.
Bivin & Associates
Crunchbase Website Twitter Facebook Linkedin
Bivin & Associates is an investment advising firm that provides financial solutions, consultation, asset and wealth management services.
Bank of Cordell
Crunchbase Website Twitter Facebook Linkedin
Bank of Cordell is a financial institution offering financial services, banking, loan products and investment services.
Stockton Financial
Crunchbase Website Twitter Facebook Linkedin
Stockton Financial offers estate, financial & retirement planning, investment management, asset protection and non-profit planning services.
GRF Capital Investors
Crunchbase Website Twitter Facebook Linkedin
GRF Capital Investors is a financial service company.
Perissos Private Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Perissos Private Wealth Management offers professional investment management, retirement planning, and financial services.
CoachWi$e Financial Solutions
Crunchbase Website Twitter Facebook Linkedin
CoachWi$e Financial Solutions renders a wide range of wealth advice, retirement planning, and investment management services.
Investment Designers of Tulsa
Crunchbase Website Twitter Facebook Linkedin
Investment Designers of Tulsa provides comprehensive insurance strategies and investment planning services to meet the client’s needs.
SageOak Financial
Crunchbase Website Twitter Facebook Linkedin
SageOak Financial is a consultancy that provides financial planning, wealth, and investment management services.
Prescott Group Capital Management
Crunchbase Website Twitter Facebook Linkedin
Prescott Group Capital Management focuses on investing in small and mid-capitalization companies with investment advisory services.
Preserve Wealth Oklahoma
Crunchbase Website Twitter Facebook Linkedin
Preserve Wealth Oklahoma offers investment strategy, estate management, insurance, tax and retirement planning services.
Womack Investment Advisers
Crunchbase Website Twitter Facebook Linkedin
Womack Investment Advisers is a financial service company.
Centennial Home Mortgage
Crunchbase Website Twitter Facebook Linkedin
Centennial Home Mortgage is a mortgage company committed to helping customers find the right mortgage product.
Castlepoint Wealth Advisors
Crunchbase Website Twitter Facebook Linkedin
Castlepoint Wealth Advisors specializes in taxation, advanced planning, retirement planning and investment consulting services.
Fredric E. Russell Investment Management
Crunchbase Website Twitter Facebook Linkedin
Fredric E. Russell Investment Management is an investment management company which provides investment related services.
Massey Financial Services
Crunchbase Website Twitter Facebook Linkedin
Massey Financial Services is an advisory firm that offers investment, financial, retirement, and estate planning services.
First State Investment Advisors
Crunchbase Website Twitter Facebook Linkedin
First State Investment Advisors is an investment service company.
The Stock Exchange Bank
Crunchbase Website Twitter Facebook Linkedin
The Stock Exchange Bank provides banking, loan, savings, investment and net banking services.
The Benefit Coordinators
Crunchbase Website Twitter Facebook Linkedin
The Benefit Coordinators delivers financial services that include federal benefits, supplemental programs and consultation.
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.
OND Financial Solutions
Crunchbase Website Twitter Facebook Linkedin
OND Financial Solutions specializes in risk management, financial planning, business planning and wealth management.
Cadent Capital Advisors
Crunchbase Website Twitter Facebook Linkedin
Cadent Capital Advisors is a wealth management firm.
Community Bank
Crunchbase Website Twitter Facebook Linkedin
Community Bank specializes in offering deposit accounts, consumer and commercial lending, cash management, and online financial services.
TRC Wealth Management
Crunchbase Website Twitter Facebook Linkedin
TRC Wealth Management is a financial services firm that offers wealth management services.
Vault Wealth Strategies
Crunchbase Website Twitter Facebook Linkedin
Vault Wealth Strategies is a financial planning and investment management firm.
Northpoint Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Northpoint Wealth Management renders risk management, retirement, estate planning, tax returns, financial advice, and insurance services.
Gaddis & Gaddis Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Gaddis & Gaddis Wealth Management offers financial planning, taxation, retirement planning, investment, cash and debt management services.
Gibralter Capital Management
Crunchbase Website Twitter Facebook Linkedin
Gibralter Capital Management offers investment, taxation, estate & financial planning, banking & credit management services to customers.
Stanfield & O’Dell
Crunchbase Website Twitter Facebook Linkedin
Stanfield & O’Dell is a CPA firm that provides estate planning, litigation support, audit, accounting and tax services for clients.
Seelan Wealth Strategies
Crunchbase Website Twitter Facebook Linkedin
Seelan Wealth Strategies provides retirement planning, wealth management, business consulting, estate planning and trust planning services.
Don P. Quint & Associates
Crunchbase Website Twitter Facebook Linkedin
Don P. Quint & Associates provides financial planning, retirement planning, asset protection, investment and wealth management services.
InvesTrust
Crunchbase Website Twitter Facebook Linkedin
InvesTrust is a financial service company that offers retirement plans, employee benefit plans, and wealth management services.
AmeriTrust
Crunchbase Website Twitter Facebook Linkedin
AmeriTrust offers investment management, estate administration, wealth management, and financial services.
Capital Advisors
Crunchbase Website Twitter Facebook Linkedin
Capital Advisors provides financial advice and wealth management services.
Warburton Capital
Crunchbase Website Twitter Facebook Linkedin
Warburton Capital provides consultative wealth management services.
Core Group
Crunchbase Website Twitter Facebook Linkedin
Core Group specializes in financial planning, tax, wealth management and consulting services that increase the profitability of businesses.
Falcon Financial
Crunchbase Website Twitter Facebook Linkedin
Falcon Financial renders an array of taxation, asset allocation, cash flow & wealth management, retirement and insurance planning services.
Waterstone Private Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Waterstone Private Wealth Management provides financial planning and investment management services.
Employees Federal Credit Union
Crunchbase Website Twitter Facebook Linkedin
Employees Federal Credit Union provides lending, insurance, wire transfers, wealth management, savings and checking accounts services.
LIG Capital Management
Crunchbase Website Twitter Facebook Linkedin
LIG Capital Management specializes in the portfolio, risk, investment, wealth management, retirement, and financial planning services.
