Top Oklahoma Financial Services Startups (16)
We're on a journey to build a world-class financial services business. One that is customer-centered, agile, and strong. Our aim to develop authentic relationships by knowing customers deeply, building unbreakable trust, and making everyday banking surprisingly easy. You work hard for your money and you deserve to be in control. Our role is to deliver the ideal blend of high-tech...
Claims Management Resources, Inc. (CMR) is a nationwide provider of comprehensive claims management and recovery services for property damage, focusing on governmental agencies and utility companies.
Bluefin specializes in encryption and tokenization technologies to secure PII, PHI and payment data upon entry, in transit and in storage.
Merit Advisors provides our partners in the energy industry with the best financial solutions and vision to uncover overlooked savings. The team at Merit is built on decades of experience and insight throughout the entire energy value chain. Our strategic approach combined with our expertise, proprietary technology and data makes Merit Advisors the best at extracting trapped value and improving...
We are a team of dynamic, enthusiastic, and service-oriented individuals who want to make banking and mortgages easier for you. With our upcoming digital banking and mortgage-lending platforms, we're confident you'll feel right at home with the new Cornerstone Capital Bank. Cornerstone Capital Bank, SSB, Member FDIC, NMLS ID# 2258 (www.nmlsconsumeraccess.org) 1177 West Loop South, Suite 700, Houston, TX 77027 The Roscoe State...
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At Spectrum Financial Group, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives. Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, we take the time to understand your needs. We explain...
CCK is a non-traditional firm founded in 1997 by three partners motivated to build a new type of CPA firm. Today, CCK is led by partners: John Curzon, Eric Kunkel, Jeff Frable, Aaron Spoon, Kyna Leyva, Luann Rinowski, Caleb Caldwell and Kaitlin Flinn. All these years later, the firm still stands on its founding principle of “service." Over the years, CCK...
Floorplan Xpress' history dates back to 1974 when Great American Acceptance Company was founded in Kansas City, Missouri. Great American Acceptance Company was created with a simple thought process: make it easy for used car dealers to finance their inventory. Floorplan Xpress opened its doors in Oklahoma City, Oklahoma, in 2004 with the same idea, and five years later, the...
With over 40 locations across Oklahoma and Texas, we strive to provide outstanding service to meet the needs of our customers and contribute to the economic strength of the communities we serve. Through our associates at each location, we are committed to providing a high level of personal and professional customer service in a community bank setting while maintaining our...
AmeriState Bank is a family-owned community bank, originally founded as Atoka State Bank in 1906. It offers a range of financial services including business lending, SBA loans, and consumer banking, with a commitment to serving local communities.
The starting place for us is always tax planning. Our strategies allow us to create value, and in many cases, provide a 1,000-2,000% return on investment. After putting out the fires of paying too much in tax, we then do a deep dive into the financial and operational health or your business or businesses.
Stanfield + O'Dell is a leading, full-service consulting and CPA firm that enables not-for-profits, businesses and families to become more successful. Our trusted professionals combine the latest technology with decades of experience to bring you expert, timely solutions. We value each client and work hard to help you reach your unique goals. Our dedication to your success is the reason...
Founded in 1978, Capital Advisors is a wealth management firm with over $4.5 Billion in assets under management. We offer a uniquely transparent investment process that lets you see exactly where you’re headed, every step of the way. We work with individuals and advisors to develop purposeful strategies that adjust to changing market conditions. You’ll find every member of our...
Acorn Growth Companies is a middle market private equity firm focused exclusively on aerospace, defense and intelligence. Acorn invests solely in operating companies that strive to enhance global mobility, protect national interests, and develop next-generation intelligence gathering technology. Acorn has a formidable reputation in the industry and is recognized for its deep understanding of the aerospace and defense markets. Few...
