Top Oklahoma Financial Services Startups (22)
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...
Firstar Bank is a locally-managed community commercial bank (founded 2001) with roughly 200 employees and multiple branches across Oklahoma and Arkansas. The bank provides personal and business banking, mortgage lending, commercial loans, treasury management (ACH/payments) and digital banking solutions, focusing on local relationships and tailored financial services for individuals and small-to-medium businesses.
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.
Kirkpatrick Bank is a privately owned, community-focused financial institution and business bank serving Oklahoma and Colorado. It offers a full range of services with a primary focus on commercial banking, committed to personalized service and financial strength.
Bluefin specializes in encryption and tokenization technologies to secure PII, PHI and payment data upon entry, in transit and in storage.
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.
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...
Warwick Investment Group is an SEC-registered investment advisor that manages funds globally, focusing on real assets including natural resources and real estate. The firm utilizes an in-house data science team leveraging AI and predictive analytics to identify market opportunities and optimize investment portfolios across its private equity funds and other structures.
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...
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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...
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...
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...
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...
Downing Capital Group’s mission is to build exceptional businesses and create substantial value for all the constituencies of our portfolio companies: customers, employees, capital providers, and management teams alike
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...
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...
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...
National Litigation Law Group (NLLG) is a large consumer law firm representing individuals and businesses in legal matters, including debt solutions and commercial litigation, with a mission to democratize the legal system by providing high-quality, affordable legal services.
