Top Oklahoma Financial Services Startups (26)
Chickasaw Community Bank is a full-service financial institution and a wholly-owned subsidiary of the Chickasaw Nation. Established in 2002 and headquartered in Oklahoma City, Oklahoma, it offers a diverse array of checking accounts, savings accounts, investment products, mortgages, and lending services. The bank is dedicated to improving the lives of individuals, businesses, and Native communities nationwide through community-focused banking and...
Image Strategic Partners is a partnership-focused investment and business management firm. It invests in healthcare facilities and ancillary services, while forming joint ventures with similarly sized organizations. The company provides startup capital, strategic management, leadership, accounting, and other back-office support. Its experience also spans manufacturing, technology, transportation, construction, oil and gas, and other business sectors.
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...
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...
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.
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The First National Bank & Trust Co. is a local community bank based in Chickasha, Oklahoma, that has been building community life and business since 1892. For over 131 years, they have remained dedicated to the success of their customers and the local community, providing reliable financial services and supporting the growth and prosperity of the region.
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.
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.
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'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...
Bluefin specializes in encryption and tokenization technologies to secure PII, PHI and payment data upon entry, in transit and in storage.
Founded in 1901, Citizens Bank of Edmond is a community bank based in downtown Edmond, Oklahoma. It provides a comprehensive range of commercial and consumer financial services, including mortgage origination, cash management, and mobile banking. Having expanded its reach, the bank now allows U.S. citizens nationwide to access its retail banking accounts, combining local community values with national accessibility.
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...
American Bank of Oklahoma is a full-service financial institution established in 1998, operating in Northeastern Oklahoma. It offers a wide range of personal and business banking services, including savings accounts, loans, and home financing.
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.
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
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...
