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
Top Oklahoma Wealth Management Startups
Data sourced from Crunchbase and SemRush.
Finance Of America Reverse
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Finance of America Reverse is a mortgage banker that provides reverse mortgage lending services for retired homeowners and homebuyers.
Waterstone Private Wealth Management
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Waterstone Private Wealth Management provides financial planning and investment management services.
Core Group
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Core Group specializes in financial planning, tax, wealth management and consulting services that increase the profitability of businesses.
The Benefit Coordinators
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The Benefit Coordinators delivers financial services that include federal benefits, supplemental programs and consultation.
InvesTrust
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InvesTrust is a financial service company that offers retirement plans, employee benefit plans, and wealth management services.
Gibralter Capital Management
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Gibralter Capital Management offers investment, taxation, estate & financial planning, banking & credit management services to customers.
OND Financial Solutions
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OND Financial Solutions specializes in risk management, financial planning, business planning and wealth management.
The Stock Exchange Bank
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The Stock Exchange Bank provides banking, loan, savings, investment and net banking services.
First National Bank and Trust Company of Weatherford
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First National Bank and Trust Company of Weatherford offers all kinds of banking services like accounts, e-banking, credit card and loans.
Cadent Capital Advisors
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Cadent Capital Advisors is a wealth management firm.
Stockton Financial
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Stockton Financial offers estate, financial & retirement planning, investment management, asset protection and non-profit planning services.
Capital Advisors
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Capital Advisors provides financial advice and wealth management services.
Bank of Cordell
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Bank of Cordell is a financial institution offering financial services, banking, loan products and investment services.
Warburton Capital
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Warburton Capital provides consultative wealth management services.
Stanfield & O’Dell
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Stanfield & O’Dell is a CPA firm that provides estate planning, litigation support, audit, accounting and tax services for clients.
First Bank & Trust Co.
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First Bank & Trust Co. offers wealth management, investments, and banking services.
Castlepoint Wealth Advisors
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Castlepoint Wealth Advisors specializes in taxation, advanced planning, retirement planning and investment consulting services.
Fredric E. Russell Investment Management
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Fredric E. Russell Investment Management is an investment management company which provides investment related services.
AmeriTrust
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AmeriTrust offers investment management, estate administration, wealth management, and financial services.
Prescott Group Capital Management
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Prescott Group Capital Management focuses on investing in small and mid-capitalization companies with investment advisory services.
Bivin & Associates
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Bivin & Associates is an investment advising firm that provides financial solutions, consultation, asset and wealth management services.
