Top 75 Financial Services Companies in Tulsa

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Below is the list of Top 75 Financial Services Companies in Tulsa ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Tulsa

1. Finance Of America Reverse Llc

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: fareverse.com

Company Founded: 2003

Company Size: 201-500

Company Address: 8023 East 63rd Place, Tulsa, Oklahoma, United States

Finance Of America Reverse Llc Contact Details

Name Title LinkedIn Phone Email
Jessica Hanson Manager
Shane Dishman Director Of Sales
Meagan Medina Learning Systems Administrator
Jessica Rankins Assistant Vice President Training And Process Management, De Underwriter
Marci Stevenson Training Manager-retail Call Center
Megan Robertson Vice President Of Wholesale Operations
Jason Chambers Sales Manager And Team Lead
Requires/Intent and 31 more Employees
Digital Payment & Subscription Solutions
Banking & Payment Processing
Mergers & Acquisitions Advisory
and more

2. Cck Strategies

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: cckcpa.com

Company Founded: 1997

Company Size: 51-200

Company Address: 8811 South Yale Avenue, Tulsa, Oklahoma, United States

Cck Strategies Contact Details

Name Title LinkedIn Phone Email
Toby Joplin Chief Operating Officer
John Curzon Partner
Jim Hicks Chief Financial Officer
Ashley May Executive Assistant
Shelby Bradshaw Tax Analyst
John James Tax Project Manager
Taylor Jarrell Tax Analyst
Requires/Intent and 44 more Employees
ESG & Sustainable Finance Consulting
Financial Auditing & Reporting
IoT-enabled Smart Banking Solutions
and more

3. Trust Company Of Oklahoma

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: trustok.com

Company Founded: 1981

Company Size: 51-200

Company Address: 6120 South Yale Avenue, Tulsa, Oklahoma, United States

Trust Company Of Oklahoma Contact Details

Name Title LinkedIn Phone Email
Jim Arens President And Chief Executive Officer
Missy Beggs Financial Operations
Emily Crain Senior Vice President
Ben Reynolds Senior Vice President
Nick Gallus Senior Vice President And Portfolio Manager
Matt Matheson Vice President
James Maddux Trust Officer
Requires/Intent and 40 more Employees
Omnichannel Customer Support
Financial Planning & Retirement Solutions
and more

4. Ttcu The Credit Union

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: ttcu.com

Company Founded: 1934

Company Size: 201-500

Company Address: 9815 East 81st Street, Tulsa, Oklahoma, United States

Ttcu The Credit Union Contact Details

Name Title LinkedIn Phone Email
Floyd Goode Vice President Of Mortgage Lending
Marianne Stone Loan Service Representative Iii
Allison Brown Assistant Branch Manager
Angela Smith-flax Talent Business Partner
Brandon Lee Branch Manager
Brittney Cash Collections Officer Plus-mortgage
Vivian Kouplen Business Intelligence
Requires/Intent and 29 more Employees
Cloud Computing Solutions
Risk Assessment & Mitigation
HR & Talent Acquisition
IoT-enabled Smart Banking Solutions
and more

5. Ttcu The Credit Union

Industry: Financial Services

Location: Tulsa, Oklahoma

Company Founded: 1934

Company Size: 51-200

Company Address: 3720 East 31st Street, Tulsa, Oklahoma, United States

Ttcu The Credit Union Contact Details

Name Title LinkedIn Phone Email
Clint Barnes Lending And Finance Business Development Manager
Ron Morton Branch Manager At Ttcu The Credit Union
Abigail Singrey Marketing Specialist
Charles Chastain Chief Sales And Operations Officer
Rosie Kramer Director Of Business Development At Ttcu The Credit Union
Cassie Mangold Director Of Consumer Lending At Ttcu The Credit Union
Jacob Barnett Vice President Of Branch Operations
Requires/Intent and 49 more Employees
Fraud Detection & Prevention
Data Analytics & Business Intelligence
Hedge Fund & Private Equity Consulting
Investment Advisory
and more

6. Warburton Capital Management

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: warburtoncapital.com

Company Founded: 2006

Company Size: 1-10

Company Address: 15 East Fifth Street, Tulsa, Oklahoma, United States

Warburton Capital Management Contact Details

Name Title LinkedIn Phone Email
Tom Warburton Chairman Of The Board
Daniel Holloman Intern
Brandon Jaquis Client Service Specialist
Mark Mccullough Financial Advisor
Isaac Hutchins Chief Operating Officer
Requires/Intent
ESG & Sustainable Finance Consulting
Financial Forecasting & Modeling
Data Analytics & Business Intelligence
Customer Relationship Management (CRM)
Hedge Fund & Private Equity Consulting
and more

7. Argonaut Private Equity

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: argonautpe.com

Company Size: 11-50

Argonaut Private Equity Contact Details

Name Title LinkedIn Phone Email
Shelley Heckenkemper Recruiting And Development
Steve Mitchell Chief Executive Officer
Michael Johns Associate
John Mcfarlin Controller
Eric Weeldreyer Vice President
Lien Tran Staff Accountant
Requires/Intent
Employee Training & Workforce Development
Data Analytics & Business Intelligence
IoT-enabled Smart Banking Solutions
and more

8. Capital Advisors

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: capitaladv.com

Company Founded: 1978

Company Size: 11-50

Company Address: 2222 South Utica Place, Tulsa, Oklahoma, United States

Capital Advisors Contact Details

Name Title LinkedIn Phone Email
Jessie Montgomery Chief Financial Officer
Kelcy Flores Vp, Director Of Financial Planning
Jon Althage Regional Director, Wealth Advisor
Jonathan Elmore Information Technology Manager
Steven Soranno Director Of Equity Research
Jeremy Travis Vice President, Wealth Advisor
Shawna Moore Vice President - Internal Portfolio Management
Requires/Intent and 8 more Employees
Cybersecurity & Data Protection
Risk Assessment & Mitigation
Data Analytics & Business Intelligence
and more

9. Cityscape Home Mortgage

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: cityscapehome.com

Company Size: 11-50

Company Address: 5801 East 41st Street, Tulsa, Oklahoma, United States

Cityscape Home Mortgage Contact Details

Name Title LinkedIn Phone Email
Nathan Holloway Senior Loan Officer
Joshua Hallford Mortgage Loan Officer
Jack Finley Mortgage Loan Officer
Elissa Renberg Mortgage Banker Nmls# 224273
Brad Turney Mortgage Loan Officer
Tia Mckee Loa
Kelsey Fruechting Loan Production Manager
Requires/Intent and 2 more Employees
API Integration For FinTech
Cloud Computing Solutions
Document Management & E-signature Solutions
Wealth Management
Risk Assessment & Mitigation
and more

10. Premier Consulting Partners

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: premier-consultingpartners.com

Company Founded: 2005

Company Size: 51-200

Company Address: 10441 South Regal Boulevard, Tulsa, Oklahoma, United States

Premier Consulting Partners Contact Details

Name Title LinkedIn Phone Email
Cwws Tyrell Hughes Senior Consultant, Employer Relations
Cheryl Clonts Small Business Account Manager, Employee Benefits Specialist
Dana Neighbors Vice President
Mark Kochner Chief Operating Officer
Jennifer Helms Account Executive
Kim Fulps Account Executive At Premier Consulting Partners
Sam Allen Insurance Producer
Requires/Intent and 13 more Employees
Data Analytics & Business Intelligence
ERP For Financial Institutions
Performance Tracking & KPI Analytics
Legal Compliance & Advisory
and more

11. Global Technology Partners (gtp)

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: gtpprepaid.com

Company Founded: 2003

Company Size: 51-200

Global Technology Partners (gtp) Contact Details

Name Title LinkedIn Phone Email
Amber Thetford It Business Manager
Lee Brinkley Executive Vice President Of Compliance; Information Security Officer And Chief Creative Officer
Christopher Knox Senior Software Quality Assurance Engineer
Sergio Lozada Senior Software Engineer
Jennifer Ray Executive Vice President Operations
Raj Ganesan Senior Solutions Architect
Angel Bello Software Engineer
Requires/Intent and 13 more Employees
Cloud Computing Solutions
Investment Advisory
Asset Management
Financial Planning & Retirement Solutions
and more

12. Inspire Financial Group

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: planwithinspire.com

Company Founded: 2016

Company Size: 11-50

Company Address: 4200 East Skelly Drive, Tulsa, Oklahoma, United States

Inspire Financial Group Contact Details

Name Title LinkedIn Phone Email
Luke Phillips Financial Services Professional
Alexander Massie Financial Representative
Luke Frazier Financial Advisor
Jim Cunningham Financial Professional
Bill Bennett Financial Specialist
Requires/Intent
Blockchain & Cryptocurrency Solutions
Technology Consulting
Financial Forecasting & Modeling
and more

13. Redrock Mortgage

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: redrockmtg.com

Company Size: 51-200

Company Address: 9110 South Sheridan Road, Tulsa, Oklahoma, United States

Redrock Mortgage Contact Details

Name Title LinkedIn Phone Email
Linda Ward Owner
Lorene Ogburn Mortgage Loan Officer
Ronda Smith Mortgage Loan Officer
Rita Vanzee Loan Officer
Ryan Thrailkill Senior Mortgage Banker
David Odonnell Mortgage Banker
Jaime Temple Loan Processor
Requires/Intent and 23 more Employees
Blockchain & Cryptocurrency Solutions
IoT-enabled Smart Banking Solutions
Portfolio Management
Cybersecurity & Data Protection
Tax Planning & Strategy
and more

14. Finance Of America

Industry: Financial Services

Location: Tulsa, Oklahoma

Company Founded: 2015

Company Size: 201-500

Finance Of America Contact Details

Name Title LinkedIn Phone Email
Paulette Hainstock Assistant Treasurer
Robert Conway Treasurer At Finance Of America Holdings
Jaleesa Spencer Senior Corporate Paralegal
Nina Barron Vp, Servicer Oversight
Amanda Sievert Project Manager
Charla Cummings-green Compliance Training Manager
Hannah Hawkins Marketing Coordinator
Requires/Intent and 5 more Employees
Hedge Fund & Private Equity Consulting
Fraud Detection & Prevention
Banking & Payment Processing
IoT-enabled Smart Banking Solutions
Blockchain & Cryptocurrency Solutions
and more

15. Financial Forensics & Investigations Group

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: financialforensicsgroup.com

Company Founded: 2017

Company Size: 1-10

Company Address: 500 South Denver Avenue, Tulsa, Oklahoma, United States

Financial Forensics & Investigations Group Contact Details

Name Title LinkedIn Phone Email
Chris Lopp Managing Director
Requires/Intent
Investment Advisory
Cloud Computing Solutions
Performance Tracking & KPI Analytics
and more

16. Boston Street Capital

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: bostonstreetadvisors.com

Company Founded: 1995

Company Size: 1-10

Company Address: 20 East 5th Street, Tulsa, Oklahoma, United States

Boston Street Capital Contact Details

Name Title LinkedIn Phone Email
Robert Boyd Principal
Requires/Intent
Mergers & Acquisitions Advisory
Loan Origination & Servicing Platforms
Investment Advisory
Sales & Lead Generation Strategy
and more

17. Midtown Mortgage

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: midtownmtg.net

Company Size: 1-10

Company Address: 2627 East 21st Street, Tulsa, Oklahoma, United States

Midtown Mortgage Contact Details

Name Title LinkedIn Phone Email
Neely Pearson Senior Mortgage Loan Officer Nmls #211965
Jake Dworkin Mortgage Consultant
Sue Alexander Mortgage Loan Originator
Kate Quindlen Originator
Betty Lafon Mortgage Originator
David Campbell Loan Originator
Karen Vickers Loan Officer
Requires/Intent
Document Management & E-signature Solutions
Tax Planning & Strategy
and more

18. Harley Financial Services

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: harleyfinancial.com

Company Founded: 1987

Company Size: 11-50

Company Address: 5616 South 122nd East Avenue East, Tulsa, Oklahoma, United States

Harley Financial Services Contact Details

Name Title LinkedIn Phone Email
Kirk Nellis President
Shawn Hussain Independent Broker
Sherri Smith Accounting Manager
Nathan Hein Self Employed
Pat Wilson Financial Advisor
Nate Heine Sales Manager
Iris Gonzalez-sargent Senior Sales Agent
Requires/Intent and 1 more Employees
AI-powered Financial Insights
Risk Management & Compliance
Wealth Management
Blockchain & Cryptocurrency Solutions
and more

19. U.s. Payments

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: uspayments.com

Company Founded: 2004

Company Size: 51-200

Company Address: 7130 South Lewis Avenue, Tulsa, Oklahoma, United States

U.s. Payments Contact Details

Name Title LinkedIn Phone Email
James Hawes Director Of Software Development
Daniel Lynam Logistics Support Specialist
Tyler Bush Marketing Manager
Shane Skidgel Chief Information Security Officer
Julianne Blesi Accounting Specialist
Dillon Thompson Network Analyst
Robert Rogers Field Technician
Requires/Intent and 4 more Employees
Portfolio Management
Online Advertising & SEO
Credit Rating & Analysis
Performance Tracking & KPI Analytics
and more

20. Burkholder Wealth Management

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: burkholderwm.com

Company Founded: 2019

Company Size: 1-10

Company Address: 5014 East 101st Street South, Tulsa, Oklahoma, United States

Burkholder Wealth Management Contact Details

Name Title LinkedIn Phone Email
Eric Burkholder Founder And Wealth Manager
Gabriel West Associate Advisor
Joseph Hanson Wealth Manager And Attorney
Requires/Intent
Risk Management & Compliance
Asset Management
Financial Forecasting & Modeling
Performance Tracking & KPI Analytics
and more

21. Tulsa Wealth Advisors

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: tulsawealthadvisors.com

Company Size: 11-50

Company Address: 1375 East 71st Street, Tulsa, Oklahoma, United States

Tulsa Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Ian Kiefer Certified Financial Plannerâ Professional
Jeffrey Small Certified Financial Plannerâ
Cindy Barton Executive Assistant
Andy Steinmetz Chief Investment Officer
Andy Steinmetz Senior Analyst
Requires/Intent
Mortgage & Loan Processing
Credit Rating & Analysis
Financial Forecasting & Modeling
and more

22. Beasley & Company

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: bco.cc

Company Founded: 1992

Company Size: 11-50

Company Address: 2626 East 21st Street, Tulsa, Oklahoma, United States

Beasley & Company Contact Details

Name Title LinkedIn Phone Email
John Beasley Chief Executive Officer
Adonia Hendrix Assistant Consultant
Susan Hughes Senior Consultant
Peggy Schadle Senior Consultant
Kimberly Hastings Office Manager
Missy Wilson Consultant
John Beasley Chief Executive Officer
Requires/Intent
Mobile App Development For Financial Services
Hedge Fund & Private Equity Consulting
Financial Forecasting & Modeling
Quality Control & Assurance
and more

23. Zfg Mortgage

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: zfgmortgage.com

Company Founded: 2003

Company Size: 1-10

Company Address: 6670 South Lewis Avenue, Tulsa, Oklahoma, United States

Zfg Mortgage Contact Details

Name Title LinkedIn Phone Email
Harlyn Unruh Chief Operating Officer
Fareed Hussein Senior Mortgage Consultant
Patty Appleton Senior Loan Processor
Ethan Sandoval Loan Processor
Megan Evenson Aardt
Requires/Intent
Marketing Services
Portfolio Management
and more

24. Fms Inc

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: fms-collect.com

Company Founded: 1993

Company Size: 201-500

Company Address: 4915 South Union Avenue, Tulsa, Oklahoma, United States

Fms Inc Contact Details

Name Title LinkedIn Phone Email
Heather Schrock-gilley Senior Legal Analyst
Logan Singleton Financial Analyst
Michele Evangelista-lehnus Director Of Training And Quality Assurance
Joshua Lehnus Manager
Chase Spangle Bookkeeper
Bobby Parsons Maintenance
Elizabeth Brookshire Debt Collector
Requires/Intent and 4 more Employees
Asset Management
ESG & Sustainable Finance Consulting
Data Analytics & Business Intelligence
Employee Training & Workforce Development
and more

25. Currentdesk

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: currentdesk.com

Company Founded: 2013

Company Size: 11-50

Company Address: 1335 East 11th Street South, Tulsa, Oklahoma, United States

Currentdesk Contact Details

Name Title LinkedIn Phone Email
Travis Dahm Co-founder And Director Of Business Development
Jami Barnett Technical Writer
Micah Perini Creative Director
Sam Darbeh Software Engineer
Skylar Wapato Technical Lead
Requires/Intent
Cloud Computing Solutions
Blockchain & Cryptocurrency Solutions
and more

26. Transfund

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: transfund.com

Company Founded: 1975

Company Size: 51-200

Transfund Contact Details

Name Title LinkedIn Phone Email
Mike Hines Vice President | Senior Sales Executive
Jill Starz Senior Relationship Manager
Pat Hargrave Project Manager
Requires/Intent
Portfolio Management
Branding & Public Relations
Document Management & E-signature Solutions
and more

27. Smiley Elmore & Associates, Investments And Insurance

Industry: Financial Services

Location: Tulsa, Oklahoma

Company Founded: 1970

Company Size: 1-10

Company Address: 4158 South Harvard Avenue, Tulsa, Oklahoma, United States

Smiley Elmore & Associates, Investments And Insurance Contact Details

Name Title LinkedIn Phone Email
Christopher Elmore Financial Advisor And President
Requires/Intent
Sales & Lead Generation Strategy
Mobile App Development For Financial Services
and more

28. The Legacy Financial Group, Inc

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: legacyadvisor.net

Company Founded: 2000

Company Size: 1-10

Company Address: 2508 East 21st Street, Tulsa, Oklahoma, United States

The Legacy Financial Group, Inc Contact Details

Name Title LinkedIn Phone Email
Elissa Johnson Director Of Operations
Bray Killingsworth Wealth Advisor
Douglas Scott Wealth Management Advisor
Requires/Intent
IoT-enabled Smart Banking Solutions
Online Advertising & SEO
Hedge Fund & Private Equity Consulting
and more

29. Opus Financial Llc

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: cfo-opus.com

Company Founded: 2019

Company Size: 1-10

Opus Financial Llc Contact Details

Name Title LinkedIn Phone Email
Blake Herndon Managing Partner
Requires/Intent
Marketing Services
ESG & Sustainable Finance Consulting
and more

30. The Strategic Solutions Group, Inc.

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: ssgok.com

Company Founded: 2001

Company Size: 1-10

Company Address: 8516 East 101st Street, Tulsa, Oklahoma, United States

The Strategic Solutions Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Mark Belluomo Vice President
Requires/Intent
Debt Collection & Recovery
Financial Auditing & Reporting
and more

31. Integrated Payment Services

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: integratedpaymentservices.com

Company Founded: 2003

Company Size: 1-10

Company Address: 1703 East Skelly Drive, Tulsa, Oklahoma, United States

Integrated Payment Services Contact Details

Name Title LinkedIn Phone Email
Tyler Carson Managing Partner
Requires/Intent
Employee Training & Workforce Development
Technology Consulting
and more

32. Regent Financial Services, Inc.

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: regentfs.com

Company Founded: 2002

Company Size: 11-50

Company Address: 7134 South Yale Avenue, Tulsa, Oklahoma, United States

Regent Financial Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Desiree Lounsbury Operation Specialist
Jason Sauer Operations
Liz Gore Financial Advisor
Requires/Intent
Performance Tracking & KPI Analytics
Compliance & Regulatory Advisory
Mobile App Development For Financial Services
and more

33. Zarrow Family Office

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: zarrow.net

Company Size: 11-50

Company Address: 401 South Boston Avenue, Tulsa, Oklahoma, United States

Zarrow Family Office Contact Details

Name Title LinkedIn Phone Email
Shawn Crisp Assistant Managing Director
Jack Green Director Of Security
Anna Street Front Desk Receptionist
Melanie Copeland Corporate Administrator Assistant
Requires/Intent
Marketing Services
Investment Advisory
Loan Origination & Servicing Platforms
Legal Compliance & Advisory
Mobile App Development For Financial Services
and more

34. Sageoak Financial, Llc

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: sageoakfinancial.com

Company Founded: 2013

Company Size: 1-10

Company Address: 7136 South Yale Avenue, Tulsa, Oklahoma, United States

Sageoak Financial, Llc Contact Details

Name Title LinkedIn Phone Email
Brooklyn Brock Associate Financial Advisor
Requires/Intent
Employee Training & Workforce Development
Hedge Fund & Private Equity Consulting
Tax Planning & Strategy
and more

35. Dericks Leasing & Financial Company

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: dericksleasing.com

Company Founded: 1984

Company Size: 1-10

Dericks Leasing & Financial Company Contact Details

Name Title LinkedIn Phone Email
Richard Dericks Principal
Dick Dericks President At Dericks Leasing And Financial Company
Requires/Intent
Financial Planning & Retirement Solutions
Risk Management & Compliance
Technology Consulting
Automation & Workflow Optimization
and more

36. Utica Capital

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: uticap.com

Company Size: 11-50

Company Address: 2100 South Utica Avenue, Tulsa, Oklahoma, United States

Utica Capital Contact Details

Name Title LinkedIn Phone Email
Patricia Mapel Associate Advisor
Donna Chadwell New Business Specialist
Celestine Njoku Investment Advisor
Requires/Intent
Omnichannel Customer Support
Data Analytics & Business Intelligence
IoT-enabled Smart Banking Solutions
Portfolio Management
and more

37. Oath Law

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: oath.law

Company Founded: 2010

Company Size: 11-50

Company Address: 1214 East 33rd Street, Tulsa, Oklahoma, United States

Oath Law Contact Details

Name Title LinkedIn Phone Email
Rod Yancy Founder And Attorney At Oath Law
Taylor Smith Attorney
Requires/Intent
Banking & Payment Processing
Cloud Computing Solutions
Business Strategy & Growth Consulting
Risk Assessment & Mitigation
and more

38. Silver Dollar Jewelry & Pawn

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: sdjp.com

Company Size: 11-50

Company Address: 6573 East 71st Street, Tulsa, Oklahoma, United States

Silver Dollar Jewelry & Pawn Contact Details

Name Title LinkedIn Phone Email
Chris Clark Sales Manager
Tim Clark Manager
Requires/Intent
Risk Management & Compliance
Business Strategy & Growth Consulting
Marketing Services
Fraud Detection & Prevention
and more

39. Cadent Capital Advisors, Llc

Industry: Financial Services

Location: Tulsa, Oklahoma

Company Founded: 2012

Company Size: 1-10

Company Address: 4525 East 91st Street, Tulsa, Oklahoma, United States

Cadent Capital Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Ann Dagg Independent Wealth Advisor
Requires/Intent
Employee Training & Workforce Development
Insurance & Underwriting Services
and more

40. Bluestemusa

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: bluestemusa.com

Company Founded: 1987

Company Size: 1-10

Company Address: 110 West Seventh Street, Tulsa, Oklahoma, United States

Bluestemusa Contact Details

Name Title LinkedIn Phone Email
Matt Frye Managing Director, Bluestemusa
Requires/Intent
HR & Talent Acquisition
Asset Management
and more

41. Catalyst Financial Group Llc

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: thecatalystgroupllc.com

Company Size: 1-10

Company Address: 1425 East 41st Place South, Tulsa, Oklahoma, United States

Catalyst Financial Group Llc Contact Details

Name Title LinkedIn Phone Email
Curtis Smith Partner
Requires/Intent
Sales & Lead Generation Strategy
Omnichannel Customer Support
Cloud Computing Solutions
Blockchain & Cryptocurrency Solutions
Technology Consulting
and more

42. Cadent Capital Advisors, Llc

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: cadcapital.com

Company Founded: 2012

Company Size: 11-50

Company Address: 9206 South Toledo Avenue, Tulsa, Oklahoma, United States

Cadent Capital Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Stephen Bennett Wealth Management Advisor
Kelsi Ward Client Relationship Manager
Requires/Intent
Omnichannel Customer Support
Wealth Management
Mergers & Acquisitions Advisory
HR & Talent Acquisition
and more

43. J M Brown Financial Partners

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: perfectcalendar.com

Company Founded: 2000

Company Size: 1-10

Company Address: 7060 South Yale Avenue, Tulsa, Oklahoma, United States

J M Brown Financial Partners Contact Details

Name Title LinkedIn Phone Email
Ronald Brown President, Financial Advisor
Requires/Intent
Mortgage & Loan Processing
Financial Auditing & Reporting
Risk Assessment & Mitigation
Customer Relationship Management (CRM)
Banking & Payment Processing
and more

44. Disciplined Investments, Llc

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: ht-di.com

Company Founded: 2002

Company Size: 1-10

Company Address: 2222 South Utica Place, Tulsa, Oklahoma, United States

Disciplined Investments, Llc Contact Details

Name Title LinkedIn Phone Email
Ann Tran Senior Wealth Advisor
Requires/Intent
Hedge Fund & Private Equity Consulting
Automation & Workflow Optimization
and more

45. Csn Financial, Inc.

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: csn-financial.com

Company Size: 11-50

Company Address: 6202 South Lewis Avenue, Tulsa, Oklahoma, United States

Csn Financial, Inc. Contact Details

Name Title LinkedIn Phone Email
Kristyn Ramsey Billing And Ap Manager
Corey Daniel Payroll Manager
Christine Brasel Accounts Receivable Specialist
Requires/Intent
Quality Control & Assurance
Fraud Detection & Prevention
Legal Compliance & Advisory
and more

46. Council Oak Wealth Advisors

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: counciloakwealth.com

Company Founded: 2018

Company Size: 1-10

Company Address: 8801 South Yale Avenue, Tulsa, Oklahoma, United States

Council Oak Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Nate Lovelle Director - Portfolio Management
Daniel Beutel Wealth Advisor
Requires/Intent
ESG & Sustainable Finance Consulting
Banking & Payment Processing
and more

47. United Members Federal Cr Un

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: unitedmembersfcu.com

Company Size: 1-10

Company Address: 4833 South Sheridan Road, Tulsa, Oklahoma, United States

United Members Federal Cr Un Contact Details

Name Title LinkedIn Phone Email
Dierdra Romine Associate
Denis Lane President
Requires/Intent
Data Analytics & Business Intelligence
Business Strategy & Growth Consulting
Treasury & Cash Flow Management
Compliance & Regulatory Advisory
Financial Planning & Retirement Solutions
and more

48. Wealth Management Strategies

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: wmsusa.net

Company Founded: 2009

Company Size: 1-10

Company Address: 1719 East 71st Street, Tulsa, Oklahoma, United States

Wealth Management Strategies Contact Details

Name Title LinkedIn Phone Email
Rogers Penfield Certified Financial Planner
Paul Robb Financial Advisor, Principal
Requires/Intent
Corporate Finance Strategy
Financial Auditing & Reporting
Treasury & Cash Flow Management
Tax Planning & Strategy
ERP For Financial Institutions
and more

49. Chartmark Investments, Inc.

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: chartmark.com

Company Founded: 2001

Company Size: 1-10

Company Address: 2200 South Utica Place, Tulsa, Oklahoma, United States

Chartmark Investments, Inc. Contact Details

Name Title LinkedIn Phone Email
Ej Smith Trading And Operations Director
John Clerico Chairman
John Clerico Chairman
Requires/Intent
Financial Auditing & Reporting
Branding & Public Relations
Accounting Services
and more

50. Seasons Financial Group, Llc

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: seasonsfinancialgroup.com

Company Founded: 2000

Company Size: 1-10

Company Address: 6964 South 69th East Avenue East, Tulsa, Oklahoma, United States

Seasons Financial Group, Llc Contact Details

Name Title LinkedIn Phone Email
Gail Benedict Client Services Specialist
Requires/Intent
Branding & Public Relations
Customer Relationship Management (CRM)
Mergers & Acquisitions Advisory
and more

51. Dp Financial & Tax

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: dpfinancialtax.com

Company Founded: 1999

Company Size: 11-50

Company Address: 4775 East 91st Street South, Tulsa, Oklahoma, United States

Dp Financial & Tax Contact Details

Name Title LinkedIn Phone Email
Pete Schultz Accountant
Lynn Bowker Tax Preparer
Requires/Intent
Credit Rating & Analysis
ESG & Sustainable Finance Consulting
Loan Origination & Servicing Platforms
Data Analytics & Business Intelligence
API Integration For FinTech
and more

52. Bill Bartmann Enterprises

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: cfstwo.com

Company Size: 51-200

Company Address: 2488 East 81st Street, Tulsa, Oklahoma, United States

Bill Bartmann Enterprises Contact Details

Name Title LinkedIn Phone Email
Elise Wilson Client Services Sales Officer
Renalla Hagen Client Services Sales Officer
Matt Wilson Client Services Supervisor
Holly Moore Consumer Counselor
Kathy Buckner Sales
Katy Shaw Consumer Counselor
Craig Baker Section Leader
Requires/Intent and 9 more Employees
Performance Tracking & KPI Analytics
API Integration For FinTech
and more

53. E3 Bookkeeping

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: e3bookkeeping.com

Company Founded: 2018

Company Size: 11-50

Company Address: 2448 East 81st Place, Tulsa, Oklahoma, United States

E3 Bookkeeping Contact Details

Name Title LinkedIn Phone Email
Minette Stevens Bookkeeper
Requires/Intent
Investment Advisory
Loan Origination & Servicing Platforms
and more

54. Business Growth Advisors Tulsa

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: bgatulsa.com

Company Founded: 2016

Company Size: 1-10

Company Address: 2828 East 51st Street South, Tulsa, Oklahoma, United States

Business Growth Advisors Tulsa Contact Details

Name Title LinkedIn Phone Email
Gayla Hurley Accounting And Administrative Manager
Requires/Intent
Banking & Payment Processing
Risk Assessment & Mitigation
Accounting Services
Insurance & Underwriting Services
and more

55. Bernard Design

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: bernarddesign.com

Company Size: 11-50

Company Address: 5800 East Skelly Drive, Tulsa, Oklahoma, United States

Bernard Design Contact Details

Name Title LinkedIn Phone Email
Gary Bernard Owner At Bernard Design, Inc
Requires/Intent
Data Analytics & Business Intelligence
Blockchain & Cryptocurrency Solutions
Cloud Computing Solutions
and more

56. Mortgage Clearing Corp

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: mortgageclearing.com

Company Founded: 1957

Company Size: 11-50

Company Address: 5612 South Lewis Avenue, Tulsa, Oklahoma, United States

Mortgage Clearing Corp Contact Details

Name Title LinkedIn Phone Email
Tiffany Summerfield Receptionist And Cashier
Requires/Intent
Financial Planning & Retirement Solutions
Legal Compliance & Advisory
Branding & Public Relations
Credit Rating & Analysis
Sales & Lead Generation Strategy
and more

57. Dowell Federal Credit Union

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: dowellfcu.com

Company Size: 11-50

Company Address: 7912 East 31st Court, Tulsa, Oklahoma, United States

Dowell Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Courtney Dickerson Chief Financial Officer
Holly Goddard Lending Manager
Aaron Brown Loan Officer
Requires/Intent
Credit Rating & Analysis
Insurance & Underwriting Services
Portfolio Management
Investment Advisory
Loan Origination & Servicing Platforms
and more

58. Stainless Tubular Products, Inc.

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: stainlesstubularproducts.com

Company Size: 1-10

Company Address: 1010 West 37th Place, Tulsa, Oklahoma, United States

Stainless Tubular Products, Inc. Contact Details

Name Title LinkedIn Phone Email
Rachelle Natale Sales Associate
Requires/Intent
Employee Training & Workforce Development
Compliance & Regulatory Advisory
Sales & Lead Generation Strategy
Asset Management
Quality Control & Assurance
and more

59. Saber Acceptance Co

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: saberacceptance.com

Company Size: 11-50

Company Address: 5801 East 41st Street, Tulsa, Oklahoma, United States

Saber Acceptance Co Contact Details

Name Title LinkedIn Phone Email
Kirsten Anderson Supervisor
Kirsten Anderson Supervisor
Jan Fellers Loan Manager
Nellie Jackson Account Manager
Requires/Intent
Hedge Fund & Private Equity Consulting
Business Strategy & Growth Consulting
Insurance & Underwriting Services
and more

60. Medplan Credit

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: medplancredit.com

Company Founded: 2018

Company Size: 11-50

Company Address: 1870 South Boulder Avenue, Tulsa, Oklahoma, United States

Medplan Credit Contact Details

Name Title LinkedIn Phone Email
John Frame Vice President
Ashley Hanewinkel Customer Service Specialist
Requires/Intent
Mortgage & Loan Processing
Online Advertising & SEO
Sales & Lead Generation Strategy
ERP For Financial Institutions
and more

61. Vincent Anthony Jewelers

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: vincentanthony.com

Company Size: 1-10

Company Address: 10038 South Sheridan Road, Tulsa, Oklahoma, United States

Vincent Anthony Jewelers Contact Details

Name Title LinkedIn Phone Email
Reynolds Valorie Sales
Requires/Intent
Business Strategy & Growth Consulting
Corporate Finance Strategy
Performance Tracking & KPI Analytics
Financial Planning & Retirement Solutions
and more

62. Lafortune Park Tennis Ctr

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: lafortunetennis.com

Company Size: 1-10

Company Address: 5320 South Hudson Avenue, Tulsa, Oklahoma, United States

Lafortune Park Tennis Ctr Contact Details

Name Title LinkedIn Phone Email
Melissa Mccorkle Director Of Tennis
Requires/Intent
Performance Tracking & KPI Analytics
Insurance & Underwriting Services
Fraud Detection & Prevention
Portfolio Management
Securities Trading & Brokerage
and more

63. Northstar Technologies

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: northstargt.com

Company Founded: 2002

Company Size: 11-50

Company Address: 10159 East 11th Street, Tulsa, Oklahoma, United States

Northstar Technologies Contact Details

Name Title LinkedIn Phone Email
Thomas Vail Intern
Jerry Smith Employee
Requires/Intent
Performance Tracking & KPI Analytics
Wealth Management
AI-powered Financial Insights
Cybersecurity & Data Protection
and more

64. Seasons Financial Group

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: seasonsfg.com

Company Founded: 2000

Company Size: 1-10

Company Address: 6964 South 69th East Avenue East, Tulsa, Oklahoma, United States

Seasons Financial Group Contact Details

Name Title LinkedIn Phone Email
Nancie Owsley Customer Relations Manager
Steve Ellis Chief Investment Officer
Requires/Intent
Banking & Payment Processing
Online Advertising & SEO
Automation & Workflow Optimization
Marketing Services
and more

65. Mdp Capital, Llc

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: mdpcapital.com

Company Size: 1-10

Company Address: 6440 South Lewis Avenue, Tulsa, Oklahoma, United States

Mdp Capital, Llc Contact Details

Name Title LinkedIn Phone Email
Reginald Adams Database Speciii
Jason Davis General Partner
Requires/Intent
Sales & Lead Generation Strategy
Data Analytics & Business Intelligence
Financial Planning & Retirement Solutions
Automation & Workflow Optimization
Wealth Management
and more

66. Integrated Financial

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: nolandcompanies.com

Company Size: 1-10

Company Address: 15 West Sixth Street, Tulsa, Oklahoma, United States

Integrated Financial Contact Details

Name Title LinkedIn Phone Email
Susan Richard Adminstrative Assistant
Requires/Intent
ERP For Financial Institutions
Sales & Lead Generation Strategy
Cloud Computing Solutions
and more

67. Elk River Trading Co

Industry: Financial Services

Location: Tulsa, Oklahoma

Company Size: 1-10

Company Address: 5133 South 100th East Avenue East, Tulsa, Oklahoma, United States

Elk River Trading Co Contact Details

Name Title LinkedIn Phone Email
Robert Holley Warehouse Manager
Dionna Mason Gun Sales
Requires/Intent
Blockchain & Cryptocurrency Solutions
Automation & Workflow Optimization
ESG & Sustainable Finance Consulting
Mergers & Acquisitions Advisory
Accounting Services
and more

68. Ardmore Finance Corp

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: ardmorefinance.com

Company Size: 11-50

Company Address: 4419 East 31st Street, Tulsa, Oklahoma, United States

Ardmore Finance Corp Contact Details

Name Title LinkedIn Phone Email
Becky Chandler Supervisor
Gail Young Bookkeeper And Administrator
Ashley Brown Collector
Requires/Intent
Risk Assessment & Mitigation
Insurance & Underwriting Services
Customer Relationship Management (CRM)
and more

69. Healthcare Employees Federal Credit Union

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: groupservicefcu.org

Company Size: 1-10

Company Address: 1215s Boulder Avenue, Tulsa, Oklahoma, United States

Healthcare Employees Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Carrie Wiesniewski Office Coordinator
Requires/Intent
Hedge Fund & Private Equity Consulting
Digital Payment & Subscription Solutions
Banking & Payment Processing
Quality Control & Assurance
ERP For Financial Institutions
and more

70. Black Gold Group

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: blackgoldgroup.com

Company Size: 11-50

Company Address: 4512 East 51st Street South, Tulsa, Oklahoma, United States

Black Gold Group Contact Details

Name Title LinkedIn Phone Email
Kevin Jordan Owner
Requires/Intent
Debt Collection & Recovery
Customer Relationship Management (CRM)
Accounting Services
Branding & Public Relations
Automation & Workflow Optimization
and more

71. Senor Fajitas

Industry: Financial Services

Location: Tulsa, Oklahoma

Company Size: 1-10

Company Address: 4421 South Mingo Road, Tulsa, Oklahoma, United States

Senor Fajitas Contact Details

Name Title LinkedIn Phone Email
Annais Perales Restaurant Manager
Requires/Intent
Technology Consulting
Document Management & E-signature Solutions
Hedge Fund & Private Equity Consulting
Performance Tracking & KPI Analytics
and more

72. Don P. Quint & Associates

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: dpqassoc.com

Company Founded: 1978

Company Size: 1-10

Company Address: 1924 South Utica Avenue, Tulsa, Oklahoma, United States

Don P. Quint & Associates Contact Details

Name Title LinkedIn Phone Email
Pam Kragel Administrative Assistant
Requires/Intent
IoT-enabled Smart Banking Solutions
Automation & Workflow Optimization
Wealth Management
Online Advertising & SEO
and more

73. American Check Cashers

Industry: Financial Services

Location: Tulsa, Oklahoma

Website: americancheckcasherstulsa.com

Company Size: 1-10

Company Address: 5051 South Yale Avenue, Tulsa, Oklahoma, United States

American Check Cashers Contact Details

Name Title LinkedIn Phone Email
Americancheck Casherstulsa Owner
Requires/Intent
Mergers & Acquisitions Advisory
Loan Origination & Servicing Platforms
Omnichannel Customer Support
Corporate Finance Strategy
and more

74. Optimum Home Health Care

Industry: Financial Services

Location: Tulsa, Oklahoma

Company Size: 1-10

Company Address: 6019 South 66th East Avenue East, Tulsa, Oklahoma, United States

Optimum Home Health Care Contact Details

Name Title LinkedIn Phone Email
Kristen Womble Care Giver
Requires/Intent
Insurance & Underwriting Services
Tax Planning & Strategy
Employee Training & Workforce Development
and more
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Tulsa Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Jessica Hanson Finance Of America Reverse Llc Manager
2 Shane Dishman Finance Of America Reverse Llc Director Of Sales
3 Meagan Medina Finance Of America Reverse Llc Learning Systems Administrator
4 Jessica Rankins Finance Of America Reverse Llc Assistant Vice President Training And Process Management, De Underwriter
5 Marci Stevenson Finance Of America Reverse Llc Training Manager-retail Call Center
6 Megan Robertson Finance Of America Reverse Llc Vice President Of Wholesale Operations
7 Jason Chambers Finance Of America Reverse Llc Sales Manager And Team Lead
8 Toby Joplin Cck Strategies Chief Operating Officer
9 John Curzon Cck Strategies Partner
10 Jim Hicks Cck Strategies Chief Financial Officer
11 Ashley May Cck Strategies Executive Assistant
12 Shelby Bradshaw Cck Strategies Tax Analyst
13 John James Cck Strategies Tax Project Manager
14 Taylor Jarrell Cck Strategies Tax Analyst
15 Jim Arens Trust Company Of Oklahoma President And Chief Executive Officer
16 Missy Beggs Trust Company Of Oklahoma Financial Operations
17 Emily Crain Trust Company Of Oklahoma Senior Vice President
18 Ben Reynolds Trust Company Of Oklahoma Senior Vice President
19 Nick Gallus Trust Company Of Oklahoma Senior Vice President And Portfolio Manager
20 Matt Matheson Trust Company Of Oklahoma Vice President
21 James Maddux Trust Company Of Oklahoma Trust Officer
22 Floyd Goode Ttcu The Credit Union Vice President Of Mortgage Lending
23 Marianne Stone Ttcu The Credit Union Loan Service Representative Iii
24 Allison Brown Ttcu The Credit Union Assistant Branch Manager
25 Angela Smith-flax Ttcu The Credit Union Talent Business Partner
26 Brandon Lee Ttcu The Credit Union Branch Manager
27 Brittney Cash Ttcu The Credit Union Collections Officer Plus-mortgage
28 Vivian Kouplen Ttcu The Credit Union Business Intelligence
29 Clint Barnes Ttcu The Credit Union Lending And Finance Business Development Manager
30 Ron Morton Ttcu The Credit Union Branch Manager At Ttcu The Credit Union
31 Abigail Singrey Ttcu The Credit Union Marketing Specialist
32 Charles Chastain Ttcu The Credit Union Chief Sales And Operations Officer
33 Rosie Kramer Ttcu The Credit Union Director Of Business Development At Ttcu The Credit Union
34 Cassie Mangold Ttcu The Credit Union Director Of Consumer Lending At Ttcu The Credit Union
35 Jacob Barnett Ttcu The Credit Union Vice President Of Branch Operations
36 Tom Warburton Warburton Capital Management Chairman Of The Board
37 Daniel Holloman Warburton Capital Management Intern
38 Brandon Jaquis Warburton Capital Management Client Service Specialist
39 Mark Mccullough Warburton Capital Management Financial Advisor
40 Isaac Hutchins Warburton Capital Management Chief Operating Officer

Financial Services companies in different cities of Oklahoma

No. Industry Number of Contacts Download
1 Financial services Companies in Oklahoma City 26912
2 Financial services Companies in Edmond 7424
3 Financial services Companies in Norman 1392
4 Financial services Companies in Broken Arrow 928