Top 40 Investment Management Startups And Companies in Oklahoma

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Below is the list of Top 40 Investment Management Startups And Companies in Oklahoma ranked based on company size, client reviews, services, and awards.

Investment Management Startups And Companies in Oklahoma

1. Arvest Wealth Management

Industry: Investment Management

Location: Oklahoma

Company Founded: 1996

Company Size: 201-500

Company Address: 7633 East 63rd Place, Tulsa, Oklahoma, United States

Arvest Wealth Management Contact Details

Name Title LinkedIn Phone Email
Brett Larson Vice President - Trust Wealth Advisor
Dean Hudgeons Executive Vice President And Director Of Sales
Eric Shepard Svp, Regional Manager
Jerry Suskind Client Advisor
Daniel Robinson Senior Regional Investment Officer
Alex Jantsch Portfolio Analyst
Harlin Trumbo Solutions Center Client Advisor
Requires/Intent and 75 more Employees
M&A Advisory
Digital Asset & Cryptocurrency Investment
and more

2. Humphreys Capital

Industry: Investment Management

Location: Oklahoma

Website: humphreyscapital.com

Company Founded: 2012

Company Size: 11-50

Company Address: 17 Northwest 6th Street, Oklahoma City, Oklahoma, United States

Humphreys Capital Contact Details

Name Title LinkedIn Phone Email
Grant Humphreys President
Braden Merritt Director, Operations
Joshua Fahrenbruck Director, Investor Relations
Ben Stewart Managing Director, Investor Relations
Todd Glass Senior Managing Director, Investments
Jon Sikes Associate, Investments
Chris Reeves Director
Requires/Intent and 2 more Employees
Tax Optimization For Investments
SEO
Market Research
and more

3. Square Deal Capital

Industry: Investment Management

Location: Oklahoma

Company Founded: 2013

Company Size: 11-50

Square Deal Capital Contact Details

Name Title LinkedIn Phone Email
Sam Vinall Real Estate Consultant
Shannon Hooper Executive Assistant
Rob Mclaughlin Managing Partner Of Family Office
Andy Ridley Director Of Asset Management - Cre
Melissa Cowan Senior Associate
Requires/Intent
Data Security
IT Support
Accounting
Alternative Investment Consulting
AI Chatbots
and more

4. Metafund

Industry: Investment Management

Location: Oklahoma

Website: metafund.org

Company Founded: 1999

Company Size: 1-10

Company Address: 2545 South Kelly Avenue, Edmond, Oklahoma, United States

Metafund Contact Details

Name Title LinkedIn Phone Email
Ed Long Vice President
Robert Dilg Chief Credit Officer
Sarah Reed Executive Vice President And Chief Financial Officer
Michael Harlan President
Requires/Intent
SEO
Alternative Investment Consulting
AI-Based Credit Risk Assessment
and more

5. Warwick Investment Group

Industry: Investment Management

Location: Oklahoma

Website: warwickinvestmentgroup.com

Company Founded: 2010

Company Size: 51-200

Warwick Investment Group Contact Details

Name Title LinkedIn Phone Email
Clayton Dude Finance
Requires/Intent
HR & Payroll Services
High-Frequency Trading Solutions
Robo-Advisors & AI Trading
AI Chatbots
Global Market Trend Analysis
and more

6. Square Deal Investments

Industry: Investment Management

Location: Oklahoma

Website: squaredeal.investments

Company Founded: 2017

Company Size: 1-10

Company Address: 204 North Robinson Avenue, Oklahoma City, Oklahoma, United States

Square Deal Investments Contact Details

Name Title LinkedIn Phone Email
Mimo Adenuga Senior Investment Analyst
Grant Soderberg President And Chief Information Officer
Jackson Anderson Finance Manager
Requires/Intent
HR & Payroll Services
AI
Cloud Hosting
IPO Advisory
and more

7. Full Sail Capital

Industry: Investment Management

Location: Oklahoma

Website: fullsailcapital.com

Company Founded: 2018

Company Size: 11-50

Company Address: 9401 North Kelley Avenue, Oklahoma City, Oklahoma, United States

Full Sail Capital Contact Details

Name Title LinkedIn Phone Email
George Cohlmia Advisor
Katherine Davidson Client Service Representative
Ashlyn Johnson Client Service Representative
Requires/Intent
IoT
Financial Management
Digital Marketing
Smart Contracts For Investment
Financial Due Diligence
and more

8. Tilley Group

Industry: Investment Management

Location: Oklahoma

Company Founded: 2012

Company Size: 201-500

Company Address: 5201 Highway 81, Duncan, Oklahoma, United States

Tilley Group Contact Details

Name Title LinkedIn Phone Email
Kimberly Tilley Owner And Partner
Georgia Robinson Payroll Specialist
Vance Taff Chief Financial Officer
Jimmy Tilley Owner And Chief Executive Officer
Clay Howell Human Resources Manager
Requires/Intent
Legal
Branding
CRM Systems
E-commerce Integration
and more

9. Vikasa Capital

Industry: Investment Management

Location: Oklahoma

Company Founded: 2012

Company Size: 1-10

Vikasa Capital Contact Details

Name Title LinkedIn Phone Email
Maggie Clayton Chief Administrative Officer
Rachel Mcguire Executive Assistant
Izabel Barry Analyst
Requires/Intent
IT Support
Portfolio Management Solutions
and more

10. Retirement Investment Advisors. Inc.

Industry: Investment Management

Location: Oklahoma

Website: theretirementpath.com

Company Founded: 1990

Company Size: 11-50

Company Address: 2925 United Founders Boulevard, Oklahoma City, Oklahoma, United States

Retirement Investment Advisors. Inc. Contact Details

Name Title LinkedIn Phone Email
Monica Smothers Client Services Manager
Lopez Erika Client Services Manager
Requires/Intent
Cybersecurity Solutions
Risk Management & Compliance
ESG Investing & Impact Analysis
and more

11. Eight Acres Capital Management

Industry: Investment Management

Location: Oklahoma

Website: eight-acres.com

Company Size: 1-10

Eight Acres Capital Management Contact Details

Name Title LinkedIn Phone Email
Anson Hwang Founder And Managing Partner
Requires/Intent
IoT
Branding
and more

12. Gibraltar Capital Management

Industry: Investment Management

Location: Oklahoma

Website: gcmwealth.com

Company Founded: 2002

Company Size: 11-50

Company Address: 9125 South Toledo Avenue, Tulsa, Oklahoma, United States

Gibraltar Capital Management Contact Details

Name Title LinkedIn Phone Email
Andrew Boyd Portfolio Manager
Kelsey Newman Financial Plannning
Requires/Intent
Mobile App Development
Accounting
and more

13. Covenant Wealth Advisors

Industry: Investment Management

Location: Oklahoma

Website: covenantok.com

Company Founded: 1996

Company Size: 1-10

Covenant Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Paul Smith Certified Financial Plannerâ
Meredith Casillas Administrative Assistant
Requires/Intent
Data Security
E-commerce Integration
and more

14. Signal Research Group, Llc

Industry: Investment Management

Location: Oklahoma

Website: signalrg.com

Company Size: 1-10

Company Address: 1704 South Boulevard, Edmond, Oklahoma, United States

Signal Research Group, Llc Contact Details

Name Title LinkedIn Phone Email
Matthew Spangler Portfolio Manager At Signal Research Group, Llc
Brad Swartout Financial Advisor
Requires/Intent
Mobile App Development
Branding
Compliance & Risk Management
Financial Due Diligence
and more

15. Cameron Ventures

Industry: Investment Management

Location: Oklahoma

Website: cameronvc.com

Company Size: 1-10

Company Address: 9000 Cameron Parkway, Oklahoma City, Oklahoma, United States

Cameron Ventures Contact Details

Name Title LinkedIn Phone Email
Aaron Webster Managing Director
Requires/Intent
IPO Advisory
Digital Marketing
and more

16. Warwick Energy Group

Industry: Investment Management

Location: Oklahoma

Website: warwick-energy.com

Company Founded: 2010

Company Size: 51-200

Warwick Energy Group Contact Details

Name Title LinkedIn Phone Email
Jennifer Spaniol Senior Lease Analyst
Danielle Medina Senior Land Technician
Requires/Intent
AI-Based Credit Risk Assessment
Tax Optimization For Investments
Market Research
Branding
and more

17. Lig Capital Management

Industry: Investment Management

Location: Oklahoma

Website: ligcam.com

Company Founded: 2004

Company Size: 1-10

Company Address: 3503 North West 63rd Street, Oklahoma City, Oklahoma, United States

Lig Capital Management Contact Details

Name Title LinkedIn Phone Email
Stuart Mccuan Financial Advisor, Private Wealth Management
Chase Carrington Intern
Requires/Intent
ESG Investing & Impact Analysis
Accounting
and more

18. Remington Management, Llc

Industry: Investment Management

Location: Oklahoma

Company Founded: 2012

Company Size: 1-10

Company Address: 1200 Northwest 63rd Street, Oklahoma City, Oklahoma, United States

Remington Management, Llc Contact Details

Name Title LinkedIn Phone Email
Morgan Daves Staff Accountant
Alysa Newcomb Cpa
Requires/Intent
AI
SEO
and more

19. Pinnacle Investment Advisors

Industry: Investment Management

Location: Oklahoma

Website: pinnacleholdings.net

Company Founded: 1996

Company Size: 1-10

Pinnacle Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Tom Hayes Financial Advisor
Requires/Intent
Cloud Solutions
Cybersecurity Solutions
Mobile App Development
and more

20. Baker Asset Management

Industry: Investment Management

Location: Oklahoma

Website: bakerassetman.com

Company Founded: 2020

Company Size: 1-10

Company Address: 1601 Northwest Expressway, Oklahoma City, Oklahoma, United States

Baker Asset Management Contact Details

Name Title LinkedIn Phone Email
Todd Owens President And Portfolio Manager
Cody Wheeler Senior Analyst
Requires/Intent
Public Relations
Risk Management & Compliance
Cloud Hosting
and more

21. Bridgecreek Investment Management

Industry: Investment Management

Location: Oklahoma

Website: bridgecreekinvestment.com

Company Founded: 2004

Company Size: 1-10

Bridgecreek Investment Management Contact Details

Name Title LinkedIn Phone Email
Chuck Fuller Chief Executive Officer And Managing Director
Requires/Intent
Global Market Trend Analysis
ESG Investing & Impact Analysis
and more

22. Upal

Industry: Investment Management

Location: Oklahoma

Website: upal.com

Company Founded: 1985

Company Size: 1-10

Company Address: 6840 South Trenton Avenue, Tulsa, Oklahoma, United States

Upal Contact Details

Name Title LinkedIn Phone Email
Ski Ingram Senior Vice President
Don Orchard Chief Executive Officer
Diane Russell Accounting And Benefits Analyst And Computer Web And Database Developer
Requires/Intent
Branding
Customer Relationship Management
AI
Digital Asset & Cryptocurrency Investment
and more

23. Braden Group

Industry: Investment Management

Location: Oklahoma

Website: bradengroupinvestments.com

Company Size: 11-50

Braden Group Contact Details

Name Title LinkedIn Phone Email
Natalie Braden Chief Operations Officer
Requires/Intent
High-Frequency Trading Solutions
E-commerce Integration
Software Development
Private Wealth Management
and more

24. Asset Planning Solutions

Industry: Investment Management

Location: Oklahoma

Website: assetplanningsolutions.net

Company Size: 1-10

Company Address: 2932 Northwest 122nd Street, Oklahoma City, Oklahoma, United States

Asset Planning Solutions Contact Details

Name Title LinkedIn Phone Email
Dan Browne Paraplanner
Requires/Intent
M&A Advisory
Cybersecurity Solutions
Investor Relations & Reporting
Customer Relationship Management
High-Frequency Trading Solutions
and more

25. Hunt Real Estate Solutions, Llc

Industry: Investment Management

Location: Oklahoma

Website: hunt405.com

Company Founded: 2010

Company Size: 1-10

Company Address: 10600 South Penn, Oklahoma City, Oklahoma, United States

Hunt Real Estate Solutions, Llc Contact Details

Name Title LinkedIn Phone Email
Dustin Beck Chief Strategist
Requires/Intent
Private Wealth Management
Digital Marketing
Cloud Solutions
Risk Management & Compliance
Branding
and more

26. Tribune Capital

Industry: Investment Management

Location: Oklahoma

Website: tribunecapital.com

Company Founded: 2015

Company Size: 1-10

Company Address: 14201 Caliber Drive, Oklahoma City, Oklahoma, United States

Tribune Capital Contact Details

Name Title LinkedIn Phone Email
Jacob Schram Leasing Consultant
Requires/Intent
Customer Relationship Management
AI-Powered Financial Forecasting
Mobile App Development
ESG Investing & Impact Analysis
and more

27. Bella Investments

Industry: Investment Management

Location: Oklahoma

Website: bellahomesflorida.com

Company Founded: 2009

Company Size: 1-10

Bella Investments Contact Details

Name Title LinkedIn Phone Email
Sahle Mikael Operations Manager
Requires/Intent
High-Frequency Trading Solutions
Compliance & Risk Management
and more

28. Benson Accounting

Industry: Investment Management

Location: Oklahoma

Website: bensonaccounting.com

Company Size: 1-10

Company Address: P/o Box 86, Atoka, Oklahoma, United States

Benson Accounting Contact Details

Name Title LinkedIn Phone Email
Mary Benson Vice President
Requires/Intent
Sales
Automation
Market Research
and more

29. Kiprou Inc.

Industry: Investment Management

Location: Oklahoma

Website: kiprou.us

Company Founded: 2014

Company Size: 1-10

Company Address: 1026 East 38th Place, Tulsa, Oklahoma, United States

Kiprou Inc. Contact Details

Name Title LinkedIn Phone Email
Mallory Wells Human Resources Partner
Requires/Intent
Advertising
E-commerce Integration
Public Relations
and more

30. Tulsa Gold And Gems Inc

Industry: Investment Management

Location: Oklahoma

Company Size: 1-10

Company Address: 2431 East 51st Street, Tulsa, Oklahoma, United States

Tulsa Gold And Gems Inc Contact Details

Name Title LinkedIn Phone Email
Ryan Reyes Precious Metal And Diamond Broker
John Garcia Gemologist
Requires/Intent
Portfolio Management Solutions
Risk Management & Compliance
Software Development
AI
Sales
and more

31. Show Inc

Industry: Investment Management

Location: Oklahoma

Website: showinc.org

Company Size: 51-200

Company Address: 1500 East Dewey Avenue, Sapulpa, Oklahoma, United States

Show Inc Contact Details

Name Title LinkedIn Phone Email
William Deible Delivery Driver
Requires/Intent
Software Development
Advertising
CRM Systems
Cloud Solutions
Predictive Analytics
and more
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Oklahoma Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Brett Larson Arvest Wealth Management Vice President - Trust Wealth Advisor
2 Dean Hudgeons Arvest Wealth Management Executive Vice President And Director Of Sales
3 Eric Shepard Arvest Wealth Management Svp, Regional Manager
4 Jerry Suskind Arvest Wealth Management Client Advisor
5 Daniel Robinson Arvest Wealth Management Senior Regional Investment Officer
6 Alex Jantsch Arvest Wealth Management Portfolio Analyst
7 Harlin Trumbo Arvest Wealth Management Solutions Center Client Advisor
8 Grant Humphreys Humphreys Capital President
9 Braden Merritt Humphreys Capital Director, Operations
10 Joshua Fahrenbruck Humphreys Capital Director, Investor Relations
11 Ben Stewart Humphreys Capital Managing Director, Investor Relations
12 Todd Glass Humphreys Capital Senior Managing Director, Investments
13 Jon Sikes Humphreys Capital Associate, Investments
14 Chris Reeves Humphreys Capital Director
15 Sam Vinall Square Deal Capital Real Estate Consultant
16 Shannon Hooper Square Deal Capital Executive Assistant
17 Rob Mclaughlin Square Deal Capital Managing Partner Of Family Office
18 Andy Ridley Square Deal Capital Director Of Asset Management - Cre
19 Melissa Cowan Square Deal Capital Senior Associate
20 Ed Long Metafund Vice President
21 Robert Dilg Metafund Chief Credit Officer
22 Sarah Reed Metafund Executive Vice President And Chief Financial Officer
23 Michael Harlan Metafund President
24 Clayton Dude Warwick Investment Group Finance
25 Mimo Adenuga Square Deal Investments Senior Investment Analyst
26 Grant Soderberg Square Deal Investments President And Chief Information Officer
27 Jackson Anderson Square Deal Investments Finance Manager
28 George Cohlmia Full Sail Capital Advisor
29 Katherine Davidson Full Sail Capital Client Service Representative
30 Ashlyn Johnson Full Sail Capital Client Service Representative
31 Kimberly Tilley Tilley Group Owner And Partner
32 Georgia Robinson Tilley Group Payroll Specialist
33 Vance Taff Tilley Group Chief Financial Officer
34 Jimmy Tilley Tilley Group Owner And Chief Executive Officer
35 Clay Howell Tilley Group Human Resources Manager
36 Maggie Clayton Vikasa Capital Chief Administrative Officer
37 Rachel Mcguire Vikasa Capital Executive Assistant
38 Izabel Barry Vikasa Capital Analyst
39 Monica Smothers Retirement Investment Advisors. Inc. Client Services Manager
40 Lopez Erika Retirement Investment Advisors. Inc. Client Services Manager

Investment Management companies in different states of USA

No. Industry Number of Contacts Download
1 Investment Management Startups and Companies in Alabama 274
2 Investment Management Startups and Companies in Alaska 96
3 Investment Management Startups and Companies in Arizona 218
4 Investment Management Startups and Companies in Arkansas 52
5 Investment Management Startups and Companies in California 1690
6 Investment Management Startups and Companies in Colorado 619
7 Investment Management Startups and Companies in Connecticut 1366
8 Investment Management Startups and Companies in Delaware 72
9 Investment Management Startups and Companies in Florida 233
10 Investment Management Startups and Companies in Georgia 290
11 Investment Management Startups and Companies in Hawaii 22
12 Investment Management Startups and Companies in Idaho 103
13 Investment Management Startups and Companies in Illinois 1798
14 Investment Management Startups and Companies in Indiana 501
15 Investment Management Startups and Companies in Iowa 540
16 Investment Management Startups and Companies in Kansas 337
17 Investment Management Startups and Companies in Kentucky 99
18 Investment Management Startups and Companies in Louisiana 122
19 Investment Management Startups and Companies in Maine 65
20 Investment Management Startups and Companies in Maryland 3570
21 Investment Management Startups and Companies in Massachusetts 2397
22 Investment Management Startups and Companies in Michigan 173
23 Investment Management Startups and Companies in Minnesota 1147
24 Investment Management Startups and Companies in Mississippi 47
25 Investment Management Startups and Companies in Missouri 1181
26 Investment Management Startups and Companies in Montana 9
27 Investment Management Startups and Companies in Nebraska 48
28 Investment Management Startups and Companies in Nevada 72
29 Investment Management Startups and Companies in New Hampshire 87
30 Investment Management Startups and Companies in New Jersey 709
31 Investment Management Startups and Companies in New Mexico 47
32 Investment Management Startups and Companies in New York 4591
33 Investment Management Startups and Companies in North Carolina 164
34 Investment Management Startups and Companies in North Dakota 4
35 Investment Management Startups and Companies in Ohio 326
36 Investment Management Startups and Companies in Oregon 298
37 Investment Management Startups and Companies in Pennsylvania 617
38 Investment Management Startups and Companies in Rhode Island 36
39 Investment Management Startups and Companies in South Carolina 129
40 Investment Management Startups and Companies in South Dakota 13
41 Investment Management Startups and Companies in Tennessee 251
42 Investment Management Startups and Companies in Texas 448
43 Investment Management Startups and Companies in Utah 356
44 Investment Management Startups and Companies in Vermont 83
45 Investment Management Startups and Companies in Virginia 854
46 Investment Management Startups and Companies in Washington 317
47 Investment Management Startups and Companies in Wisconsin 621
48 Investment Management Startups and Companies in Wyoming 25
49 Investment Management Startups and Companies in District Of Columbia 314

Investment Management companies in different cities of Oklahoma

No. Cities Number of Contacts Download
1 Investment Management Companies in Oklahoma City 1840
2 Investment Management Companies in Tulsa 1150