This article showcases our top picks for the best Oklahoma based Asset Management companies. These startups and companies are taking a variety of approaches to innovating the Asset 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 Asset Management Startups
Data sourced from Crunchbase and SemRush.
Kona Capital
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KCI, a firm focused on commercial real estate, is owned by Kona Capital.
CBSA Collections
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CBSA Collections expertise in accounting, reporting, funding, asset verification, litgation, income, and information services.
Moore Tax & Financial Services
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Moore Tax & Financial Services delivers estate and tax planning, retirement income planning, legacy and wealth preservation services.
Bivin & Associates
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Bivin & Associates is an investment advising firm that provides financial solutions, consultation, asset and wealth management services.
Bridgecreek Investment Management
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Bridgecreek Investment Management assists with the accounting and tax management services.
Navitas Utility Corporation
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Navitas Utility Corporation specializes in development, acquisition and operation of pipeline distribution operations.
First State Investment Advisors
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First State Investment Advisors is an investment service company.
ThinkVenture Group
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ThinkVenture Group provides information technology consulting services and software solutions.
Iron Market
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Ironmarket they are transforming how assets are verified, valued and managed.
Foundation Management
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Foundation Management provides policy development, administrative, grantmaking, accounting, public charity, and asset management services.
Leinbach Company
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Leinbach Company provides commercial and apartment leasing, asset management, and construction services.
SEF Energy
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SEF Energy is an investment company that provides asset management, methodical capital allocation and consulting services for companies.
Canyon Creek Energy
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Canyon Creek Energy focuses on efficient operational, development strategies, land management and drilling operations.
InvesTrust
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InvesTrust is a financial service company that offers retirement plans, employee benefit plans, and wealth management services.
The Baker Group
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The Baker Group provides fixed income, software solutions, public finance, liability management, investment and asset management services.
Square Deal Capital
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Square Deal Capital manages a variety of assets and investments while prioritizing purpose, impact, and service.
Waterfield
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Waterfield expertise in investment banking, asset management, principal investments and private equity.
4 AM Midstream
Crunchbase Website Twitter Facebook Linkedin
4AM Midstream is an asset management company that acquires, develops, owns and operates midstream pipeline assets.
Warwick Investment Group
Crunchbase Website Twitter Facebook Linkedin
Warwick Investment Group is an investment firm that manages alternative assets. The firm has >$2 billion in managed assets.
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