Best Financial Services Companies in Oklahoma, United States
The 161 best Financial Services companies in Oklahoma, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: INSURICA.
Ranked: Best Financial Services companies in Oklahoma
| # | Company | Disclosed funding | Last round | Employees | Founder | Tech stack | Web popularity | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | 3000 Insurance Group Independent insurance agency providing insurance choices for both business and personal needs | — | — | — | Joe Strunk Owner | — | — | — |
| 2 | ACB Bank Locally owned bank providing personal, business, and agricultural financial services | — | — | — | Dirk Bagenstof President & CEO | ScalaVarnishPlay+8 | Top 10M | — |
| 3 | adfitech, inc. ADFITECH is a financial services company. | — | — | 211 | — | Cart FunctionalityWixSentry+16 | Top 50M | — |
| 4 | Advanced Equipment Leasing Personal and commercial lending company | — | — | — | Tom Baker CEO & President | — | — | — |
| 5 | AFR Insurance Provider of life, home owners, cars & farm insurance services | — | — | 309 | — | DrupalPHPFacebook Login+19 | Top 5M | — |
| 6 | Align Wealth Management Provider of financial planning services for individuals, offering independent and experienced financial… | — | — | — | Jay Shah CEO | — | — | — |
| 7 | All Capital Bank Provider of personal and business banking, and loan services | — | — | — | Matt Wilkinson CEO & President | Webflow EcommerceWebflowTypekit+10 | Top 10M | 1 expansion |
| 8 | American Fidelity Insurance carrier | — | — | 1,737 1,737 → 2,486 (+43%) | Bill Cameron CEO & President | WordPressMySQLPHP+23 | Top 500k | 4 job openings |
Top 12 Financial Services companies in Oklahoma
#1
Series B · Jenks, Oklahoma · founded 2009 · 126 employees$11.4Mraised▾
Commercial bank
- Jun 2025Series B$2.9M
- May 2024Series B$3.2M
- Aug 2019Conventional Debt$5M
- Jan 2018Series A$2.8M
#2
Series C · Oklahoma City, Oklahoma · founded 1959 · 610 employees$83.5Mraised▾
Provider of specialized insurance programs for businesses and individuals. It offers tailored insurance solutions with strategic planning and professional services. The company possesses industry expertise in sectors such as construction, energy, healthcare, and manufacturing, among others. Additional client services include alternative risk management, claims management, and loss control. The focus is on understanding the client's business structure to develop a comprehensive insurance management program addressing unique risks and challenges. Services cover commercial insurance, employee benefits, personal insurance, surety and bonds, and workers' compensation. The firm also provides services for various industries including agriculture, education, environmental, financial, hospitality, ministries, not-for-profit, staffing, technology, and transportation.
#3
Series B · Jenks, Oklahoma · founded 2000 · 1100 employees$40Mraised▾
Limited information available
- May 2019Series B$40M
#4
Late Stage · Jenks, Oklahoma · founded 2000 · 1146 employees$40Mraised▾
Mortgage and banking solutions provider, building financial confidence and homeownership. The company offers a comprehensive suite of financial services, including mortgage solutions for purchase, refinance, and renovation, alongside personal banking options like checking, loans, savings, and credit cards. They also cater to small businesses with specialized banking services and commercial clients with tailored solutions. The company focuses on providing a better banking experience, emphasizing customer service and community involvement. They blend technology with a personal touch to find the right mortgage solution for you. They provide digital tools, calculators, and resources to support customers through the homebuying process. They are committed to strengthening families and communities by helping them pursue their vision of happiness. They are an FDIC-insured, Equal Housing Lender.
- May 2019PE$40M
#5
Seed · Oklahoma City, Oklahoma · founded 2006 · 85 employees$10.3Mraised▾
Community bank serving Oklahoma and Texas with personal and business solutions. The bank provides a comprehensive suite of financial products and services, including personal and business checking and savings accounts, various loan options such as auto, RV, personal, commercial, healthcare practice, and energy lending. They also offer mortgage solutions with traditional and specialty products. Digital banking, treasury management, and merchant services cater to business clients. The bank focuses on building relationships and supporting local communities through charitable involvement. They offer online banking with login, and various tools like financial calculators, routing number lookup, and forms. They are committed to providing a friendly and responsive service.
- Jun 2021Conventional Debt$10M
- Aug 2010Seed$270.9K
#6
Series A · Ardmore, Oklahoma · founded 1889 · 11 employees$8.1Mraised▾
Commercial bank
#7
Acquired · Ada, Oklahoma · founded 1893 · 63 employees$23.2Mraised▾
Commercial bank
#8
Early Stage · Oklahoma City, Oklahoma · founded 1917$7.5Mraised▾
Commercial bank
#9
Early Stage · Shattuck, Oklahoma · founded 1909$2.8Mraised▾
Commercial bank
#10
Seed · Tulsa, Oklahoma · founded 2017$550Kraised▾
Provider of financial debt recovery services intended to help consumers achieve financial recovery. The company's services debt mediation and credit counseling, debt restructuring, investment purchases of portfolios of delinquent consumer debts, and delinquent debt servicing, enabling customers to improve financial stability and clients to get rid of nonperforming debt.
- Jul 2018Seed$550K
#11
Funding Raised · Oklahoma City, Oklahoma · founded 2002 · 120 employees$600Kraised▾
Commercial bank
- Sep 2010Grant (prize money)$600K
#12
Seed · Tulsa, Oklahoma · founded 2010 · 30 employees$375Kraised▾
Provider of debt discounting services intended to assist people reeling under the pressure of huge debts. The company's services involve engaging in buying non-performing credit card debts, managing government assistance, and even offering job opportunities to debtors in partner companies, enabling borrowers to get rid of their debt by finding a way to improve their financial situation.
- Aug 2012Seed$375K
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Financial Services coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
Riya reads income statements for fun. She covers the real money in a sector — revenue, growth, who actually earns — and never met a vague claim she didn't want a number for.