Best Financial Services Companies in Tulsa, United States
The 45 best Financial Services companies in Tulsa, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Merit Financial Solutions.
Ranked: Best Financial Services companies in Tulsa
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Merit Financial Solutions Debt settlement services | $550K | 97 mo ago | Seed | Tom Simonson CEO & President | 2017 | — | — | — |
| 2 | CFS2 Provider of debt settlement services | $375K | 168 mo ago | Seed | Bill Bartmann Co-Founder | 2010 | — | — | — |
| 3 | Mabrey Bank Commercial bank | — | 72 mo ago | Funding Raised | Scott Mabrey CEO | 1924 | WordPressMySQLPHP+37 | — | — |
| 4 | Admiral Insurance Agency Admiral Insurance Agency INC is an insurance company based out of 6710 E Admiral Pl, Tulsa, Oklahoma, United… | — | — | — | — | — | — | — | — |
| 5 | Armada Home Page | Armada | — | — | Unfunded | Scott Wise Founder & CEO | 2002 | — | — | — |
| 6 | b&co Provider of retirement & executive compensation planning and insurance consulting services | — | — | Acquired | — | 1992 | — | — | — |
| 7 | balancing act accounting Balancing Act Accounting provides accounting, bookkeeping, payroll, taxation, QuickBooks, retirement, and… | — | — | — | — | 2013 | — | — | — |
| 8 | benveo Benveo is a third-party administrator (TPA) specializing in employee benefits administration. | — | — | Acquired | — | 2013 | — | — | — |
Top 3 Financial Services companies in Tulsa
#1
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
#2
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
#3
Funding Raised · Tulsa, Oklahoma · founded 1924 · 253 employees—raised▾
Provider of personal and commercial banking services. The company's banking services offer consumer finance, business borrowings, loans for small businesses and other related banking services, enabling the clients to avail the services as desired.
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
Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.