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Showing 1 - 6 of 6 results
KNIGHTSBRIDGE ADVISERS LLC
KNIGHTSBRIDGE ADVISERS LLC
Bartlesville, Oklahoma
1-24 employees
Knightsbridge Advisers has dedicated more than three decades to building premier portfolios of venture capital relationships in the industry and providing institutional investors access to strong performing venture managers. Knightsbridge focuses on fund of funds and separately managed accounts for primary, secondary, and opportunistic investments in venture capital and growth equity partnerships.
Retirement Benefits Rank
Top Benefits
TULSA WEALTH ADVISORS, INC.
TULSA WEALTH ADVISORS, INC.
Tulsa, Oklahoma
1-24 employees
We help you pursue your life and financial goals with greater clarity and confidence by promoting individualized strategies to help you attain new and greater success, enjoy your life more fully and build a lasting legacy. The Tulsa Wealth Advisors team helps focus your attention on the specific obstacles and dangers that could damage your quality of life and put your lifetime vision at risk. With our focus zeroed in on your specific goals, we are able to consider the big picture, while tending to the smallest of details, to develop and implement strategies to help you pursue your life and financial goals. Tulsa Wealth Advisors is An Independent Firm. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Raymond James financial advisors may only transact business in states where they are registered. Follow-up and individual responses involving either the effecting of or attempting to effect transaction in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the financial advisor is not registered. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any websites's users and/or members.
Retirement Benefits Rank
Top Benefits
SUSAN DICK FINANCIAL SERVICES, LLC
SUSAN DICK FINANCIAL SERVICES, LLC
Bartlesville, Oklahoma
1-24 employees
Susan Dick & Associates is an investment management company based out of 330 S JOHNSTONE AVE, Bartlesville, Oklahoma, United States.
Retirement Benefits Rank
Top Benefits
ATENTO CAPITAL, LLC
ATENTO CAPITAL, LLC
Tulsa, Oklahoma
1-24 employees
We look for exceptional entrepreneurs that address large markets. We invest early and like to be as helpful as we can both pre and post investment. Being based in Tulsa is not a requirement for direct investment consideration, but it is preferred. Most of our investments will be in early stage venture funds from other parts of the country and world. We look for funds with cumulative advantages in their investment space that can drive outsized returns, but also those who will be willing partners in our effort to build a tech ecosystem in the city of Tulsa. Some opportunities make more sense as a partnership than an investment. In those situations, we have a broad enough mandate to be creative in how we collaborate to achieve common goals.
Retirement Benefits Rank
Market Leading
DP FINANCIAL & TAX, INC.
DP FINANCIAL & TAX, INC.
Tulsa, Oklahoma
1-24 employees
DP Financial was founded on the principles of excellence, integrity, quality, and value. Our mission is to provide small businesses and business owners access to all their financial needs being met under one roof. From personal financial planning and investment strategy to everyday tax and accounting. With more than 17 years in the industry, we have learned the art and value of placing our customers first and have cultivated a culture of excellence, in both product and service. DP Financial & Tax - serving the Tulsa community one small business at a time!
Retirement Benefits Rank
Below Market
CONCIERGE BENEFIT SERVICES, L.LC.
CONCIERGE BENEFIT SERVICES, L.LC.
Bartlesville, Oklahoma
25-49 employees
Founded in 2014 and headquartered in Bartlesville, OK, Concierge is an independently owned, full-service TPA with unique, cost-effective benefit administration service solutions for employer groups of all sizes. Concierge established itself by serving underserved members of the workforce with customized workflows to adapt to weekly, per pay period, and monthly payroll cycles. Now, the company serves a wide range of industries while providing members with innovative, affordable, and wide-ranging business solutions. The Concierge Team Concierge was inspired after observing the exceptional service provided by the hotel concierge. Each guest was greeted warmly, given clear information, offered helpful insights, and presented with various options. The guests left feeling heard and empowered, knowing that they were treated with respect, kindness, understanding, and humility. Concierge’s team was impressed by the level of service provided and wanted to deliver the same type of service to their clients, hence their name! Concierge is here to serve. Get in contact with the Concierge team today: 918-876-5015 (text) or 888-820-5687 – Option 2 (call)
Retirement Benefits Rank
Market Laggard