Verified B2B Dataset

List of Investment services in Tulsa

Tulsa, Oklahoma, has 153 investment services in this dataset, last verified September 6, 2026. It is the biggest market for investment services among the 2 Oklahoma cities we track, ahead of Oklahoma City (123). Local listings make up 20% of all investment services in Oklahoma.

99 investment services in Tulsa list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is below the Oklahoma average, 65.4% against 71%, so expect phone (99.3% coverage) to do most of the work.

With 95.4% already online (in line with 94.6% across Oklahoma), only 7 investment services in Tulsa lack a website, so site improvements and SEO are the stronger pitch. 7 of their websites list a contact page URL.

75% of the 65 rated investment services in Tulsa hold a 5-star average, in line with the Oklahoma figure of 73%. The 3 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.

153
Total Records
100
Email Coverage
152
Phone Coverage
146
Website Coverage
Last Updated: September 6, 2026

Social Media Reach

99

Facebook

24

Instagram

62

LinkedIn

14

YouTube

CSV · XLSX
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Updated September 6, 2026

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Investment services List in Tulsa

Browse a random sample of 15 records — see the exact fields and data quality before you download.

LOGOBusiness NameAddressCityStateCountryGoogleEmailPhoneWebsiteReviewsRatingFBIGLIYT

Bixby Investment Group

Address
TulsaOklahomaUnited States
Email
Phone
—0
0
————

Fredric E. Russell Investment Management Co.

Address
TulsaOklahomaUnited States
Email
Phone
0
0
————
RoseStone Wealth Advisors - Ameriprise Financial Services, LLC logo

RoseStone Wealth Advisors - Ameriprise Financial Services, LLC

Address
TulsaOklahomaUnited States
Email
Phone
0
0
———
NorthPoint Wealth Advisors - Ameriprise Financial Services, LLC logo

NorthPoint Wealth Advisors - Ameriprise Financial Services, LLC

Address
TulsaOklahomaUnited States
Email
Phone
0
0
———
David Karimian - Private Wealth Advisor, Ameriprise Financial Services, LLC logo

David Karimian - Private Wealth Advisor, Ameriprise Financial Services, LLC

Address
TulsaOklahomaUnited States
Email
Phone
0
0
———
Credent Wealth Management | Tulsa Financial Advisors logo

Credent Wealth Management | Tulsa Financial Advisors

Address
TulsaOklahomaUnited States
Email
Phone
140
5
—
Cash2Bitcoin Bitcoin ATM logo

Cash2Bitcoin Bitcoin ATM

Address
TulsaOklahomaUnited States
Email
Phone
1
3
—
Small Wealth Management - Ameriprise Financial Services, LLC logo

Small Wealth Management - Ameriprise Financial Services, LLC

Address
TulsaOklahomaUnited States
Email
Phone
1
5
———
Wells Fargo Advisors logo

Wells Fargo Advisors

Address
TulsaOklahomaUnited States
Email
Phone
38
3.1
——
CoinFlip Bitcoin ATM - Ace Store #2054 (Tulsa) logo

CoinFlip Bitcoin ATM - Ace Store #2054 (Tulsa)

Address
TulsaOklahomaUnited States
Email
Phone
0
0
—
Edward Jones - Financial Advisor: Levi Smith, AAMS® logo

Edward Jones - Financial Advisor: Levi Smith, AAMS®

Address
TulsaOklahomaUnited States
Email
Phone
2
5
——
Merit Financial Advisors logo

Merit Financial Advisors

Address
TulsaOklahomaUnited States
Email
Phone
1
5
————
Edward Jones - Financial Advisor: Todd Barker, CFP®|AAMS® logo

Edward Jones - Financial Advisor: Todd Barker, CFP®|AAMS®

Address
TulsaOklahomaUnited States
Email
Phone
6
5
——
BancFirst logo

BancFirst

Address
TulsaOklahomaUnited States
Email
Phone
40
3.4
Robert Duenner - Morgan Stanley logo

Robert Duenner - Morgan Stanley

Address
TulsaOklahomaUnited States
Email
Phone
0
0
————

This is a randomized preview — the full database contains 153 records with complete field coverage.

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Top Categories

Top business categories in Tulsa

Most popular business categories across Tulsa

Category
Investment services
Use Cases

What You Can Do with the List of Investment services in Tulsa

This list is built for teams that sell to investment services: financial software vendors, lead generation partners and managed IT and security providers. It covers 153 investment services in Tulsa, with the fields to call, email, segment and map them.

Who Sells to Investment services in Tulsa, Oklahoma

Each of these buyers can work the 153 businesses in this list as a pipeline for a different product:

  • Financial and compliance software: Pitch client management, document handling and compliance tools to the 153 investment services in Tulsa.
  • Lead generation and referral partners: Offer exclusive leads or set up referral partnerships for new clients.
  • Managed IT and cybersecurity providers: Sell backups, email security and compliance support to firms that hold sensitive client data.

Phone, Email and Facebook Outreach in Tulsa, Oklahoma

Start with the 99 records that list both a phone number and an email address, then widen out channel by channel:

  • Cold calling (152): 99.3% of records include a phone number for call campaigns, appointment setting and follow-ups.
  • Email sequences (100): 65.4% of records include an email address, so email can lead the campaign with calls as follow-up.
  • Facebook messages (99): 64.7% have a Facebook page, a further channel when calls and emails go unanswered.
  • CRM import: CSV and Excel files load into HubSpot, Salesforce, Zoho or Pipedrive, with city, state and postal code columns for assigning leads to reps.

Prospect Segments for Agencies in Tulsa, Oklahoma

Filter the website, rating and social columns to pull the investment services that fit a specific service before you pitch:

  • Rated 1 to 2 stars (3): businesses with poor Google ratings, prospects for reputation management and review generation services.

Local Coverage Plan for Tulsa

With 153 investment services in one city, local teams can work the list in person as well as by phone:

  • Route planning: records include latitude and longitude, so field reps can map all 153 investment services in Tulsa and plan visit days by neighborhood.
  • Postal code patches: split Tulsa by postal code to divide accounts between reps or focus on specific parts of town.
  • Next markets: the 1 other Oklahoma cities we track are the next step once Tulsa accounts are covered.

Data Coverage for Investment services in Tulsa

153 records · verified September 6, 2026

Phone numbers
152
Email addresses
100
Phone and email
99
Websites
146

Google ratings· 65 rated (42%)

75% hold 5 stars

1-star rated
2
3.1% of rated
2-star rated
1
1.5% of rated
3-star rated
8
12.3% of rated
4-star rated
5
7.7% of rated
5-star rated
49
75.4% of rated

Social profiles:

  • Facebook:99· 64.7%
  • LinkedIn:62· 40.5%
  • Instagram:24· 15.7%
  • X (Twitter):21· 13.7%
  • YouTube:14· 9.2%

Investment services in Tulsa are an email-friendly, Facebook-heavy market: 99.3% list a phone number and 65.4% publish an email. Among 65 rated investment services, 75% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.

Explore by Location

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Frequently asked questions about Investment services in Tulsa, Oklahoma

Everything you need to know about our investment services database for Tulsa, Oklahoma: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.

How many Investment services are there in Tulsa, Oklahoma?

There are 153 investment services in Tulsa, Oklahoma in our verified database, as of September 6, 2026.

This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Tulsa market for sales prospecting and territory planning.

How up to date is the Investment services data for Tulsa, Oklahoma?

This dataset was last updated in September 6, 2026.

Business contact data decays at roughly 2–3% per month as businesses close, move, or change details, so we re-verify our most-purchased datasets on a rolling basis.

Every file is also run through email verification before delivery, and past buyers are offered discounted refreshed versions as updates ship.

What fields are included in the Investment services database for Tulsa, Oklahoma?

Each record can include: business name, full address, phone number, email address, website URL, social profiles (LinkedIn, Facebook, Instagram, YouTube, X), review ratings, and category details, plus contact-page URLs where available.

Field coverage varies by record; the counts below and the free sample show you exactly what to expect before buying.

Where can I buy verified market intelligence data for Investment services businesses in Tulsa, Oklahoma?

InfiniteLeadsHub provides verified market intelligence datasets for investment services businesses in Tulsa, Oklahoma as a one-time purchase with no subscription.

Ideal for market research, sales planning, and business development.

How much does the Investment services database for Tulsa, Oklahoma cost?

The complete investment services leads database for Tulsa, Oklahoma costs $10 as a one-time payment.

You get instant access to all 153 records with no recurring fees, no per-record charges, and no seat limits.

It is a cost-effective alternative to subscription platforms that charge monthly for the same public business data.

Is this a cheaper alternative to subscription lead databases like ZoomInfo or Apollo?

Yes. For teams that need investment services contacts in Tulsa, Oklahoma specifically, a one-time $10 file is usually far cheaper than subscription platforms, which typically charge thousands of dollars per year with contracts and per-seat pricing.

Subscriptions make sense for large sales teams needing continuous multi-industry access; a one-time targeted list makes sense when you know exactly which niche and geography you're selling into.

Can I preview a sample of the Investment services data before buying?

Yes. A free sample dataset is available so you can evaluate data quality, field coverage, and format before purchasing.

The sample is a representative slice of the full Tulsa, Oklahoma investment services database, including contact fields, social profiles, and ratings data.

How do I download the Investment services list, and what file formats are available?

You get instant access after purchase. Files are delivered in CSV and Excel (XLSX) formats.

CSV and Excel import directly into CRMs like Salesforce, HubSpot, and Zoho and into any email platform.

How many Investment services in Tulsa, Oklahoma have phone numbers?

152 investment services in Tulsa, Oklahoma (99% of the database) include a phone number.

That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.

How many Investment services in Tulsa, Oklahoma have email addresses?

100 investment services in Tulsa, Oklahoma (65%) include an email address.

Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for cold email sequences, product announcements, and drip campaigns.

How many Investment services in Tulsa, Oklahoma have both a phone number and an email address?

99 investment services in Tulsa, Oklahoma have both a phone number and an email address.

Dual-contact records enable multi-channel outreach: combining calls with email follow-ups measurably improves response rates.

How many Investment services in Tulsa, Oklahoma are active on social media?

Social profile coverage for investment services in Tulsa, Oklahoma: 62 on LinkedIn, 99 on Facebook, 24 on Instagram, 14 on YouTube, 21 on X (Twitter).

Social presence signals digitally engaged businesses, which is useful for agencies pitching social media services, ad platforms building audiences, and vendors targeting digitally mature prospects.

How many Investment services in Tulsa, Oklahoma have a website?

146 investment services in Tulsa, Oklahoma (95%) have an active business website.

That is an indicator of digital maturity, and an ideal segment for SEO agencies, hosting providers, and SaaS platforms.

How many Investment services in Tulsa, Oklahoma do not have a website?

7 investment services in Tulsa, Oklahoma operate without a business website.

These are high-intent, overlooked prospects for web design agencies, local SEO providers, and Google Business optimization services.

What are the review ratings of Investment services in Tulsa, Oklahoma?

Rating breakdown for investment services in Tulsa, Oklahoma: 49 with a 5-star rating, 5 with a 4-star rating, 8 with a 3-star rating, 1 with a 2-star rating, 2 with a 1-star rating.

Top-rated businesses suit premium services and partnership proposals; lower-rated businesses are receptive prospects for reputation management, review tools, and operational software.

Can I get Investment services data for all of Oklahoma or the entire US?

Yes. Beyond Tulsa, we offer the complete Investment services database for Oklahoma and a national all-50-states version.

If you buy the Tulsa list first, contact us and we'll credit your purchase toward the state or national upgrade.

Is the Investment services contact data in Tulsa, Oklahoma legal to use for B2B outreach?

Yes. All data is sourced exclusively from publicly available information: Google Business listings, company websites, social media profiles, and public business directories.

This is business contact information, not personal consumer data, making it appropriate for B2B prospecting.

We recommend following applicable regulations such as CAN-SPAM (US), CASL (Canada), and GDPR (EU-targeted campaigns) so your outreach remains fully compliant.