Bamboo Financial Partners
Bamboo Financial Partners is an independent financial advisory firm founded in 2021 in Tulsa, Oklahoma, that delivers financial planning, investment management, retirement, estate, insurance, and tax services to individuals, families, and business owners through LPL Financial's broker-dealer and RIA platform.
- Company typePrivate
- Founded2021
- HeadquartersTulsa, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Bamboo Financial Partners does
Bamboo Financial Partners is an independent financial advisory firm founded in 2021 in Tulsa, Oklahoma, serving individuals, families, and business owners across Oklahoma and other U.S. states in which its advisors are properly registered. The firm offers project-based financial planning, ongoing financial planning, and investment management, covering retirement, investment, estate, insurance, tax, money management, and lifestyle planning. Securities and advisory services are delivered through a core partnership with LPL Financial, under which the firm holds Series 6, 63, 26, 51, 7, and 24 registrations; this relationship also provides the underlying technology platform, including the Account View 2.0 client portal with mobile app (iOS and Android) used by partners to view portfolios and account documents.
The firm is led by founder Jasmine Renae Ray (CFP®, ABFP™, MSW, CRC), supported by Derek Butler (Retirement & Business Wealth Strategist, 25+ years of experience, CPFA® and NQPC™), Lacey Wilson (Partner Experience & Operations Coordinator), and Smokey 'Bear' Robinson (Pawject Manager). Bamboo's go-to-market motion is sales-led and community-driven: prospective partners book a complimentary consultation through the firm's online scheduling tool, and the firm runs Build with Bamboo (educational webinars/workshops), Better with Bamboo (community outreach), and Belong with Bamboo (community gatherings) as demand generation and trust-building touchpoints. A referral program explicitly encourages existing partners to refer friends and family.
Revenue is generated through advisory fees and securities commissions on financial products sold to partners via the LPL Financial affiliation; pricing is quote-based rather than publicly disclosed, with a complimentary consultation as the entry point. The firm is privately held and bootstrapped, with no external institutional funding or M&A activity disclosed. Supporting the core advisory offering is a Resource Center of educational content, financial calculators, a glossary, and tax resources designed to drive top-of-funnel engagement and partner self-service.
Bamboo Financial Partners firmographics
Firmographics- Name
- Bamboo Financial Partners
- Legal name
- Bamboo Financial Partners
- Website
- https://bamboofinancialpartners.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Bamboo Financial Partners is an independent financial advisory firm founded in 2021 in Tulsa, Oklahoma, that delivers financial planning, investment management, retirement, estate, insurance, and tax services to individuals, families, and business owners through LPL Financial's broker-dealer and RIA platform.
- Ownership category
- akta.pro rank
Bamboo Financial Partners industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Independent Broker-Dealers (Retail Network) (FSAAAAAC)
Keywords
Where Bamboo Financial Partners is headquartered
LocationHeadquarters
- HQ city
- Tulsa
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Bamboo Financial Partners business model
Business model- GTM type
- B2C
- Offering type
- Services
Revenue model
- Securities and Advisory Services: Bamboo Financial Partners is a registered investment advisory firm and registered representative through LPL Financial. Revenue is generated through advisory fees and securities commissions on financial products sold to clients (partners), including investment management, retirement planning, insurance, and estate planning solutions. Securities registrations held: Series 6, 63, 26, 51, 7, 24.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Complimentary initial consultation |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels7 records
Bamboo Financial Partners product offering
Product offeringCore offering
Bamboo Financial Partners is an independent financial advisory firm that delivers personalized financial planning and investment management to individuals, families, and business owners. Engagements are delivered as either project-based financial planning for specific goals or life transitions, or as ongoing planning with continued guidance, accountability, and strategy. Investment management is offered alongside planning, aligned with each partner's goals, values, and risk tolerance. Securities and advisory services are delivered through the firm's affiliation with LPL Financial.
Product overview
Bamboo Financial Partners offers a holistic financial advisory practice centered on personalized financial planning and investment management. The core offering consists of financial planning services (available as project-based engagements or ongoing advisory relationships) and investment management aligned with each partner's goals, values, and risk tolerance. The firm provides clients access to Account View 2.0, a secure LPL Financial-powered portal for viewing portfolios and account documents via web or mobile app. Supporting the advisory services is a Resource Center featuring educational content on retirement, investment, estate, insurance, tax, money, and lifestyle topics, including a suite of financial calculators and a comprehensive glossary. The firm operates as a registered investment advisory practice under LPL Financial, offering services to individuals, families, and business owners primarily in Oklahoma.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Services
Companies that use Bamboo Financial Partners
Customer profileSegments1 record
Bamboo Financial Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Bamboo Financial Partners partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- LPL FinancialcoreSecurities and advisory services are offered through LPL Financial, a registered investment advisor member FINRA/SIPC. The firm holds Series 6, 63, 26, 51, 7, and 24 registrations through LPL Financial. LPL provides the technology platform (Account View 2.0) through which Bamboo delivers investment management and account services to its partners.
Scale indicators2 records
Recent moves6 records
Expansion highlights4 records
Bamboo Financial Partners competitors and assessment
Company assessmentBroad incumbents
- Edward Jones: Large retail wealth management franchise with thousands of branch-based advisors serving individuals and families — overlapping target market and product mix (retirement, investment, estate, insurance) with Bamboo.
- Northwestern Mutual: Large financial services firm combining wealth management, insurance, and planning for individuals and business owners — directly overlapping Bamboo's holistic retirement/insurance/estate offering to mass-affluent clients.
- Fisher Investments: Large independent RIA serving individuals and institutions with portfolio management and financial planning — illustrates the scaled end-state for an independent RIA and benchmarks industry fee compression.
Emerging players
- Mariner Wealth Advisors: National RIA consolidator offering advisor partnerships; representative of the roll-up competition that could absorb small independent practices like Bamboo or set the competitive benchmark for service scope.
- Hightower Advisors: Growing RIA platform built by acquiring independent advisor practices; competes for the same pool of independent advisors and provides an exit/equity alternative Bamboo's advisors may consider.
Direct peers
- Cetera Financial Group: Independent broker-dealer and RIA support platform serving individual financial advisors and small practices with custody, compliance, and technology — closely analogous to Bamboo's operating model under LPL Financial.
- Cambridge Investment Research: Independent broker-dealer supporting thousands of financial advisors with practice management, compliance, and technology infrastructure — a direct structural analog to Bamboo's LPL affiliation model.
- Commonwealth Financial Network: Independent broker-dealer/RIA platform built for individual advisors and small practices, providing custody, technology, and back-office support — comparable role to LPL in Bamboo's business model.
- Kestra Financial: Independent wealth management platform supporting independent advisors with compliance, technology, and operations — direct analog to Bamboo's small-RIA-under-broker-dealer structure.
Others
- LPL Financial: The largest independent broker-dealer in the U.S. and Bamboo's host platform; comparable as an infrastructure provider rather than a direct competitor for end-client advisory relationships.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Bamboo Financial Partners social profiles
Digital presenceBamboo Financial Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Bamboo Financial Partners leadership team
Management profileNumber of profiles
Bamboo Financial Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Bamboo Financial Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Bamboo Financial Partners
What does Bamboo Financial Partners do?
Bamboo Financial Partners is an independent financial advisory firm that delivers personalized financial planning and investment management to individuals, families, and business owners. Engagements are delivered as either project-based financial planning for specific goals or life transitions, or as ongoing planning with continued guidance, accountability, and strategy. Investment management is offered alongside planning, aligned with each partner's goals, values, and risk tolerance. Securities and advisory services are delivered through the firm's affiliation with LPL Financial.
Is Bamboo Financial Partners a public or private company?
Bamboo Financial Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Bamboo Financial Partners founded?
Bamboo Financial Partners was founded in 2021. It employs 1 to 10 people.
Where is Bamboo Financial Partners based?
Bamboo Financial Partners is headquartered in Tulsa, United States, in the North America region.
How does Bamboo Financial Partners make money?
One revenue line is on record: securities and Advisory Services.
Who are Bamboo Financial Partners's main competitors?
Broad incumbents on record are Edward Jones, Northwestern Mutual and Fisher Investments. Emerging players are Mariner Wealth Advisors and Hightower Advisors. Direct peers are Cetera Financial Group, Cambridge Investment Research, Commonwealth Financial Network and Kestra Financial. LPL Financial is listed as an others.
Does Bamboo Financial Partners have an API?
No public API is recorded for Bamboo Financial Partners.
What industry is Bamboo Financial Partners in?
Bamboo Financial Partners's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAAAAC, Independent Broker-Dealers (Retail Network). Its NAICS code is 523940 and its SIC code is 6282.