About Our Firm
Empowering Entrepreneurs
O and K Financial Group llc was founded in 2000 and has since developed a rich network of global business partners. We make early and transformational investments in companies that have the potential to do great things. Our dedicated team is made up of seasoned investors who are looking to partner with hard-working, visionary entrepreneurs.
Team
All Stars
We are a powerful team made up of seasoned entrepreneurs and experienced investors who are experts at finding great ideas in which to invest. Our efforts are focused on selecting talent teams and companies with huge potential.
Morgan James
Co-Founder & Partner
As our Co-Founder & Partner, Morgan James is a formidable member of our team. As a serial entrepreneur, Morgan James brings specific skills to the table, and always asks the right questions when evaluating a founding team.
River Watts
Managing Director
River Watts joined O and K Financial Group llc after success in a number of sectors. Their experience has been an incredible asset for us and has led us to consider some companies we might otherwise have overlooked.
Alex Smith
Analyst
With a background in high-risk investments, Alex Smith is a VC veteran and an incredible Analyst. There’s no doubt O and K Financial Group llc would not have such an impressive portfolio without Alex Smith.
Venture Portfolio
Our Companies
At O and K Financial Group llc, we invest in companies with strong ideas and a clear plan for success. Browse our portfolio to learn more about our past investments and to see some of the companies we’re currently funding.
Axes
A Terrific Partnership
When we first met the founders of Axes, we knew we had discovered something really special. Since we made our first investment, other firms have also seen the potential and Axes looks set to make a huge impact in the industry.
Volve
Mutual Vision
Volve was one of the first companies we invested in, and their founding team was a big factor in our decision. Their huge success proved that our early-stage decision to invest in them was the right one.
Sovix
Collaboration Done Well
We were the sole investor in the Series A round of Sovix, which was a huge indication of our trust and belief in each other. Since then, Sovix has become one of the most talked about companies in its field.