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Berry & Oak Logo
Berry & Oak CB Rank
1810809
Heat Score
54
Berry & Oak offers financial services including personal financial planning, retirement strategies, investment management, and tax planning.
Founded
obfuscation
Private Boston, Lincolnshire, United Kingdom1-10 berryandoak.com/
Financial Services
Impact Investing
Personal Finance
Real Estate Investment
Overview

Berry & Oak
Heat Score
54

Growth Score
pts
in past quarter
Heat Score 54
-10 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Berry & Oak

CB Rank
1810809
Berry & Oak offers financial services including personal financial planning, retirement strategies, investment management, and tax planning.
Founded
obfuscation
Private Boston, Lincolnshire, United Kingdom1-10 berryandoak.com/
Financial Services
Impact Investing
Personal Finance
Real Estate Investment

Key People

Details

Legal Name Berry & Oak Ltd
Operating Status Active
Company Type For Profit
Founders  Andrew Elson
Phone Number +44 193-722-3055
Contact Email clientservice@berryandoak.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Personal Financial Planning
A service that helps individuals and families create tailored financial plans to manage their money and achieve financial goals.
Retirement Strategies
Advisory services focused on planning and managing finances to support a comfortable and sustainable retirement.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
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  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

7,478
7,609.28%
 in past month

IT Spend

$110.6KThis year, Berry & Oak is projected to spend $110.6K on IT, according to Aberdeen.

Actively Used Products

19Berry & Oak uses 19 technology products and services including HTML5, Google Analytics, and  Adobe Flash, according to G2 Stack.

Active Website Tech Count

37Berry & Oak is actively using 37 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  Viewport Meta.
Sub-Organizations
Frequently Asked Questions

Where is Berry & Oak's headquarters? Berry & Oak is located in Boston, Lincolnshire, United Kingdom.Who are Berry & Oak's competitors? Alternatives and possible competitors to Berry & Oak may include M&G Investments, Nutmeg, and  Evelyn Partners.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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