50
Growth Score
pts
Heat Score
-14 pts
Company Performance Metrics
Score
Trend
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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
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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2030996
Oak Financial provides financial administration, accounting, HR, training, wealth management, and bookkeeping services.
About the Company
Oak Financial LLC is a company that operates in the financial services industry. The company offers a range of services including accounting, financial administration, human resources, training and development. They also provide wealth management solutions for affluent individuals and families, offering comprehensive and personalized investment
management and strategic planning. In addition, Oak Financial LLC supports non-profits and small businesses from business start-up through monthly bookkeeping, year-end business tax services, and financial planning services.
