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Oak Tree Financial Logo
Oak Tree Financial CB Rank
2282543
Heat Score
44
Oak Tree Financial provides insurance, tax management, financial planning, retirement planning, and investment management advisory services.
Founded
obfuscation
Private Listowel, Ontario, Canada1-10 www.oaktreefinancial.ca
Advice
Financial Services
Insurance
Retirement
Overview

Oak Tree Financial
Heat Score
44

Growth Score
pts
in past quarter
Heat Score 44
-7 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 >
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About Oak Tree Financial

CB Rank
2282543
Oak Tree Financial provides insurance, tax management, financial planning, retirement planning, and investment management advisory services.
Founded
obfuscation
Private Listowel, Ontario, Canada1-10 www.oaktreefinancial.ca
Advice
Financial Services
Insurance
Retirement

Key People

Details

Also Known As The Insurance & Investment Center
Operating Status Active
Company Type For Profit
Founders  Trent Stanley
Phone Number +1-519 291-1353
Predictions & Insights

Growth Insight

See this Growth Insight
Oak Tree Financial is
Lorem
 to be growing
Top Contributing Factors
Recently Raised Funding

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service that creates comprehensive financial plans tailored to individual goals and situations to guide smarter financial decisions.
Investment Management Advisory Services
Advisory services that provide independent research-based recommendations to select suitable investment vehicles for clients.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1

Employee Profiles

News

News and Press

News•May 27, 2025
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News•Jan 13, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

552
903.64%
 in past month

IT Spend

$285.4KThis year, Oak Tree Financial is projected to spend $285.4K on IT, according to Aberdeen.

Active Website Tech Count

23Oak Tree Financial is actively using 23 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Oak Tree Financial's headquarters? Oak Tree Financial is located in Listowel, Ontario, Canada.Who are Oak Tree Financial's competitors? Alternatives and possible competitors to Oak Tree Financial may include CIBC, C&C Insurance Consultants, and  Perler Financial Group.
Who We Are
What We Do
Helpful Links
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