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SageOak Financial Logo
SageOak Financial CB Rank
1760157
Heat Score
54
SageOak Financial is a consultancy that provides financial planning, wealth, and investment management services.
Founded
obfuscation
Private Tulsa, Oklahoma, United States1-10 sageoakfinancial.com
Consulting
Financial Services
Wealth Management
Overview

SageOak Financial
Heat Score
54

Growth Score
pts
in past quarter
Heat Score 54
-9 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 SageOak Financial

CB Rank
1760157
SageOak Financial is a consultancy that provides financial planning, wealth, and investment management services.
Founded
obfuscation
Private Tulsa, Oklahoma, United States1-10 sageoakfinancial.com
Consulting
Financial Services
Wealth Management

Details

Legal Name SageOak Financial, LLC
Operating Status Active
Company Type For Profit
Phone Number +1 918 518 1533
Contact Email info@SageOakFinancial.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Financial Planning
A service that helps clients create and implement a detailed financial plan covering budgeting, savings, debt management, insurance, estate planning, and long-term goals.
Investment Management
A service that manages clients' investment portfolios to align with their financial goals, risk tolerance, and time horizon.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 2
News
Technology
View Tech Report

Monthly Web Visits

86

IT Spend

$79.1KThis year, SageOak Financial is projected to spend $79.1K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Business Credit Cards Logo
Business Credit Cards
72

Active Website Tech Count

6SageOak Financial is actively using 6 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  Person Schema.

Total IP

1SageOak Financial has 1 registered trademark in the 'Insurance; financial affairs' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is SageOak Financial's headquarters? SageOak Financial is located in Tulsa, Oklahoma, United States.Who are SageOak Financial's competitors? Alternatives and possible competitors to SageOak Financial may include Betterment, Charles Schwab, and  FMR LLC.
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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