Total Funding
52
43
Total FundingSeed raised
Growth Score
-9 pts
Heat Score
-13 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
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Silver Oak Securities focuses on serving the needs of wealth advisors who foster strong, trusted relationships with their clients.
- Billy Hopkins: Founder, President, and CEO
Bill Reuther: Deputy Chief Compliance OfficerPast Role: Private Client Services, Director of Field Supervision
About the Company
Silver Oak Securities focuses on serving the needs of wealth advisors who foster strong, trusted relationships with their clients.
Silver Oak Securities creates a unique structure that offers the strength and scale of a large financial institution with the flexibility of a smaller, boutique organization. Advisors have the advantage of the
industry’s strongest financial custodial platforms and technology from TD Ameritrade and Schwab while enjoying the flexibility of customized compliance, the independence of non-proprietary investment and insurance products, highly personalized service, and pricing arrangements to enhance advisor profitability.
