Oakbrook Solutions
Business Services · North Carolina, United States · 51-200 Employees
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Overview
Headquarters
301 N Main St Ste 2304, Winston Salem, N...Phone Number
(336) 714-0321Website
www.oakbrooksolutions.comRevenue
$22.9 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
1
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1
About Oakbrook Solutions
Founded in 1999, Oakbrook Solutions is a consulting and services firm for the Wealth Management industry serving banks and trust companies, RIAs, single and multi-family offices, private banks, retirement plan providers, custodians, and other industry service providers. They are located in Winston-Salem, North Carolina.Explore more
Oakbrook Solutions Org Chart
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Activity Insights
Oakbrook Solutions is experiencing very low activity levels compared to other companies in the Business Services sector.
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Oakbrook Solutions is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Oakbrook Solutions.
Oakbrook Solutions financials insights
Gather financial insights about Oakbrook Solutions, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$1M
Oakbrook Solutions Tech Stack
A closer look at the technologies used by Oakbrook Solutions
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Most Recent Scoops
Mergers & Acquisitions (M&A)
Promotion
Executive Move
Executive Moves, Promotion
Left Company
Executive Move
Tony Painter, Chief Executive Officer & Co-Founder, has left the organization.
Executive Move
Craig Cook has been named Co-Founder & Chief Executive Officer.
Funding
Oakbrook Solutions News & Media
Oakbrook: Timothy Buhler Promoted to Chief Revenue Officer
Industry Veteran to Head Sales at Oakbrook (PRWeb October 19, 2022) Read the full story at https://www.prweb.com/releases/oakbrook_timothy_buhler_promoted_to_chief_revenue_officer/prweb18964506.htmOakbrook Solutions Provides Guidance and Implementation for $2 billion...
Oakbrook Solutions, Inc. is pleased to announce that it provided consulting services to Everence®, a $6.3 billion diversified financial services firm, to enhance its existing, successful... (PRWeb May 23, 2022) Read the full story at https://www.prweb.com/releases/oakbrook_solutions_provides_guidance_and_implementation_for_2_billion_wealth_manager_launching_direct_indexing_program/prweb18692181.htmOakbrook: Trasha Schwendener to Join Oakbrook Solutions
Industry Veteran to Head Sales at Strategic Practice (PRWeb April 11, 2022) Read the full story at https://www.prweb.com/releases/oakbrook_trasha_schwendener_to_join_oakbrook_solutions/prweb18584993.htmOakbrook Solutions: Michael Perez to Lead Family Office Practice
Industry Expert to Lead Practice (PRWeb March 25, 2022) Read the full story at https://www.prweb.com/releases/oakbrook_solutions_michael_perez_to_lead_family_office_practice/prweb18577164.htm
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Frequently Asked Questions Regarding Oakbrook Solutions
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Founded in 1999, Oakbrook Solutions is a consulting and services firm for the Wealth Management industry serving banks and trust companies, RIAs, single and multi-family offices, private banks, retirement plan providers, custodians, and other industry service providers. They are located in Winston-Salem, North Carolina.... Read More
