Oakpoint Advisors
Likely to Engage tag.Highly Engaged Employees

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

100 S Ashley Dr Ste 1130, Tampa, Florida...

Phone Number

(212) 588-6400

Revenue

$6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Oakpoint Advisors

Oakpoint Advisors, headquartered in Tampa, Florida, is a private asset placement agent established in 2009. The firm specializes in crafting and executing bespoke capital formation strategies for private funds and companies, connecting clients with top-tier private funds and direct investment opportunities. Oakpoint Advisors also offers comprehensive outsourced Investor Relations services and streamlines investor outreach workflows. Their approach focuses on becoming trusted collaborators and a seamless extension of each manager's brand.Explore more
Oakpoint Advisors's Social MediaPopular SearchesOakpoint Advisors LLCOakpoint AdvisorsOakpoint Solutions LLCOakpointCkt, Llc Dba Oakpoint AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Oakpoint Advisors Org Chart

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Chief Financial Officer

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Chief Administrative Officer

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Controller

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Oakpoint Advisors

$6M
11-50
Private
-
2009
SH
Sherry HewesChief Financial Officer
$5.3M
11-50
Private
<$5M
2001
BG
Brian GaffneyChief Operating Officer & Partner
$5.2M
11-50
Private
-
1983
$5.1M
11-50
Private
-
2016
JM
Justin MontreuilVice President
$5.1M
11-50
Private
-
-
PW
Piotr WalderProgram Director
<$5M
11-50
Private
-
2002
SC
Shannon CrottyChief Compliance Officer & Chief Financial Officer
<$5M
1-10
Private
-
-
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Oakpoint Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Oakpoint Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Oakpoint Advisors.

Oakpoint Advisors Tech Stack

A closer look at the technologies used by Oakpoint Advisors

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Frequently Asked Questions Regarding Oakpoint Advisors

What is Oakpoint Advisors's official website?
Oakpoint Advisors's official website is www.oakpointadv.com
What is Oakpoint Advisors's Revenue?
Oakpoint Advisors's revenue is $6 Million
What is Oakpoint Advisors's SIC code?
Oakpoint Advisors's SIC: 62,628
What is Oakpoint Advisors's NAICS code?
Oakpoint Advisors's NAICS: 52,523
How many employees does Oakpoint Advisors have?
Oakpoint Advisors has 11-50 employees
What industry does Oakpoint Advisors belong to?
Oakpoint Advisors is in the industry of: Finance, Securities Trading
What is Oakpoint Advisors competition?
Oakpoint Advisors top competitors include: Korea Finance Society, Stonehaven, ETP Forum, Hyphen Network
What technology does Oakpoint Advisors use?
Some of the popular technologies that Oakpoint Advisors uses are: Fonts.com Web Fonts, Microsoft 365, Rackspace, Amazon Route 53
Who is the CFO of Oakpoint Advisors?
Oakpoint Advisors's CFO is Sherry Hewes
How do I contact Oakpoint Advisors?
Oakpoint Advisors contact info: Phone number: (212) 588-6400 Website: www.oakpointadv.com
What does Oakpoint Advisors do?

Oakpoint Advisors, headquartered in Tampa, Florida, is a private asset placement agent established in 2009. The firm specializes in crafting and executing bespoke capital formation strategies for private funds and companies, connecting clients with top-tier private funds and direct investment opportunities. Oakpoint Advisors also offers comprehensi... ve outsourced Investor Relations services and streamlines investor outreach workflows. Their approach focuses on becoming trusted collaborators and a seamless extension of each manager's brand.Read More

What are Oakpoint Advisors social media links?
Oakpoint Advisors Linkedin page
Is Oakpoint Advisors a public company?
Oakpoint Advisors is private company therefore does not currently have an official ticker symbol
See more information about Oakpoint Advisors

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