Oakside Consulting Group
Business Services · California, United States · 1-10 Employees
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Overview
Headquarters
2768 Villas Way, San Diego, California, ...Website
www.oaksidegroup.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1
About Oakside Consulting Group
Oakside Consulting Group is a boutique San Diego-based firm dedicated to providing Salesforce solutions for investment firms. Oakside is led by who has years of experience both as a consultant and a technology leader in the wealth management space, including significant work with alternative investments. Stephen believes that the most successful engagements require a deep understanding of a client's business, and he works hard to develop deep collaborative relationships with each client. Oakside never takes on a client unless we have both capacity and a solid understanding of the problems the client wants to solve. We are big believers in Salesforce as a platform for enabling even the most complex firms to gain efficiency and insight into their businesses.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Oakside Consulting Group
<$5M
1-10
Private
-
2018
N/A
Oakside Consulting Group Tech Stack
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Frequently Asked Questions Regarding Oakside Consulting Group
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Oakside Consulting Group is a boutique San Diego-based firm dedicated to providing Salesforce solutions for investment firms. Oakside is led by who has years of experience both as a consultant and a technology leader in the wealth management space, including significant work with alternative investments. Stephen believes that the most successful en... Read More
