Okabena
Likely to Engage tag.Highly Engaged Employees

Finance · Minnesota, United States · 11-50 Employees

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Overview

Headquarters

80 S 8th St Ste 4200, Minneapolis, Minne...

Phone Number

(612) 339-7151

Revenue

$7.3 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
2
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About Okabena

Okabena is an independent multi-family office that specializes in preserving wealth and building legacies for families and select tax-exempt institutions. With decades of experience, they provide customized family office and investment services, allowing clients to focus on their personal, professional, and philanthropic passions. Their highly personalized approach ensures that each family's unique needs and goals are met through integrated and comprehensive financial solutions. Okabena is dedicated to delivering exceptional service and empowering generations to make a lasting impact.Explore more
Okabena's Social MediaPopular SearchesOkabena CoOkabena Investment Services IncBurlet Trading LLCOkabe Company IncNeal Trading LLCSIC Code 62,628NAICS Code 52,523Show more

Okabena Org Chart

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President & Investment Chief & Strategist

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Scott Russett, Senior Vice President and Chief Operating Officer at Okabena
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Senior Vice President and Chief Operating Off...

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Senior Vice President and Chief Investment Of...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Okabena

$7.3M
11-50
Private
-
2015
WR
William RosePresident & Investment Chief & Strategist
$6.9M
11-50
Private
<$5M
2011
Randal Golden, Co-Founder & Chief Financial Officer at Vivaldi Capital Management
Randal GoldenCo-Founder & Chief Financial Officer
$6.9M
11-50
Private
-
1983
Denise Lollis, Chief Operating Officer & Chief Compliance Officer at Greenwood Capital Associates
Denise LollisChief Operating Officer & Chief Compliance Officer
$5M
51-200
Private
-
-
WD
Wonessa DyerParalegal & Compliance Officer
<$5M
11-50
Private
-
2013
BA
Brandon AdamsPartner and Chief Investment Officer
<$5M
11-50
Private
<$5M
1989
PH
Preston HenryDirector, Financial Planning & Investments
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Okabena Tech Stack

A closer look at the technologies used by Okabena

Most Recent Scoops

Left Company
Executive Move
Okabena has announced that Dennis Santos, Chief Investment Officer, has left the organization to join ICG Capital Group as Chief Executive Officer.
Executive Moves, Left Company
Facilities Relocation / Expansion
Okabena is planning to move its offices in September 2022. The move will impact approximately 30 employees at their existing office located at 80 S 8 Th Street, 1800, Minneapolis, MN.
Facilities Relocation / Expansion
Okabena is considering moving its offices located at 80 South Eighth Street, Suite # 1800, Minneapolis, MN.
Facilities Relocation/Expansion
New Hire
Executive Move
See more scoops

Okabena News & Media

  • North Sky Capital appoints Senior Fund Accountant

    North Sky Capital appoints Senior Fund Accountant Submitted 16/02/2022 - 10:09am Impact investor North Sky Capital (North Sky) has appointed Jay Cruz as a Senior Fund Accountant. Cruz joins North Sky from Okabena, a Minnesota-based investment advisor serving families and non-profit organizations where he served as a Tax Manager. Previously he was a Tax Staff Accountant before rising in rank to Tax Manager at Baker Tilly, LLP. Jay holds a BA in Accounting from the
Read more news

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Frequently Asked Questions Regarding Okabena

What is Okabena's official website?
Okabena's official website is www.okabena.com
What is Okabena's Revenue?
Okabena's revenue is $7.3 Million
What is Okabena's SIC code?
Okabena's SIC: 62,628
What is Okabena's NAICS code?
Okabena's NAICS: 52,523
How many employees does Okabena have?
Okabena has 11-50 employees
What industry does Okabena belong to?
Okabena is in the industry of: Finance, Securities Trading
What is Okabena competition?
Okabena top competitors include: Stonegate Global Fund Services, Vivaldi Capital Management, Greenwood Capital Associates, Stonegate Global
What technology does Okabena use?
Some of the popular technologies that Okabena uses are: Microsoft 365, Cloudflare DNS, Microsoft Exchange Online
How do I contact Okabena?
Okabena contact info: Phone number: (612) 339-7151 Website: www.okabena.com
What does Okabena do?

Okabena is an independent multi-family office that specializes in preserving wealth and building legacies for families and select tax-exempt institutions. With decades of experience, they provide customized family office and investment services, allowing clients to focus on their personal, professional, and philanthropic passions. Their highly pers... onalized approach ensures that each family's unique needs and goals are met through integrated and comprehensive financial solutions. Okabena is dedicated to delivering exceptional service and empowering generations to make a lasting impact.Read More

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

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