Owl and Ore
Finance · California, United States · 1-10 Employees
View Company Info for Free
Overview
Headquarters
3478 Buskirk Ave Ste 1000, Pleasant Hill...Phone Number
(925) 719-9297Website
www.owlandore.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Owl and Ore
Owl And Ore Wealth Planning is a fee-only financial advisory firm based in Pleasant Hill, CA, specializing in equity compensation planning for families, particularly parents who receive equity compensation packages. The firm offers a range of services including financial standing analysis, investment management, tax planning, estate planning, and generational wealth planning. They focus on helping clients understand and maximize their equity income plans, including ISOs, RSUs, and ESPPs. Owl And Ore also provides personalized strategies for various family financial goals such as home purchases, education planning, and retirement planning.Explore more
Owl and Ore Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Owl and Ore your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Owl and Ore, which may be a good buyer, showed buying intent in Masked Content Topic
Congratulate Masked Content for being promoted to Masked Content at Owl and Ore
Check if Owl and Ore has recently received funding, and reach out quickly before it becomes old news!
Product Launch: Get notified when Owl and Ore launches new products
Earning: See what the market has to say on Owl and Ore recently announced quarterly report
Funding: Get notified immidiatlly once Owl and Ore has new funding data
Click to see if Owl and Ore had a recent Job posting/layoffs
Check out if Owl and Ore is spiking on competitors!
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Website visits: Recent activity has been detected on your website
Recommended Actions
Find VP level buyers at Owl and Ore
Find 3 more new buyers
Compare Similar Companies to Owl and Ore
Compare insights from companies similar to Owl and Ore, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Owl and Ore Tech Stack
A closer look at the technologies used by Owl and Ore
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Owl and Ore
Sign Up For FreeTo access detailed company insights
Owl And Ore Wealth Planning is a fee-only financial advisory firm based in Pleasant Hill, CA, specializing in equity compensation planning for families, particularly parents who receive equity compensation packages. The firm offers a range of services including financial standing analysis, investment management, tax planning, estate planning, and g... Read More
