SkyOak Capital

Finance · Oregon, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

920 Town Centre Dr, Medford, Oregon, 975...

Phone Number

(541) 779-4446

Revenue

$5.5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About SkyOak Capital

SkyOak Capital is a financial planning company based in Las Vegas, serving clients in Henderson, Summerlin, and the broader Southern Nevada region, as well as locations in Oregon and California. They offer a range of services including private wealth management, investment management, financial planning, and corporate services, focusing on risk mitigation and asset protection. The firm prides itself on its fiduciary responsibility, integrity, and transparency, ensuring that client interests are prioritized. With a team of certified financial professionals, SkyOak Capital aims to provide tailored financial solutions to both individual and corporate clients.Explore more
SkyOak Capital's Social MediaPopular SearchesSkyOak Capital IncSkyOak Wealth Management IncFinancial AdvisorSkyOakSIC Code 62,628NAICS Code 52,523Show more

SkyOak Capital Org Chart

PhoneEmail
JS
United States flag for contact location.

Director, Corporate Services

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
DR
United States flag for contact location.

Manager, Wealth

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is SkyOak Capital your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to SkyOak Capital

Compare insights from companies similar to SkyOak Capital, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SkyOak Capital

$5.5M
11-50
Private
<$5M
-
JS
Jason StuhmerDirector, Corporate Services
<$5M
11-50
Private
-
2011
Viju Joseph, President & Chief Revenue Officer & Chief Operating Officer at Pefin
Viju JosephPresident & Chief Revenue Officer & Chief Operating Officer
<$5M
11-50
Private
-
1986
<$5M
11-50
Private
<$5M
1983
CW
Chad WarrickCo-President & CEO
<$5M
1-10
Private
-
2006
N/A
<$5M
11-50
Private
-
1934
JO
John OberdickVice President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

SkyOak Capital financials insights

Gather financial insights about SkyOak Capital, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$82K

See All SkyOak Capital's Financials Insights

SkyOak Capital Tech Stack

A closer look at the technologies used by SkyOak Capital

SkyOak Capital News & Media

  • Cabot ETF Partners Launches New Cabot Growth ETF

    SOUTHFIELD, Mich., Feb. 1, 2021 /PRNewswire/ -- Cabot ETF Partners is proud to announce the new Cabot Growth ETF (Symbol: CBTG). This Fund, powered by Cabot ETF Partners, began trading on the CBOE on December 30, 2020. Cabot ETF Partners is a coalition formed by financial professionals...
Read more news

Top Finance Companies

Frequently Asked Questions Regarding SkyOak Capital

What is SkyOak Capital's official website?
SkyOak Capital's official website is www.skyoak.com
What is SkyOak Capital's Revenue?
SkyOak Capital's revenue is $5.5 Million
What is SkyOak Capital's SIC code?
SkyOak Capital's SIC: 62,628
What is SkyOak Capital's NAICS code?
SkyOak Capital's NAICS: 52,523
How many employees does SkyOak Capital have?
SkyOak Capital has 11-50 employees
What industry does SkyOak Capital belong to?
SkyOak Capital is in the industry of: Finance, Securities Trading
What is SkyOak Capital competition?
SkyOak Capital top competitors include: Dechtman Wealth Management, Summit Wealth Partners, A&I Financial Services, Heber Fuger Wendin
What technology does SkyOak Capital use?
Some of the popular technologies that SkyOak Capital uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN
How do I contact SkyOak Capital?
SkyOak Capital contact info: Phone number: (541) 779-4446 Website: www.skyoak.com
What does SkyOak Capital do?

SkyOak Capital is a financial planning company based in Las Vegas, serving clients in Henderson, Summerlin, and the broader Southern Nevada region, as well as locations in Oregon and California. They offer a range of services including private wealth management, investment management, financial planning, and corporate services, focusing on risk mit... igation and asset protection. The firm prides itself on its fiduciary responsibility, integrity, and transparency, ensuring that client interests are prioritized. With a team of certified financial professionals, SkyOak Capital aims to provide tailored financial solutions to both individual and corporate clients.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.