Oak & Stone Capital Advisors Revenue

Financial Services • Newtown, Pennsylvania, United States • 1-10 Employees

Oak & Stone Capital Advisors revenue & valuation

Annual revenue	$855,550
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,800,000
Total funding	No funding

Key Contacts at Oak & Stone Capital Advisors

Jamie Casper

Director Of Practice Management

Al Glessner

Director Of Sales & Operations

Company overview

Headquarters	120 S State St, Newtown, Pennsylvania 18940, US
Phone number	+18556257866
Websites	oakandstonecapitaladvisors.com oakandstonadvisors.com
NAICS	52
Keywords	Financial Services, Financial Planning, Advisor Services
Founded	2018
Employees	1-10
Socials

Oak & Stone Capital Advisors Email Formats

Oak & Stone Capital Advisors uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@oakandstoneadvisors.com), used 100% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@oakandstoneadvisors.com	100%

About Oak & Stone Capital Advisors

We are a full service membership community that offers top of the line marketing, sales, and administrative services to financial advisors. For financial professional use only – not intended for use by the general public.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Manager

Employees by Department

Oak & Stone Capital Advisors has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Oak & Stone Capital Advisors has never raised funding before.

Oak & Stone Capital Advisors Tech Stack

Discover the technologies and tools that power Oak & Stone Capital Advisors's digital infrastructure, from frameworks to analytics platforms.

Vimeo

Video players

Genesis theme

WordPress themes

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

YouTube

Video players

Bootstrap

UI frameworks

Yoast SEO

SEO

Google Tag Manager

Tag managers

Nginx

Reverse proxies

Facebook Pixel

Analytics

Frequently asked questions

Oak & Stone Capital Advisors is located in Newtown, Pennsylvania, US.

You can reach Oak & Stone Capital Advisors at +18556257866.

Oak & Stone Capital Advisors generates an estimated annual revenue of $855,550. This revenue figure reflects the company's market position and business performance in its industry.

Oak & Stone Capital Advisors has an estimated valuation of $2,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Oak & Stone Capital Advisors was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

Oak & Stone Capital Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Oak & Stone Capital Advisors

Jamie Casper

Director Of Practice Management

Al Glessner

Director Of Sales & Operations

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