Oakstone Wealth
Financial Services • 
Burlington, Ontario, Canada • 1-10 Employees
Company overview
| Headquarters | 2321 Fairview St, 205, Burlington, Ontario L7R 2E3, CA |
| Phone number | +19053335585 |
| Website | |
| NAICS | 52 |
| SIC | 6211, 621 |
| Keywords | Wealth Management, Retirement Planning, Mutual Funds, Income Tax Strategies, Gics |
| Founded | 2014 |
| Employees | 1-10 |
| Socials |
Key Contact at Oakstone Wealth
Lauren Blachford
Director Of Operations
Oakstone Wealth Email Formats
Oakstone Wealth uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@oakstonewealth.ca), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@oakstonewealth.ca | 75% |
{first name}{last name} | johndoe@oakstonewealth.ca | 25% |
About Oakstone Wealth
A client focused wealth management company specializing in comprehensive financial planning, retirement income and tax strategies.
Oakstone Wealth revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Oakstone Wealth has never raised funding before.
Oakstone Wealth Tech Stack
Discover the technologies and tools that power Oakstone Wealth's digital infrastructure, from frameworks to analytics platforms.
Performance
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Miscellaneous
IaaS
Video players
Reverse proxies
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