OakStreet Wealth Management Revenue

Investment Management • United States • 1-10 Employees

OakStreet Wealth Management revenue & valuation

Annual revenue	$1,500,000
Revenue per employee	$1,500,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$4,800,000
Total funding	No funding

Key Contact at OakStreet Wealth Management

Lindsey Black

CEO

Company overview

Headquarters	United States
Phone number	+18008039885
Website	oakstreetwm.com
NAICS	5231
SIC	874
Keywords	Investment Management, Compliance Services, Retirement Plan Solutions, Plan Design Consulting, Investment Selection, Plan Administration, Recordkeeping Services
Employees	1-10
Socials

OakStreet Wealth Management Email Formats

OakStreet Wealth Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@oakstreetwm.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@oakstreetwm.com	100%

About OakStreet Wealth Management

OakStreet Wealth Management is a full-service retirement plan solution provider. Through a highly personal approach, we provide plan design consulting, investment selection and management, complete recordkeeping services, plan administration and compliance services. Our mission is to help employers and their employees retire with enough money to live their dreams. That is the driving motivation behind our work everyday.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

OakStreet Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

OakStreet Wealth Management has never raised funding before.

OakStreet Wealth Management Tech Stack

Discover the technologies and tools that power OakStreet Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Cloudflare Bot Management

Security

jQuery Mobile

Mobile frameworks

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

Divi

Page builders

Google Analytics

Analytics

Yoast SEO

SEO

Google Tag Manager

Tag managers

Frequently asked questions

OakStreet Wealth Management is located in US.

You can reach OakStreet Wealth Management at +18008039885.

OakStreet Wealth Management generates an estimated annual revenue of $1,500,000. This revenue figure reflects the company's market position and business performance in its industry.

OakStreet Wealth Management has an estimated valuation of $4,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

OakStreet Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at OakStreet Wealth Management

Lindsey Black

CEO

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