OakWealth

Financial Services • Melbourne, Victoria, Australia • 1-10 Employees

Company overview

Headquarters	793 Burke Rd, T 111, Camberwell, Victoria 3124, AU
Phone number	+6165006373995
Website	oakwealth.com.au
NAICS	52
SIC	874
Founded	2010
Employees	1-10
Socials

Key Contact at OakWealth

Hwan San Koo

Co-Founder & General Manager

OakWealth Email Formats

OakWealth uses 1 email format. The most common is {first initial}{second initial}.{last name} (e.g., jo.doe@oakwealth.com.au), used 100% of the time.

Format	Example	Percentage
{first initial}{second initial}.{last name}	jo.doe@oakwealth.com.au	100%

About OakWealth

OakWealth is a premium provider of financial services, your sounding board as you navigate your personal wealth journey. When you partner with OakWealth, you are opting for personalised advice designed to support you achieve your life and wealth aspirations. You are also choosing to be supported by a team with unrivalled technical expertise and who are genuinely passionate about your success. Yihsing Koo and Oak Wealth Solutions Pty Ltd (ACN: 143 070 946) ATF Oak Wealth Solutions Unit Trust (ABN: 657 966 722 37) are Authorised Representative(s) of Consultum Financial Advisers Pty Ltd (ABN 65 006 373 995), AFSL number 230323, an Australian Financial Services Licensee, with offices at Level 6, 161 Collins Street, Melbourne VIC 3000. General Advice Warning: https://www.oakwealth.com.au/general-advice-warning Terms & Conditions: https://www.oakwealth.com.au/terms-and-conditions

OakWealth revenue & valuation

Annual revenue	$2,500,000
Revenue per employee	$2,500,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$8,000,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

OakWealth has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

OakWealth has never raised funding before.

OakWealth Tech Stack

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

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

WordPress.com

PaaS

Wix

Blogs

HTTP/3

Miscellaneous

PHP

Programming languages

Open Graph

Miscellaneous

HSTS

Security

React

JavaScript frameworks

WordPress

Blogs

Google Cloud

IaaS

Frequently asked questions

OakWealth is located in Melbourne, Victoria, AU.

You can reach OakWealth at +6165006373995.

OakWealth was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at OakWealth

Hwan San Koo

Co-Founder & General Manager

4.8

40,000 users