


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 | |
| 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
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.
JavaScript libraries
Issue trackers
Appointment scheduling
PaaS
Blogs
Miscellaneous
Programming languages
Miscellaneous
Security
JavaScript frameworks
Blogs
IaaS
Frequently asked questions
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