OAR Financial Revenue

Investment Management • Scottsdale, Arizona, United States • 1-10 Employees

OAR Financial revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at OAR Financial

Courtney Brien

Senior Consultant, Director of Operations

Company overview

Headquarters	Scottsdale, Arizona, United States
Website	oarfinancial.com
NAICS	5231
Employees	1-10

About OAR Financial

We are a comprehensive OCIO platform revolutionizing how financial advisors serve their clients. Our suite of services includes sophisticated Model Portfolio Solutions developed through close adviser collaboration, Custom Direct Indexing capabilities that deliver purposeful portfolio exposures, and robust Institutional Research support. Through our Branded Adviser Portal, we provide a unified interface that streamlines portfolio management, client relationships, and business development - all while maintaining your firm's unique identity. We empower RIAs to scale their practices efficiently, reduce operational costs, and focus on what matters most: serving their clients and growing their business.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

OAR Financial has never raised funding before.

OAR Financial Tech Stack

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

Twitter Emoji

Font scripts

SiteGround

Hosting

Astra

WordPress themes

jQuery

JavaScript libraries

Nginx

Reverse proxies

PHP

Programming languages

WordPress

Blogs

Google Maps

Maps

MySQL

Databases

Elementor

Page builders

RSS

Miscellaneous

Priority Hints

Performance

Frequently asked questions

OAR Financial is located in Scottsdale, Arizona, US.

OAR Financial generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

OAR Financial has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Key Contact at OAR Financial

Courtney Brien

Senior Consultant, Director of Operations

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