RIA Oasis
Financial Services • 
Milwaukee, Wisconsin, United States • 1-10 Employees
Company overview
| Headquarters | Milwaukee, Wisconsin, United States |
| Phone number | +18338228111 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Portfolio Management, Financial Planning, CRM, Client Portal, Tech Training, Best Practice/Operational Efficiency, Financial Industry Technology Knowledge, Outside Asset Aggregation, Workflow Building |
| Founded | 2017 |
| Employees | 1-10 |
| Socials |
Key Contact at RIA Oasis
Kristen Schmidt
Founder |Tech Strategist & Consultant
RIA Oasis Email Formats
RIA Oasis uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@riaoasis.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@riaoasis.com | 100% |
About RIA Oasis
RIA Oasis is a technology Consulting Firm within the Financial Services Industry focused on creating defined efficiencies using purposeful technology initiatives. RIA Oasis prides itself on helping firms maximize their use of technology while driving best practice & business growth.
RIA Oasis revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
RIA Oasis has never raised funding before.
RIA Oasis Tech Stack
Discover the technologies and tools that power RIA Oasis's digital infrastructure, from frameworks to analytics platforms.
Mobile frameworks
UI frameworks
JavaScript libraries
CDN
JavaScript libraries
WordPress plugins
Miscellaneous
Security
Programming languages
Appointment scheduling
Blogs
United Kingdom
France
Australia
Canada
Frequently asked questions
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