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The Oakleaf Group

The Oakleaf Group

Financial ServicesFlag of USBethesda, Maryland, United States51-100 Employees

Company overview

HeadquartersBethesda, Maryland, United States
Phone number+12026842800
Websites
NAICS52
Keywords
Information Technology, Underwriting, Risk Management, Data Analytics, Securitization, Staffing Solutions, Systems Development, Business Process Redesign, Financial Modeling, Disputes And Litigation, Mortgage Litigation Support, Capital Markets & Treasury, Origination And Closing, Regulatory Preparedness, Risk & Finance Analytics
Founded2007
Employees51-100
Socials

Key Contacts at The Oakleaf Group

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Michele Santoro

Managing Director & Chief People Officer

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David K. Steel

Managing Director

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Alvin Feng

Director

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Amy M. Morton

Managing Director

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Suzanne Mistretta

Director

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Mary Pat Denney

Managing Director

The Oakleaf Group Email Formats

The Oakleaf Group uses 5 email formats. The most common is {first name}.{last name} (e.g., john.doe@theoakleafgroup.com), used 40.5% of the time.

FormatExamplePercentage
{first name}.{last name}
john.doe@theoakleafgroup.com
40.5%
{first initial}.{last name}
j.doe@oakleaf.com
32.4%
{first initial}{last name}
jdoe@theoakleafgroup.com
16.2%
{first name}{last name}
johndoe@theoakleafgroup.com
5.4%

About The Oakleaf Group

The Oakleaf Group is a nationwide consulting and advisory firm for the mortgage and structured finance industries. Founded in 2007 by industry veterans, Oakleaf offers a comprehensive suite of solutions that spans the mortgage lifecycle. Our cross-functional teams are dedicated to supporting our clients in the areas of regulatory compliance, financial modeling, data analytics, and litigation support services. Our clients include banks, GSEs, government agencies and regulators, mortgage originators and servicers, trustees, asset managers, and law firms. We work to tailor solutions to match the needs of our clients and industry standards, combining customer knowledge with domain expertise and operational flexibility. Learn more by visiting www.oakleaf.com.

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The Oakleaf Group revenue & valuation

Annual revenue$20,000,000
Revenue per employee$328,000
Estimated valuation?$64,000,000
Total fundingNo funding

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry
Manager
Senior

Employees by Department

The Oakleaf Group has 35 employees across 10 departments.

Departments

Number of employees

Funding Data

The Oakleaf Group has never raised funding before.

The Oakleaf Group Tech Stack

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

Google Maps

Google Maps

Maps

Animate.css

Animate.css

UI frameworks

Microsoft 365

Microsoft 365

Email

Cloudflare

Cloudflare

CDN

Redux Framework

Redux Framework

WordPress plugins

HTTP/3

HTTP/3

Miscellaneous

HSTS

HSTS

Security

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

MailChimp

MailChimp

Email

Google Analytics

Google Analytics

Analytics

Bootstrap

Bootstrap

UI frameworks

Frequently asked questions

The Oakleaf Group is located in Bethesda, Maryland, US.
You can reach The Oakleaf Group at +12026842800.
The Oakleaf Group was founded in 2007, making it 19 years old. The company has established itself as a significant player in its industry over this time.
The Oakleaf Group has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

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40,000 users

top 50
high performer
most used
tier 1 accuracy

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