Oak Asset Management - About the company
Oak Asset Management is an unfunded company based in Westlake Village (United States), founded in 2004. It operates as a Provider of portfolio and retirement management services. Oak Asset Management has not raised any funding yet. The company has 10191 active competitors, including 269 funded and 956 that have exited. Its top competitors include companies like FIS, Fidelity Investments and Goldman Sachs.
Company Details
- Website
- oakasset.com
- Social
- Email ID
- *****@oakasset.com
- Phone Number
- +1 **********
Key Metrics
Founded Year
2004
Location
Westlake Village, United States
Stage
Unfunded
Ranked
401st among 10191 active competitors
Employee Count
7 as on Apr 30, 2026
Investment & Acquisitions
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Oak Asset Management's funding and investors
Oak Asset Management has not raised any funding rounds yet.
Oak Asset Management's founders and board of directors
Founder? Claim ProfileOak Asset Management's employee count trend
Oak Asset Management has 7 employees as of Apr 26. Here is Oak Asset Management's employee count trend over the years:
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Oak Asset Management's Competitors and alternates
Top competitors of Oak Asset Management include FIS, Fidelity Investments and Goldman Sachs. Here is the list of Top 10 competitors of Oak Asset Management, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | FIS 1968, Jacksonville (United States), Acquired | Provider of software suite for banks and financial institutions | - | 82/100 | |
2nd | Fidelity Investments 1946, Boston (United States), Series F | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | $4.71B | 80/100 | |
3rd |  Goldman Sachs 1869, New York City (United States), Public | Provider of financial services including investment management and wealth management | - | 77/100 | |
4th | Investec 1974, London (United Kingdom), Acquired | Provider of corporate & investment banking and wealth management services | - | 77/100 | |
5th | Morgan Stanley 1935, New York City (United States), Public | Provider of wealth management, investment banking, sales, trading, and research services | - | 74/100 | |
6th | TPG 1992, Fort Worth (United States), Public | Operator of investment platforms across multiple asset classes and strategies | - | - | 74/100 |
7th | JPMorgan Chase 2000, New York (United States), Public | Provider of financial services to consumers and corporations | - | 73/100 | |
8th | S&P Global 1917, New York City (United States), Public | Provider of essential intelligence and market analysis for global finance | - | 72/100 | |
9th | Principal 1879, Des Moines (United States), Public | Provider of retirement, investment, and insurance products and services | - | 72/100 | |
10th | Guggenheim Partners 1999, New York City (United States), Acquired | Provider of asset management and investment advisory services | $21M | 71/100 | |
401st |  Oak Asset Management 2004, Westlake Village (United States), Unfunded | Provider of portfolio and retirement management services | - | - | 44/100 |
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Oak Asset Management's Investments and acquisitions
Oak Asset Management has a total of 1 investment in Wow Momo. Oak Asset Management has not made any acquisitions as of now.Reports related to Oak Asset Management
Here is the latest report on Oak Asset Management's sector:
News related to Oak Asset Management
Filter this listMedia has covered Oak Asset Management for a total of 2 events in the last 1 year, 1 of them has been about company updates.
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Snack brand Troo Good raises Rs 72 Cr in new roundEntrackr•Oct 01, 2024•Troo Good, OAKS, Puro Wellness, Ocean Investments and 1 other
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5,904 Shares in NextEra Energy, Inc. (NYSE:NEE) Purchased by Oak Asset Management LLCetfdailynews.com•Jan 08, 2024•NextEra Energy, Oak Asset Management
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Digital Realty Trust, Inc. (NYSE:DLR) Shares Sold by Oak Asset Management LLCetfdailynews.com•Jan 07, 2024•Digital Realty, Oak Asset Management
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Oak Asset Management LLC Raises Holdings in American Express (NYSE:AXP)etfdailynews.com•Jan 07, 2024•Oak Asset Management, American Express
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Oak Asset Management LLC Purchases 2,000 Shares of Medtronic plc (NYSE:MDT)etfdailynews.com•Jan 07, 2024•Oak Asset Management, Medtronic
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Oak Asset Management LLC Has $625,000 Stake in Science Applications International Co. (NYSE:SAIC)etfdailynews.com•Jan 07, 2024•Oak Asset Management, SAIC
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Oak Asset Management LLC Raises Stake in Verizon Communications Inc. (NYSE:VZ)etfdailynews.com•Jan 07, 2024•Oak Asset Management, Verizon
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