When was Oak Harvest FG founded?

Oak Harvest FG was founded in 2008.

Where is Oak Harvest FG located?

Oak Harvest FG is headquartered in Houston, United States.

How many employees does Oak Harvest FG have?

As of Apr 30, 2026, the latest employee count at Oak Harvest FG is 42.

Is Oak Harvest FG a funded company?

Oak Harvest FG is a funded company, having raised a total of $***** in its 1st and only funding round.

Where does Oak Harvest FG rank among its competitors?

Oak Harvest FG ranks 354th amongst 2718 active competitors, of which 38 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Wolters Kluwer, which secured an undisclosed amount in Apr, 2023.

Who are the top competitors of Oak Harvest FG?

Oak Harvest FG's top competitors include Wolters Kluwer, MassMutual and Point Digital Finance. Among them, Wolters Kluwer secured the most recent funding round in April, 2023.

Oak Harvest FG - 2026 Company Profile & Competitors

Oak Harvest FG is an unfunded company based in Houston (United States), founded in 2008. It operates as a Provider of financial advisory and retirement planning services. Oak Harvest FG has not raised any funding yet. The company has 2718 active competitors, including 38 funded and 192 that have exited. Its top competitors include companies like Wolters Kluwer, MassMutual and Point Digital Finance.

Company Details

Website: oakharvestfg.com
Social

Key Metrics

Founded Year

2008

Location

Houston, United States

Stage

Unfunded

Ranked

354^th among 2718 active competitors

Employee Count

42 as on Apr 30, 2026

Similar Companies

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View Oak Harvest FG's full profile

Oak Harvest FG has not raised any funding rounds yet.

Oak Harvest FG's employee count trend

Oak Harvest FG has 42 employees as of Apr 26. Here is Oak Harvest FG's employee count trend over the years:

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Top competitors of Oak Harvest FG include Wolters Kluwer, MassMutual and Point Digital Finance. Here is the list of Top 10 competitors of Oak Harvest FG, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Wolters Kluwer 1836, Alphen Aan Den Rijn (Netherlands), Public	Provider of software, information, and service solutions for professional industries	-	Aimforthemoon, Capricorn Partners	75/100
2nd	MassMutual 1851, Springfield (United States), Funding Raised	Mutual life insurance company	-	GIC, Darby Overseas Investments & 1 others	72/100
3rd	Point Digital Finance 2015, Palo Alto (United States), Series C	Online home equity loans platform	$246M	Andreessen Horowitz, Financial Solutions Lab ... & 21 others	68/100
4th	American Family Insurance 1927, Madison (United States), Funding Raised	Personal & business insurance provider	-	-	67/100
5th	Kroll 1932, New York City (United States), Acquired	Provider of financial and risk advisory solutions	-	Further Global Capital Management, Permira	61/100
6th	Empower 1891, Greenwood Village (United States), Unfunded	Financial planning and advisory solution for individuals	-	-	60/100
7th	Mariner Wealth Advisors 2006, Overland Park (United States), Acquired	Wealth Management firm	-	Leonard Green and Partners, Penfund	58/100
8th	Commonwealth 1979, Waltham (United States), Acquired	Provider of financial management services	-	-	57/100
9th	First Command 1958, Fort Worth (United States), Unfunded	Provider of financial planning and advisory services for military personnel	-	-	56/100
10th	Signal Advisors 2018, Detroit (United States), Series A	Provider of financial advisory and insurance services	$16M	Annox Capital, General Catalyst & 8 others	55/100
354th	Oak Harvest FG 2008, Houston (United States), Unfunded	Provider of financial advisory and retirement planning services	-	-	32/100

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Oak Harvest FG has made no investments or acquisitions yet.

Here is the latest report on Oak Harvest FG's sector:

Free

Asset Management - Sector Report

Edition: November, 2025 (67 Pages)

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Media has covered Oak Harvest FG for a total of 126 events in the last 1 year, 118 of them have been about company updates and 1 about people movement.