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White Oak - About the company

White Oak is a series B company based in Mumbai (India), founded in 2017. It operates as a Provider of investment management & advisory services. White Oak has raised $10.3M in funding. The company has 1661 active competitors, including 29 funded and 148 that have exited. Its top competitors include companies like Fidelity Investments, FIS and S&P Global.

Company Details

Social
XFacebook
Email ID
*****@whiteoakinvestors.com
Phone Number
+91 **********
Registered Address
Unit No. B2, 6th Floor, Cnergy New Prabhadevi Road, Mumbai, Mumbai City, Mumbai, Maharashtra, India, 400025
Key Metrics
Founded Year
2017
Location
Mumbai, India
Stage
Series B
Total Funding
$10.3M in 1 round
Latest Funding Round
Ranked
Annual Revenue
₹50 - ₹100 Cr as on Mar 31, 2025
Employee Count
11 as on Aug 31, 2025
Investment & Acquisitions
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White Oak's funding and investors

White Oak has raised a total funding of $10.3M over 1 round. White Oak has 1 institutional investor.

Here is the list of recent funding rounds of White Oak:
Date of Funding
Funding Amount
Round Name
Post-Money Valuation
Revenue Multiple
Lead Investors
Other Investors
Jan 01, 2024
6265541
Series B
9095813
6865584
9103063
9898332
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White Oak's founders and board of directors

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White Oak's employee count trend

White Oak has 11 employees as of Aug 25. The total employee count is 57.0% more than what it was in Aug 24. Here is White Oak's employee count trend over the years:
Employee count trend for White Oak
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White Oak's Competitors and alternates

Top competitors of White Oak include Fidelity Investments, FIS and S&P Global. Here is the list of Top 10 competitors of White Oak, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Fidelity Investments
Fidelity Investments
1946, Boston (United States), Series F
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
$4.71B
81/100
2nd
Logo for FIS
FIS
1968, Jacksonville (United States), Acquired
Provider of software suite for banks and financial institutions
-
80/100
3rd
Logo for S&P Global
S&P Global
1917, New York City (United States), Public
Provider of essential intelligence and market analysis for global finance
-
79/100
4th
Logo for Goldman Sachs
Goldman Sachs
1869, New York City (United States), Public
Provider of investment banking asset management and financial advisory services
-
78/100
5th
Logo for Avendus
Avendus
1999, Mumbai (India), Acquired
Corporate consultancy and advisory service provider
$178M
77/100
6th
Logo for Nuvama
Nuvama
1993, Mumbai (India), Public
Diversified of wealth & asset management services
-
75/100
7th
Logo for Neo Asset Management
Neo Asset Management
2021, Mumbai (India), Series B
Provider of alternative asset management solutions focusing on credit and fixed income
$45.7M
72/100
8th
Logo for India Infoline
India Infoline
1995, Mumbai (India), Public
Traditional Broker for trading in stocks, mutual fund, and commodities
-
68/100
9th
Logo for Canara Robeco
Canara Robeco
1987, Mumbai (India), Public
Diversified investment management firm
-
-
68/100
10th
Logo for Sundaram Finance
Sundaram Finance
1954, Chennai (India), Public
Provider of financial services including loans, fixed deposits, and insurance
-
68/100
49th
Logo for White Oak
White Oak
2017, Mumbai (India), Series B
Provider of investment management & advisory services
$10.3M
48/100
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White Oak's Investments and acquisitions

White Oak has made 13 investments in companies including KreditBee and Furlenco. White Oak has also acquired 2 companies including Benchmark Estimating Software and YES ASSET Management.
Here is the list of investments & acquisitions:lockFilter this list
Date of Investment/Acquisition
Type
Company Name
Founded Year
Location
Apr 08, 2026
Investments
2017
Bengaluru (India)
Nov 17, 2025
Investments
2012
Bengaluru (India)
Sep 15, 2025
Investments
1970
Mumbai (India)
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Reports related to White Oak

Here is the latest report on White Oak's sector:

News related to White Oak

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Media has covered White Oak for a total of 10 events in the last 1 year, 2 of them have been about people movement and 1 about company updates.
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FAQs about White Oak

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