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 32402 active competitors, including 526 funded and 2732 that have exited. Its top competitors include companies like Fidelity Investments, Barclays and Morgan Stanley.
Company Details
- Website
- www.whiteoakindia.com/
- Social
- 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
Investors
Ranked
534th among 32402 active competitors
Annual Revenue
₹50 - ₹100 Cr as on Mar 31, 2025
Employee Count
11 as on Aug 31, 2025
Similar Companies
Legal entities associated with White Oak
White Oak is associated with 1 legal entity given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Reports |
|---|---|---|---|---|
White Oak Capital Management Consultants Llp CIN: AAJ-6257 , India, Active | Jun 06, 2017 | ₹50 - ₹100 Cr (As on Mar 31, 2025) | 9 (As on Mar 01, 2026) |
Sign up to download White Oak's company profile
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 | 1439114 | Series B | 8389386 | 3995160 | 6444637 | 3570414 |
Access funding benchmarks and valuations. Sign up today!View details of White Oak's funding rounds and investors
White Oak's founders and board of directors
Founder? Claim ProfileWhite 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:
Uncover White Oak's growth story! Sign up today!
Access Tracxn on any website
Install Tracxn ExtensionOur Google Chrome extension lets you view company details while browsing their websites
White Oak's Competitors and alternates
Top competitors of White Oak include Fidelity Investments, Barclays and Morgan Stanley. Here is the list of Top 10 competitors of White Oak, ranked by Tracxn score:
Get insights and benchmarks for competitors of 2M+ companies! Sign up today!
Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Fidelity Investments 1946, Boston (United States), Series F | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | $4.71B | 82/100 | |
2nd | Barclays 1690, London (United Kingdom), Public | Provider of consumer, corporate, wealth and private banking services | - | 80/100 | |
3rd | Morgan Stanley 1935, New York City (United States), Public | Provider of wealth management, investment banking, sales, trading, and research services | $7.55M | 79/100 | |
4th |  Investec 1974, London (United Kingdom), Acquired | Specialist bank and wealth manager serving private and institutional clients | - | 78/100 | |
5th | Corporate consultancy and advisory service provider | $178M | 78/100 | ||
6th | HSBC 1865, London (United Kingdom), Public | Provider of global banking, wealth management, and financial services solutions worldwide | - | 76/100 | |
7th | Financial services company specializing in insurance and asset management | - | 75/100 | ||
8th |  Lighthouse Canton 2014, Singapore (Singapore), Series C | Investment institution focused on wealth and asset management | $40M | 75/100 | |
9th | Diversified of wealth & asset management services | - | 75/100 | ||
10th |  Wells Fargo 1852, San Francisco (United States), Public | Provider of diverse financial services and online banking | - | 75/100 | |
534th | Provider of investment management & advisory services | $10.3M | 48/100 |
Get insights and benchmarks for competitors of 2M+ companies! Sign up today!Looking for more details on White Oak's competitors? Click here to see the top ones
Financials of White OakFY 25 Available
White Oak Capital Management Consultants Llp, the legal entity associated with White Oak, generated between ₹50 Cr and ₹100 Cr in revenue for the financial year ending on Mar 31, 2025. The revenue of White Oak Capital Management Consultants Llp has a compounded annual growth rate (CAGR) of -67% in the last 1 year.
Financial Statement Summary
Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
|---|---|---|---|---|---|
Income Statement | |||||
Revenue | 6848 | 2044 | 1480 | 5210 | 6595 |
EBITDA | 4127 | 6717 | 9376 | 3871 | 8231 |
Net Profit | 6017 | 7540 | 4642 | 3968 | 4641 |
Balance Sheet | |||||
Assets | 1007 | 9845 | 2062 | 8350 | 8346 |
Liabilities | 2760 | 7346 | 5826 | 6348 | 5946 |
Detailed Financials (Income Statement, Balance Sheet, Cashflow Statement)
White Oak's Investments and acquisitions
White Oak has made 15 investments in companies including KrazyBee and KreditBee. White Oak has also acquired 2 companies including Benchmark Estimating Software and YES ASSET Management.Here is the list of investments & acquisitions:
Filter this list
Filter this listDate of Investment/Acquisition | Type | Company Name | Founded Year | Location |
|---|---|---|---|---|
Apr 13, 2026 | Investments | 2016 | Bengaluru (India) | |
Apr 08, 2026 | Investments | 2016 | - | |
Nov 17, 2025 | Investments | 2012 | Bengaluru (India) |
Want to know more about where corporates are investing? Sign up today!See all investments by White Oak
Reports related to White Oak
Here is the latest report on White Oak's sector:
News related to White Oak
Filter this listMedia has covered White Oak for a total of 7 events in the last 1 year, 1 of them has been about company updates.
•
Crystal Crop raises $8.84M in pre-IPO round ahead of listingDealroom•Oct 29, 2026•White Oak, Crystal Crop Protection
•
WhiteOak Capital Plans India IPO to Raise $156 Million at $951 Million ValuationCaproasia•Oct 03, 2026•White Oak
•
Priority Jewels IPO: Co raises Rs 27 crore from Whiteoak Capital and others in anchor roundIndiatimes•Aug 27, 2026•White Oak, Priority Jewels
•
Ashoka WhiteOak Capital Pte Ltd Acquires New Shares in Aura Minerals Inc. $AUGOMarketBeat•Dec 28, 2025•White Oak, Aura Minerals
•
JSA advises Zota Health Care (Davaindia) on its INR 350 crore QIPLexology•Dec 19, 2025•Zota Healthcare, ICICI Securities, JSA, White Oak and 1 other
•
WhiteOak, Siguler & Creador to invest over Rs 1,000 cr in La Renon HealthcareIndiatimes•Nov 21, 2025•WhiteOak Capital Asset Management, Creador, La Renon, White Oak and 1 other
•
Promoter Sells Stake in IPO-Bound Tenneco Clean Air India at Rs 16,023 Cr ValuationMoneycontrol•Nov 01, 2025•360 One, Kotak Life, White Oak, Tenneco and 1 other
•
•
White Oak, Spark Capital invest in technical textiles maker PRO ExclusivesVCCircle•Sep 12, 2025•White Oak, Spark Capital
•
White Oak Capital hires ex-ICICI Securities exec for private investments teamVCCircle•Aug 29, 2025•White Oak, ICICI Direct
Get curated news about company updates, funding rounds, M&A deals and others. Sign up today!Are you a Founder ?
FAQs about White Oak
Explore our recently published companies
- Lacy And Par - Tukwila based, 1984 founded, Unfunded company
- Moeheat - Santa Clarita based, 2008 founded, Public company
- Z-axis Prints - Spokane based, 2010 founded, Unfunded company
- Zen Creative Group - Portland based, 1995 founded, Unfunded company
- Rjo Ventures - North Miami Beach based, 2011 founded, Unfunded company
- Roberts Design - Las Vegas based, 2014 founded, Unfunded company
