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
- Website
- www.whiteoakindia.com/
- 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
49th among 1661 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 | Documents |
|---|---|---|---|---|
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) |
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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 |
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:
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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:
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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 | 81/100 | |
2nd | FIS 1968, Jacksonville (United States), Acquired | Provider of software suite for banks and financial institutions | - | 80/100 | |
3rd | S&P Global 1917, New York City (United States), Public | Provider of essential intelligence and market analysis for global finance | - | 79/100 | |
4th | Goldman Sachs 1869, New York City (United States), Public | Provider of investment banking asset management and financial advisory services | - | 78/100 | |
5th | Corporate consultancy and advisory service provider | $178M | 77/100 | ||
6th | Diversified of wealth & asset management services | - | 75/100 | ||
7th | 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 | India Infoline 1995, Mumbai (India), Public | Traditional Broker for trading in stocks, mutual fund, and commodities | - | 68/100 | |
9th | Canara Robeco 1987, Mumbai (India), Public | Diversified investment management firm | - | - | 68/100 |
10th | Sundaram Finance 1954, Chennai (India), Public | Provider of financial services including loans, fixed deposits, and insurance | - | 68/100 | |
49th | Provider of investment management & advisory services | $10.3M | 48/100 |
Looking for more details on White Oak's competitors? Click here to see the top ones
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:
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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) |
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
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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Ashoka WhiteOak Capital Pte Ltd Acquires New Shares in Aura Minerals Inc. $AUGOMarketBeat•Dec 28, 2025•White Oak, Aura Minerals
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JSA advises Zota Health Care (Davaindia) on its INR 350 crore QIPLexology•Dec 19, 2025•Zota Healthcare, ICICI Securities, JSA, White Oak and 2 others
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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
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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
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White Oak, Spark Capital invest in technical textiles maker PRO ExclusivesVCCircle•Sep 12, 2025•White Oak, Spark Capital
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Home First Finance Secures $146 Million in FundingVCCircle•Apr 16, 2025•HomeFirst Finance, Warburg Pincus, True North, IFC and 5 others
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