When was White Oak founded?

White Oak was founded in 2017 and raised its 1st funding round 7 years after it was founded.

Where is White Oak located?

White Oak is headquartered in Mumbai, India. It is registered at Unit No. B2, 6th Floor, Cnergy New Prabhadevi Road, Mumbai, Mumbai City, Mumbai, Maharashtra, India, 400025.

Who is the current CEO of White Oak?

Aashish P Somaiyaa of White Oak.

Which legal entities is White Oak associated with?

White Oak is associated with White Oak Capital Management Consultants Llp.

How many employees does White Oak have?

As of Aug 31, 2025, White Oak has 11 employees, reflecting a 58% year-over-year growth in headcount.

Is White Oak a funded company?

White Oak is a funded company, having raised a total of $***** in its 1st and only funding round, a Series B round on Jan 01, 2024.

When was the latest funding round of White Oak?

White Oak's latest funding was a $***** Series B round on Jan 01, 2024, with participation from 0 investor. Its primary sector is Asset Management. In India, the Asset Management sector has seen $485M in funding in 2026 to date.

What is the annual revenue of White Oak?

Annual revenue of White Oak is between ₹50 Cr and ₹100 Cr as on Mar 31, 2025

Where does White Oak rank among its competitors?

White Oak ranks 44th amongst 1818 active competitors, of which 46 are funded. It stands 6th in terms of total funding among its competitors. The most recent competitor to raise funding was Spark Capital, which secured $3.18M in Nov, 2024.

Who are the top competitors of White Oak?

White Oak's top competitors include Fidelity Investments, Avendus and Nuvama. Among them, Spark Capital secured the most recent funding round in November, 2024.

White Oak - 2026 Company Profile, Team, Funding, Competitors & Financials

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 1818 active competitors, including 46 funded and 144 that have exited. Its top competitors include companies like Fidelity Investments, Avendus and Nuvama.

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

Series B, Jan 01, 2024, $*****

Investors

Motilal Oswal Financial Services

Ranked

44^th among 1818 active competitors

Annual Revenue

₹50 - ₹100 Cr as on Mar 31, 2025

Employee Count

11 as on Aug 31, 2025

Investment & Acquisitions

KrazyBee & 16 more

Similar Companies

Old Mutual & 278 more

View White Oak's full profile

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)

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	1834456	Series B	7534048	7709451	5577820	2872470

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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:

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Top competitors of White Oak include Fidelity Investments, Avendus and Nuvama. 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	Fidelity Investments 1946, Boston (United States), Series F	Provider of brokerage accounts, retirement planning, wealth management, and trading platforms	$4.71B	World Capital Holdings Group, Burman Family ... & 5 others	82/100
2nd	Avendus 1999, Mumbai (India), Acquired	Corporate consultancy and advisory service provider	$178M	Gaja Capital, Fender Consultants & 27 others	78/100
3rd	Nuvama 1993, Mumbai (India), Public	Diversified of wealth & asset management services	-	Tryrock, Sanaka India	75/100
4th	Motilal Oswal Financial Services 1987, Mumbai (India), Public	Provider of brokerage services for equity stocks and financial instruments	$27.6M	New Vernon Wealth Management, Bessemer Venture Partners ... Read more	74/100
5th	Spark Capital 2001, Chennai (India), Series C	Provider of financial advisory, investment banking, and asset management solutions	$11.8M	Kubera Partners, Corporate Infrastructure Services ... & 34 others	72/100
6th	Neo Asset Management 2021, Mumbai (India), Series B	Provider of alternative asset management solutions focusing on credit and fixed income	$45.7M	Peak XV Partners, Morde & 5 others	72/100
7th	Apollo Global Management 1990, New York City (United States), Public	Provider of asset management services for credit and equity markets	-	-	72/100
8th	India Infoline 1995, Mumbai (India), Public	Traditional Broker for trading in stocks, mutual fund, and commodities	-	Fairbridge Capital, Milliways Ventures & 1 others	71/100
9th	Axis Bank 1994, Mumbai (India), Funding Raised	Provider of personal and corporate banking services including savings accounts, loans, credit cards, and investment products	-	Nepean Capital, WestBridge Capital & 5 others	70/100
10th	Fidelity 1969, Bermuda, Public	Provider of investment management services	-	Burman Family	69/100
44th	White Oak 2017, Mumbai (India), Series B	Provider of investment management & advisory services	$10.3M	Motilal Oswal Financial Services	48/100

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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	5902	8801	6869	9264	1675
EBITDA	8806	7102	7039	4357	5077
Net Profit	2747	3006	1629	1441	5943
Balance Sheet
Assets	8736	3836	3667	1665	6696
Liabilities	6342	8058	3255	3051	5083

Detailed Financials (Income Statement, Balance Sheet, Cashflow Statement)

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:

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Date of Investment/Acquisition	Type	Company Name	Founded Year	Location
Apr 13, 2026	Investments	KrazyBee	2016	Bengaluru (India)
Apr 08, 2026	Investments	KreditBee	2016	Bengaluru (India)
Nov 17, 2025	Investments	Furlenco	2012	Bengaluru (India)