46
Growth Score
pts
Heat Score
-12 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Oak Four offers financial planning services with a focus on innovation, client education, and personalized solutions.
- Kevin Wood: Founder, Certified Financial Planner, Investment Adviser
- Andrew Wearing: Co-founder and Director
About the Company
Oak Four is a financial planning firm that emphasizes a modern approach to financial services. It operates with the conviction that financial planning requires innovative strategies to meet the diverse needs of individuals today. Oak Four specializes in offering comprehensive financial planning services, including early retirement planning,
investment advice, and financial health assessments. The firm is committed to providing personalized financial solutions that align with the values and goals of its clients. With a focus on transparency and client education, Oak Four aims to demystify financial planning processes and empower clients to make informed financial decisions.
