56
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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1789804
Oak & Stone Capital offers financial planning and wealth management, focusing on empowering clients and advisors.
About the Company
Oak & Stone Capital specializes in financial planning and wealth management services. The company focuses on providing strategic financial planning processes to empower clients with a better understanding of their financial situations. Oak & Stone Capital caters to financial advisors, offering solutions that enable them to grow their
businesses confidently while enjoying their lives. The team, including financial advisors and operations managers, is dedicated to investing, retirement planning, and comprehensive financial advice. With a focus on professional use, Oak & Stone Capital manages approximately $150 million in client assets, providing turnkey support in marketing and operational aspects to enhance financial advisory services.
