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Oakbourne Logo
Oakbourne CB Rank
2431747
Heat Score
55
Oakbourne is an independent financial services firm that develops and implements financial plans for families and small businesses.
Founded
obfuscation
Private Hackettstown, New Jersey, United States1-10 www.oakbourne.com/
Financial Services
Overview

Oakbourne
Heat Score
55

Growth Score
pts
in past quarter
Heat Score 55
-10 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
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
Learn More >
Recent Events
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Oakbourne

CB Rank
2431747
Oakbourne is an independent financial services firm that develops and implements financial plans for families and small businesses.
Founded
obfuscation
Private Hackettstown, New Jersey, United States1-10 www.oakbourne.com/
Financial Services

Details

Legal Name Oakbourne
Also Known As Oakbourne
Operating Status Active
Company Type For Profit
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Plan Consulting
Provides advisory services to help plan sponsors prepare for and comply with ERISA audit requirements and fiduciary responsibilities.
Roth 401(k) Advisory
Offers guidance on Roth 401(k) contributions, explaining tax implications and helping plan sponsors and participants choose contribution types.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10
News

News and Press

News•Jun 6, 2022
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

18

Active Website Tech Count

46Oakbourne is actively using 46 technologies for its website, according to BuiltWith. These include Google Tag Manager, Content Delivery Network, and  HSTS.
Sub-Organizations
Frequently Asked Questions

Where is Oakbourne's headquarters? Oakbourne is located in Hackettstown, New Jersey, United States.Who are Oakbourne's competitors? Alternatives and possible competitors to Oakbourne may include AGH Employer Solutions, Maxus Plan Solutions, and  Gelman Pension Consulting.
Who We Are
What We Do
Helpful Links
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