41
Growth Score
pts
Heat Score
-13 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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OakTrust Wealth Advisors offers investment management and retirement planning services for families and individuals.
About the Company
OakTrust Wealth Advisors provides independent investment management and retirement planning services. The firm offers tailored financial strategies for families and individuals, focusing on investment advisory and retirement solutions. Co-founded by Nick Zizzadoro, OakTrust Wealth Advisors aims to help clients achieve their financial goals through
personalized planning and asset management.
