59
Growth Score in past quarter
pts
Heat Score 59 in past quarter
-9 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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1600459
OakWealth provides wealth creation, accounting, retirement, superannuation, and estate planning.
- Yihsing Koo: Founder, Principal and Financial Adviser
About the Company
OakWealth is a financial planning agency that offers various financial services such as tax planning, debt management, accounting, redundancy planning, pension strategy, and wealth creation. Their investment plans are developed to create long-term wealth for their clients.