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SkyOak Logo
SkyOak Growth Score
83
CB Rank
1121978
Heat Score
60
SkyOak is a consultancy that specializes in the feilds of financial planning, investment, asset and wealth management services.
Founded
obfuscation
Private Newport Beach, California, United States11-50 skyoak.com/
Asset Management
Consulting
Financial Services
Wealth Management
Overview

SkyOak
Growth Score
83
Heat Score
60

Growth Score83
-1 pts
in past quarter
Heat Score 60
-6 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 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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See more interactive data and historical milestones on desktop for the best experience

About SkyOak

CB Rank
1121978
SkyOak is a consultancy that specializes in the feilds of financial planning, investment, asset and wealth management services.
Founded
obfuscation
Private Newport Beach, California, United States11-50 skyoak.com/
Asset Management
Consulting
Financial Services
Wealth Management

Details

Operating Status Active
Company Type For Profit
Phone Number +1-800-971-8070
Contact Email info@skyoak.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Private Wealth Management
Provides investment management, comprehensive financial planning, and financial consultation services to individual clients.
Private Wealth Corporate Services
Offers risk mitigation, commercial insurance, and retirement plan advisory services to corporate clients.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 4
News
Technology
View Tech Report

IT Spend

$367.1KThis year, SkyOak is projected to spend $367.1K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
VivaTech Logo
VivaTech
80
ChatGPT Logo
ChatGPT
75
OLED Display Logo
OLED Display
75

Actively Used Products

16SkyOak uses 16 technology products and services including HTML5, Google Drive, and  GoDaddy Premium DNS, according to G2 Stack.

Active Website Tech Count

4SkyOak is actively using 4 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  Euro.
Sub-Organizations
Frequently Asked Questions

Where is SkyOak's headquarters? SkyOak is located in Newport Beach, California, United States.Who are SkyOak's competitors? Alternatives and possible competitors to SkyOak may include Wealth Enhancement Group, Charles Schwab, and  Mariner Wealth Advisors.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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