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SkyOak Wealth Logo
SkyOak Wealth CB Rank
2584904
Heat Score
42
SkyOak Wealth is an investment advisory firm that provides wealth management, retirement planning, and investment management services.
Private Southfield, Michigan, United States11-50 www.skyoakwealth.com/
Advice
Asset Management
Financial Services
Wealth Management
Overview

SkyOak Wealth
Heat Score
42

Growth Score
pts
in past quarter
Heat Score 42
-7 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
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About SkyOak Wealth

CB Rank
2584904
SkyOak Wealth is an investment advisory firm that provides wealth management, retirement planning, and investment management services.
Private Southfield, Michigan, United States11-50 www.skyoakwealth.com/
Advice
Asset Management
Financial Services
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Phone Number +1 248 358-6500
Contact Email info@skyoakwealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management
A service that manages clients' investment portfolios and financial assets to meet their financial goals.
Retirement Planning
Consultation and design of retirement plans tailored to individual or company needs, including plan audits and new plan setups.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 3 Contacts 4

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

82
-44.59%
 in past month

IT Spend

$68.2KThis year, SkyOak Wealth is projected to spend $68.2K on IT, according to Aberdeen.

Actively Used Products

12SkyOak Wealth uses 12 technology products and services including HTML5, Google Analytics, and  Adobe Fonts, according to G2 Stack.

Active Website Tech Count

2SkyOak Wealth is actively using 2 technologies for its website, according to BuiltWith. These include CommonCrawl Top 100m.
Sub-Organizations
Frequently Asked Questions

Where is SkyOak Wealth's headquarters? SkyOak Wealth is located in Southfield, Michigan, United States.Who are SkyOak Wealth's competitors? Alternatives and possible competitors to SkyOak Wealth may include Cresset, Basic Capital, and  PKF Investment Banking.
Who We Are
What We Do
Helpful Links
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