Oakbrook Solutions, Inc. is a leading consulting and services firm for the Wealth Management industry serving banks and trust companies, RIAs, single and multi-family offices, private banks, retirement plan providers, custodians and other industry service providers. We provide consulting and staffing solutions and services that solve problems commonly faced within our industry. Our services and solutions are focused on helping our clients make better decisions, deliver high quality customized service, increase efficiency, and reduce risk. Achieving these objectives are complicated by proliferation of software applications, increased data aggregation needs, growth in product and organizational complexity, and heightened standards of quality, regulatory compliance, and internal controls. We use our expertise and commitment to our clients to develop custom service and solution offerings that address these challenges in order to drive growth and success. Services and Solutions: • Execution Services • Structured Procedure Design (SPD) • Business Strategy • Technology & Operational Assessments • Vendor Search & Selection • Technology Roadmaps • Implementation Planning • Process Re-Engineering & Workflow or Business Process Management (BPM)
View Top Employees from Oakbrook SolutionsWebsite | http://www.oakbrooksolutions.com |
Revenue | $22 million |
Funding | $1 million |
Employees | 44 (42 on RocketReach) |
Founded | 2000 |
Address | 500 W. 5th Street Ste 800 PMB, Winston-Salem, North Carolina 27101, US |
Phone | (336) 714-0321 |
Fax | (336) 217-8810 |
Technologies |
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Industry | Financial Services, Finance General, CRM, Finance, Information Technology, Sales and Marketing, Software |
Web Rank | 32 Million |
Keywords | Treasury Occ Contract Award |
Competitors | ConsultNet, Millennium Consulting, Olmstead Associates, RiverPoint Group, VIP Apps Consulting Limited |
SIC | SIC Code 87 Companies, SIC Code 874 Companies |
NAICS | NAICS Code 5416 Companies, NAICS Code 541 Companies, NAICS Code 54 Companies |
Looking for a particular Oakbrook Solutions employee's phone or email?
The Oakbrook Solutions annual revenue was $22 million in 2024.
Craig Cook is the CEO of Oakbrook Solutions.
42 people are employed at Oakbrook Solutions.
Oakbrook Solutions is based in Winston-Salem, North Carolina.
The NAICS codes for Oakbrook Solutions are [5416, 541, 54].
The SIC codes for Oakbrook Solutions are [87, 874].