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The Oakleaf Group is a nationwide consulting and advisory firm for the mortgage and structured finance industries. Founded in 2007 by industry veterans, Oakleaf offers a comprehensive suite of solutions that spans the mortgage lifecycle. Our cross-functional teams are dedicated to supporting our clients in the areas of regulatory compliance, financial modeling, data analytics, and litigation support services. Our clients include banks, GSEs, government agencies and regulators, mortgage originators and servicers, trustees, asset managers, and law firms. We work to tailor solutions to match the needs of our clients and industry standards, combining customer knowledge with domain expertise and operational flexibility. Learn more by visiting www.oakleaf.com.

Website http://www.oakleaf.com
Revenue $10.9 million
Funding $350000
Employees 51 (31 on RocketReach)
Founded 2007
Phone +1 202-684-2800
Fax (202) 684-2803
Technologies
Industry Information Technology, Financial Services, Business Services General, Consulting, Risk Management, Business Services, Regulatory Preparedness, Capital Markets & Treasury, Data Analytics, Risk & Finance Analytics, Business Process Redesign, Systems Development, Securitization, Underwriting, Disputes and Litigation, Origination and Closing
Web Rank 26 Million
Keywords Mortgage Consulting, Structured Finance Advisory, Financial Consulting, Mortgage Advisory Services, Finance Consulting, Mortgage Solutions, Financial Services Consulting, Structured Finance Solutions, Real Estate Finance, Financial Advisory Services, Risk Management Consulting, Regulatory Compliance Consulting, Due Diligence Services, Valuation Services, Capital Markets Advisory, Credit Risk Management, Financial Modeling, Investment Banking Advisory
Competitors Accenture, Wipro, KPMG In Pakistan, McKinsey & Company, Gartner, Bain & Company, The Hartford, FranklinCovey, Cognizant Softvision, The Tranzonic Companies +45 more (view full list)
SIC SIC Code 616 Companies, SIC Code 62 Companies, SIC Code 621 Companies, SIC Code 61 Companies
NAICS NAICS Code 56 Companies, NAICS Code 561311 Companies, NAICS Code 5613 Companies, NAICS Code 561 Companies, NAICS Code 56131 Companies

The Oakleaf Group Questions

The The Oakleaf Group annual revenue was $10.9 million in 2026.

David Steel is the Managing Director of The Oakleaf Group.

31 people are employed at The Oakleaf Group.

The Oakleaf Group is based in Bethesda, Maryland.

The NAICS codes for The Oakleaf Group are [56, 561311, 5613, 561, 56131].

The SIC codes for The Oakleaf Group are [616, 62, 621, 61].

Top The Oakleaf Group Employees

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