Silveroaksecurities
Silver Oak Securities focuses on serving the needs of wealth advisors who foster strong, trusted relationships with their clients.
Business Model:
Revenue: $7.6M
Employees: 11-50
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Detailed Silveroaksecurities Information
Geographic Data
Address: 3339 N Highland Ave
City: Jackson
State: TN
Zip: 38305
Country: US
Financial Info
Stage:
seed
Raised Last:
$50k
Raised Total:$50k
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Description
Silver Oak Securities focuses on serving the needs of wealth advisors who foster strong, trusted relationships with their clients. Silver Oak Securities creates a unique structure that offers the strength and scale of a large financial institution with the flexibility of a smaller, boutique organization. Advisors have the advantage of the industry’s strongest financial custodial platforms and technology from TD Ameritrade and Schwab while enjoying the flexibility of customized compliance, the independence of non-proprietary investment and insurance products, highly personalized service, and pricing arrangements to enhance advisor profitability.
Contact Phone:
+17316683825
Contact Email:
| Announced Date | Company | Transaction | Money Raised |
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| Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 6/2019 | Seed Round | $50k |
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