Search company, investor...

Founded Year

2003

Stage

Acquired | Acquired

Total Raised

$105M

Valuation

$0000 

About Oak Street Funding

Oak Street Funding is a family of diversified financial services companies that offers commission-based commercial financing exclusively for insurance professionals and third-party loan servicing for financial institutions.

Headquarters Location

8888 Keystone Crossing Suite 1700

Indianapolis, Indiana, 46240,

United States

866-625-3863

Loading...

Loading...

Latest Oak Street Funding News

Oak Street Funding Joins The Wealth Engineering Expert Sourcing Consortium

Jan 4, 2024

News Provided By Share This Article Building on our shared legacy of exceptional service to the financial services industry, OSF and WE are poised to unlock new opportunities through this dynamic partnership,” — Rick Dennen, founder and CEO of Oak Street Funding ORLANDO, FL, USA, January 4, 2024 / EINPresswire.com / -- The Wealth Engineering Family of Companies (WE) is pleased to announce its inclusion of Oak Street Funding (OSF), a First Financial Bank company, as an exclusive core component of its Expert Sourcing Consortium. “We are excited to include OSF’s robust funding platform of specialized loan products and services to insurance agencies along with CPA and RIA Firms,.” said WE Founder and CEO, Nick Gregory, ChWE. “OSF will serve the more than 2,170 wealth management, insurance and CPA firms that we consult with nationally. OSF will help us continue to transform firms into a new wealth management dimension; magnifying their success by rejuvenating the contours of their practices to become more agile,” said Gregory. “Building on our shared legacy of exceptional service to the financial services industry, OSF and WE are poised to unlock new opportunities through this dynamic partnership," said Rick Dennen, founder and CEO of Oak Street Funding. “This collaboration will empower Financial Services Firms to access the capital they need to meet their short- and long-term growth goals.” As the preferred capital provider for WE, OSF is offering tailored financing solutions for acquisitions, successions, working capital needs, and recapitalizations. With this announcement Oak Street Funding joins the Wealth Engineering arsenal of best-in-class expert sourcing firms that provide a vast array of services and products to Wealth Engineering’s network of wealth management firms across the nation. The result is the fusion of advanced knowledge, experience, services, products and technology with sound engineering principles to create a synchronized hub for family and business wealth building. Oak Street Funding leaders are available for interviews, bylines and podcasts related to lending and financing topics including working capital, succession planning, acquisitions, debt consolidation and more. About Oak Street Funding Indianapolis-based Oak Street Funding, a First Financial Bank company, provides customized financial solutions for businesses in various industry sectors and third-party loan servicing for financial institutions. Oak Street Funding incorporates industry knowledge, easy-to-use technology and exceptional employees to deliver top-quality service and capital products to niche businesses nationwide. With in-house sales, underwriting, and servicing teams, and direct access to the CEO and executive team, Oak Street Funding is well-positioned to meet lending needs of borrowers in all stages of the business life cycle. OakStreetFunding.com About the Wealth Engineering Family of Companies Over the past 46+ years, the Wealth Engineering Family of Companies has developed a Wealth Advisory Concierge Dashboard. It provides high-touch total wealth advisory harmonized with high-touch wealth tech partner firms. WE provides a multi-disciplinary portfolio of consulting services for wealth management, multi-family offices, accounting, investment and insurance advisors nationally. WE fuses sound engineering principles with advanced knowledge, services, products and wealth tech to create a synchronized hub for “client wealth building”. WE helps advisors deploy new tactics in order to evolve from "AUM/Product Providers" to "Holistic Fee-Based Solutions Providers”. WE helps rejuvenate the contours of advisory practices thru a vast array of proprietary modular solutions. WE is also the governing body and grantor of the professional designation - Chartered Wealth Engineer (ChWE). Learn more at: Grow@ MyWEhub.com MyWEhub.com 407.878.3520 Brittany Sibal

Oak Street Funding Frequently Asked Questions (FAQ)

  • When was Oak Street Funding founded?

    Oak Street Funding was founded in 2003.

  • Where is Oak Street Funding's headquarters?

    Oak Street Funding's headquarters is located at 8888 Keystone Crossing, Indianapolis.

  • What is Oak Street Funding's latest funding round?

    Oak Street Funding's latest funding round is Acquired.

  • How much did Oak Street Funding raise?

    Oak Street Funding raised a total of $105M.

  • Who are the investors of Oak Street Funding?

    Investors of Oak Street Funding include First Financial Bancorp and BMO Harris Bank.

Loading...

Loading...

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.