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Oakbrook Solutions
What Does Oakbrook Solutions Do?
OakBrook Solutions is a leading provider of technology and consulting services tailored for the wealth management industry. They specialize in delivering solutions that address the complex needs of family offices, trust companies, RIAs (Registered Investment Advisors), and private banks. Their offerings encompass portfolio management software, accounting solutions, client reporting tools, and operational efficiency consulting. OakBrook Solutions aims to empower clients by leveraging cutting-edge technology to streamline processes, improve data accuracy, enhance client service, and achieve strategic business objectives. They are recognized for their deep domain expertise in wealth management, a client-centric approach, and the ability to implement both proprietary and third-party systems effectively.
Where Is Oakbrook Solutions's Headquarters?
HQ Function
The headquarters serves as the primary center for executive leadership, strategic planning, software development oversight, client relationship management, sales, and marketing operations for its North American and global activities.
Notable Features:
The headquarters is situated in a contemporary office building within a well-maintained suburban office park, designed for functionality and to foster a productive work environment. While specific unique architectural details are not publicly emphasized, the space supports collaborative and focused work.
Work Culture:
OakBrook Solutions cultivates a professional and innovative work culture centered on deep expertise in wealth management and technology. The environment encourages collaboration, continuous learning, and a strong client-first mentality, with a focus on delivering impactful solutions and fostering employee growth.
HQ Significance:
The Oak Brook, Illinois headquarters is strategically positioned in a prominent Chicago suburb, offering excellent connectivity and access to a rich talent pool in finance, technology, and business services. Its location facilitates engagement with clients across the United States.
Values Reflected in HQ: The choice of a professional and strategically located office in a key business hub reflects OakBrook's commitment to excellence, client accessibility, and attracting skilled talent, underpinning their values of expertise, innovation, and reliable service delivery.
Location:
While its primary physical offices are in Oak Brook, USA, and Noida, India, OakBrook Solutions serves a diverse clientele across North America and has capabilities to support wealth management firms globally. Their technology solutions are designed for adaptability to various regulatory environments and client needs, enabling them to support functions such as international portfolio management, multi-currency accounting, and global client reporting. Their distributed team and technology infrastructure facilitate worldwide service delivery and support.
Street Address:
2015 Spring Road, Suite 130
City:
Oak Brook
State/Province:
IL
Country:
USA
Where Else Does Oakbrook Solutions Operate Around the World?
Noida, Uttar Pradesh, India
Address: Oakbrook Solutions India Pvt Ltd, A-12, Second Floor, Sector-9, Noida, UP-201301, India
Leverages India's extensive technology talent pool to drive innovation, enhance product development capabilities, and provide cost-effective operational support for global clients. It supports round-the-clock operations and development cycles.
Buying Intent Signals for Oakbrook Solutions
Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
Who's Leading Oakbrook Solutions? Meet the Executive Team
As of April 2025, Oakbrook Solutions' leadership includes:
Who's Investing in Oakbrook Solutions?
Oakbrook Solutions has been backed by several prominent investors over the years, including:
What Leadership Changes Has Oakbrook Solutions Seen Recently?
Over the last 12 months, OakBrook Solutions has focused on strengthening its executive team with strategic appointments, notably welcoming a new Chief Operating Officer. No C-level executive departures have been publicly announced during this period.
New Appointments:
What Technology (Tech Stack) Is Used byOakbrook Solutions?
Discover the tools Oakbrook Solutions uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Oakbrook Solutions Email Formats and Examples
OakBrook Solutions typically uses a standard professional email format for its employees. The most commonly observed pattern is the employee's first name, followed by a period, then their last name, all preceding '@oakbrooksolutions.com'. Another potential format is the first initial of the first name followed by the last name.
first.last@oakbrooksolutions.com (e.g., jane.doe@oakbrooksolutions.com) or flast@oakbrooksolutions.com (e.g., jdoe@oakbrooksolutions.com)
Format
craig.cook@oakbrooksolutions.com
Example
85%
Success rate
What's the Latest News About Oakbrook Solutions?
OakBrook Solutions Insights • March 12, 2024
OakBrook Solutions Explores AI's Transformative Role in Wealth Management
OakBrook Solutions published an insightful article detailing the impact and potential of Artificial Intelligence within the wealth management sector. The piece discusses key AI applications for client advisory, operational efficiency, and risk management, offering guidance for firms considering AI adoption....more
PR Newswire • July 18, 2023
OakBrook Solutions Appoints Tony Painter as Chief Operating Officer
OakBrook Solutions announced the appointment of Tony Painter as its new Chief Operating Officer. Painter brings over 20 years of extensive experience in financial services and technology operations, tasked with leading the company's operational strategies and enhancing service delivery excellence....more
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