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OatFi
What Does OatFi Do?
Oat Financial is a wealth management platform that leverages technology to provide personalized financial advice and investment solutions. They aim to simplify wealth management and make it accessible to a wider range of individuals. Oat Financial focuses on combining expert guidance with automated tools to help clients achieve their financial goals.
Where Is OatFi's Headquarters?
HQ Function
Serves as the central hub for Oat Financial's strategic decision-making, product development, and core operations.
Notable Features:
[Notable features of HQ]
Work Culture:
[HQ work culture/experience]
HQ Significance:
Located in the center of finance to have better access to the talent and opportunities.
Values Reflected in HQ: [Values reflected in HQ]
Location:
Currently, Oat Financial primarily operates within the United States, focusing on building its market presence and serving US-based clients. Their services include investment management, financial planning, and retirement planning.
Street Address:
[Street Address]
City:
New York
State/Province:
NY
Country:
USA
Where Else Does OatFi Operate Around the World?
[City, State/Country of Other Office 1]
Address: [Street Address of Other Office 1]
[Region-specific purpose of Other Office 1]
Buying Intent Signals for OatFi
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 OatFi? Meet the Executive Team
As of April 2025, OatFi' leadership includes:
Who's Investing in OatFi?
OatFi has been backed by several prominent investors over the years, including:
What Leadership Changes Has OatFi Seen Recently?
There have been no significant publicly announced executive hires or exits at Oat Financial in the last 12 months based on available information.
What Technology (Tech Stack) Is Used byOatFi?
Discover the tools OatFi uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
OatFi Email Formats and Examples
Oat Financial's email format typically follows a standard pattern, facilitating communication within the company and with clients.
[first_name].[last_name]@oatfinancial.com
Format
john.doe@oatfinancial.com
Example
[Number]%
Success rate
What's the Latest News About OatFi?
[News source website] • [Date of the news]
[Oat Financial] news title
[News description]...more
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