Oak Branch Advisors Email Format

Financial ServicesNew York, United States11-50 Employees

Oak Branch Advisors provides technology, analytics, reporting and outsourced operations support for investors in the private debt and non-bank finance sectors. Backed by our powerful proprietary technology, Oak Branch Advisors can provide significant automation and scalability to a firm's investment operations and allow them to do so in a cost effective way.  In addition, Oak Branch has been a leading provider of forensic due diligence and litigation advisory services, supporting some of the largest  banks and law firms in the country. 

Specializing in providing solutions for participants in the private credit sector with needs that cannot be served with a “one size fits all approach, today’s clients include financial institutions, asset managers, institutional investors, service providers, and law firms. Our platform facilitates a wide variety of financial instruments and business processes, providing critical data/document onboarding, monitoring, and analytics capabilities through the full lifecycle of a transaction. Our highly-skilled team of analysts and market professionals work closely with our clients to develop the right solutions to meet their unique needs.

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