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Oak Branch Advisors Employee Directory

Financial ServicesNew York, United States11-50 Employees

Oak Branch Advisors is a financial services firm based in New York, United States. It provides technology, analytics, reporting, and outsourced operations support for investors in private debt and non-bank finance. The firm focuses on clients whose needs cannot be met with a generic approach, including financial institutions, asset managers, institutional investors, service providers, and law firms.

Its platform supports a broad range of financial instruments and processes, delivering data and document onboarding, monitoring, and analytics across the full lifecycle of a transaction, enabled by its proprietary technology to improve automation and cost efficiency. In addition to operations support, Oak Branch has provided forensic due diligence and litigation advisory services for some of the largest banks and law firms in the country.

Find Oak Branch Advisors employees' phone numbers or email addresses

Oak Branch Advisors Global Highlights

Location
Employees

North America
17

Minus sign iconPlus sign icon
  • United States Of America
    17

Oak Branch Advisors's Leadership

  • Stylized image of a person
    D. R.
    Senior Credit Officer/Mortgage Compliance Sme
    Mobile Phone

Oak Branch Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Legal
  • Quality Assurance
  • Other

Contact profiles from Oak Branch Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    D. R.
    Senior Credit Officer/Mortgage Compliance Sme
    Mobile Phone
    Mar 02, 2026

Frequently Asked Questions

What is Oak Branch Advisors known for?

Minus sign iconPlus sign iconOak Branch Advisors was founded in 2016 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-212-209-****
. Explore Oak Branch Advisors's company overview page for more information.

What is Oak Branch Advisors's most common email format?

Minus sign iconPlus sign iconOak Branch Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Oak Branch Advisors email formats with LeadIQ.

How many employees does Oak Branch Advisors have currently?

Minus sign iconPlus sign iconOak Branch Advisors has approximately 21 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Oak Branch Advisors's key employees and leadership?

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As of July 2026, Oak Branch Advisors's key employees include:

  • Senior Credit Officer/Mortgage Compliance Sme: D. R.

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