Insights

Specialized Market Focus Oak Tree Business Systems has over 40 years of expertise in providing customized forms and compliance solutions specifically for credit unions across the United States, indicating a deep understanding of this niche market. This specialization presents opportunities to offer complementary products such as compliance management tools or advanced technology integrations tailored for credit unions.

Regulatory Compliance Emphasis The company's core value lies in creating forms that adhere to both state and federal standards, ensuring legal safety and operational efficiency for credit unions. Developing or offering specialized compliance software and regulatory tracking solutions could enhance their current offerings and open new revenue streams.

Technology Integration Expertise Oak Tree’s focus on seamless integration with credit unions’ existing data processing systems suggests a profit opportunity in providing advanced API services, system upgrades, or digital transformation solutions that further streamline the lending and operational workflows.

Stable Revenue Base With an annual revenue ranging from $10M to $25M and an industry-specific track record, Oak Tree displays financial stability that supports scalable partnerships or joint ventures with technology providers aimed at expanding their product suite or market reach.

Potential for Market Expansion Given their long-standing presence in a US-wide market and their focus on credit unions, there are opportunities to develop targeted marketing campaigns or custom solutions for credit unions seeking modernization or compliance enhancement, potentially increasing client acquisition in this specialized industry.

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Oak Tree Business Systems, Inc. Tech Stack

Oak Tree Business Systems, Inc. uses 8 technology products and services including Bing Ads, Matomo, RSS, and more. Explore Oak Tree Business Systems, Inc.'s tech stack below.

  • Bing Ads
    Advertising Networks
  • Matomo
    Analytics
  • RSS
    Content Management System
  • JSON-LD
    Javascript Frameworks
  • jQuery Migrate
    Javascript Libraries
  • Priority Hints
    Performance
  • YouTube
    Video Players
  • Jetpack
    Web Platform Extensions

Media & News

Oak Tree Business Systems, Inc.'s Email Address Formats

Oak Tree Business Systems, Inc. uses at least 1 format(s):
Oak Tree Business Systems, Inc. Email FormatsExamplePercentage
First@oaktreebiz.comJohn@oaktreebiz.com
75%
FLast@oaktreebiz.comJDoe@oaktreebiz.com
13%
FirLast@oaktreebiz.comJohDoe@oaktreebiz.com
6%
First.Last@oaktreebiz.comJohn.Doe@oaktreebiz.com
6%

Frequently Asked Questions

Where is Oak Tree Business Systems, Inc.'s headquarters located?

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Oak Tree Business Systems, Inc.'s main headquarters is located at 42645 Moonridge Rd., Big Bear Lake, California 92315, US. The company has employees across 2 continents, including North AmericaEurope.

What is Oak Tree Business Systems, Inc.'s phone number?

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You can contact Oak Tree Business Systems, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Oak Tree Business Systems, Inc.'s official website and social media links?

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Oak Tree Business Systems, Inc.'s official website is oaktreebiz.com and has social profiles on LinkedIn.

What is Oak Tree Business Systems, Inc.'s SIC code NAICS code?

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Oak Tree Business Systems, Inc.'s SIC code is 5112 - Stationery and Office Supplies NAICS code is 45321 - Office Supplies and Stationery Stores.

How many employees does Oak Tree Business Systems, Inc. have currently?

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As of November 2025, Oak Tree Business Systems, Inc. has approximately 12 employees across 2 continents, including North AmericaEurope. Key team members include Cto: L. M.President: C. D.President: G. B.. Explore Oak Tree Business Systems, Inc.'s employee directory with LeadIQ.

What industry does Oak Tree Business Systems, Inc. belong to?

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Oak Tree Business Systems, Inc. operates in the Retail Office Equipment industry.

What technology does Oak Tree Business Systems, Inc. use?

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Oak Tree Business Systems, Inc.'s tech stack includes Bing AdsMatomoRSSJSON-LDjQuery MigratePriority HintsYouTubeJetpack.

What is Oak Tree Business Systems, Inc.'s email format?

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Oak Tree Business Systems, Inc.'s email format typically follows the pattern of First@oaktreebiz.com. Find more Oak Tree Business Systems, Inc. email formats with LeadIQ.

When was Oak Tree Business Systems, Inc. founded?

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Oak Tree Business Systems, Inc. was founded in 1983.

Oak Tree Business Systems, Inc.

Retail Office EquipmentUnited States11-50 Employees

Oak Tree has been in the credit union business continuously for over 40 years, developing, supporting, and maintaining lending and operational documents for credit unions in all 50 states.

Forms and disclosures are your credit union's tools of the trade. Ideally, these forms integrate seamlessly with your technology for streamlined performance. More importantly, they must comply with both state and federal standards or your credit union could face serious liability. This is why Oak Tree Business Systems is a reliable source for credit union forms year after year.

Our business model has always been simple:

• Produce nothing but the highest quality customized forms for credit unions that:
• Meet the expectations of each credit union's members and staff;
• Work on each credit union's Data Processing system and within their policies; and
• Comply with both state and federal regulations.

We also maximize your lending process. With over 37 years of industry experience, we work with you to create forms and disclosures that accommodate your credit union's technology objectives and facilitate a smooth workflow. These documents are easy to use, are specifically designed to match your credit union's policies and procedures, and work for hand in hand with your data/loan processing system.

https://oaktreebiz.com

Section iconCompany Overview

Headquarters
42645 Moonridge Rd., Big Bear Lake, California 92315, US
Phone number
SIC Code
5112 - Stationery and Office Supplies
NAICS Code
45321 - Office Supplies and Stationery Stores
Founded
1983
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Oak Tree Business Systems, Inc.'s revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Oak Tree Business Systems, Inc.'s revenue is estimated to be in the range of $10M$25M

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