Insights

Credit Union Focus Specializes in producing high quality customized forms and disclosures for credit unions across all states, highlighting a deep understanding of compliance, workflow integration, and regulatory requirements which can be leveraged to offer complementary compliance, documentation automation, and data processing optimization solutions.

Long Standing Presence Over 37 years of industry experience in the credit union sector indicating reliability and domain expertise. This can be a strong trust signal for upsell opportunities in enhanced documentation services, compliance updates, and ongoing support contracts.

Tech Stack Fit Current technology footprint includes WordPress, Joomla, analytics tools, and presentation frameworks. Potential sales angles include offering digital modernization, secure document workflows, or integrations with their data processing systems and lending platforms.

Market Potential Revenue in the mid-range of mid-market B2B, with 11-50 employees and customers across 50 states. This suggests scalable needs for scalable forms, electronic disclosures, and streamlined compliance processes that can be packaged as repeatable services.

Growth Readiness Active in the credit union space with established vendor relationships; a fit for expansion into compliance management SaaS, training, and monitoring solutions that keep forms up to date with evolving state and federal standards.

Similar companies to Oak Tree Business Systems, Inc.

Oak Tree Business Systems, Inc. Tech Stack

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

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

Oak Tree Business Systems, Inc. uses at least 4 email formats:
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

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

Minus sign iconPlus sign icon
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?

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

How much revenue does Oak Tree Business Systems, Inc. generate?

Minus sign iconPlus sign icon
As of August 2026, Oak Tree Business Systems, Inc.'s annual revenue is estimated to be $10M - $25M.

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

Minus sign iconPlus sign icon
Oak Tree Business Systems, Inc.'s SIC code is 6062 - Credit Unions, Not Federally Chartered and NAICS code is 45321 - Office Supplies and Stationery Stores.

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

Minus sign iconPlus sign icon
As of August 2026, Oak Tree Business Systems, Inc. has approximately 14 employees across 2 continents, including North America and Europe. Key team members include President: G. B., Director Of Data Services: R. M. and Assistant Director Of Sales: J. L. Explore Oak Tree Business Systems, Inc.'s employee directory with LeadIQ.

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

Minus sign iconPlus sign icon
Oak Tree Business Systems, Inc. operates in the Retail Office Equipment industry.

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

Minus sign iconPlus sign icon
Oak Tree Business Systems, Inc.'s tech stack includes Google Ads, Microsoft Advertising, Matomo, Microsoft Clarity, Joomla, WordPress, Google Fonts API and Reveal.js.

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

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
Oak Tree Business Systems, Inc. was founded in 1983.
Oak Tree Business Systems, Inc. logo

Oak Tree Business Systems, Inc.

Retail Office EquipmentCalifornia, United States11-50 Employees

Oak Tree Business Systems, Inc. operates in the retail office equipment space with a specialized focus on credit union forms, disclosures, and related documents. The company supports lending and operational processes by developing customized forms that align with each credit union’s technology, policies, and regulatory requirements, aiming to streamline workflows and reduce liability. Based in Big Bear Lake, California, the firm emphasizes long-standing industry experience—more than four decades—working with credit unions across all states to ensure documents are compliant with state and federal standards. The business positioning centers on providing high-quality, tailored documents that integrate with member-facing and back-office systems while improving efficiency in the lending process. Oak Tree serves credit unions as its primary customer base, offering expertise in form design and regulatory compliance within the broader retail office equipment industry. A recent development noted is the company’s ongoing focus on supporting credit unions’ technology objectives and operational needs through its document solutions.

Section iconCompany Overview

Phone number
SIC Code
6062 - Credit Unions, Not Federally Chartered
NAICS Code
45321 - Office Supplies and Stationery Stores
Founded
1983
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.