Insights

Acquisition-driven growth Oakbrook Solutions is now part of F2 Strategy after a series of acquisitions in 2025-2026, indicating a rapidly expanding platform with potential cross-sell opportunities across wealth management technology, operations, and marketing services.

Wealth tech focus F2 Strategy specializes in wealth management technology and related services, suggesting opportunities to offer integrated tech solutions, data integration, and optimization for advisory firms seeking scalable, tech-enabled operations.

Mid-market footprint With a revenue range of 25 to 50 million and a modest employee base, the firm appears positioned in the mid-market, making it a good target for scalable SaaS, managed services, and outsourcing partnerships tailored to mid-sized wealth managers.

Leadership continuity Recent executive hiring and reappointments, including the CEO role for Ryan Beach, signals strategic realignment and potential entry points for enterprise-grade solutions aligned with new growth initiatives.

Strategic acquisitions A pattern of acquiring niche firms (e.g., MD Solutions, Meradia, HBMJ Consulting) suggests openness to partnerships and integrations that expand capabilities; pursue joint offerings, integrations, and co-sell arrangements to tap into broader client networks.

Oakbrook Solutions Tech Stack

Oakbrook Solutions uses 8 technology products and services including ID5, Unpkg, Microsoft SQL Server Integration Services, and more. Explore Oakbrook Solutions's tech stack below.

  • ID5
    Advertising
  • Unpkg
    Content Delivery Network
  • Microsoft SQL Server Integration Services
    Data Integration
  • Apple iCloud Mail
    Email
  • particles.js
    Javascript Graphics
  • Modernizr
    Javascript Libraries
  • Priority Hints
    Performance
  • Microsoft IIS
    Web Servers

Media & News

Oakbrook Solutions's Email Address Formats

Oakbrook Solutions uses at least 2 format(s):
Oakbrook Solutions Email FormatsExamplePercentage
FLast@oakbrooksolutions.comJDoe@oakbrooksolutions.com
91%
First.Last@oakbrooksolutions.comJohn.Doe@oakbrooksolutions.com
4%
Last@oakbrooksolutions.comDoe@oakbrooksolutions.com
4%
F.Last@oakbrooksolutions.comJ.Doe@oakbrooksolutions.com
1%
First.Last@f2strategy.comJohn.Doe@f2strategy.com
85%
First@f2strategy.comJohn@f2strategy.com
13%
Fir.Last@f2strategy.comJoh.Doe@f2strategy.com
2%

Frequently Asked Questions

What is Oakbrook Solutions's phone number?

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You can contact Oakbrook Solutions'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 Oakbrook Solutions's official website and social media links?

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Oakbrook Solutions's official website is f2strategy.com and has social profiles on LinkedIn.

How much revenue does Oakbrook Solutions generate?

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As of July 2026, Oakbrook Solutions's annual revenue is estimated to be $25M - $50M.

What is Oakbrook Solutions's SIC code NAICS code?

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Oakbrook Solutions's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Oakbrook Solutions have currently?

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As of July 2026, Oakbrook Solutions has approximately 40 employees across 2 continents, including North AmericaAsia. Key team members include President: H. L.Director Of Recruitment Corporate Marketing: A. H.Project Manager: J. C.. Explore Oakbrook Solutions's employee directory with LeadIQ.

What industry does Oakbrook Solutions belong to?

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Oakbrook Solutions operates in the Financial Services industry.

What technology does Oakbrook Solutions use?

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Oakbrook Solutions's tech stack includes ID5UnpkgMicrosoft SQL Server Integration ServicesApple iCloud Mailparticles.jsModernizrPriority HintsMicrosoft IIS.

What is Oakbrook Solutions's email format?

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Oakbrook Solutions's email format typically follows the pattern of FLast@oakbrooksolutions.com. Find more Oakbrook Solutions email formats with LeadIQ.
Oakbrook Solutions logo

Oakbrook Solutions

Financial ServicesNorth Carolina, United States11-50 Employees

Oakbrook Solutions, Inc. is a financial services firm based in Winston-Salem, North Carolina, employing a small to mid-sized team. The company was acquired by F2 Strategy, and its dedicated page is no longer active. For information about Oakbrook's work, readers are directed to F2 Strategy's LinkedIn page.

F2 Strategy is described as a wealth management technology and marketing services company, and Oakbrook now operates within that broader organization. The company has pursued a pattern of acquisitions in recent years, with several deals announced in 2025 and 2026. In this context, the Oakbrook listing reflects a larger industry trend of consolidation in the wealth management technology and services space, though detailed information about Oakbrook's activities is not provided in the available materials.

Section iconCompany Overview

Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Oakbrook Solutions's revenue is estimated to be in the range of $25M - $50M

Section iconFunding & Financials

  • $25M - $50M

    Oakbrook Solutions's revenue is estimated to be in the range of $25M - $50M

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