Insights

Niche Focus Independent planning firm specializing in Lilly employees with a CFP® team and fiduciary posture; opportunity to offer tailored Lilly-centric financial planning services and leverage LEAP integration as a differentiator in sales conversations.

Client Concentration Over 60% of clients are current or former Lilly employees, indicating strong alignment with Lilly-related benefits and potential for expanded relationships within this high-value segment.

Independent Advantage No quotas or proprietary products, enabling a message of objective, fee-based advice; potential upsell to advisory services, retirement planning, and fiduciary-led wealth management for Lilly-affiliated staff.

Tech & Security Utilizes iCIMS, AWS, DocuSign and analytics tools; opportunity to position secure, digital onboarding and robust data-driven planning as a selling point to risk-aware executives and HR teams.

Growth Signals Revenue in the mid single digits with a small team; potential for scalable partnerships with larger financial services firms, co-managed solutions, or expanded marketing targeting Lilly-related cohorts and similar employee groups.

Similar companies to Oaktree Financial Advisors, Inc.

Charles Schwab
35K$10B+
Northwestern Mutual
38K$10B+
Ameriprise Financial
1$50M - $100M
Fidelity Investments
85K$10B+
Vanguard
29K$10B+
LPL Financial
15K$10B+
Merrill Lynch
35K$10B+
Morgan Stanley
102K$10B+
Raymond James
20K$10B+
Edward Jones
50K$10B+

Oaktree Financial Advisors, Inc. Tech Stack

Oaktree Financial Advisors, Inc. uses 8 technology products and services including iCIMS, Amazon Web Services, Contentful, and more. Explore Oaktree Financial Advisors, Inc.'s tech stack below.

iCIMS
Applicant Tracking Systems
Amazon Web Services
Cloud Hosting
Contentful
Content Management System
Joomla
Content Management System
WordPress
Content Management System
DocuSign
Miscellaneous
Datadog
Real User Monitoring
Piwik PRO Core
Web Analytics

Oaktree Financial Advisors, Inc.'s Email Address Formats

Oaktree Financial Advisors, Inc. uses at least 3 email formats:

Oaktree Financial Advisors, Inc. Email Formats	Example	Percentage
First@oaktreeadvisors.com	John@oaktreeadvisors.com	40%
Last@oaktreeadvisors.com	Doe@oaktreeadvisors.com	40%
First-Last@oaktreeadvisors.com	John-Doe@oaktreeadvisors.com	20%

Frequently Asked Questions

What is Oaktree Financial Advisors, Inc.'s official website and social media links?

Oaktree Financial Advisors, Inc.'s official website is oaktreeadvisors.com and has social profiles on LinkedIn.

How much revenue does Oaktree Financial Advisors, Inc. generate?

As of September 2026, Oaktree Financial Advisors, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Oaktree Financial Advisors, Inc.'s NAICS code?

Oaktree Financial Advisors, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Oaktree Financial Advisors, Inc. have currently?

As of September 2026, Oaktree Financial Advisors, Inc. has approximately 9 employees across 1 continents, including North America. Key team members include Client Services Associate: J. D. Explore Oaktree Financial Advisors, Inc.'s employee directory with LeadIQ.

What industry does Oaktree Financial Advisors, Inc. belong to?

Oaktree Financial Advisors, Inc. operates in the Financial Services industry.

What technology does Oaktree Financial Advisors, Inc. use?

Oaktree Financial Advisors, Inc.'s tech stack includes iCIMS, Amazon Web Services, Contentful, Joomla, WordPress, DocuSign, Datadog and Piwik PRO Core.

What is Oaktree Financial Advisors, Inc.'s email format?

Oaktree Financial Advisors, Inc.'s email format typically follows the pattern of First@oaktreeadvisors.com. Find more Oaktree Financial Advisors, Inc. email formats with LeadIQ.

When was Oaktree Financial Advisors, Inc. founded?

Oaktree Financial Advisors, Inc. was founded in 2000.

Oaktree Financial Advisors, Inc.

Q: What technology does Oaktree Financial Advisors, Inc. use?

Oaktree Financial Advisors, Inc.'s tech stack includes AddThis, SparkPost, jQuery, Contentful, Cloudflare CDN.

Q: What is Oaktree Financial Advisors, Inc.'s NAICS code?

Oaktree Financial Advisors, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesIndiana, United States2-10 Employees

Oaktree Financial Advisors, Inc. is a small, independent financial planning firm based in Carmel, Indiana, focused on serving Eli Lilly employees. The firm presents itself as a Lilly-specific specialist, with CFP® professionals serving as fiduciaries and more than half of its clients being current or former Lilly employees.

It offers a program called LEAP, the Lilly Employee Analysis & Plan, which integrates Lilly benefits into personal finances to help clients stay on track toward their financial goals. Advisory services are provided through Commonwealth Financial Network, a Registered Investment Adviser; the firm is independently owned and not affiliated with or endorsed by Eli Lilly, with no quotas or proprietary products.