Insights

Strong Client Retention Oakworth boasts an impressive 95 percent client retention rate and an industry-leading Net Promoter Score of 94, indicating high customer satisfaction and loyalty. This suggests opportunities to offer enhanced digital and service solutions to support their continued engagement.

Active Investment Strategy The company has recently made multiple strategic investments across various sectors, including biotechnology, retail, and industrials, totaling over 500,000 USD. This demonstrates a growth-oriented mindset and potential openness to asset management, investment tools, or financial technology solutions.

Modern Tech Adoption Utilizing sophisticated tools such as Cloudflare, HubSpot, and social media integrations, Oakworth shows a commitment to modern digital infrastructure, presenting an opportunity to introduce advanced cybersecurity, analytics, or customer engagement platforms.

Funding and Revenue Scale With revenues between 10 million and 50 million USD and a funding influx of 35 million USD, Oakworth is positioned for expansion and modernization initiatives, making them a prime candidate for growth capital services, enterprise solutions, or innovative banking technologies.

Focused Wealth and Advisory Services Oakworth specializes in personalized private banking, trust, estate, and fiduciary services, indicating potential sales opportunities in financial planning platforms, estate management software, and wealth tech solutions tailored to their client-centric approach.

Oakworth Capital Bank Tech Stack

Oakworth Capital Bank uses 8 technology products and services including Linkedin Insight Tag, Sucuri, RSS, and more. Explore Oakworth Capital Bank's tech stack below.

  • Linkedin Insight Tag
    Analytics
  • Sucuri
    Content Delivery Network
  • RSS
    Content Management System
  • HubSpot Cookie Policy Banner
    Cookie Compliance
  • oEmbed
    Dev Tools
  • Bootbox.js
    Javascript Libraries
  • Constant Contact
    Marketing Automation
  • X-XSS-Protection
    Security

Media & News

Oakworth Capital Bank's Email Address Formats

Oakworth Capital Bank uses at least 2 format(s):
Oakworth Capital Bank Email FormatsExamplePercentage
First.Last@oakworthcapital.comJohn.Doe@oakworthcapital.com
89%
Last@oakworthcapital.comDoe@oakworthcapital.com
8%
FirstLast@oakworthcapital.comJohnDoe@oakworthcapital.com
1%
LastF@oakworthcapital.comDoeJ@oakworthcapital.com
1%
FLast@oakworthcapital.comJDoe@oakworthcapital.com
1%
First.Last@oakworth.comJohn.Doe@oakworth.com
88%
Last@oakworth.comDoe@oakworth.com
10%
First.Middle@oakworth.comJohn.Michael@oakworth.com
2%

Frequently Asked Questions

Where is Oakworth Capital Bank's headquarters located?

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Oakworth Capital Bank's main headquarters is located at 850 Shades Creek Parkway, Birmingham, Alabama 35209, US. The company has employees across 2 continents, including North AmericaEurope.

What is Oakworth Capital Bank's phone number?

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You can contact Oakworth Capital Bank'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 Oakworth Capital Bank's official website and social media links?

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Oakworth Capital Bank's official website is oakworth.com and has social profiles on LinkedInCrunchbase.

What is Oakworth Capital Bank's NAICS code?

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Oakworth Capital Bank's NAICS code is 52 - Finance and Insurance.

How many employees does Oakworth Capital Bank have currently?

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As of October 2025, Oakworth Capital Bank has approximately 182 employees across 2 continents, including North AmericaEurope. Key team members include Chief Financial Officer: J. K.Cfo: J. G. K.Managing Director, Head Of Wealth And Advisory Services: J. P.. Explore Oakworth Capital Bank's employee directory with LeadIQ.

What industry does Oakworth Capital Bank belong to?

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Oakworth Capital Bank operates in the Financial Services industry.

What technology does Oakworth Capital Bank use?

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Oakworth Capital Bank's tech stack includes Linkedin Insight TagSucuriRSSHubSpot Cookie Policy BanneroEmbedBootbox.jsConstant ContactX-XSS-Protection.

What is Oakworth Capital Bank's email format?

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Oakworth Capital Bank's email format typically follows the pattern of First.Last@oakworthcapital.com. Find more Oakworth Capital Bank email formats with LeadIQ.

How much funding has Oakworth Capital Bank raised to date?

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As of October 2025, Oakworth Capital Bank has raised $35M in funding. The last funding round occurred on Aug 19, 2022 for $35M.

When was Oakworth Capital Bank founded?

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Oakworth Capital Bank was founded in 2008.
Oakworth Capital Bank

Oakworth Capital Bank

Financial ServicesUnited States51-200 Employees

Oakworth aims to redefine financial services by combining high-touch client relationships with modern solutions in commercial and private banking, wealth and advisory services.

Founded by financial professionals who believed there was a better way, Oakworth serves businesses, professionals and families with a blend of exceptional client service and customized financial strategies. 

Our associates work with clients to deliver tailored guidance and integrated strategies designed to support their financial needs throughout different stages of life and business growth.

Oakworth Capital Bank has a 95% client retention rate and an industry-leading Net Promoter Score of 94 (as of year-end 2024, exclusive of Oakworth Asset Management).

Disclosures: 
Advisory Services, including investment management and financial planning, are offered through Oakworth Asset Management LLC a registered investment advisor. Oakworth Asset Management LLC is owned by Oakworth Capital Bank, Member FDIC. Investment products and services offered via Oakworth Asset Management LLC are independent of the products and services offered by Oakworth Capital Bank, and are not FDIC insured, may lose value, have no bank guarantee, and are not insured by any federal or state government agency. Because of the ownership relationship and involvement by Oakworth Asset Management LLC associates with Oakworth Capital Bank, there exists a conflict of interest to the extent that either party recommends the services of the other.   For additional information about Oakworth Asset Management LLC, including its services and fees visit advisorinfo.sec.gov.

Section iconCompany Overview

Headquarters
850 Shades Creek Parkway, Birmingham, Alabama 35209, US
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2008
Employees
51-200

Section iconFunding & Financials

  • $35M

    Oakworth Capital Bank has raised a total of $35M of funding over 3 rounds. Their latest funding round was raised on Aug 19, 2022 in the amount of $35M.

  • $100M$250M

    Oakworth Capital Bank's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $35M

    Oakworth Capital Bank has raised a total of $35M of funding over 3 rounds. Their latest funding round was raised on Aug 19, 2022 in the amount of $35M.

  • $100M$250M

    Oakworth Capital Bank's revenue is estimated to be in the range of $100M$250M

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