Insights

Fiduciary Focus Oath operates as a law office and fiduciary in financial services, indicating a potential need for enterprise-grade compliance, client data security, and workflow automation to support regulated advisory processes.

Estate and Retirement With emphasis on estate and retirement planning for individuals, there may be opportunities to offer scalable tools, digital marketing automation, and client onboarding enhancements to improve cross-sell of complementary services.

Moderate Growth Revenue range of 100M-250M alongside 51-200 employees suggests mid-market dynamics where solutions that improve efficiency, CRM integration, and analytics could yield meaningful ROI.

Digital Footprint Tech stack includes Google Cloud, HubSpot, WordPress, and ads platforms; a potential to propose modernization, data governance, and performance marketing expansion to attract and convert high-intent prospects.

Awarded Brand Recent recognition in fan film awards indicates strong branding and storytelling capabilities; explore partnerships around client education, content production support, or branded content services to enhance client engagement.

Similar companies to Oath

Oath Tech Stack

Oath uses 8 technology products and services including LinkedIn Ads, The Trade Desk, WordPress, and more. Explore Oath's tech stack below.

Oath's Email Address Formats

Oath uses at least 3 email formats:
Oath Email FormatsExamplePercentage
First@oath.lawJohn@oath.law
66%
First.Last@oath.lawJohn.Doe@oath.law
29%
FirstLast@oath.lawJohnDoe@oath.law
5%

Frequently Asked Questions

What is Oath's stock symbol?

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Oath is a publicly traded company; the company's stock symbol is OATHUSD.

What is Oath's official website and social media links?

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Oath's official website is planwithoath.com and has social profiles on LinkedIn.

How much revenue does Oath generate?

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As of October 2026, Oath's annual revenue is estimated to be $100M - $250M.

What is Oath's NAICS code?

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Oath's NAICS code is 52 - Finance and Insurance.

How many employees does Oath have currently?

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As of October 2026, Oath has approximately 129 employees across 1 continents, including North America. Key team members include Project Manager: K. S., Project Manager: T. C. and Senior Managing Attorney: M. M. Explore Oath's employee directory with LeadIQ.

What industry does Oath belong to?

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Oath operates in the Financial Services industry.

What technology does Oath use?

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Oath's tech stack includes LinkedIn Ads, The Trade Desk, WordPress, CookieYes, Google Cloud, HubSpot, Google Search Console and Facebook.

What is Oath's email format?

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Oath's email format typically follows the pattern of First@oath.law. Find more Oath email formats with LeadIQ.

When was Oath founded?

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Oath was founded in 2010.
Oath logo

Oath

Financial ServicesOklahoma, United States51-200 Employees

Oath is a law office and fiduciary financial advisory in the financial services sector, based in Tulsa, Oklahoma. It provides estate planning and retirement planning services intended to reduce uncertainties about future events.

The organization operates on a commission-free basis and acts as a fiduciary in its advisory work. Its client base comprises individuals and households seeking comprehensive planning for estate and retirement goals within a broader financial life. The firm is described as mid-sized and is headquartered in Tulsa, Oklahoma, positioning it within the regional market.

Section iconCompany Overview

Stock Symbol
OATHUSD
NAICS Code
52 - Finance and Insurance
Founded
2010
Employees
51-200

Section iconFunding & Financials

  • $100M - $250M

    Oath's revenue is estimated to be in the range of $100M - $250M

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