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Insights

Executive momentum Recent executive promotions including Kevin Reid to Executive Vice President and previously to Chief Financial Officer signal leadership stability and potential for strategic client expansion, presenting opportunities for high-level relationship management and cross-sell of wealth management and private banking services.

Growth readiness Revenue range and funding indicate a growing mid-sized financial services firm with capacity to scale services; ideal target for expanding private client advisory, investment banking, and institutional solutions to support expansion initiatives and treasury management.

Board and leadership Board appointments since 2021 show ongoing governance development; positioning for strategic partnerships and advisory engagements with affluent individuals and corporate clients seeking sophisticated financial solutions.

Tech utilization Tech stack includes cloud hosting/security and analytics tools (Cloudflare, Google Analytics, Microsoft 365) suggesting openness to digital client onboarding, performance marketing, and data-driven advisory services—services to enhance client experience and compliance.

Market positioning As a private client and investment banking firm with comparable peers in a crowded market, there are opportunities to differentiate through bespoke family office services, alternative investments, and tailored private placements to attract high-net-worth individuals and mid-market institutions.

Similar companies to The Oak Ridge Financial Group, Inc.

The Oak Ridge Financial Group, Inc. Tech Stack

The Oak Ridge Financial Group, Inc. uses 8 technology products and services including Open Graph, Amazon Simple Email Service, Microsoft 365, and more. Explore The Oak Ridge Financial Group, Inc.'s tech stack below.

  • Open Graph
    Content Management System
  • Font Awesome
    Font Scripts
  • Skrollr
    Javascript Libraries
  • Cloudflare Bot Management
    Security
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics

Media & News

The Oak Ridge Financial Group, Inc.'s Email Address Formats

The Oak Ridge Financial Group, Inc. uses at least 4 email formats:
The Oak Ridge Financial Group, Inc. Email FormatsExamplePercentage
FLast@oakridgefinancial.comJDoe@oakridgefinancial.com
89%
Last@oakridgefinancial.comDoe@oakridgefinancial.com
8%
First@oakridgefinancial.comJohn@oakridgefinancial.com
2%
LastFirst@oakridgefinancial.comDoeJohn@oakridgefinancial.com
1%

Frequently Asked Questions

What is The Oak Ridge Financial Group, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact The Oak Ridge Financial Group, Inc.'s main corporate office by phone at
+1-763-923-****
. 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 The Oak Ridge Financial Group, Inc.'s official website and social media links?

Minus sign iconPlus sign iconThe Oak Ridge Financial Group, Inc.'s official website is oakridgefinancial.com and has social profiles on LinkedIn and Crunchbase.

How much revenue does The Oak Ridge Financial Group, Inc. generate?

Minus sign iconPlus sign icon As of September 2026, The Oak Ridge Financial Group, Inc.'s annual revenue is estimated to be $50M - $100M.

What is The Oak Ridge Financial Group, Inc.'s SIC code and NAICS code?

Minus sign iconPlus sign iconThe Oak Ridge Financial Group, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does The Oak Ridge Financial Group, Inc. have currently?

Minus sign iconPlus sign iconAs of September 2026, The Oak Ridge Financial Group, Inc. has approximately 62 employees across 3 continents, including North America, Oceania and Africa. Key team members include Chief Executive Officer: L. Z., Vice President - Investments: B. S. and Vice President , Institutional Sales: M. B. Explore The Oak Ridge Financial Group, Inc.'s employee directory with LeadIQ.

What industry does The Oak Ridge Financial Group, Inc. belong to?

Minus sign iconPlus sign iconThe Oak Ridge Financial Group, Inc. operates in the Financial Services industry.

What technology does The Oak Ridge Financial Group, Inc. use?

Minus sign iconPlus sign iconThe Oak Ridge Financial Group, Inc.'s tech stack includes Open Graph, Amazon Simple Email Service, Microsoft 365, Font Awesome, Skrollr, Cloudflare Bot Management, Bootstrap and Google Analytics.

What is The Oak Ridge Financial Group, Inc.'s email format?

Minus sign iconPlus sign iconThe Oak Ridge Financial Group, Inc.'s email format typically follows the pattern of FLast@oakridgefinancial.com. Find more The Oak Ridge Financial Group, Inc. email formats with LeadIQ.

How much funding has The Oak Ridge Financial Group, Inc. raised to date?

Minus sign iconPlus sign icon As of September 2026, The Oak Ridge Financial Group, Inc. has raised $10M in funding. The last funding round occurred on Jun 03, 2020 for $10M.

When was The Oak Ridge Financial Group, Inc. founded?

Minus sign iconPlus sign iconThe Oak Ridge Financial Group, Inc. was founded in 1977.
The Oak Ridge Financial Group, Inc. logo

The Oak Ridge Financial Group, Inc.

Financial ServicesMinnesota, United States51-200 Employees

The Oak Ridge Financial Group, Inc. operates as an independent, full-service financial services firm that offers private client and investment banking services to individual, institutional, and corporate clients. Its professionals focus on understanding clients’ goals and working to help them achieve those objectives, delivering guidance across a range of financial needs within a non-bank, advisory framework. Based in Golden Valley, Minnesota, the company serves a diversified client base and situates itself within the broader financial services sector as a provider of tailored financial solutions through its affiliated entities. Recent leadership moves include executive appointments at the parent and its affiliated bank, reflecting ongoing development within its management team.

Section iconCompany Overview

Phone number
+1-763-923-****
Website
oakridgefinancial.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1977
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $10M

    The Oak Ridge Financial Group, Inc. has raised a total of $10M of funding over 1 rounds. Their latest funding round was raised on Jun 03, 2020 in the amount of $10M as a Post IPO Debt.

  • $50M - $100M

    The Oak Ridge Financial Group, Inc.'s revenue is estimated to be in the range of $50M - $100M

Company Leadership

  • Chief Executive Officer at The Oak Ridge Financial Group, Inc.
    L. Z.
    Chief Executive Officer
    Mobile Phone
  • Vice President - Investments at The Oak Ridge Financial Group, Inc.
    B. S.
    Vice President - Investments
    Mobile Phone
  • Vice President , Institutional Sales at The Oak Ridge Financial Group, Inc.
    M. B.
    Vice President , Institutional Sales
    Mobile Phone
  • Vice President Of Investments In The Private Client Services Group at The Oak Ridge Financial Group, Inc.
    M. W.
    Vice President Of Investments In The Private Client Services Group
    Mobile Phone
  • Vice President Of Investments at The Oak Ridge Financial Group, Inc.
    N. E.
    Vice President Of Investments
    Mobile Phone

Employee Directory

  • Partner at The Oak Ridge Financial Group, Inc.
    M. K.
    Partner
    Mobile Phone
  • Sr Vp- Investments at The Oak Ridge Financial Group, Inc.
    D. G.
    Sr Vp- Investments
    Mobile Phone
  • Senior Vice President- Investments at The Oak Ridge Financial Group, Inc.
    P. K.
    Senior Vice President- Investments
    Mobile Phone
  • Vice President - Investments at The Oak Ridge Financial Group, Inc.
    B. S.
    Vice President - Investments
    Mobile Phone
  • Vice President at The Oak Ridge Financial Group, Inc.
    A. L.
    Vice President
    Mobile Phone

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