Insights

Expanding Portfolio The Oakleaf Group's recent acquisition of Central Inn and ongoing investments suggest a strategic approach to expand their regional presence and service offerings, presenting opportunities to introduce complementary financial advisory and consulting services.

Diverse Industry Clients Serving a broad spectrum of clients including banks, GSEs, government agencies, and law firms indicates potential for tailored solutions in regulatory compliance, data analytics, and financial modeling across various segments.

Technology Integration The utilization of advanced tech tools like Tableau, Monte Carlo, and NLTK highlights an emphasis on data-driven decision making and analytics, offering prospects to provide enhanced tech consulting or customized data solutions.

Recognition & Outreach Recent awards and grants, such as the Women of Influence Award and Whole Foods investment, demonstrate active engagement and reputation-building efforts, which can be leveraged to approach new clients seeking credible advisory partnerships.

Growth & Staffing New executive appointments in relationship development and talent acquisition suggest the company is scaling operations and seeking strategic partnerships, creating opportunities to present specialized recruitment or relationship management services.

Similar companies to The Oakleaf Group

The Oakleaf Group Tech Stack

The Oakleaf Group uses 8 technology products and services including Tableau, Monte Carlo, Shopify, and more. Explore The Oakleaf Group's tech stack below.

Tableau
Business Intelligence
Monte Carlo
Data Management Platforms
Shopify
E-commerce
NLTK
Machine Learning
UNIX
Operating Systems
JSON
Programming Languages
Animate.css
UI Frameworks
MailChimp for WordPress
Web Platform Extensions

Media & News

The Oakleaf Group's Email Address Formats

The Oakleaf Group uses at least 2 format(s):

The Oakleaf Group Email Formats	Example	Percentage
First.Last@theoakleafgroup.com	John.Doe@theoakleafgroup.com	64%
FLast@theoakleafgroup.com	JDoe@theoakleafgroup.com	26%
Last@theoakleafgroup.com	Doe@theoakleafgroup.com	6%
First-L@theoakleafgroup.com	John-D@theoakleafgroup.com	2%
FirstLast@theoakleafgroup.com	JohnDoe@theoakleafgroup.com	1%
LFirst@theoakleafgroup.com	DJohn@theoakleafgroup.com	1%
First@oakleaf.com	John@oakleaf.com	40%
First.Last@oakleaf.com	John.Doe@oakleaf.com	20%
Last@oakleaf.com	Doe@oakleaf.com	20%
F.Last@oakleaf.com	J.Doe@oakleaf.com	20%

Frequently Asked Questions

What is The Oakleaf Group's phone number?

You can contact The Oakleaf Group's main corporate office by phone at

+1-202-684-****

. 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 Oakleaf Group's official website and social media links?

The Oakleaf Group's official website is oakleaf.com and has social profiles on LinkedIn.

What is The Oakleaf Group's SIC code NAICS code?

The Oakleaf Group's SIC code is 8052 - Intermediate Care Facilities NAICS code is 52 - Finance and Insurance.

How many employees does The Oakleaf Group have currently?

As of December 2025, The Oakleaf Group has approximately 60 employees across 3 continents, including North AmericaEuropeAfrica. Key team members include Chief Executive Officer: C. M.Chief Executive Officer: M. R.Chief Financial Officer: C. B.. Explore The Oakleaf Group's employee directory with LeadIQ.

What industry does The Oakleaf Group belong to?

The Oakleaf Group operates in the Financial Services industry.

What technology does The Oakleaf Group use?

The Oakleaf Group's tech stack includes TableauMonte CarloShopifyNLTKUNIXJSONAnimate.cssMailChimp for WordPress.

What is The Oakleaf Group's email format?

The Oakleaf Group's email format typically follows the pattern of First.Last@theoakleafgroup.com. Find more The Oakleaf Group email formats with LeadIQ.

When was The Oakleaf Group founded?

The Oakleaf Group was founded in 2007.

The Oakleaf Group

Q: What is The Oakleaf Group's official website and social media links?

The Oakleaf Group's official website is oakleaf.com. The Oakleaf Group has social profiles on LinkedIn.

Q: How many employees does The Oakleaf Group have currently?

The Oakleaf Group has approximately 60 employees.

Q: What technology does The Oakleaf Group use?

The Oakleaf Group's tech stack includes SAS/Connect, PHP, FitNesse, Microsoft Teams, Beanstalk.

Financial ServicesMaryland, United States51-200 Employees

The Oakleaf Group is a nationwide consulting and advisory firm for the mortgage and structured finance industries. Founded in 2007 by industry veterans, Oakleaf offers a comprehensive suite of solutions that spans the mortgage lifecycle. Our cross-functional teams are dedicated to supporting our clients in the areas of regulatory compliance, financial modeling, data analytics, and litigation support services.

Our clients include banks, GSEs, government agencies and regulators, mortgage originators and servicers, trustees, asset managers, and law firms. 

We work to tailor solutions to match the needs of our clients and industry standards, combining customer knowledge with domain expertise and operational flexibility. 

Learn more by visiting www.oakleaf.com.