Insights

Fiduciary partnership Valley Oak Credit Union has partnered with Credit Union Wealth Group to offer fiduciary financial planning and investment management services to its members, signaling openness to expanded wealth management solutions.

Growth potential With a revenue range of 25 to 50 million and a moderate staff size, there is room to upsell cybersecurity, data analytics, and member experience enhancements as the credit union scales its services.

Tech stack Adopting Microsoft Advertising, The Trade Desk, and Simpli.fi indicates budget for digital marketing and programmatic advertising—opportunities for marketing automation, analytics, and optimized member acquisition campaigns.

Security focus Use of Imperva and reCAPTCHA suggests prioritization of cybersecurity and bot protection; potential for expanded security consulting, risk assessments, and compliant access solutions.

Regional growth Based in Visalia, CA with partner networks in Three Rivers area implies opportunities to expand regional financial tech services, member education platforms, and local partnerships within California credit unions.

Similar companies to Valley Oak Credit Union

Valley Oak Credit Union Tech Stack

Valley Oak Credit Union uses 8 technology products and services including Microsoft Advertising, The Trade Desk, Simpli.fi, and more. Explore Valley Oak Credit Union's tech stack below.

Valley Oak Credit Union's Email Address Formats

Valley Oak Credit Union uses at least 4 email formats:
Valley Oak Credit Union Email FormatsExamplePercentage
First.Last@valleyoak.orgJohn.Doe@valleyoak.org
48%
FLast@valleyoak.orgJDoe@valleyoak.org
24%
FirstL@valleyoak.orgJohnD@valleyoak.org
20%
Last@valleyoak.orgDoe@valleyoak.org
8%

Frequently Asked Questions

What is Valley Oak Credit Union's phone number?

Minus sign iconPlus sign icon
You can contact Valley Oak Credit Union'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 Valley Oak Credit Union's official website and social media links?

Minus sign iconPlus sign icon
Valley Oak Credit Union's official website is valleyoak.org and has social profiles on LinkedIn.

How much revenue does Valley Oak Credit Union generate?

Minus sign iconPlus sign icon
As of October 2026, Valley Oak Credit Union's annual revenue is estimated to be $25M - $50M.

What is Valley Oak Credit Union's SIC code and NAICS code?

Minus sign iconPlus sign icon
Valley Oak Credit Union's SIC code is 6062 - Credit Unions, Not Federally Chartered and NAICS code is 52 - Finance and Insurance.

How many employees does Valley Oak Credit Union have currently?

Minus sign iconPlus sign icon
As of October 2026, Valley Oak Credit Union has approximately 13 employees across 1 continents, including North America. Key team members include Vp Of Hr And Compliance: L. E., Manager: L. R. and Manager: Y. D. Explore Valley Oak Credit Union's employee directory with LeadIQ.

What industry does Valley Oak Credit Union belong to?

Minus sign iconPlus sign icon
Valley Oak Credit Union operates in the Financial Services industry.

What technology does Valley Oak Credit Union use?

Minus sign iconPlus sign icon
Valley Oak Credit Union's tech stack includes Microsoft Advertising, The Trade Desk, Simpli.fi, Microsoft 365, styled-components, Floating UI, Imperva and reCAPTCHA.

What is Valley Oak Credit Union's email format?

Minus sign iconPlus sign icon
Valley Oak Credit Union's email format typically follows the pattern of First.Last@valleyoak.org. Find more Valley Oak Credit Union email formats with LeadIQ.
Valley Oak Credit Union logo

Valley Oak Credit Union

Financial ServicesCalifornia, United States11-50 Employees

Valley Oak Credit Union is a small to mid-sized financial services organization based in Visalia, California. As a credit union, it serves members in the local community with a range of financial services. The institution operates out of 600 West Main Street and is part of the broader financial services sector. In March 2022, Valley Oak Credit Union partnered with Credit Union Wealth Group to provide fiduciary financial planning and investment management services to its members. This collaboration expands the advisory options available to members.

Section iconCompany Overview

Phone number
SIC Code
6062 - Credit Unions, Not Federally Chartered
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Valley Oak Credit Union's revenue is estimated to be in the range of $25M - $50M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.