Insights

Expanding Market Presence White Oak Global Advisors has demonstrated growth through strategic acquisitions and partnerships, including the acquisition of White Oak Group in 2018 and collaborations with firms like Funding Circle. This indicates a proactive approach to expanding their footprint in niche financial markets, presenting opportunities to offer specialized financing solutions tailored to their expanding portfolio.

Focus on Middle-Market Financing With expertise in serving small and middle-market enterprises across various product lines including asset-based, equipment, and trade finance, White Oak is continuously seeking innovative debt solutions. Sales efforts could focus on providing complementary financial products and technology-driven services to enhance their existing offerings.

Diversified Product Portfolio White Oak manages over twenty different lending products, highlighting their need for versatile and scalable financial tools. Identifying solutions that support complex transaction structures, such as invoice factoring or supply chain financing, could align well with their diversified strategy.

Technology and Data Utilization White Oak employs a range of digital tools like Google Analytics and Cloudflare for online engagement and security, indicating a technology-savvy organization that values data-driven decision-making. Offering advanced analytics, automation, or AI-enabled credit assessment solutions could appeal to their tech-forward approach.

Potential Legal and Reputational Risks Recent news highlights facing litigation and criticism, suggesting the company is navigating challenges that could affect its operational stability. Providing risk management services, compliance solutions, or reputation management tools may be of interest to aid their strategic resilience and strengthen their risk mitigation strategies.

White Oak Global Advisors Tech Stack

White Oak Global Advisors uses 8 technology products and services including Font Awesome, Vue.js, OWL Carousel, and more. Explore White Oak Global Advisors's tech stack below.

  • Font Awesome
    Font Scripts
  • Vue.js
    Javascript Frameworks
  • OWL Carousel
    Javascript Libraries
  • Salesforce Marketing Cloud Account Engagement
    Marketing Automation
  • reCAPTCHA
    Security
  • Google Tag Manager
    Tag Management
  • GoDaddy
    Web Hosting
  • Autoptimize
    Web Platform Extensions

Media & News

White Oak Global Advisors's Email Address Formats

White Oak Global Advisors uses at least 3 format(s):
White Oak Global Advisors Email FormatsExamplePercentage
FLast@whiteoakcf.comJDoe@whiteoakcf.com
88%
Last@whiteoakcf.comDoe@whiteoakcf.com
12%
FLast@capitalbusinesscredit.comJDoe@capitalbusinesscredit.com
88%
First.Last@capitalbusinesscredit.comJohn.Doe@capitalbusinesscredit.com
4%
Last@capitalbusinesscredit.comDoe@capitalbusinesscredit.com
3%
First@capitalbusinesscredit.comJohn@capitalbusinesscredit.com
2%
LastF@capitalbusinesscredit.comDoeJ@capitalbusinesscredit.com
1%
FirstLast@capitalbusinesscredit.comJohnDoe@capitalbusinesscredit.com
2%
FLast@whiteoaksf.comJDoe@whiteoaksf.com
68%
First.Last@whiteoaksf.comJohn.Doe@whiteoaksf.com
27%
First@whiteoaksf.comJohn@whiteoaksf.com
3%
FirstL@whiteoaksf.comJohnD@whiteoaksf.com
2%

Frequently Asked Questions

Where is White Oak Global Advisors's headquarters located?

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White Oak Global Advisors's main headquarters is located at 3 Embarcadero Center, Suite 550 San Francisco, California 94111, US. The company has employees across 4 continents, including North AmericaEuropeAfrica.

What is White Oak Global Advisors's phone number?

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You can contact White Oak Global Advisors'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 White Oak Global Advisors's official website and social media links?

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White Oak Global Advisors's official website is whiteoaksf.com and has social profiles on LinkedIn.

How much revenue does White Oak Global Advisors generate?

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As of October 2025, White Oak Global Advisors's annual revenue is estimated to be $5M.

What is White Oak Global Advisors's NAICS code?

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White Oak Global Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does White Oak Global Advisors have currently?

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As of October 2025, White Oak Global Advisors has approximately 201 employees across 4 continents, including North AmericaEuropeAfrica. Key team members include Chief Executive Officer: R. M.Chief Compliance Officer: T. G.Chief Financial Officer, Healthcare Finance: G. C.. Explore White Oak Global Advisors's employee directory with LeadIQ.

What industry does White Oak Global Advisors belong to?

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White Oak Global Advisors operates in the Financial Services industry.

What technology does White Oak Global Advisors use?

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White Oak Global Advisors's tech stack includes Font AwesomeVue.jsOWL CarouselSalesforce Marketing Cloud Account EngagementreCAPTCHAGoogle Tag ManagerGoDaddyAutoptimize.

What is White Oak Global Advisors's email format?

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White Oak Global Advisors's email format typically follows the pattern of FLast@whiteoakcf.com. Find more White Oak Global Advisors email formats with LeadIQ.

When was White Oak Global Advisors founded?

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White Oak Global Advisors was founded in 2007.
White Oak Global Advisors

White Oak Global Advisors

Financial ServicesUnited States201-500 Employees

White Oak Global Advisors, LLC is a leading alternative debt manager specializing in originating and providing financing solutions to support small and middle market enterprises. WOGA and its financing affiliates provide over twenty lending products to the market that include term, asset-based, and equipment loans. Since its inception in 2007, WOGA and its affiliates have deployed over $11 billion across its product lines.  More information can be found at www.whiteoaksf.com.

Headquartered in San Francisco, White Oak and its affiliates have grown to nearly 500 professionals [2] with offices and personnel throughout the US, UK, and Australia.

[1] As of Q3 2023
[2] Includes locations of certain entities beneficially owned by White Oak funds and managed accounts.


Specialties:

Direct Lending, Senior Term Loans, Asset Based Lending, Equipment Financing, Special Situation Loans, Event Driven Strategies, Account Receivables Management, Credit and Collections Support, Full-Service Factoring Inventory Financing, Invoice Discounting, Supply Chain Financing, Trade Credit Risk Management, and U.S. Import/Export Financing to Small- and Middle-Market Businesses

Section iconCompany Overview

Headquarters
3 Embarcadero Center, Suite 550 San Francisco, California 94111, US
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2007
Employees
201-500

Section iconFunding & Financials

  • $100M$250M

    White Oak Global Advisors's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    White Oak Global Advisors's revenue is estimated to be in the range of $100M$250M

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