Insights

Niche Market Focus 1 Oak Advisory specializes in sourcing and managing both performing and non-performing mortgage loans as well as REO assets, presenting opportunities to offer tailored financial services, loan management solutions, or portfolio diversification tools.

Growing Educational Arm The launch of 1 Oak Training indicates a potential for sales of educational technology, training programs, or investor engagement platforms aimed at real estate and loan investment communities.

Market Expansion Readiness Given their nationwide acquisition and management scope, there are opportunities to provide regionalized property data, valuation analytics, or local market insights to support their investment decisions.

Leverage Technology Stack With a modern tech infrastructure including PHP, MySQL, and SEO tools, the company may be receptive to advanced data analytics, automation solutions, or digital marketing services to optimize operations and outreach.

Competitive Positioning Despite their relatively small size, their focus on specialized mortgage investments positions them for partnerships with financial analytics, loan servicing software, or investor management solutions that cater to niche real estate finance.

1 Oak Advisory Tech Stack

1 Oak Advisory uses 8 technology products and services including MySQL, Font Awesome, Google Fonts API, and more. Explore 1 Oak Advisory's tech stack below.

  • MySQL
    Database
  • Font Awesome
    Font Scripts
  • Google Fonts API
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Slider Revolution
    Miscellaneous
  • PHP
    Programming Languages
  • Yoast SEO
    Search Engines
  • Jetpack
    Web Platform Extensions

Media & News

1 Oak Advisory's Email Address Formats

1 Oak Advisory uses at least 1 format(s):
1 Oak Advisory Email FormatsExamplePercentage
First@1oakadvisory.comJohn@1oakadvisory.com
50%
First@1oakadvisory.comJohn@1oakadvisory.com
50%

Frequently Asked Questions

Where is 1 Oak Advisory's headquarters located?

Minus sign iconPlus sign icon
1 Oak Advisory's main headquarters is located at 3991 Macarthur Boulevard 4th Floor Newport Beach, California 92660 United States. The company has employees across 1 continents, including North America.

What is 1 Oak Advisory's official website and social media links?

Minus sign iconPlus sign icon
1 Oak Advisory's official website is 1oakadvisory.com and has social profiles on LinkedIn.

What is 1 Oak Advisory's SIC code NAICS code?

Minus sign iconPlus sign icon
1 Oak Advisory's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does 1 Oak Advisory have currently?

Minus sign iconPlus sign icon
As of February 2026, 1 Oak Advisory has approximately 3 employees across 1 continents, including North America. Key team members include Accounting Controller: K. K.. Explore 1 Oak Advisory's employee directory with LeadIQ.

What industry does 1 Oak Advisory belong to?

Minus sign iconPlus sign icon
1 Oak Advisory operates in the Financial Services industry.

What technology does 1 Oak Advisory use?

Minus sign iconPlus sign icon
1 Oak Advisory's tech stack includes MySQLFont AwesomeGoogle Fonts APIJSON-LDSlider RevolutionPHPYoast SEOJetpack.

What is 1 Oak Advisory's email format?

Minus sign iconPlus sign icon
1 Oak Advisory's email format typically follows the pattern of First@1oakadvisory.com. Find more 1 Oak Advisory email formats with LeadIQ.

When was 1 Oak Advisory founded?

Minus sign iconPlus sign icon
1 Oak Advisory was founded in 2012.

1 Oak Advisory

Financial ServicesCalifornia, United States2-10 Employees

1 Oak Advisory is a whole loan investment firm located in Newport Beach, CA. We source, underwrite, acquire and manage whole loans on behalf of our investors. Our focus is performing and non-performing whole loan mortgages throughout the country, as well as, Real Estate Owned (REO) in state specific regions. 

1 Oak Advisory is proud to announce it's newest subsidiary, 1 Oak Training.  We educate investors of all sizes on how-to source, underwrite, manage and execute on their whole loan investments.

For more information visit www.1oakadvisory.com

Section iconCompany Overview

Headquarters
3991 Macarthur Boulevard 4th Floor Newport Beach, California 92660 United States
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
2012
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    1 Oak Advisory's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    1 Oak Advisory's revenue is estimated to be in the range of $1M$10M

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.