What departments does Oak Branch Advisors have?

Oak Branch Advisors has employees across 3 departments including Engineering, Analytics, Quality Assurance.

What is the largest department at Oak Branch Advisors?

The largest department at Oak Branch Advisors is Analytics with 3 employees.

Where are Oak Branch Advisors employees located globally?

Oak Branch Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Oak Branch Advisors's team size changed over time?

Oak Branch Advisors's team has decreased from approximately 18 to 7 employees based on available data.

Oak Branch Advisors Employee Directory

Q: Who are Oak Branch Advisors's key employees and leadership?

Oak Branch Advisors's key employees include: Ceo: C. B., Chief Technology Officer: B. B..

Financial ServicesNew York, United States11-50 Employees

Oak Branch Advisors is a financial services firm based in New York, United States. It provides technology, analytics, reporting, and outsourced operations support for investors in private debt and non-bank finance. The firm focuses on clients whose needs cannot be met with a generic approach, including financial institutions, asset managers, institutional investors, service providers, and law firms.

Its platform supports a broad range of financial instruments and processes, delivering data and document onboarding, monitoring, and analytics across the full lifecycle of a transaction, enabled by its proprietary technology to improve automation and cost efficiency. In addition to operations support, Oak Branch has provided forensic due diligence and litigation advisory services for some of the largest banks and law firms in the country.

Oak Branch Advisors Global Highlights

North America
17

United States Of America
17

Oak Branch Advisors's Leadership

C. B.
Ceo
Mobile Phone
Email
B. B.
Chief Technology Officer
Mobile Phone
Email
D. H.
Executive Managing Director ◆ Alternative Investments ◆ Private Credit
Mobile Phone
Email
T. G.
Director
Mobile Phone
Email
S. H.
Director
Mobile Phone
Email
C. B.
Associate Director
Mobile Phone
Email
N. T.
Associate Director
Mobile Phone
Email
I. D.
Director
Mobile Phone
Email

Oak Branch Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Business
Legal
Quality Assurance
Other
Accounting
Administrative

Contact profiles from Oak Branch Advisors

Name

Title

Contact Info

Location

Last Update

C. B.
Ceo
Mobile Phone
Email
United StatesNew York
Jun 25, 2026
B. B.
Chief Technology Officer
Mobile Phone
Email
United StatesNew York
Apr 23, 2026
D. H.
Executive Managing Director ◆ Alternative Investments ◆ Private Credit
Mobile Phone
Email
United StatesNew York
Mar 25, 2026
T. G.
Director
Mobile Phone
Email
United StatesNew York
May 28, 2026
S. H.
Director
Mobile Phone
Email
United StatesUtah
Apr 16, 2026
C. B.
Associate Director
Mobile Phone
Email
United StatesNew York
May 29, 2026
N. T.
Associate Director
Mobile Phone
Email
United StatesNew York
Mar 02, 2026
I. D.
Director
Mobile Phone
Email
United StatesNew York
Jun 28, 2026
A. H.
Senior Director
Mobile Phone
Email
United StatesNew York
Apr 16, 2026
D. R.
Senior Credit Officer/Mortgage Compliance Sme
Mobile Phone
Email
Mar 02, 2026

Frequently Asked Questions

What is Oak Branch Advisors known for?

Oak Branch Advisors was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in New York United States; you can contact the main corporate office by phone at

+1-212-209-****

. Explore Oak Branch Advisors's company overview page for more information.

What is Oak Branch Advisors's most common email format?

Oak Branch Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Oak Branch Advisors email formats with LeadIQ.

How many employees does Oak Branch Advisors have currently?

Oak Branch Advisors has approximately 21 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Oak Branch Advisors's key employees and leadership?

As of December 2025, Oak Branch Advisors's key employees include:

Ceo: C. B.
Chief Technology Officer: B. B.
Executive Managing Director ◆ Alternative Investments ◆ Private Credit: D. H.
Director: T. G.
Director: S. H.

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Oak Branch Advisors Employee Directory

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