The Oak Group (Hudson Valley) Overview
- Year Founded
-
2003
- Status
-
Acquired/Merged
- Employees
-
13
- Latest Deal Type
-
Buyout/LBO
- Financing Rounds
-
1
The Oak Group (Hudson Valley) General Information
Description
Provider of wealth management, investment advisory, and financial planning services. The company's services include retirement planning, estate considerations, and risk management within a broader advisory relationship, enabling independent clients to manage investments and plan for long-term financial objectives.
Contact Information
Corporate Office
- 2649 South Road
- Suite 102
- Poughkeepsie, NY 12601
- United States
Corporate Office
- 2649 South Road
- Suite 102
- Poughkeepsie, NY 12601
- United States
The Oak Group (Hudson Valley) Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
The Oak Group (Hudson Valley) Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
The Oak Group (Hudson Valley) Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
The Oak Group (Hudson Valley) FAQs
-
When was The Oak Group (Hudson Valley) founded?
The Oak Group (Hudson Valley) was founded in 2003.
-
Where is The Oak Group (Hudson Valley) headquartered?
The Oak Group (Hudson Valley) is headquartered in Poughkeepsie, NY.
-
What is the size of The Oak Group (Hudson Valley)?
The Oak Group (Hudson Valley) has 13 total employees.
-
What industry is The Oak Group (Hudson Valley) in?
The Oak Group (Hudson Valley)’s primary industry is Asset Management.
-
Is The Oak Group (Hudson Valley) a private or public company?
The Oak Group (Hudson Valley) is a Private company.
-
What is The Oak Group (Hudson Valley)’s current revenue?
The current revenue for The Oak Group (Hudson Valley) is .
-
Who are The Oak Group (Hudson Valley)’s investors?
Wells Fargo Advisors has invested in The Oak Group (Hudson Valley).
-
When was The Oak Group (Hudson Valley) acquired?
The Oak Group (Hudson Valley) was acquired on 05-May-2026.
-
Who acquired The Oak Group (Hudson Valley)?
The Oak Group (Hudson Valley) was acquired by Arax Advisory Partners.
Data Transparency
-
Meet our data hygiene team
Discover how our experts ensure you’re getting the most accurate financial data in the industry.
Read more -
How PitchBook sources data
Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.
Discover our process
