Oberon Financial Technology Overview

  • Founded
  • 1999

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Oberon Financial Technology General Information


Provider of investment advisory services. The company' services include account management, back office services, personalized investment management, account initiation; reporting and diligence.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Primary Office
  • 477 East Evelyn Avenue
  • Suite B
  • Sunnyvale, CA 94086
  • United States

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Oberon Financial Technology Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Oberon Financial Technology Executive Team (2)

Name Title Board Seat Contact Info
Viggy Mokkarala Co-Founder & Head of Marketing and Project Manager
Scott Grinis Co-Founder
To view Oberon Financial Technology’s complete executive team members history, request access »