Company Overview of Oberon Financial Technology, Inc.
Oberon Financial Technology, Inc. provides investment advisory services. It also develops turnkey, custody-neutral platform for financial services firms. The company’s services include account management and back office services, personalized investment management services to investors; investment selection; account initiation; reporting and diligence; and operations and support, customer relationship management tools. It caters to financial advisors, financial service firms, and investment managers. The company was founded in 1999 and is based in Sunnyvale, California. Oberon Financial Technology, Inc. operates as a subsidiary of Envestnet Asset Management, Inc.
477 East Evelyn Avenue
Sunnyvale, CA 94086
Founded in 1999
Key Executives for Oberon Financial Technology, Inc.
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