March 29, 2017 5:39 AM ET

Capital Markets

Company Overview of Oberon Financial Technology, Inc.

Company Overview

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

Suite B

Sunnyvale, CA 94086

United States

Founded in 1999





Key Executives for Oberon Financial Technology, Inc.

Chief Technology Officer, Co-Founder
Age: 54
Director of Business Development
Vice President of Operations, Co-Founder
Compensation as of Fiscal Year 2016.

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