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

Phone:

408-524-8000

Fax:

408-524-8877

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.

Similar Private Companies By Industry

Company Name Region
@Visory LLC United States
1 Road Partners LLC United States
11T Partners, LLC United States
123Jump.com, Inc. United States
1509225 Ontario, Inc. United States

Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

The information and data displayed in this profile are created and managed by S&P Global Market Intelligence, a division of S&P Global. Bloomberg.com does not create or control the content. For inquiries, please contact S&P Global Market Intelligence directly by clicking here.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
Bertelsmann AG Europe
Bloomberg L.P. United States
The Advertising Council, Inc. United States
Rush University United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact Oberon Financial Technology, Inc., please visit --. Company data is provided by S&P Global Market Intelligence. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.