The pace of change is accelerating. We’ll help you move faster.

Wealth Management firms have decisions to make. And they’re crucial.

Meet Oakbrook

Who we are

Oakbrook is a leading consulting and services firm for the Wealth Management industry serving banks and trust companies, RIAs, single and multi-family offices, private banks, retirement plan providers, custodians and other industry service providers.

What we do

Our solutions and services, which solve problems unique to Wealth Management, equip our clients to make better business and technology decisions, deliver high-quality customized client service, boost efficiencies, and reduce risk. We bring decades of direct industry leadership to bear on the issues you face in moving your company forward.

Get in touch

We usually respond within 24 hours

Questions we hear increasingly often...

What technology changes can move your company forward?

Can technology and process re-engineering help us create a more seamless client experience across our bank, RIA, or broker-dealer channels?

How can we use technology to create a unique and sustainable advantage in how we serve clients?

What technology and operational changes will help us scale our business, and at the same time manage costs and risk?

As our business gets more complicated and competitive, our technology and other service providers can’t seem to keep up.

What should we do? Drawing on deep technological expertise, extensive vendor knowledge, and decades of experience serving wealth management from the inside, Oakbrook equips clients to make decisions like these with confidence and execute them soundly.

Four attributes set us apart

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Client advocacy

We take a fiduciary stance as your advocate.

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Tailored engagement and ideas

We craft our approach and recommendations based upon what works best for your firm.

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Decades of diverse experience

We’ve accrued valuable experience and insights by throughout our history of helping solve unique challenges.

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Experts in execution

Many firms can give you advice, but very few can successfully help you implement.Oakbrook is among these few.

ABOUT US

Consulting and services firm for the Wealth Management industry

Oakbrook is a leading consulting and services firm for the Wealth Management industry serving banks and trust companies, RIAs, single and multi-family offices, private banks, retirement plan providers, custodians and other industry service providers.

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Case studies

$8B RIA

Aggressive plans to expand geographically and into new service segments

$4b independent trust company

Outgrown operational and technology framework

$3B MFO

Multiple technology initiatives with need for project management

$4B RIA

Outgrowing technology and operational infrastructure

$6B MFO

Infrastructure build to facilitate major expansion

Expanding with trust services

Parter, build, or acquire which is the optimal approach?

Category no. 5

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