CTOs on the Move

Oak Street Funding is an expert in financing for insurance businesses, registered financial advisors (RIAs) and certified public accountants (CPAs) as well as third-party servicing for commercial, specialty financing portfolios. Since 2003, we have been successful nationwide in fulfilling the unique capital needs for these cash flow-based industries while providing extraordinary service to our borrowers. We utilize our superior service capabilities and proprietary technology to deliver next generation, relevant niche products and services to financial services industries nationwide. Our deep industry expertise allows us to identify growth opportunities. Our passion, client and employee-focused mindset, and access to capital will continue to ...

Oak Street Funding is an expert in financing for insurance businesses, registered financial advisors (RIAs) and certified public accountants (CPAs) as well as third-party servicing for commercial, specialty financing portfolios. Since 2003, we have been successful nationwide in fulfilling the unique capital needs for these cash flow-based industries while providing extraordinary service to our borrowers. We utilize our superior service capabilities and proprietary technology to deliver next generation, relevant niche products and services to financial services industries nationwide. Our deep industry expertise allows us to identify growth opportunities. Our passion, client and employee-focused mindset, and access to capital will continue to drive our commitment to fulfill client needs while also providing an empowering work environment for employees.

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