Capital Markets
Company Overview of Oberon Financial Technology, Inc.
Company Overview
Oberon Financial Technology, Inc. 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.
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