The Oak Ridge Financial Services Group, Inc.
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The Oak Ridge Financial Services Group, Inc.

DR8Ahrefs DR: 8/100. Bottom 25%. Measured by Ahrefs. Median 44.

Full-service financial advisory and investment banking firm offering personalized solutions for individuals and businesses.

Website
19771 portfolio$668.6M AUMGolden Valley, United States

About

Oak Ridge Financial is an independent, full-service financial advisory and investment banking firm. They provide capital raising services, mergers and acquisitions advisory, and private client services including investment planning, equities, fixed income, life insurance, annuities, retirement, and education funding. The firm aims to deliver customized solutions by understanding clients' needs and leveraging extensive industry experience and resources.

Key facts

At-a-glance profile data

Website
oakridgefinancial.com
Headquarters
Golden Valley, United States
Funds raised
$669M
Portfolio companies
1
Sector focus
Financial Services
Banks
Thrifts
Insurance Companies
Money Managers

Recent investments

Recent funding rounds The Oak Ridge Financial Services Group, Inc. took part in
DateCompanyRoundAmount
20 Aug 2026Apollo AtomicsSeed$21M
20 Aug 2026Apollo AtomicsDebt$5M
1 Jan 2026Apollo AtomicsPre-Seed$500K
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Frequently asked

What companies has The Oak Ridge Financial Services Group, Inc. invested in?

The Oak Ridge Financial Services Group, Inc. has invested in Apollo Atomics.

Founders (1)
JS
Joe Sullivan
CEO & Co-Founder

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