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Oberon Financial Technology, Inc.

Investment Management Firms

  • United States of America

Description

Oberon Financial Technology, Inc. provides investment advisory services. It also develops turnkey, custody-neutral platform for financial services firms. The companys 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.

Corporate Address

477 East Evelyn Avenue Suite B Sunnyvale, CA94086 United States of America

United States of America

408-524-8000

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