Oakbrook Solutions Celebrates 11 Years of Business Serving the Wealth Management Industry

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Oakbrook Solutions is proud to announce that it has achieved a significant milestone by marking its 11th anniversary serving the Wealth Management industry.

“Over the last 11 years, Oakbrook has remained strong throughout the many changes in the economic climate. Using our business expertise, we are able to anticipate the needs of our clients and assist them with their business objectives,” says Tony Painter.

Oakbrook Solutions, founded in 1999 by Tony Painter, CEO, and Craig Cook, president, is proud to announce that it has achieved a significant milestone by marking its 11th anniversary serving the Wealth Management industry. Oakbrook Solutions, a consulting and professional services firm, delivers consulting services and business process management solutions focused on the systems, processes, and change initiatives in Wealth and Investment Management.

Oakbrook’s core focus is trust and custody, retirement and institutional services, registered investment advisors, broker/dealer, and family office. Their expertise lies in multiple areas such as:

  •     Strategic advisory
  •     Project and change management
  •     Systems integration and conversion support
  •     Business analysis
  •     Workflow/procedure development
  •     Operations and systems assessments
  •     Vendor evaluation and selection
  •     Outsourced application management services

“Over the last 11 years, Oakbrook has remained strong throughout the many changes in the economic climate. Using our business expertise, we are able to anticipate the needs of our clients and assist them with their business objectives,” says Tony Painter. “This focus has been an integral factor in our success and a trait that our clients have come to value.”

Initially beginning with only 3 employees, Oakbrook has grown to more than 80 people over the past 11 years. Starting with Rockefeller and Co in 2000, Oakbrook Solutions, since its inception has provided services to 108 customers. This equates to over 850,000 consulting hours in service to our clients.

Oakbrook has been involved in a multitude of system conversions over the years, encompassing over 500 billion dollars in assets. During the past 11 years, Oakbrook Solutions has been involved in virtually every major acquisition and merger occurring in the Wealth Management industry.

“We owe our success to our customers. The trust that they have exhibited in us allowed Oakbrook to grow into a significant vendor in the wealth management space. We look forward to another successful 11 years and appreciate their past and continued support,” says Craig Cook.

About Oakbrook Solutions

Since 1999 Oakbrook Solutions Inc. has been the leading systems, process, and delivery expert for the Wealth Management industry. We provide consulting services and software solutions that solve problems commonly faced within our industry. Through our focus, expertise and commitment to our clients, we have successfully serviced firms of all sizes, from start-up organizations to the world’s largest financial institutions. For more information, visit http://www.oakbrooksolutions.com.

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Ashley Love
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