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Lending Expert Since 2003

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. 

The Oak Street® Difference

At Oak Street Funding we define success by the quality of the relationships we have with our employees and our clients.  Our focus on the employee experience produces job satisfaction and pride which translates to a consultative, knowledgeable and caring approach with our clients and a great client experience.  With deep roots in financial services industries and a wealth of niche lending expertise and products as well as third-party niche, commercial servicing experience, Oak Street Funding understands the capital needs of business owners based on their industry and unique business goals.  We leverage our rich experience and proprietary technology to provide efficient funding experiences, well-structured transactions, superior portfolio management and ongoing sources of capital for growing organizations.      

Our Vision 

Oak Street utilizes industry knowledge, well-developed technology, and passion to deliver best-in-class service and capital products to insurance and finance professionals nationwide. Our customer-focused mindset and access to capital will allow us to continue to fulfill customer needs, identify growth opportunities, as well as provide an empowering work environment for employees.

Our Mission

To be the market leader for niche commercial financing and loan servicing for small to mid-level capital transactions and niche services by building a rock-solid  portfolio through a proven process of delivering unique product offerings, industry expertise, cutting edge technology, collateral monitoring and exceptional client service.


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FPA Norcal Conference
May 30-31 in San Francisco

NAPFA Spring conference
May 16-19 in Bellevue

Echelon Partners/DDM Summit
September 19-20 in Newport Beach

NAPFA Fall Conference
October 18-21 in Orlando

The MarketCounsel Summit
December 2017

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