Oak Street Funding joins Wealth Engineering Family of Companies' Expert Sourcing Consortium
January 2, 2024 •Oak Street Funding
January 3, 2024 — Oak Street Funding, a First Financial Bank company specializing in loan products and services for insurance agents, CPA firms, and financial advisors, announces it is now a member of The Wealth Engineering Family of Companies’ Expert Sourcing Consortium. This means Oak Street Funding becomes the preferred capital provider for Wealth Engineering’s nearly 2,200 members, offering tailored financing solutions for acquisition, succession, working capital and recapitalization needs.
“By joining the Wealth Engineering consortium, we are building on our shared legacy of exceptional service to the financial services industry. Through this partnership we are poised to unlock new opportunities for clients," said Rick Dennen, founder and CEO of Oak Street Funding. “This collaboration will empower Wealth Engineering members to access the capital they need to meet their short- and long-term growth goals.”
Wealth Engineering serves over 11,000 top tier advisors who operate CPA, RIA and wealth management firms. Oak Street Funding joins a team of best-in-class expert sourcing firms that provide a vast array of services and products to Wealth Engineering’s national network.
“We are excited to include Oak Street’s robust funding platform of specialized loan products and services to insurance agencies along with CPA and RIA Firms,” said Wealth Engineering Founder and CEO, Nick Gregory, ChWE. “Oak Street will help us support the wealth transformation for firms through access to capital,” said Gregory.
About Oak Street Funding
Indianapolis-based Oak Street Funding, a First Financial Bank company, provides customized financial solutions for businesses in various industry sectors and third-party loan servicing for financial institutions. Oak Street Funding incorporates industry knowledge, easy-to-use technology and exceptional employees to deliver top-quality service and capital products to niche businesses nationwide. With in-house sales, underwriting, and servicing teams, and direct access to the CEO and executive team, Oak Street Funding is well-positioned to meet lending needs of borrowers in all stages of the business life cycle.
About Wealth Engineering Family of Companies
Established in 1996, Wealth Engineering is dedicated to the relentless pursuit of innovation within the financial services and non-profit communities nationwide through a Wealth Advisory Concierge Dashboard. It provides high-touch total wealth advisory harmonized with high-touch wealth tech partner firms. Wealth Engineering provides a multi-disciplinary portfolio of consulting services for wealth management, multi-family offices, accounting, investment and insurance advisors nationally. It fuses sound engineering principles with advanced knowledge, services, products and wealth tech to create a synchronized hub for “client wealth building.” Wealth Engineering helps advisors deploy new tactics in order to evolve from "AUM/Product Providers" to "Holistic Fee-Based Solutions Providers.” Wealth Engineering helps rejuvenate the contours of advisory practices thru a vast array of proprietary modular solutions. Wealth Engineering is the governing body and grantor of the professional designation - Chartered Wealth Engineer (ChWE).
Hostetler Public Relations
Representing Oak Street Funding