Live Oak Bank

Wilmington, United States Founded: 2008 • Age: 18 yrs
Small business loans and online savingsCD accounts are offered digitally.
Annual revenue - Latest available
Total funding $75.0M 3 rounds
Employees - Tracked headcount
Investors 1 Known backers
Products 3 Services tracked
Competitors 10 Brand Intelligence

About Live Oak Bank

Live Oak Bank is a company based in Wilmington (United States) founded in 2008 by David Lucht, Lee Williams, and Neil Underwood. Live Oak Bank has raised $74.95 million across 3 funding rounds from investors including Dimensional Fund Advisors. Live Oak Bank has completed 1 acquisition, including National Assurance Title. Live Oak Bank offers products and services including High-Yield Savings, Certificates of Deposit, and Business Loans. Live Oak Bank operates in a competitive market with competitors including Truist, First Republic Bank, Equity Bank, Investec and UniCredit, among others.

  • Headquarter Wilmington, United States
  • Founders David Lucht, Lee Williams, Neil Underwood
  • Stage Public
  • Sectors
    Financial Services
  • Email
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Live Oak Bancshares, Inc.
Operational Areas
Financial Services → Banking & Financial Institutions Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $74.95 M (USD)

    in 3 rounds

  • Latest Funding Round
    $523 K (USD), Post-IPO

    Dec 05, 2017

  • Investors
  • Employee Count
    Not available
  • Investments & Acquisitions
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Products & Services of Live Oak Bank

Live Oak Bank offers a comprehensive portfolio of products and services, including High-Yield Savings, Certificates of Deposit, and Business Loans.

Product name locked
Category locked
Primary

Provides high-interest savings for personal and business use.

Product name locked
Category locked
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Offers fixed-term deposits with competitive APY rates.

Product name locked
Category locked
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Delivers SBA and custom loans for business financing.

People of Live Oak Bank

Headcount 500-1000
Employee Profiles 287
Board Members and Advisors 8
Employee Profiles
People
Connor Duncan
Vice President - Senior Loan Officer
People
BJ Losch III
President
People
James S. Mahan III
Chairman & CEO
People
Steve Smits
Head of Commercial Banking

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Board Members and Advisors
people
Lee Williams III
Vice Chairman
people
Bill Cameron
Director
people
Milt Petty
Director
people
Diane Glossman
Director

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Funding Insights of Live Oak Bank

Live Oak Bank has successfully raised a total of $74.95M across 3 strategic funding rounds. The most recent funding activity was a Post-IPO round of $523 thousand completed in December 2017. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

Investors in Live Oak Bank

Live Oak Bank has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Dimensional Fund Advisors.

All
Institutional
Investor Description Founded Year Domain Location
Diversified investment management services are provided to global clients.
Locked Locked Locked
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Investor details for Live Oak Bank

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Live Oak Bank

Live Oak Bank has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include National Assurance Title.

Investments
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Investment portfolio details for Live Oak Bank

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

Verified entity values are shown only after access is granted.

Acquisitions
Company Name Description Domain Location Founded Year Amount
Title insurance agency services are provided in the United States.
Locked Locked 2012 Locked
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Complete acquisition details for Live Oak Bank

Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.

  • Transaction dates
  • Acquired stakes
  • Disclosed values
  • Domains and locations

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Financial Statements - Live Oak Bank

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Detailed financials for Live Oak Bank

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  • Historical revenue
  • Profit trends
  • Statement rows
  • Financial ratios

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Live Oak Bank Comparisons

Live Oak Bank Primary company
Description
Small business loans and online savings/CD accounts are offe...
Location
Wilmington, United States
Founded Year
2008
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Live Oak Bank

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

  • Named peers
  • Headcount comparison
  • Funding comparison
  • Operating benchmarks

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Competitors of Live Oak Bank

Live Oak Bank operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Truist, First Republic Bank, Equity Bank, Investec and UniCredit, among others.

Company Name Domain Founded year HQ Location Description
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Wealth advisory and banking services are offered to clients.
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Commercial bank
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Commercial banking services are provided to businesses and individuals.
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Global banking, investment, and wealth management services are offered worldwide.
Locked Locked Locked
Commercial bank
Locked Locked Locked
Commercial banking and wealth management services are offered globally.
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Detailed competitors of Live Oak Bank

Competitor domains, locations, full profiles, and operating metrics require an active premium plan.

  • Domains and locations
  • Full company profiles
  • Operating metrics
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Latest news on Live Oak Bank

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Complete news archive for Live Oak Bank

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  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

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Frequently Asked Questions about Live Oak Bank

Live Oak Bank was founded in 2008 and raised its 1st funding round 1 year after it was founded.

Live Oak Bank is headquartered in Wilmington, United States. It is registered at Wilmington, Delaware, United States.

Chip Mahan is the current CEO of Live Oak Bank.

Live Oak Bank is a funded company, having raised a total of $74.95M across 3 funding rounds to date.

Live Oak Bank is a small business bank that offers small business loans and online savings and CD accounts. They have a unique approach to serving customers nationwide.

Live Oak Bank's top competitors include Truist, Investec and Citi.

Live Oak Bank offers High-Yield Savings, Certificates of Deposit, and Business Loans.

Live Oak Bank has made 1 acquisition, including National Assurance Title.

Live Oak Bank has 1 investor. Key investors include Dimensional Fund Advisors.

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