Oakmark

Kansas City, United States Founded: 1991 • Age: 35 yrs
Offers mutual funds, ETFs, and wealth management for investors and institutions.

About Oakmark

Oakmark is a company based in Kansas City (United States) founded in 1991. It operates as a B2B and B2C. Oakmark offers products and services including Mutual Funds, ETFs, and Private Wealth Management. Oakmark operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and FNZ, among others.

  • Headquarter Kansas City, United States
  • Sectors
    Financial Services
  • Website oakmark.com
  • Social LinkedIn X
  • Legal Name Harris Associates L.P.

Products & Services of Oakmark

Oakmark offers a comprehensive portfolio of products and services, including Mutual Funds, ETFs, and Private Wealth Management.

Mutual Funds
Investment Funds

Provides value-focused equity funds for long-term investor growth.

ETFs
Exchange Traded Funds

Offers actively managed ETFs for diversified equity investments.

Private Wealth Management
Wealth Services

Delivers customized investment advice for individuals and families.

Competitors of Oakmark

Oakmark 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 Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and FNZ, among others.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
fidelity.com1946Boston, United States$517.99M24,000
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
investec.com1974London, United Kingdom–9,444
Global banking, investment, and wealth management services are offered worldwide.
morganstanley.com1935New York, United States–49
Wealth management, investment advisory, and financial services are provided.
guggenheimpartners.com1999New York, United States$21M2,043
Asset management and investment advisory services are provided to clients.
fnz.com2003London, United Kingdom$1.9B954
Wealth management solutions are delivered for asset managers.
spglobal.com1917New York, United States$8M5,000
Platform offering business intelligence solutions that combine data and actionable analytics for clients
wealthenhancement.com1997Minneapolis, United States$1.91M1,277
Diversified investment management services are provided to clients.
bankofamerica.com1904Charlotte, United States–208,000
Commercial banking and asset management services are offered worldwide.
northwesternmutual.com1857Milwaukee, United States–6,661
Northwestern Mutual is engaged in financial planning and insurance services.
principal.com1879Des Moines, United States–19,800
Retirement, investment, and insurance products and services are provided.
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Detailed competitors of Oakmark

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Web traffic of Oakmark

Websites that share an audience with Oakmark (oakmark.com).

Similar websites

Websites whose visitors overlap most with Oakmark. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
roycefunds.com
96%
––View details
gabelli.com
94%
41.3K#812,830View details
mfs.com
78%
143.9K#284,782View details
ici.org
74%
86.1K#468,554View details
matthewsasia.com
73%
19.8K#1,186,892View details
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
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All 9 similar websites and full traffic analytics for Oakmark

The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.

  • 9 similar websites
  • Audience overlap
  • Engagement analytics
  • Traffic by brand

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Latest news on Oakmark

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Complete news archive for Oakmark

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

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Similar companies to Oakmark

10 companies that operate in the same segment as Oakmark (Asset Management), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
1946Boston, Massachusetts, United StatesUSD 517.99 M––
Provides mutual funds management and financial advisory services.
1987Mumbai, Maharashtra, India–––
Global banking, investment, and wealth management services are offered worldwide.
1974London, England, United Kingdom–USD 6.37 B7,550
Insurance, banking, and wealth management services are provided worldwide.
1816Paris, France–USD 128.35 B100,040
Diversified investment management services are offered across multiple asset classes.
2001Rio De Janeiro, Rio De Janeiro, BrazilUSD 273 M––
Mutual funds, portfolio management, and retirement planning services are offered.
2001Mumbai, Maharashtra, IndiaUSD 142.4 MUSD 180.76 M1,840
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United States–USD 126.21 B46,500
Universal banking and financial advisory services are provided globally.
1865London, England, United Kingdom–USD 141.4 B211,000
Insurance and asset management services are offered in multiple regions.
1696London, England, United Kingdom–USD 78.79 B29,090
Online platform for stock trading, mutual funds, and investment tools.
1994Mumbai, Maharashtra, India–––
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Frequently Asked Questions about Oakmark

Oakmark was founded in 1991.

Oakmark is headquartered in Kansas City, United States. It is registered at Kansas City, Missouri, United States.

The Oakmark Funds, managed by Harris Associates in Chicago, specializes in value investing through mutual funds and exchange-traded funds. They deliver tailored investment solutions for individuals, families, and advisors, emphasizing long-term growth and responsible practices. The firm focuses on equity and global strategies, serving clients via professional advice and online resources, while prioritizing market insights and performance.

Oakmark's top competitors include Fidelity Investments, Investec and S&P Global.

Oakmark offers Mutual Funds, ETFs, and Private Wealth Management.

Oakmark operates through Harris Associates L.P..

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