Oakmont Capital Services

Philadelphia, United States Founded: 1998 • Age: 28 yrs Acquired By JA Mitsui Leasing
Diversified non-banking loans and asset financing are provided to businesses.
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About Oakmont Capital Services

Oakmont Capital Services is a company based in Philadelphia (United States) founded in 1998 by Joe Leonard was acquired by JA Mitsui Leasing in April 2024.. Oakmont Capital Services offers products and services including Equipment Financing, Working Capital Loans, and Dealer Partner Programs. Oakmont Capital Services operates in a competitive market with competitors including Moniepoint, eCapital, White Oak Global Advisors, Benefit Street Partners and Golub Capital, among others.

  • Headquarter Philadelphia, United States
  • Founders Joe Leonard
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Oakmont Capital Holdings, Llc
Operational Areas
Financial Services → FinTech & Digital Finance
Financial Services → FinTech & Digital Finance
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    JA Mitsui Leasing

    (Apr 04, 2024)

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Products & Services of Oakmont Capital Services

Oakmont Capital Services offers a comprehensive portfolio of products and services, including Equipment Financing, Working Capital Loans, and Dealer Partner Programs. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Provides financing for commercial equipment to support business growth.

Offers loans for business expansion, inventory, and unexpected expenses.

Assists vendors and manufacturers with sales financing options.

People of Oakmont Capital Services
Headcount 50-200
Employee Profiles 31
Employee Profiles
People
Bryan Kay
Vice President Of Wholesale Funding
People
Clfp Daryn Lecy
Chief Operating Officer
People
Clfp Michael McElroy
Director Of Business Development
People
Alyson Och
Credit Analyst

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Funding Insights of Oakmont Capital Services

  • Total Funding
  • Total Rounds 1
  • Last Round
  • First Round
  • Investors Count 1
Date Amount Transaction Name Valuation Lead Investors Investors
Jan, 2021 Amount Debt – Conventional - Oakmont Capital Services Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

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Investors in Oakmont Capital Services

Oakmont Capital Services has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include Quaint Oak Bank and JA Mitsui Leasing. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Institutional
Investor Description Founded Year Domain Location
Limited information available
Founded Year Domain Location
Provides comprehensive solutions for auto and equipment leasing, along with additional financial services.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Oakmont Capital Services

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Oakmont Capital Services

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Oakmont Capital Services Comparisons

Employees
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Competitors of Oakmont Capital Services

Oakmont Capital Services 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 Moniepoint, eCapital, White Oak Global Advisors, Benefit Street Partners and Golub Capital, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Integrated financial services are provided for businesses and individuals.
domain founded_year HQ Location
Provider of asset-based, supply chain, and invoice financing solutions
domain founded_year HQ Location
Offers customized capital and lending products to support business growth needs.
domain founded_year HQ Location
Credit-focused alternative asset management firm
domain founded_year HQ Location
Private debt investments are managed for U.S. middle market companies.
domain founded_year HQ Location
Financial and wealth management services are provided worldwide.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Oakmont Capital Services

Frequently Asked Questions about Oakmont Capital Services

When was Oakmont Capital Services founded?

Oakmont Capital Services was founded in 1998 and raised its 1st funding round 23 years after it was founded.

Where is Oakmont Capital Services located?

Oakmont Capital Services is headquartered in Philadelphia, United States. It is registered at Philadelphia, Pennsylvania, United States.

What does Oakmont Capital Services do?

Oakmont Capital Services was established in 1998 in Philadelphia, United States, as a diversified non-banking financial institution. Commercial loans, working capital loans, and asset financing are offered for the procurement of medical equipment, commercial vehicles, heavy equipment, and related assets. Operations focus on supporting business financing needs within the financial services sector.

Who are the top competitors of Oakmont Capital Services?

Oakmont Capital Services's top competitors include eCapital, Golub Capital and Clearinghouse CDFI.

What products or services does Oakmont Capital Services offer?

Oakmont Capital Services offers Equipment Financing, Working Capital Loans, and Dealer Partner Programs.

Who are Oakmont Capital Services's investors?

Oakmont Capital Services has 2 investors. Key investors include Quaint Oak Bank, and JA Mitsui Leasing.

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