SkyOak Wealth
Multi family office in Southfield, United States, founded 2010; focus on fintech, AI and biotech.
USEFUL FOR Co-investors
Identity
- HEADQUARTERS
- Southfield, United States
- OFFICES
- Southfield, MI · Boca Raton, FL · San Francisco, CA · Scottsdale, AZ · Newport Beach, CA · Oregon
- FOUNDED
- 2010
Investment approach
- ROUTES
- Companies (own capital)
Overview
This multi family office is based in Southfield, United States; it was founded in 2010. Listed sector interests include fintech, AI and biotech. Other offices: Southfield, MI; Boca Raton, FL; San Francisco, CA; it invests directly in companies; 4 people are named on its team.
People
- Craig T. SimmonsManaging Partner | Private Wealth Advisor · source
- Jeremy BrandtManaging Partner | Private Wealth Advisor | Deputy Compliance Officer · source
- Ken BrandtPartner | Private Wealth Advisor · source
- D. Bradley Gill IIIPartner | Private Wealth Advisor · source
Frequently asked questions
SkyOak Wealth is a multi family office based in Southfield, the United States, founded in 2010.
SkyOak Wealth invests its own capital into companies.
SkyOak Wealth invests in Fintech, Artificial Intelligence and Biotech & Life Sciences.
Key people at SkyOak Wealth include Craig T. Simmons (Managing Partner | Private Wealth Advisor), Jeremy Brandt (Managing Partner | Private Wealth Advisor | Deputy Compliance Officer), Ken Brandt (Partner | Private Wealth Advisor) and D. Bradley Gill III (Partner | Private Wealth Advisor).