Who we help
Two groups of clients, qualified in different ways.
Financial institutions
Specialist, mid-market and upper mid-market institutions, where scale makes alignment between ambition, operating model and delivery harder to hold.
c. £1bn to £65bn+
indicative range of client balance sheet assets supported
Specialist / emerging
Mid-market
Upper mid-market
Sectors served
Specialist Lenders & Banks
Specialist lending institutions and banks serving defined customer or market segments.
Digital Banks
Digital-first banking businesses.
Building Societies
Mutual financial institutions, including smaller and larger societies.
Payments, Cards & Embedded Finance
Payments providers, card businesses and embedded finance platforms.
Consumer Finance & Credit
Consumer lending, point-of-sale finance and related credit businesses.
Example clients
Scale-up fintech
Scaling fintechs that have moved beyond product-market fit and face the next stage of growth, where customer growth, strategy execution, organisational alignment and realising investment become critical.
Qualified by traction and ambition, not balance sheet size. Support spans proposition and go-to-market, growth strategy, operating model and roadmap.
A conversation about your transformation challenge
A short conversation is the simplest way to establish whether Oakpath Advisory can help.
Start a conversation
michael.atack [at] oakpath-advisory.com
+44 (0) 7980 695668
+44 (0) 7980 695668