Oaksteer

Oaksteer provides board-level operational leadership and focused, project-based consulting to financial planning, wealth management, and boutique investment management firms.

Fractional COO – part-time executive oversight that sets strategy, drives change, and keeps governance tight, without the cost of a full-time hire.

Operations Consulting – targeted projects to map and streamline processes, automate workflows and tasks, integrate external tools, and manage end-to-end platform migrations.

Founded by former COO and Chartered FCSI Alex Stephens, Oaksteer blends hands-on execution with strategic insight so financial-planning and wealth-management firms unlock capacity, lower cost-to-serve, and deliver a smoother digital experience to every client.