The Right Fit for a Billion-Dollar Vision: Oak Harvest’s Partnership with Thrive

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Oak Harvest Financial Group, providing full-service retirement planning, portfolio management, and tax strategies for pre-retirees and retirees, expanded from 10 to 50 employees while growing to manage nearly $1 billion in assets under increased federal SEC oversight after surpassing $100 million AUM. Their previous local MSP lacked scale and industry specialization; Thrive's software evolved their IT strategy rapidly, delivering specialized support, enhanced scalability, regulatory compliance tools, and robust infrastructure to match their growth trajectory.

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The Right Fit for a Billion-Dollar Vision: Oak Harvest’s Partnership with Thrive

The Right Fit for a Billion-Dollar Vision: Oak Harvest’s Partnership with Thrive

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