SageOak
SageOak Financial, LLC Finance
SageOak™ client portal, financial net worth tracker, and investing mobile app
- Downloads
- 15+
- on Google Play
- Price
- Free
- No in-app purchases
- Updated
- Jul 19
- 2026 · v5.23.0
Screenshots
About SageOak
The SageOak™ client mobile app (powered by Orion) provides a simple, secure way for clients to view their financial and investment accounts in one place...
-View/track your investments and overall net worth
-View recent account statements and performance reports
-Stay up to date on client news and events
-More features coming soon!
SageOak Financial, LLC is based in Tulsa, OK, but we serve clients in person and virtually throughout the United States. Please visit www.sageoakfinancial.com for more info and to explore how we can help you on your financial journey to enjoy true financial peace through every season of life™.
Advisory services offered through SageOak Financial, LLC (SageOak), a registered investment adviser with the U.S. Securities and Exchange Commission. Seasons Financial Group is a tradename of SageOak. Please visit https://sageoak.co/disclosures to read SageOak's complete regulatory information and disclosures.
-View/track your investments and overall net worth
-View recent account statements and performance reports
-Stay up to date on client news and events
-More features coming soon!
SageOak Financial, LLC is based in Tulsa, OK, but we serve clients in person and virtually throughout the United States. Please visit www.sageoakfinancial.com for more info and to explore how we can help you on your financial journey to enjoy true financial peace through every season of life™.
Advisory services offered through SageOak Financial, LLC (SageOak), a registered investment adviser with the U.S. Securities and Exchange Commission. Seasons Financial Group is a tradename of SageOak. Please visit https://sageoak.co/disclosures to read SageOak's complete regulatory information and disclosures.
What’s new
Version 5.23.0 · Updated July 19, 2026
- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes
Alternatives to SageOak
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| App | Rating | Price | Installs | Last updated | Compare |
|---|---|---|---|---|---|
| SageOak | – | Free | 10+ | Jul 19, 2026 | |
| Lili - Small Business Finances | 4.2 / 5 | Free | 500,000+ | Oct 18, 2026 | Compare |
| Qapital: Set & Forget Finances | 4.3 / 5 | Free | 1,000,000+ | Oct 30, 2026 | Compare |
| SELCO Community Credit Union | 4.8 / 5 | Free | 50,000+ | Jul 27, 2026 | Compare |
| Square Invoices Beta | – | Free | 10,000+ | Oct 27, 2026 | Compare |
| Shift4 InCharge | 3.8 / 5 | Free | 10,000+ | Sep 17, 2026 | Compare |
| Grasshopper Bank Business | 4.3 / 5 | Free | 10,000+ | – | Compare |
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