Oakk Capital Partners B.v.

What Oakk Capital Partners B.v. does

OAKK Capital Partners B.V. is a privately held Dutch wealth management firm founded in Rotterdam in 2003 by Willem Johannesma and Arthur Hopstaken (originally as Hopstaken Johannesma & Co, rebranded to OAKK in 2017). The company operates as a regulated investment firm under AFM supervision and DNB control, and serves more than 25,000 retail and small-business customers across the Netherlands through an exclusive channel of 800+ independent financial advisors; customers cannot open accounts directly with OAKK and are onboarded via their own advisor. The firm carries B Corp certification and is a UNPRI signatory.

Its core offering is OAKK Beheerd Beleggen, a managed-investing platform that allocates client portfolios to a mix of established fund houses (BlackRock, Vanguard, Robeco, Northern Trust, and Dimensional) across 22 developed markets, structured around six risk profiles (Zeer Defensief through Offensief+) and two principal solutions: Markten (broad market exposure) and Solid (augmented with 'Skills'-based manager overlays for downside-risk reduction). The product surface extends from Lijfrenterekening and Uitkerende Lijfrente annuity vehicles to a Beleggingsrekening, Kindrekening (children's account), Bedrijfsrekening (Box 2 corporate account), and a premium OAKK Wealth Services tier above €250,000. Technology consists of client and advisor portals (mijn.oakk.nl, adviseur.oakk.nl), a webapp for mobile access, and the OAKK Monitor tool for annual goal-feasibility reviews.

Revenue is generated almost entirely from AUM-linked management fees (0.35%–0.85%, tiered by portfolio size) on the Markten Vast and Solid Vast structures, plus an outcome-based variable fee of up to 0.50% on the Solid Target 'Most Popular' tariff, with a small €25 annual supervision cost and no transaction, custody, or entry/exit fees. Scale advantages from underlying funds (0.50–0.75% per fund per year) are passed through to clients. The firm employs approximately 25 staff, including a six-person field sales team supporting the advisor channel, and is led by the two founders with newly augmented Investment Committee and Advisory Board governance as of January 2026.

Name

Oakk Capital Partners B.v.

Legal name

OAKK Capital Partners B.V.

Website

https://oakk.nl

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

OAKK Capital Partners B.V. is a Dutch wealth manager serving 25,000+ retail and small-business customers through 800+ independent financial advisors, offering managed investment and annuity products across six risk profiles with tiered AUM and outcome-based fees under AFM/DNB regulation.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Managed Account Platforms (Separately Managed Accounts / Customized Portfolios) (FSAHAKAC)

akta.pro secondary industry

Institutional Separate Accounts & SMAs (Mandates) (FSAAAGAL)

Keywords

• Wealth management services
• Asset management
• Pension planning
• Investment management
• Annuity products

Headquarters

HQ city

Rotterdam

HQ country

Netherlands

HQ region

Europe

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Asset Management Fees: OAKK charges management fees based on assets under management. Fees are tiered based on portfolio size, starting at 0.55% per year for portfolios up to €250,000 in the Markten Vast structure. Additional supervision costs of €25 per year apply. Fees are transparent with no transaction costs, entry/exit fees, or custody fees.
2. Variable Performance Fees (Solid Target): For the Solid Target fee structure, OAKK charges a variable fee up to maximum 0.50% per year, contingent on achieving positive returns and better risk/return ratio compared to a comparable market-only portfolio over the preceding 12 months.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels9 records

Core offering

OAKK Capital Partners provides professionally managed discretionary investment portfolios for Dutch retail clients, distributed exclusively through independent financial advisors. The firm offers a suite of tax-advantaged pension (lijfrente) accounts, general investment accounts, child accounts, corporate Box 2 accounts, and a premium wealth service for portfolios above €250,000, all combining automated portfolio management with independent advisor-led financial planning.

Product overview

OAKK Capital Partners is a Dutch wealth management company offering a unified managed investment platform distributed exclusively through independent financial advisors. The core offering, OAKK Beheerd Beleggen (Managed Investing), provides professionally managed investment accounts with a range of specialized products including pension accounts (Lijfrenterekening for accumulation and Uitkerende Lijfrente for payouts), general investment accounts (Beleggingsrekening), child accounts (Kindrekening), corporate accounts (Bedrijfsrekening), and premium wealth services (OAKK Wealth Services). The company also provides educational support through OAKK-Academy, content through OAKK Talks videos and articles, and online tools for pension planning and contribution calculations. All services combine professional asset management with independent financial advisor guidance using a 'high tech, high touch' approach.

Differentiator

Problem solved

Functional benefit

Products and services

• OAKK Beheerd Beleggen (Managed Investing)

Quantifiable outcome

• Cumulative returns up to +171% since 2017 for highest risk profile (Offensief+)
• +4 more outcomes

Named customers6 records

Segments7 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Seven partnerships are on record, tiered minor and core.

• The Green BranchminorStrategic or Co-development Partner · 1 January 2021Collaboration with Dutch organization and Wageningen scientists to restore landscapes through forest planting in the Atlantic Forest region, contributing to biodiversity and ecosystem restoration.
• EcoMatcherminorStrategic or Co-development Partner · 1 January 2020Partnership for tree planting and forest restoration projects. OAKK plants trees for each investment account to contribute to sustainability goals aligned with UN Sustainable Development Goals.
• Dimensional Fund AdvisorscoreTechnology or IntegrationOAKK offers Dimensional investment solutions alongside BVN solutions. Dimensional's approach based on trust in market efficiency and scientific research is aligned with OAKK's investment philosophy.
• BlackRockcoreTechnology or IntegrationWorld's largest asset manager selected by OAKK for index investing solutions in customer portfolios.
• VanguardcoreTechnology or IntegrationFund house selected by OAKK for cost-efficient index investing.
• Northern TrustcoreTechnology or IntegrationFund house included in OAKK's investment solutions for global diversification.
• RobecocoreTechnology or IntegrationDutch fund house selected by OAKK for investment solutions.

Scale indicators8 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• Rabobank Private Banking: Dutch cooperative bank offering private banking and wealth management to retail and HNW customers through both direct and advisor channels. Comparable Dutch wealth-management customer base with substantially broader balance-sheet resources.
• ASR Nederland: Dutch insurance and asset manager with a strong pension and annuity franchise (including a.s.r. brand and former Aegon NL assets). Comparable in Dutch pension/lijfrente product set, with broader insurance parentage.
• BlackRock: World's largest asset manager and core OAKK partner, offering iShares index products and institutional-style managed portfolios. Comparable in underlying investment capabilities and global index strategy, with vastly broader AUM and institutional focus.
• NN Investment Partners: Major Dutch asset manager (now part of Goldman Sachs Asset Management) offering a broad range of managed portfolios, including via advisor channels. Comparable in investment solutions and Dutch distribution, with substantially larger AUM and broader institutional footprint.
• Van Lanschot Kempen: Largest independent Dutch private bank serving HNW and UHNW clients with discretionary portfolio management, advisor-driven distribution, and wealth-planning services. Comparable wealth management capabilities but at the higher end of the market with broader product set.

Direct peers

• Brand New Day: Dutch low-cost pension and wealth manager offering similar retail investment and annuity products through both direct and advisor channels. Closest direct competitor given shared focus on accessible Dutch lijfrente and discretionary managed portfolios with tiered fees.
• Index Capital: Dutch discretionary wealth manager providing low-cost, globally diversified index portfolios to retail investors, often via financial advisors. Comparable in target customer, fee structure philosophy, and indexing-led investment approach.
• Meesman Indexbeleggen: One of the longest-standing Dutch index-investment firms, serving retail investors with globally diversified passive portfolios. Comparable in low-cost indexing philosophy and Dutch mass-affluent target market, though predominantly direct-to-consumer.
• Semmie: Dutch online wealth manager offering discretionary managed portfolios to retail and HNW clients with tiered fees and digital onboarding. Comparable in Dutch retail discretionary wealth management and tiered-fee revenue model.

Emerging players

• Dimensional Fund Advisors: Global asset manager focused on evidence-based, dimensions-driven investing; a key OAKK partner and product philosophy ally. Comparable in disciplined, research-driven approach but Dimensional primarily serves through institutional and advisor channels globally.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@oakktalks6756/videos
• LinkedInlinkedin.com/company/oakk-de-pensioenbooster

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Oakk Capital Partners B.v.