About Obra
Obra is a Financial Services company based in Austin (United States) founded in 2009, and was acquired by RedBird Capital Partners in July 2019. Obra Capital is a specialized alternative asset manager in the financial services industry. Obra has completed 1 acquisition, including Unified Life. Its chief executive, as recorded, is Blair Wallace. Obra offers products and services including Insurance Strategies, Credit Strategies, and Real Estate Strategies. Its focus areas include Asset Management and Diversified. Its legal entity is Obra Capital Management, LLC. Its competitors include Fidelity Investments, Morgan Stanley and Guggenheim Partners; 2 of its 3 listed competitors have raised funding.
Company details
Obra Capital was established in 2009 as an alternative asset manager within the financial services sector, with a focus on insurance-related specializations. Services are delivered through offices located in Austin, Texas, and New York. Operations center on managing assets for institutional clients, emphasizing structured investments and risk mitigation strategies in the United States.
- Headquarters Austin, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website obra.com
- Social LinkedIn X
- Acquired by RedBird Capital Partners (Jul 2019)
- Legal Name Obra Capital Management, Llc
- InvestorsAquarian
& 2 more
- Investments & Acquisitions
- Acquired byRedBird Capital Partners
(Jul 2019)
Products & Services of Obra
Obra offers a comprehensive portfolio of products and services, including Insurance Strategies, Credit Strategies, and Real Estate Strategies.
Offers reinsurance and insurance-related investment solutions for risk management.
Manages credit investments and CLOs for institutional investor needs.
Provides real estate origination and servicing for alternative investments.
Funding Insights of Obra
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of Obra with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct 2023 | Seed | – | – |
3 investors in total: 3 institutional.
Investors in Obra
Obra has secured backing from 3 investors, including venture fund investors. Prominent investors backing the company include Aquarian, RedBird Capital Partners and Reverence Capital Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Aquarian is recognized as a diversified global holding company. | 2018 | aquarianlp.com | New York, United States | |
Firm focused on media and entertainment, sports, experiential consumer, and financial services | redbirdcap.com | Dallas, United States | ||
A private equity fund is managed, targeting multiple sectors. | reverencecapital.com | New York, United States |
Investor details for Obra
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Obra
19 people are tracked at Obra (14 in leadership, 5 in team).
| Name | Role | Group |
|---|---|---|
Blair Wallace | CEO | Leadership |
Brett Lipsky, CFA | Senior Managing Director - Chief Financial Officer | Leadership |
Melissa Robison | Managing Director, Human Resources | Leadership |
Russell Sharp | Director, Transactions Attorney | Leadership |
Rich Page | Tax Director and Assistant General Counsel | Leadership |
Helen Dong, CPA | Managing Director - Controller | Leadership |
Zach Ainsberg | Managing Director, Chief of Staff | Leadership |
Stephen Kirkwood | Senior Managing Director, General Counsel & Chief Compliance Officer | Leadership |
Shruthi Ajjampur | Director | Leadership |
Peter Polanskyj | Chief Investment Officer | Leadership |
Paul Caffrey | Talent Acquisition Partner | Leadership |
Matthew Giordano | Director of Corporate Accounting | Leadership |
Greg Nicolls | Senior Managing Director. Head Of Business Development And Investor Relations. | Leadership |
Michael Kee | Managing Director, Analytics | Leadership |
Devan S. | Associate General Counsel | Team |
Chelsea Tatz | Executive Assistant | Team |
Brandon French | Associate, Pricing & Optimization | Team |
Ricardo Soto | Associate, Portfolio Analytics | Team |
Damon Minor | Data Analyst | Team |
Complete people profiles for Obra
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Obra
Obra has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Unified Life.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Healthcare insurance planning services are provided nationwide. | unifiedlife.com | Overland Park, United States | 1986 | Jan 2024 | •••• |
Complete acquisition details for Obra
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Obra
4 dated milestones of Obra across 15 years, from founding to its latest funding, stage changes and deals.
- Founded Obra is founded.
- Exit Acquired by RedBird Capital Partners.
- Funding First funding round.
- Acquisition Acquires Unified Life.
Competitors of Obra
Obra has 3 listed competitors in our database, 2 of them funded. They include Fidelity Investments, Morgan Stanley and Guggenheim Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. |
Detailed competitors of Obra
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Obra
The website of Obra (obra.com) receives about 4.8K visits a month.
- Monthly visits4.8K
▼ 18.3% vs previous month
Websites whose visitors overlap most with Obra. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| etfgi.com | 100% | 22.6K | #1,291,751 | View details |
Top companies in Asset Management
3 companies that operate in the same segment as Obra (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Obra
Complete news archive for Obra
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Obra
Obra was founded in 2009 and raised its 1st funding round 14 years after it was founded.
Obra is headquartered in Austin, United States. It is registered at Austin, Texas, United States.
Blair Wallace is the CEO of Obra, as recorded in our data.
Obra Capital was established in 2009 as an alternative asset manager within the financial services sector, with a focus on insurance-related specializations. Services are delivered through offices located in Austin, Texas, and New York. Operations center on managing assets for institutional clients, emphasizing structured investments and risk mitigation strategies in the United States.
Obra's top competitors include Fidelity Investments, Guggenheim Partners and Morgan Stanley.
Obra offers Insurance Strategies, Credit Strategies, and Real Estate Strategies.
Obra has made 1 acquisition, including Unified Life.
Obra has 3 investors. Key investors include Aquarian, RedBird Capital Partners, and Reverence Capital Partners.
Obra operates through Obra Capital Management, Llc.
Yes. Obra was acquired by RedBird Capital Partners in July 2019.