About OBS Financial Services
OBS Financial Services is a company based in Perrysburg (United States) founded in 2000 was acquired by AssetMark in September 2019.. OBS Financial Services offers products and services including Epicenter Technology Platform, Portfolio Series, and Retirement Services.
- Headquarter Perrysburg, United States
-
Sectors
Financial Services
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name Obs Financial Services
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
Products & Services of OBS Financial Services
OBS Financial Services offers a comprehensive portfolio of products and services, including Epicenter Technology Platform, Portfolio Series, and Retirement Services. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Platform for data interfaces and trust accounting systems.
Series of portfolios for efficient asset management.
Services for managing company retirement plans securely.
Funding Insights of OBS Financial Services
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in OBS Financial Services
OBS Financial Services has secured backing from 2 investors. Prominent investors backing the company include AssetMark and Canandaigua National Bank & Trust. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Wealth management and technology solutions are offered to financial advisors.
|
Founded Year | Domain | Location | |
|
Commercial banking services are offered in the United States.
|
Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
|
Founded Year | Domain | Location | |
|
Startup ecosystems are ignited through strategic investments by Signite Partners.
|
Founded Year | Domain | Location | |
|
Venture capital is directed toward companies in multiple sectors.
|
Founded Year | Domain | Location | |
|
Venture capital is invested in cybersecurity, fintech, and AI startups.
|
Founded Year | Domain | Location |
Investments & Acquisitions by OBS Financial Services
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - OBS Financial Services
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Obs Financial Services Comparisons
Competitors of OBS Financial Services
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Frequently Asked Questions about OBS Financial Services
When was OBS Financial Services founded?
OBS Financial Services was founded in 2000.
Where is OBS Financial Services located?
OBS Financial Services is headquartered in Perrysburg, United States. It is registered at Perrysburg, Ohio, United States.
Who is the current CEO of OBS Financial Services?
John Henry is the current CEO of OBS Financial Services.
What does OBS Financial Services do?
OBS Financial Services was established in 2000 in Perrysburg, United States, as an investment advisory firm. Core operations are centered on delivering financial guidance and portfolio management services to individual and institutional clients. The sector focus remains on equities, bonds, and alternative investments. Leadership is held by CEO and President John Henry, with activities conducted primarily within the domestic market.
What products or services does OBS Financial Services offer?
OBS Financial Services offers Epicenter Technology Platform, Portfolio Series, and Retirement Services.
Who are OBS Financial Services's investors?
OBS Financial Services has 2 investors. Key investors include AssetMark, and Canandaigua National Bank & Trust.