Osbon Capital

Boston, United States Founded: 2005 • Age: 21 yrs
Independent investment firm providing customized strategies for wealthy families and entrepreneurs.
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About Osbon Capital

Osbon Capital is a company based in Boston (United States) founded in 2005 by John Osbon. It operates as a B2B. Osbon Capital offers products and services including Investment Management, Private Investments, and Family Office Services. Osbon Capital operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.

  • Headquarter Boston, United States
  • Founders John Osbon
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Investment Management & Advisory
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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Products & Services of Osbon Capital

Osbon Capital offers a comprehensive portfolio of products and services, including Investment Management, Private Investments, and Family Office 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.

Primary

Customized strategies addressing financial priorities and market risks

Access to private equity, credit, and real estate opportunities

Tailored strategies for tax, estate, and trust management needs

Funding Insights of Osbon Capital

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

Investments & Acquisitions by Osbon Capital

Investments
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 - Osbon Capital

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
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

Osbon Capital Comparisons

Employees
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Competitors of Osbon Capital

Osbon Capital operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Wealth management, investment advisory, and financial services are provided.
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management solutions are delivered for asset managers.
domain founded_year HQ Location
Northwestern Mutual is engaged in financial planning and insurance services.
domain founded_year HQ Location
Financial services are provided to consumers and corporations worldwide.
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.

Latest news on Osbon Capital

Frequently Asked Questions about Osbon Capital

When was Osbon Capital founded?

Osbon Capital was founded in 2005.

Where is Osbon Capital located?

Osbon Capital is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.

What does Osbon Capital do?

Osbon Capital Management is an independent firm based in Boston, specializing in customized investment strategies, private investments, and family office services. It addresses the unique needs of wealthy families and entrepreneurs through extensive research and tailored approaches. Services include tax optimization, estate planning, and access to private equity and real estate markets. The firm emphasizes client priorities and market opportunities without commissions or external influences.

Who are the top competitors of Osbon Capital?

Osbon Capital's top competitors include Fidelity Investments, Investec and S&P Global.

What products or services does Osbon Capital offer?

Osbon Capital offers Investment Management, Private Investments, and Family Office Services.

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