Osbon Capital

Boston, United States Founded: 2005 • Age: 21 yrs
Independent investment firm providing customized strategies for wealthy families and entrepreneurs.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products 3 Services tracked
Competitors 11 Brand Intelligence

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
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  • Phone
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  • Website
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Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
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  • Net Profit
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  • EBITDA
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  • Latest Funding Round
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  • Investors
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  • 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.

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Primary

Customized strategies addressing financial priorities and market risks

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Access to private equity, credit, and real estate opportunities

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Tailored strategies for tax, estate, and trust management needs

Funding Insights of Osbon Capital

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Detailed funding history for Osbon Capital

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Investments & Acquisitions by Osbon Capital

Investments
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Investment portfolio details for Osbon Capital

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  • Portfolio identities
  • Transaction dates
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Financial Statements - Osbon Capital

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Detailed financials for Osbon Capital

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Osbon Capital Comparisons

Osbon Capital Primary company
Description
Independent investment firm providing customized strategies ...
Location
Boston, United States
Founded Year
2005
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Osbon Capital

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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.

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

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Latest news on Osbon Capital

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Complete news archive for Osbon Capital

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Frequently Asked Questions about Osbon Capital

Osbon Capital was founded in 2005.

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

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.

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

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

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