About Oxford Financial Group
Oxford Financial Group is a company based in Carmel (United States) founded in 1981. It operates as a Fee-Only, and B2B. The company has 145 employees as of December 31, 2014. Oxford Financial Group has completed 4 acquisitions, including Clayens, Comtronic Systems and IDW. Oxford Financial Group offers products and services including Investment Advisory Services, Family Office Services, and Institutional Consulting Services. Oxford Financial Group operates in a competitive market with competitors including Stonehage Fleming Family & Partners, Rockefeller Capital Management, Pathstone Federal Street, Silvercrest Asset Management Group and Cresset Capital Management, among others.
- Headquarter Carmel, United States
- Employees 145 as on 31 Dec, 2014
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Sectors
Financial Services
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Phone
*********
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Website
*********
- Legal Name Oxford Financial Group, Ltd.
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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
145
as on Dec 31, 2014
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Investments & Acquisitions
Clayens
& 3 more
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Products & Services of Oxford Financial Group
Oxford Financial Group offers a comprehensive portfolio of products and services, including Investment Advisory Services, Family Office Services, and Institutional Consulting 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.
Provides personalized investment advice and management for individual clients.
Offers administrative and philanthropic support for high-net-worth families.
Delivers expertise in retirement plans and endowments for organizations.
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Funding Insights of Oxford Financial Group
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Oxford Financial Group
Oxford Financial Group has strategically engaged in corporate development activities, having acquired 4 companies. Notable acquisitions include Clayens, Comtronic Systems and IDW. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Commercial refrigeration products are manufactured and supplied worldwide.
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2000 | ||||
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Debt collection software is developed by Comtronic Systems for businesses.
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1998 | ||||
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Accounts receivable management solutions are provided for healthcare.
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1980 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Oxford Financial Group
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Oxford Financial Group Comparisons
Competitors of Oxford Financial Group
Oxford Financial Group 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 Stonehage Fleming Family & Partners, Rockefeller Capital Management, Pathstone Federal Street, Silvercrest Asset Management Group and Cresset Capital Management, 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 |
Multi-family office services are provided to high-net-worth clients.
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| domain | founded_year | HQ Location |
Multi-family office services are provided to high-net-worth clients.
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| domain | founded_year | HQ Location |
Provider of multi family office services
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| domain | founded_year | HQ Location |
Multi-family office services are provided for asset management needs.
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| domain | founded_year | HQ Location |
Offers wealth management, investment advisory, and family office services for entrepreneurs and families.
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| domain | founded_year | HQ Location |
Provides equity capital and strategic advice to growth-oriented companies across sectors.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Oxford Financial Group
Frequently Asked Questions about Oxford Financial Group
When was Oxford Financial Group founded?
Oxford Financial Group was founded in 1981.
Where is Oxford Financial Group located?
Oxford Financial Group is headquartered in Carmel, United States. It is registered at Carmel, California, United States.
How many employees does Oxford Financial Group have?
As of Dec 31, 2014, the latest employee count at Oxford Financial Group is 145.
What does Oxford Financial Group do?
Oxford Financial Group, Ltd. is a registered investment advisor specializing in wealth management, offering services like investment advice, family office support, and institutional consulting. It operates through a fee-only model, focusing on financial planning for individuals, families, and institutions. Based in multiple U.S. locations including Chicago and Atlanta, it emphasizes personalized strategies and fiduciary roles to help clients manage assets and plan for retirement.
Who are the top competitors of Oxford Financial Group?
Oxford Financial Group's top competitors include Stonehage Fleming Family & Partners, Silvercrest Asset Management Group and Rockefeller Capital Management.
What products or services does Oxford Financial Group offer?
Oxford Financial Group offers Investment Advisory Services, Family Office Services, and Institutional Consulting Services.
How many acquisitions has Oxford Financial Group made?
Oxford Financial Group has made 4 acquisitions, including Clayens, Comtronic Systems, and IDW.