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
-
Sectors
Financial Services
-
Phone
Locked
-
Website
Locked
- Legal Name Oxford Financial Group, Ltd.
-
Annual Revenue
Not available
-
Net Profit
Not available
-
EBITDA
Not available
-
Latest Funding Round
Not available
-
Investors
Not available
-
Employee Count
145
as on Dec 31, 2014
-
Investments & Acquisitions
Clayens
& 3 more
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 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.
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.
People of Oxford Financial Group
Unlock access to complete
Funding Insights of Oxford Financial Group
Detailed funding history for Oxford Financial Group
Round names, dates, amounts, investors, and valuation history require an active premium plan.
- Round names and dates
- Funding amounts
- Participating investors
- Valuation history
Verified entity values are shown only after access is granted.
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.
Investment portfolio details for Oxford Financial Group
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
Verified entity values are shown only after access is granted.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Commercial refrigeration products are manufactured and supplied worldwide.
|
Locked | Locked | 2000 | Locked | |
|
Debt collection software is developed by Comtronic Systems for businesses.
|
Locked | Locked | 1998 | Locked | |
|
Accounts receivable management solutions are provided for healthcare.
|
Locked | Locked | 1980 | Locked |
Complete acquisition details for Oxford Financial Group
Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.
- Transaction dates
- Acquired stakes
- Disclosed values
- Domains and locations
Verified entity values are shown only after access is granted.
Financial Statements - Oxford Financial Group
Detailed financials for Oxford Financial Group
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
Verified entity values are shown only after access is granted.
Oxford Financial Group Comparisons
Peer comparison for Oxford Financial Group
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
Verified entity values are shown only after access is granted.
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.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| Locked | Locked | Locked |
Multi-family office services are provided to high-net-worth clients.
|
|
| Locked | Locked | Locked |
Multi-family office services are provided to high-net-worth clients.
|
|
| Locked | Locked | Locked |
Provider of multi family office services
|
|
| Locked | Locked | Locked |
Multi-family office services are provided for asset management needs.
|
|
| Locked | Locked | Locked |
Offers wealth management, investment advisory, and family office services for entrepreneurs and families.
|
|
| Locked | Locked | Locked |
Provides equity capital and strategic advice to growth-oriented companies across sectors.
|
Detailed competitors of Oxford Financial Group
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Oxford Financial Group
Complete news archive for Oxford Financial Group
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 Oxford Financial Group
Oxford Financial Group was founded in 1981.
Oxford Financial Group is headquartered in Carmel, United States. It is registered at Carmel, California, United States.
As of Dec 31, 2014, the latest employee count at Oxford Financial Group is 145.
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.
Oxford Financial Group's top competitors include Stonehage Fleming Family & Partners, Silvercrest Asset Management Group and Rockefeller Capital Management.
Oxford Financial Group offers Investment Advisory Services, Family Office Services, and Institutional Consulting Services.
Oxford Financial Group has made 4 acquisitions, including Clayens, Comtronic Systems, and IDW.