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Oakbridge Insurance Logo
Oakbridge Insurance Growth Score
62
CB Rank
191768
Heat Score
65
Oakbridge Insurance is an insurance company that is deeply rooted to serve clients across the Southeast.
Founded
obfuscation
PrivatePrivate Equity Atlanta, Georgia, United States101-250 oakbridgeinsurance.com/
Financial Services
Insurance
Personal Finance
Overview

Oakbridge Insurance
Growth Score
62
Heat Score
65

Growth Score62
12 pts
in past quarter
Heat Score 65
20 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Oakbridge Insurance

CB Rank
191768
Oakbridge Insurance is an insurance company that is deeply rooted to serve clients across the Southeast.
Founded
obfuscation
PrivatePrivate Equity Atlanta, Georgia, United States101-250 oakbridgeinsurance.com/
Financial Services
Insurance
Personal Finance

Funding Rounds

Private Equity
OBF
in
obfuscation
Seed
OBF
in
obfuscation

Key People

  • Photo of Robert Smith
    Robert Smith: President & Chief Executive Officer
    Past Role: Prime Risk Partners, Executive Vice President and Chief Operating Officer
  • Photo of Julie George
    Julie George: Chief Revenue Officer

Details

Legal Name Oakbridge Insurance Agency LLC
Operating Status Active
Company Type For Profit
About the Company
Oakbridge Insurance was built by four insurance agencies such as Founders Insurance, Hutchinson Traylor, McGinty Gordon & Associates, and Waites & Foshee have merged to create Oakbridge Insurance Agency LLC,
Predictions & Insights

Growth Insight

See this Growth Insight
Oakbridge Insurance is
Lorem
 to be growing
Top Contributing Factors
Merger or Acquisition

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Growth Insight

Products & Services

Commercial Business Insurance
Insurance coverage designed to protect businesses from various risks including liability, property damage, and workers' compensation.
Personal Insurance Services
Insurance products aimed at protecting individuals and families, covering personal property, vehicles, and liability.

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Financials

Company Funding

Number of Funding Rounds 2
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Private Equity Round - Oakbridge Insurance Logo
Private Equity Round - Oakbridge Insurance
1
obfuscation
Audax Private EquityPrivate Equity
obfuscation
Private Equity Round - Oakbridge Insurance Logo
Private Equity Round - Oakbridge Insurance
1
obfuscation
Audax Private EquityPrivate Equity
obfuscation
Private Equity Round - Oakbridge Insurance Logo
Private Equity Round - Oakbridge Insurance
1
obfuscation
Audax Private EquityPrivate Equity
obfuscation
Private Equity Round - Oakbridge Insurance Logo
Private Equity Round - Oakbridge Insurance
1
obfuscation
Audax Private EquityPrivate Equity
obfuscation
Private Equity Round - Oakbridge Insurance Logo
Private Equity Round - Oakbridge Insurance
1
obfuscation
Audax Private EquityPrivate Equity

Funding Rounds

Number of Funding Rounds 2
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Private Equity Round - Oakbridge Insurance Logo
Private Equity Round - Oakbridge Insurance
1
obfuscation
Audax Private EquityPrivate Equity
obfuscation
Private Equity Round - Oakbridge Insurance Logo
Private Equity Round - Oakbridge Insurance
1
obfuscation
Audax Private EquityPrivate Equity
obfuscation
Private Equity Round - Oakbridge Insurance Logo
Private Equity Round - Oakbridge Insurance
1
obfuscation
Audax Private EquityPrivate Equity
obfuscation
Private Equity Round - Oakbridge Insurance Logo
Private Equity Round - Oakbridge Insurance
1
obfuscation
Audax Private EquityPrivate Equity
obfuscation
Private Equity Round - Oakbridge Insurance Logo
Private Equity Round - Oakbridge Insurance
1
obfuscation
Audax Private EquityPrivate Equity

Investors

Investments

Number of Acquisitions 1

Investment Breakdown

Number of Acquisitions 1
Market Intelligence
People
View Profiles & Contacts
Headcount 101-250 Employee Profiles 5 Contacts 181

Employee Profiles

News

News and Press

News•May 27, 2026
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News•May 27, 2026
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News•Mar 24, 2026
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News•Mar 10, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

3,441
56.34%
 in past month

IT Spend

$6.2MThis year, Oakbridge Insurance is projected to spend $6.2M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Local Partnerships Logo
Local Partnerships
97
Real Estate Data & Analytics Logo
Real Estate Data & Analytics
94
Ship Navigation Logo
Ship Navigation
92

Actively Used Products

12Oakbridge Insurance uses 12 technology products and services including HTML5, Google Tag Manager, and  Microsoft Outlook, according to G2 Stack.

Active Website Tech Count

3Oakbridge Insurance is actively using 3 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, COVID-19, and  CommonCrawl Top 1m.
Sub-Organizations
Frequently Asked Questions

Where is Oakbridge Insurance's headquarters? Oakbridge Insurance is located in Atlanta, Georgia, United States.Who invested in Oakbridge Insurance? Oakbridge Insurance has 2 investors including Audax Private Equity and  Corsair Capital.When was the last funding round for Oakbridge Insurance? Oakbridge Insurance closed its last funding round on
obfuscation
from a Private Equity round.Who are Oakbridge Insurance's competitors? Alternatives and possible competitors to Oakbridge Insurance may include HUB International, Acrisure, and  USI Insurance Services.
Who We Are
What We Do
Helpful Links
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