Amount Raised
92
90
Amount Raised
Growth Score
-1 pts
Heat Score
24 pts
Company Performance Metrics
Score
Trend
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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
Recent Milestones
Raised Funding Round
Jan 1, 1970
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9892
Oxford Financial Group provides financial advisory and wealth management services for individuals, families, and institutional clients.
- Jeff Thomasson: Chief Executive Officer & Managing Director & Founder
About the Company
Oxford Financial Group delivers investment advisory solutions, including portfolio construction, asset allocation, and ongoing investment oversight. It offers family office services that coordinate financial planning, tax considerations, estate structuring, and philanthropic activities. The company also provides trust and fiduciary services to
support wealth transfer and asset protection strategies. Its institutional services include advisory support for foundations, endowments, and retirement plans, focusing on tailored investment and governance approaches.
