OakBridge Advisors Overview

  • Founded
  • 2008
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 12
Employees
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

OakBridge Advisors General Information

Description

Provider of asset management and employee benefit services. The company provides employee benefits, retirement plans and asset management to companies, their executives and high net worth individuals in the United States.

Contact Information

Website
www.oakbridgeadvisors.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Parent Company
Risk Strategies Company
Primary Office
  • 4000 MacArthur Boulevard
  • Suite 550
  • Newport Beach, CA 92660
  • United States
+1 (866) 000-0000
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OakBridge Advisors Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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OakBridge Advisors Executive Team (2)

Name Title Board Seat Contact Info
Edward Kirkwood Co-Founder & Chief Executive Officer
Lawrence Hartley Co-Founder & President
To view OakBridge Advisors’s complete executive team members history, request access »

OakBridge Advisors Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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