OakBridge Advisors Overview
- Founded
- 2008

- Status
- Acquired/Merged
- Employees
- 12

- 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
Ownership Status
Acquired/Merged
(Operating Subsidiary)
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Parent Company
Primary Office
- 4000 MacArthur Boulevard
- Suite 550
- Newport Beach, CA 92660
- United States
+1 (866) 000-0000
OakBridge Advisors Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
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Request a free trialOakBridge Advisors Executive Team (2)
Name | Title | Board Seat | Contact Info |
---|---|---|---|
Edward Kirkwood | Co-Founder & Chief Executive Officer | ||
Lawrence Hartley | Co-Founder & President |
OakBridge Advisors Signals
Growth Rate

0.80%
Weekly
Growth
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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