Oxford Financial Group Revenue

Financial Services • Carmel, Indiana, United States • 201-500 Employees

Oxford Financial Group revenue & valuation

Annual revenue	$33,700,000
Revenue per employee	$151,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$107,700,000
Total funding	No funding

Overview Emails Format About Employees Insights Funding Tech Stack Trending Companies FAQ

Company overview

Headquarters	11711 N Meridian St, Carmel, IN 46032, US
Phone number	+18007222289
Website	ofgltd.com
NAICS	52
SIC	628
Keywords	Family Office, Wealth Management, Instituitonal Investment
Founded	1981
Employees	201-500
Socials

Oxford Financial Group Email Formats

Oxford Financial Group uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@ofgltd.com), used 60.8% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@ofgltd.com	60.8%
{first name}{last name}	johndoe@ofgltd.com	34.8%
{last name}{last name}	doedoe@ofgltd.com	3.8%

About Oxford Financial Group

Oxford is one of the largest independent RIA firms in the country with oversight of more than $35 billion in assets under advisement* (which includes assets under management). Oxford has 25 Managing Directors in seven market offices who serve family and institutional clients across the country, with offices in Atlanta, Chicago, Cincinnati, Grand Rapids, Indianapolis, Minneapolis and Palm Beach.** *As of 12.31.23 **As of 12.31.24

Employees by Management Level

Total employees: 201-500

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Oxford Financial Group has 111 employees across 12 departments.

Departments

Number of employees

Funding Data

Oxford Financial Group has never raised funding before.

Oxford Financial Group Tech Stack

Discover the technologies and tools that power Oxford Financial Group's digital infrastructure, from frameworks to analytics platforms.

Salesforce Marketing Cloud Account Engagement

Marketing automation

Plyr

Video players

Elementor

Page builders

Salesforce

CRM

Gravity Forms

Form builders

Nginx

Reverse proxies

PHP

Programming languages

Open Graph

Miscellaneous

WP Rocket

Caching

WordPress

Blogs

Swiper

JavaScript libraries

Google Analytics

Analytics

Frequently asked questions

Oxford Financial Group is located in Carmel, Indiana, US.

You can reach Oxford Financial Group at +18007222289.

Oxford Financial Group generates an estimated annual revenue of $33,647,945. This revenue figure reflects the company's market position and business performance in its industry.

Oxford Financial Group has an estimated valuation of $107,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Oxford Financial Group was founded in 1981, making it 45 years old. The company has established itself as a significant player in its industry over this time.

Oxford Financial Group has approximately 201-500 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Oxford Financial Group

Alexandra Neff

Chief Marketing Officer

@ofgltd.com

4.8

40,000 users