Oxbow Advisors
Finance · Texas, United States · 11-50 Employees
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Overview
Headquarters
500 W 5th St Ste 1205, Austin, Texas, 78...Phone Number
(512) 386-1088Website
www.oxbowadvisors.comRevenue
$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
2
1
1
1
1
About Oxbow Advisors
Oxbow Advisors, based in Texas, specializes in protecting the wealth of individuals who have experienced liquidity events, such as selling a business or inheriting assets. The firm offers guidance and expertise to help clients navigate significant financial decisions following these events. Their target clients are high-net-worth individuals who require assistance in managing and preserving their wealth. Led by Ted Oakley, Oxbow Advisors also provides educational resources through books that address the complexities of wealth management.Explore more
Oxbow Advisors Org Chart
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Company Profile Activity
Activity Insights
Oxbow Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
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Oxbow Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Oxbow Advisors.
Oxbow Advisors financials insights
Gather financial insights about Oxbow Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Oxbow Advisors Tech Stack
A closer look at the technologies used by Oxbow Advisors
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Most Recent Scoops
Event
Person-Based
Events, Finance, Risk, Podcast
Event
Person-Based
Events, Podcast
Funding
Oxbow Advisors has received an SBA PPP loan for $350,000-1 million from First Community Bank, supporting the retention of 23 jobs.
Funding
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Frequently Asked Questions Regarding Oxbow Advisors
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Oxbow Advisors, based in Texas, specializes in protecting the wealth of individuals who have experienced liquidity events, such as selling a business or inheriting assets. The firm offers guidance and expertise to help clients navigate significant financial decisions following these events. Their target clients are high-net-worth individuals who re... Read More
