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Oakbridge Insurance logo — Oakbridge, founded on an unwavering commitment to relationsh...

Oakbridge Insurance

Oakbridge, founded on an unwavering commitment to relationships, service, and trust.

Founded 2020 United States Atlanta, United States 248 employees Private Equity Finance, Financial Services +1

General Information

Company Name Oakbridge Insurance
Founded Year 2020
Location United States Atlanta, United States
Employees 248
Industries Finance, Financial Services, Insurance
Funding Stage Private Equity
Social

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About Oakbridge Insurance

Oakbridge Insurance is a prominent insurance agency deeply rooted in serving clients across the Southeast. The company was formed in 2020 through the merger of four leading insurance agencies: Founders Insurance, Hutchinson Traylor, McGinty Gordon & Associates, and Waites & Foshee. With approximately 175 employees operating from 15 offices, Oakbridge has become one of the largest privately-owned agencies in the region. The last investment in Oakbridge was a Private Equity Round investment on 26 September 2023 led by Audax Private Equity. The merger was driven by years of collaboration and mutual respect between the founding agencies, leveraging their excellent industry and community reputations, dedicated workforce, and commitment to their communities. The choice of the name Oakbridge signifies the company's stability and commitment to its stakeholders, ensuring continuity in relationships, carrier partners, and pursuit of excellence. With a focus on Financial Services and Insurance industries, Oakbridge Insurance Agency LLC is set to become a dominant player in the Southeastern market, with a strong foundation and a shared vision for the future.

Business keywords: insurance agency, merger, private ownership, Southeast region, insurance industry, company culture, community commitment, stability, client services, carrier partnerships, employee talent, regional expansion

Funding Rounds & Investors (2)

View All
Funding Stage Amount Investors Lead Investors Date
Private Equity Round Undisclosed 1
Audax Private Equity
Audax Private Equity
26 Sep 2023
Seed Round Undisclosed 1
Corsair Capital
Corsair Capital
01 Jan 2020

Oakbridge Insurance Alternatives & Competitors

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FAQ About Oakbridge Insurance

Oakbridge, founded on an unwavering commitment to relationships, service, and trust.
Oakbridge Insurance was founded in 2020.
Oakbridge Insurance is headquartered in Atlanta, United States.
Oakbridge Insurance operates in Finance, Financial Services and Insurance. Its work centres on insurance agency, merger, private ownership and Southeast region.
Oakbridge Insurance has approximately 248 employees.
Oakbridge Insurance has completed 2 funding rounds. The latest funding stage is Private Equity.
Top alternatives and competitors to Oakbridge Insurance include Higginbotham, Edwards and Company, Title Financial Corporation, Philinsure, PRODUBANCO - Grupo Promerica. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Oakbridge Insurance and Higginbotham are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Oakbridge Insurance, https://bouncewatch.com/company/oakbridge-insurance, updated 30 December 2024. When citing, please name BounceWatch and link this page.

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