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Oxford Financial Group Partners with d1g1t to Enhance Reporting and Digital Experience for Wealth Management.

Sep 25, 20259 months ago

Contract Type

partnership

Financial Services

Description

Oxford Financial Group, Ltd. has partnered with d1g1t to use their wealth management platform for better multi-account aggregation and real-time analytics. This partnership aims to modernize Oxford's approach to managing complex portfolios and improve the overall client experience.

Company Information

Company

Mayfair Capital Partners

Location

11711 North Meridian Street

About

Mayfair Capital Partners is an extension of the Mayfair direct investment program, which has been an in-house division of Oxford since 2003, historically managing a portfolio of direct investments exclusively for the benefit of Oxford’s 700+ high net worth families and institutional clients. Because of Oxford’s deep client base, Mayfair Capital Partners is a flexible capital solution provider that targets investments between $50-125 million per deal and can pursue control and non-control opportunities. At Mayfair Capital Partners, we seek to partner with exceptional management teams to enhance the inherent strengths of the company’s people and products. We seek to invest in the brand and maximize the long-term value of the business. Mayfair’s independence and sophisticated multi-family office capital base creates certain structural advantages when compared to traditional private equity fund structures. We bring flexibility, patience and a supportive approach. For more information, visit www.mayfaircappartners.com.

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