Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
OBS Financial Logo
OBS Financial Growth Score
4
CB Rank
1377899
Heat Score
59
OBS Financial provides investment and operations outsourcing services to financial institutions.
Acquired by
AssetMark Logo
AssetMark
Founded
obfuscation
Private Perrysburg, Ohio, United States11-50 obsfs.com
Angel Investment
Finance
Financial Services
Outsourcing
Overview

OBS Financial
Growth Score
4
Heat Score
59

Growth Score4
-15 pts
in past quarter
Heat Score 59
2 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
See more interactive data and historical milestones on desktop for the best experience

About OBS Financial

CB Rank
1377899
OBS Financial provides investment and operations outsourcing services to financial institutions.
Acquired by
AssetMark Logo
AssetMark
Founded
obfuscation
Private Perrysburg, Ohio, United States11-50 obsfs.com
Angel Investment
Finance
Financial Services
Outsourcing

Details

Legal Name OBS Financial Services, Inc
Also Known As OBS
Operating Status Active
Company Type For Profit
Phone Number 800-381-5065
Contact Email clientservices@obsmail.com
Predictions & Insights

Products & Services

Efficient Frontier Series
A sub-advisory portfolio service for bank Trust departments offering institutional pricing, multiple rebalancing options, and client reporting.
Epicenter Technology Platform
A technology platform that interfaces with major custodian and trust accounting systems to support investment and trust operations.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials

M&A Details

OBS Financial was acquired by AssetMark on
obfuscation
.
Transaction Name 
OBS Financial acquired by AssetMark Logo
OBS Financial acquired by AssetMark
Acquired by 
AssetMark Logo
AssetMark
Announced Date 
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 3
News
Technology
View Tech Report

IT Spend

$109.2KThis year, OBS Financial is projected to spend $109.2K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Risk Analytics Logo
Risk Analytics
86
Webcam Logo
Webcam
81
Quality Analysis Logo
Quality Analysis
79

Active Website Tech Count

4OBS Financial is actively using 4 technologies for its website, according to BuiltWith. These include YouTube and  LinkedIn Follow Company Plugin.
Sub-Organizations
Frequently Asked Questions

Where is OBS Financial's headquarters? OBS Financial is located in Perrysburg, Ohio, United States.Who are OBS Financial's competitors? Alternatives and possible competitors to OBS Financial may include Envestnet, Vestmark, and  FIS.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(5eb04bf 1)
|