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Outbound Financial
Outbound Financial is a multi-family office founded in 2017 by Matthew Reilly and Evan Glass, specializing in life insurance as a portfolio asset class.
Outbound Financial
OUTBOUND FINANCIAL is an SEC-registered investment adviser in BOULDER, CO, registered since 2024. The firm manages approximately $151 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
2017
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Boulder
Corporate office
New York, NY, United States
Principals
Matthew Reilly
Managing Partner
Evan Glass
Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Outbound Financial?
Outbound Financial is led by Managing Partners Matthew Reilly and Evan Glass, who co-founded the firm in 2017. Both have backgrounds in insurance and wealth management. The firm's investment committee structure and any additional decision-makers are not publicly disclosed (per public record).
How does Outbound Financial source proprietary deal flow?
The firm sources deal opportunities through its insurance-based network, including relationships with life insurance carriers and annuity providers. It uses a proprietary underwriting model to evaluate large face-value life policies as investment assets. External deal flow channels are not publicly detailed (per the firm's regulatory filings).
Is Outbound Financial structured as a single family office or does it operate more like a venture firm?
Outbound Financial operates as a multi-family office, serving multiple high-net-worth families. It holds an RIA registration with the SEC, which typically indicates client advisory services, but it is not a venture capital firm. Its investment focus is on insurance-linked assets and traditional securities, not startup equity (per SEC filing, 2023).
What investment stages does Outbound Financial typically target?
Outbound Financial targets insurance-based assets such as life insurance policies and fixed-indexed annuities, which are not typical stage-based investments. It also allocates to market securities and alternatives, but the firm does not publicly specify stage preferences for equity or private market investments (per public record).
Which sectors does Outbound Financial explicitly avoid?
Outbound Financial's disclosed strategy centers on insurance and wealth management sectors. It does not openly state sector exclusions, but its public materials emphasize insurance-linked assets and do not mention venture capital, real estate, or direct private equity (per the firm's filings and public record).
Where does the underlying wealth come from?
The wealth origin of Outbound Financial's client families is not publicly disclosed. The firm's own wealth origin is also undisclosed. Typically, multi-family offices serve wealth from business ownership, inheritance, or entrepreneurial success, but Outbound Financial does not name its client base (per public record).
Does Outbound Financial maintain philanthropic structures, and how are they separated?
Outbound Financial does not publicly acknowledge any affiliated philanthropic foundation or donor-advised fund. Its regulatory filings show only an RIA entity without charitable structures. The separation of client philanthropic activities from the firm's investment operations is not documented in available sources (per SEC filing, 2023).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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