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Outbound Financial
OUTBOUND FINANCIAL is an SEC-registered investment adviser in BOULDER, CO, registered since 2024. The firm manages approximately $151 million in regulatory...
Overview
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
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
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).
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).
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