Oxford International

What Oxford International does

Oxford International is a privately held international financial advisory firm founded in 1998 and headquartered in Santa Ana, Costa Rica, operating across Latin America with bilingual Spanish/English service. The firm provides personalized financial consulting through a network of financial advisors and coordinators, designing individual programs for medium and long-term financial goals. Its core services are organized around four pillars: Regular Savings (Ahorros Regulares) for periodic contributions toward retirement or education goals, Single Contribution Investments (Inversiones de Aportaciones Únicas) for lump-sum deployment, Educational Financing (Financiamiento Educativo) addressing the 7% annual rise in global university costs, and Retirement Planning (Retiro) to structure savings for desired retirement ages.

The firm does not operate a proprietary technology platform; instead, it distributes third-party financial products through a partner ecosystem spanning at least nine providers, including Hansard Global, Dominion, Woodville, Standard Bank, Capital International Group, Utmost, Canaccord Genuity, Friends Provident International, and RL 360 Services. Products available to clients include regular premium savings plans (Hansard Ascend), tracker funds (Dominion Bitcoin and Nasdaq), structured deposits (Standard Bank Defined Return and Quantum PLUS), fixed income bonds (Seven Stars Legal Limited), lending products (Woodville), and institutional investment platforms (Capital International Group). The firm emphasizes advisor independence, claiming the ability to recommend the best strategy from any investment available through its global partner network.

Oxford International generates revenue through commissions and fees on financial products sold through its advisor channel, operating a sales-led go-to-market model with personalized, quote-based pricing. Its primary customer segment is international affluent professionals with limited time to navigate complex financial products independently. The firm maintains a bilingual website, LinkedIn, Instagram, and Facebook presence for top-of-funnel client acquisition, while direct advisor relationships handle conversion and retention. No revenue figures, funding rounds, or ownership changes have been disclosed, and the firm appears to be founder/management-owned with 101-250 employees and 25 years of continuous operation.

Name

Oxford International

Legal name

Oxford International

Website

https://oiia.com

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

101–250 employees

Short description

Oxford International is a privately held Costa Rica-based financial advisory firm, founded 1998, serving Latin American affluent professionals through independent advisors distributing third-party savings, retirement, educational, and investment products from a network of global financial partners.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Independent Broker-Dealers (Retail Network) (FSAAAAAC)

Keywords

• Financial advisory services
• Retirement planning
• Educational financing
• Regular savings plans
• Investment consulting

Headquarters

HQ city

Santa Ana

HQ country

Costa Rica

HQ region

Latin America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Others

Revenue model

1. Financial Advisory Services: Oxford International generates revenue through financial advisory and consulting services, connecting clients with investment products from major global financial companies. The company earns commissions and fees from financial products including savings plans, retirement solutions, educational financing, structured products, ETFs, and other investment vehicles offered through their partner network.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Oxford International provides personalized financial advisory and consulting services to international clients, structuring individual savings, investment, retirement, and educational financing programs. The firm operates as an independent intermediary, recommending products from a network of major global financial institutions rather than selling proprietary in-house products. Core service lines are Regular Savings, Single Contribution Investments, Educational Financing, and Retirement Planning, delivered through direct advisor relationships.

Product overview

Oxford International is a premier financial consulting service for international clients. The company offers a suite of core advisory and investment services including Regular Savings, Single Contribution Investments, Educational Financing, and Retirement Planning. These services are delivered through partnerships with major global financial companies, offering products such as Hansard Ascend savings plans, Dominion tracker funds (Bitcoin, Nasdaq), Standard Bank structured deposits, Seven Stars Legal Limited fixed income bonds, Woodville loans, and Capital International Group's platform. Oxford International positions itself as an independent advisor, recommending products from the world's largest financial companies based on individual client needs.

Differentiator

Problem solved

Functional benefit

Products and services

• Regular Savings (Ahorros Regulares) Medium- and long-term investment program for individual clients making regular (monthly, quarterly, semi-annual, or annual) contributions toward specific goals such as retirement or financing their children's education. Delivered through partner-issued savings and investment contracts.
• Single Contribution Investments (Inversiones de Aportaciones Únicas) Investment option for clients placing a larger single lump-sum contribution, typically those who already hold investments elsewhere and wish to access opportunities available through Oxford International's partner network.
• Educational Financing (Financiamiento Educativo) Planning service for individual clients to organize funding for their children's higher education, addressing the cited 7% annual rise in global university costs and providing guidance on long-term savings strategies.
• Retirement Planning (Retiro) Retirement planning service delivered with qualified advisors, helping individual clients define how much they need to save in order to retire at their chosen age with sufficient funds for their desired lifestyle.
• Hansard Ascend Partner-issued regular premium savings and investment plan from Hansard Global plc, offered through Oxford International advisors as a simplified and enhanced product for medium- and long-term savings goals.
• Hansard Ascend ETFs New ETF options added to the Hansard Ascend regular premium plans, giving Oxford International clients exposure to sector and global-market themes such as Gold Producers, World Technology, MSCI World, iShares Core S&P 500, and Emerging Markets.
• Hansard VPW Plan Regular savings plan issued by Hansard Global, distributed through Oxford International, with increased flexibility for clients pursuing long-term savings and investment objectives.
• Dominion Bitcoin Tracker Fund Cryptocurrency investment fund that tracks the performance of Bitcoin, launched by Dominion and distributed to clients via Oxford International.
• Dominion Nasdaq Tracker Fund Equity fund tracking the Nasdaq index, launched by Dominion and offered to clients through Oxford International advisors.
• Dominion Mobile Apps Dedicated Dominion mobile applications for clients and advisors, available on Apple App Store and Google Play Store, providing access to Dominion investment services and information for Oxford International clients.
• Standard Bank Structured Products Structured deposit products from Standard Bank (Defined Return Deposit and Quantum PLUS Deposit) with defined returns and quantum plus features, distributed through Oxford International.
• Seven Stars Legal Limited Fixed Income Bond Fixed income bond offering 17.5% per annum, available to qualified investors for a maximum term of 20 months, distributed by Oxford International advisors.
• Woodville Loans Lending and active loan portfolio services from Woodville, with total active loan value reported at £205,608,652 as of October 2025, made accessible to clients through Oxford International advisors.
• Capital International Group Platform Award-winning international investment platform from Capital International Group, represented by Oxford International for international clients seeking diversified investment solutions.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered minor and core.

• Whitecliffe University of Applied Sciences (Berlin International)minorStrategic or Co-development Partner · 12 February 2026Oxford International has partnered with Whitecliffe University of Applied Sciences (Berlin International) to expand study opportunities in Berlin. This partnership aims to provide educational opportunities alongside financial planning services.
• Capital International GroupcoreTechnology or Integration · 21 September 2022Oxford announced representation of Capital International Group and its award-winning platform for investment solutions.
• Hansard Global plccoreTechnology or IntegrationHansard Global plc is a key partner offering savings and investment solutions. They have over 35 years of experience delivering solutions to financial advisers globally. Products include the Ascend Regular Premium plan with ETF options.
• DominioncoreTechnology or IntegrationDominion provides investment platform with tracker funds including Bitcoin and Nasdaq tracker funds. Offers mobile applications for clients and advisors on Apple App Store and Google Play.
• Standard BankcoreTechnology or IntegrationStandard Bank offers structured products including Defined Return Deposit and Quantum PLUS Deposit products available through Oxford International.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• deVere Group: One of the world's largest independent financial advisory firms focused on expat and international clients, offering savings, investment, retirement, and education planning through partner-provided products. Highly comparable business model and target customer to Oxford International.
• Blevins Franks: Independent financial advisers serving expatriate and international clients across Europe with retirement, investment, and tax/estate planning. Operates through a network of advisors and partner product providers, mirroring Oxford's advisor-led, partner-distributed model.
• Holborn Assets: International independent financial advisory firm serving expat and cross-border clients with savings, investment, and retirement products via an advisor network. Directly comparable in business model, customer segment, and product mix to Oxford International.
• AES International: Independent financial advisers specializing in expat wealth management, offering retirement and education planning products through partner providers. Targets the same international-affluent segment as Oxford International with an advisor-led GTM.
• Globaleye: Independent international wealth advisory firm serving globally mobile clients with savings, investment, and retirement solutions through partner providers. Comparable model and similar cross-border affluent customer base to Oxford International.
• Chase Buchanan: Independent financial advisory firm focusing on expatriates and international clients, providing retirement and investment planning via third-party product partners. Closely parallels Oxford International's independent advisor network and product-distribution approach.
• Hoxton Capital: UK-based international wealth management firm serving expatriate and overseas clients with retirement, investment, and education planning through partner product providers. Comparable in scope, customer segment, and advisor-led distribution.

Broad incumbents

• Canaccord Genuity: Global wealth management and capital markets firm with a substantial independent wealth management arm serving affluent and HNW clients across multiple geographies. Oxford lists it as a partner; it operates broadly in the same advisory space at much larger scale.
• Standard Bank: Africa's largest financial group providing retail, wealth, investment, and structured products to affluent and institutional clients globally. Listed as a core partner of Oxford International and operates broadly in the investment advisory and structured products space.

Others

• Hansard Global plc: Long-standing provider of savings and investment solutions for financial advisors and their clients worldwide (Ascend regular premium plans and ETFs). It is Oxford's core product supplier rather than a competitor, but it sits at the same intersection of advisor distribution and international savings/retirement products.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/profile.php?id=100064060414669
• Instagraminstagram.com/oxford_reclutamiento

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Oxford International