# Rich Gill

> Rich Gill is a private equity investor at Oxford Angel Fund backing Retirement. See 1 investments, check sizes, portfolio. Updated Aug 2026.

- Type: Angel Investor
- Fund: [Oxford Angel Fund](https://shizune.co/investors/profile/oxford-angel-fund)
- Location: San Francisco, United States
- Total investments: 1
- Last investment: Jan 2021
- Lead investor: 0%
- Last updated: Aug 2026
- LinkedIn: https://www.linkedin.com/in/rich-gill-5b0a47/

Rich Gill is a private equity investor at Oxford Angel Fund in San Francisco focused on Retirement and Wealth Management. I'm an investor in and advisor to wealth management firms. I'm interested in how people interact with money, who they choose to rely on, and the kinds of advice they value. Financial services - with all its choices, conflicts, and complexity - is endlessly fascinating to me.After starting my career in investment banking and privateequity I went to work for Charles Schwab, where I learned what "Registered Investment Advisors" are and what a custodian does for them. From there I joined Focus Financial Partners in its very early days. I built out the breakaway business for Focus, identifying and leading investments in teams bringing their clients out of large wirehouses (i.e., big Wall Street banks such as Merrill Lynch, Morgan Stanley, etc.) to start their own firm. This meant tackling all the challenges associated with investing in businesses that don't really exist yet. As part of that business line I also created and hired the operational support team. Working with large breakaway teams to build RIAs from scratch was a great way to get perspective on all the various technology components that drive money movement, trading, reporting, and financial planning. After almost eight years at Focus I left to lead wealth management investments for AMG Wealth Partners where I stayed for three years investing in some of the largest and most successful RIAs in the country. Today I am a Partner and Co-Founder at Wealth Partners Capital Group. We've invested in three of the best RIA firms in the country: EP Wealth Advisors, Forbes Family Trust, and MAI Capital Management. Through those three "Anchor" firms - representing ~$11B in client assets - we acquire small wealth management firms across the country.I also frequently act as an advisor to firms that serve the wealth management market and venture capitalists evaluating investments in the space. If you are working on something new and interesting in my little corner of the world, I'm always happy to chat.

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| Retirement | 1 | 100% |
| Wealth Management | 1 | 100% |
| Financial Services | 1 | 100% |

## Investments

| Company | Description | Amount | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| Merit Financial Advisors | Merit Financial Advisors specializes in divorce services, loss of a spouse, wealth management, financial wellness and financial planning. |  | Private Equity | Jan 11, 2021 |  |

1 of 1 investments shown.

## Co-investors
- [HGGC](https://shizune.co/investors/profile/hggc) — VC Fund, 1 deal together

## About Oxford Angel Fund

VC Fund · San Francisco, United States

Oxford Angel Fund is an early-stage investor that invests in technology-based companies and start-ups. The Oxford Angel Fund is a group of Oxford-educated angel investors with the common interest of investing in Oxford-educated entrepreneurs. Their investment goal is to support Oxonian Entrepreneurship through funding and mentoring.

5 contacts available at Oxford Angel Fund.

| Name | Title | Profile |
| --- | --- | --- |
| Charlie Cheesman | Vice President | https://shizune.co/investors/profile/charlie-cheesman |
| Max Bonjean | Fund Manager | https://shizune.co/investors/profile/max-bonjean |
| Rich Gill | Fund Manager | https://shizune.co/investors/profile/rich-gill |
| Austin Hwang | Venture Associate | https://shizune.co/investors/profile/austin-hwang-8cc9 |
| Austin Hwang | Venture Associate | https://shizune.co/investors/profile/austin-hwang |

## Similar investors

### Similar stage
- [Foresight Group](https://shizune.co/investors/profile/foresight-group) — VC Fund
- [YFM Equity Partners](https://shizune.co/investors/profile/yfm-equity-partners) — VC Fund
- [Fondaction](https://shizune.co/investors/profile/fondaction) — VC Fund

## FAQ

### What does Rich Gill invest in?

Rich Gill invests primarily in Retirement, Wealth Management and Financial Services startups, most often at Private Equity stage. Most of the 1 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.

### When did Rich Gill last invest?

The most recent investment recorded for Rich Gill closed in Jan 2021. Shizune tracks 1 investments in total for this profile, including round sizes, stages and portfolio companies, all sourced from confirmed public funding rounds and refreshed monthly.

### Is Shizune's investor data accurate?

Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.

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