Omega

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

124 S Main St Ste 217, Keller, Texas, 76...

Phone Number

(817) 500-0556

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Omega

Omega Squared is an independent, fee-only, data-driven advisory firm that provides a high-touch experience for investors across the United States. The company emphasizes investment decisions based on solid data and rigorous analysis, rather than emotional impulses. Their services cater to a diverse clientele, including entrepreneurs, wealth creators, pre-retirees, retirees, and complex wealth families, offering investment management, financial planning, and risk management among others. Omega Squared aims to help clients navigate the complexities of their financial lives while focusing on wealth building and retirement strategies.Explore more
Omega's Social MediaPopular SearchesOmegaomega2wealth.comOmega² Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Omega Org Chart

PhoneEmail
AS
United States flag for contact location.

Founder & Investment Chief & Strategist

PhoneEmail
CT
United States flag for contact location.

Founder & Wealth Advisor

PhoneEmail
KM
United States flag for contact location.

Wealth Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Omega

<$5M
1-10
Private
-
-
AS
Aaron SoderstromFounder & Investment Chief & Strategist
$5.4M
1-10
Private
-
2001
Jay Vinson, Managing Director at Vinson Financial Group
Jay VinsonManaging Director
$5M
1-10
Private
-
2012
David Wilson, Founder & Chief Executive Officer at Generational Wealth Management
David WilsonFounder & CEO
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
2018
PM
Patrick MinskeyManager, Private Wealth
<$5M
1-10
Private
-
2015
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Omega is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Omega is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Omega.

Omega Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Omega

What is Omega's official website?
Omega's official website is www.omega2wealth.com
What is Omega's Revenue?
Omega's revenue is <$5 Million
What is Omega's SIC code?
Omega's SIC: 62,628
What is Omega's NAICS code?
Omega's NAICS: 52,523
How many employees does Omega have?
Omega has 1-10 employees
What industry does Omega belong to?
Omega is in the industry of: Finance, Securities Trading
What is Omega competition?
Omega top competitors include: Smith Wealth Management Group Tx, Generational Wealth Management, Mundi Financial, Experienced Wealth Management
What technology does Omega use?
Some of the popular technologies that Omega uses are: TradingView Website & Broker Solutions, Highcharts, Cloudflare CDN, Microsoft 365
How do I contact Omega?
Omega contact info: Phone number: (817) 500-0556 Website: www.omega2wealth.com
What does Omega do?

Omega Squared is an independent, fee-only, data-driven advisory firm that provides a high-touch experience for investors across the United States. The company emphasizes investment decisions based on solid data and rigorous analysis, rather than emotional impulses. Their services cater to a diverse clientele, including entrepreneurs, wealth creator... s, pre-retirees, retirees, and complex wealth families, offering investment management, financial planning, and risk management among others. Omega Squared aims to help clients navigate the complexities of their financial lives while focusing on wealth building and retirement strategies.Read More

What are Omega social media links?
Omega Linkedin page Omega Twitter page Omega Facebook page
Is Omega a public company?
Omega is private company therefore does not currently have an official ticker symbol
See more information about Omega

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