How Much Did Alpha & Omega Raise?
Funding & Key Investors

Alpha & Omega, a long-standing pillar in the regional financial advisory sector, has successfully secured a major strategic investment, bringing its total capital accumulation to $150K. This latest infusion of $150K underscores the firm's enduring relevance in the competitive landscape of employee benefit consulting and investment management. By leveraging this recent financing, the La Mesa-based organization is positioned to further solidify its market presence and enhance its service delivery models for both individual and corporate clients.

What is Alpha & Omega?

Alpha & Omega
FinanceSecurities TradingBusiness Services

Founded in 1975, Alpha & Omega has evolved into a premier advisory firm specializing in the complex intersection of employee benefits and deferred compensation programs. The company distinguishes itself through a highly personalized approach to total compensation design, helping businesses navigate the intricacies of modern benefits administration. With nearly five decades of operational history, the firm serves as a critical partner for employers seeking to implement innovative, compliant, and effective compensation strategies that drive organizational retention and financial health.

How much funding has Alpha & Omega raised?

Alpha & Omega has raised a total of $150K across 1 funding round:

2020

Debt

$150K

Debt (2020): $150K with participation from PPP

Key Investors in Alpha & Omega

PPP

Public-Private Partnership

What's next for Alpha & Omega?

With the successful completion of this late-stage capital injection, Alpha & Omega is expected to prioritize the modernization of its digital infrastructure and the expansion of its advisory footprint. The firm will likely focus on scaling its proprietary benefit administration platforms to meet the increasing demand for integrated financial wellness solutions. By maintaining its commitment to bespoke client service while integrating advanced analytical tools, Alpha & Omega is well-equipped to navigate the shifting regulatory environment and sustain its growth trajectory in the evolving human capital management sector.

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Frequently Asked Questions Regarding Alpha & Omega Financial Insights

What are the most recent funding rounds that Alpha & Omega has completed, and what were the funding rounds?
Alpha & Omega has recently completed 1 funding rounds: Debt on Apr 28, 2020.
What is the total amount of funding Alpha & Omega has raised to date?
Alpha & Omega has raised a total of $150K in funding to date.
How many funding rounds has Alpha & Omega completed?
Alpha & Omega has completed 1 funding rounds.
How much funding did Alpha & Omega raise in its most recent funding round?
Alpha & Omega raised $150K in its most recent funding round.
Who are the lead investors in Alpha & Omega's latest funding round?
The lead investor in Alpha & Omega's latest funding round was PPP. To access investor data and explore similar companies, sign up for ZoomInfo.
Which was the largest funding round in Alpha & Omega's history?
The largest funding round in Alpha & Omega's history was $150K.
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