About Delta Financial Group
Delta Financial Group is a Financial Services company based in Basking Ridge (United States) founded in 1991, and was acquired by CW Advisors in March 2025. Diversified asset management services are offered to clients. It operates on a Professional Services model. Delta Financial Group offers products and services including Wealth Management and Family Office Services. Its focus areas include Financials, Asset Management and Wealth Management. Its legal entity is CW Advisors. Its competitors include MassMutual, American Family Insurance and Point Digital Finance; 1 of its 3 listed competitors has raised funding.
Company details
Delta Financial Group, under CW Advisors, is focused on providing wealth management and family office services. Clients are supported through personalized financial planning and asset management solutions. The firm operates primarily in the financial sector, ensuring seamless transitions for clients during integrations. Services are tailored to meet individual and family needs with a high level of care.
- Headquarters Basking Ridge, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website deltafinancialgroup.com
- Social LinkedIn
- Acquired by CW Advisors (Mar 2025)
- Legal Name Cw Advisors
- InvestorsOaktree Capital Management
& 2 more
- Acquired byCW Advisors
(Mar 2025)
Products & Services of Delta Financial Group
Delta Financial Group offers a comprehensive portfolio of products and services, including Wealth Management and Family Office Services.
Wealth management services are provided for client portfolios.
Family office services are offered for comprehensive planning.
Funding Insights of Delta Financial Group
- Total Rounds 2
- Investors Count 2
All 2 funding rounds of Delta Financial Group with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Sep 2022 | Private Equity Round | – | Oaktree Capital Management | – | |
| Nov 2021 | Private Equity Round | – | – |
3 investors in total: 3 institutional.
Investors in Delta Financial Group
Delta Financial Group has secured backing from 3 investors, including venture fund investors. Prominent investors backing the company include Oaktree Capital Management, CW Advisors and Peak Rock Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Real estate fund, infrastructure fund, and private equity firm focused on multiple sectors | 1995 | oaktreecapital.com | Los Angeles, United States | |
Peak Rock Capital is focused on middle-market private investments. | peakrockcapital.com | Austin, United States | ||
Investment management and financial planning services are provided for clients. | 2004 | cwadvisorsgroup.com | Boston, United States |
Investor details for Delta Financial Group
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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Timeline of Delta Financial Group
4 dated milestones of Delta Financial Group across 34 years, from founding to its latest funding, stage changes and deals.
- Founded Delta Financial Group is founded.
- Funding First funding round.
- Funding Latest funding round, Private Equity Round,.
- Exit Acquired by CW Advisors.
Competitors of Delta Financial Group
Delta Financial Group has 3 listed competitors in our database, 1 of them funded. They include MassMutual, American Family Insurance and Point Digital Finance.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| massmutual.com | 1851 | Springfield, United States | 10,466 | Mutual life insurance company | ||
| amfam.com | 1927 | Madison, United States | 13,713 | Personal and business insurance products are provided nationwide. | ||
| point.com | 2015 | Palo Alto, United States | $245.65M | 144 | Fractional home equity is sold online for interest-free loans. |
Detailed competitors of Delta Financial Group
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Top companies in Asset Management
3 companies that operate in the same segment as Delta Financial Group (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Delta Financial Group
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Frequently Asked Questions about Delta Financial Group
Delta Financial Group was founded in 1991 and raised its 1st funding round 30 years after it was founded.
Delta Financial Group is headquartered in Basking Ridge, United States. It is registered at Basking Ridge, New Jersey, United States.
Delta Financial Group, under CW Advisors, is focused on providing wealth management and family office services. Clients are supported through personalized financial planning and asset management solutions. The firm operates primarily in the financial sector, ensuring seamless transitions for clients during integrations. Services are tailored to meet individual and family needs with a high level of care.
Delta Financial Group's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
Delta Financial Group offers Wealth Management and Family Office Services.
Delta Financial Group has 3 investors. Key investors include Oaktree Capital Management, CW Advisors, and Peak Rock Capital.
Delta Financial Group operates through Cw Advisors.
Yes. Delta Financial Group was acquired by CW Advisors in March 2025.