About Omega Wealth Partners
Omega Wealth Partners is a Financial Services company based in Fort Worth (United States) founded in 1964, and was acquired by CAPTRUST in June 2023. Asset management and financial planning services are offered. Omega Wealth Partners offers products and services including Wealth Planning, Investment Advisory, and Fiduciary Management. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Omega Wealth Partners was founded in 1964 and is headquartered in Fort Worth, United States. Operations focus on the financial services sector, where asset management is provided alongside retirement, estate, education, and tax planning. These services are delivered to clients seeking structured wealth advisory. The firm is led by co-owners and managing partners, including John Dickens, Tammy Bryant, and Tom Hardgrove.
- Headquarters Fort Worth, United States
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website omegawp.com
- Social LinkedIn Facebook
- Acquired by CAPTRUST (Jun 2023)
Products & Services of Omega Wealth Partners
Omega Wealth Partners offers a comprehensive portfolio of products and services, including Wealth Planning, Investment Advisory, and Fiduciary Management.
Provides tailored wealth management and portfolio advice.
Offers investment guidance for retirement and corporate plans.
Delivers co-fiduciary services for nonprofits and institutions.
Investors in Omega Wealth Partners
Omega Wealth Partners has secured backing from 1 investor. Prominent investors backing the company include CAPTRUST.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment consulting and wealth management services are provided to clients. | 1989 | captrust.com | Raleigh, United States |
Investor details for Omega Wealth Partners
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People of Omega Wealth Partners
3 people are tracked at Omega Wealth Partners (3 in leadership).
| Name | Role | Group |
|---|---|---|
John Dickens | Co-Owner & Managing Partner | Leadership |
Tammy Bryant | Co-Owner & Managing Partner | Leadership |
Tom Hardgrove | Co-Owner & Managing Partner | Leadership |
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Timeline of Omega Wealth Partners
2 dated milestones of Omega Wealth Partners across 59 years, from founding to its latest funding, stage changes and deals.
- Founded Omega Wealth Partners is founded.
- Exit Acquired by CAPTRUST.
Competitors of Omega Wealth Partners
Omega Wealth Partners has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Omega Wealth Partners
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Top companies in Asset Management
3 companies that operate in the same segment as Omega Wealth Partners (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 Omega Wealth Partners
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Frequently Asked Questions about Omega Wealth Partners
Omega Wealth Partners was founded in 1964.
Omega Wealth Partners is headquartered in Fort Worth, United States. It is registered at Fort Worth, Texas, United States.
Omega Wealth Partners was founded in 1964 and is headquartered in Fort Worth, United States. Operations focus on the financial services sector, where asset management is provided alongside retirement, estate, education, and tax planning. These services are delivered to clients seeking structured wealth advisory. The firm is led by co-owners and managing partners, including John Dickens, Tammy Bryant, and Tom Hardgrove.
Omega Wealth Partners's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Omega Wealth Partners offers Wealth Planning, Investment Advisory, and Fiduciary Management.
Omega Wealth Partners has 1 investor. Key investors include CAPTRUST.
Yes. Omega Wealth Partners was acquired by CAPTRUST in June 2023.