Omni Financial Advisory Group Overview

  • Year Founded
  • 1996

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 3

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

Omni Financial Advisory Group General Information

Description

Provider of financial advisory services intended to serve individuals and families based in New York. The company provides investment management, financial planning, annuities, and life insurance advisory services by aligning portfolios and financial plans with client goals and risk tolerance to support long-term financial decision making.

Contact Information

Website
www.omnifinancialadvisory.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Corporate Office
  • 315 Titusville Road
  • Poughkeepsie, NY 12603
  • United States
+1 (845)
Primary Industry
Other Financial Services
Parent Company
Arax Advisory Partners
Corporate Office
  • 315 Titusville Road
  • Poughkeepsie, NY 12603
  • United States
+1 (845)

Want detailed data on 11M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Omni Financial Advisory Group Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

This information is available in the PitchBook Platform. To explore Omni Financial Advisory Group‘s full profile, request access.

Request a free trial

Omni Financial Advisory Group Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

Omni Financial Advisory Group FAQs

  • When was Omni Financial Advisory Group founded?

    Omni Financial Advisory Group was founded in 1996.

  • Where is Omni Financial Advisory Group headquartered?

    Omni Financial Advisory Group is headquartered in Poughkeepsie, NY.

  • What is the size of Omni Financial Advisory Group?

    Omni Financial Advisory Group has 3 total employees.

  • What industry is Omni Financial Advisory Group in?

    Omni Financial Advisory Group’s primary industry is Other Financial Services.

  • Is Omni Financial Advisory Group a private or public company?

    Omni Financial Advisory Group is a Private company.

  • What is Omni Financial Advisory Group’s current revenue?

    The current revenue for Omni Financial Advisory Group is .

  • When was Omni Financial Advisory Group acquired?

    Omni Financial Advisory Group was acquired on 30-Mar-2026.

  • Who acquired Omni Financial Advisory Group?

    Omni Financial Advisory Group was acquired by Arax Advisory Partners.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read more

  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process