Insights

Growing Wealth Mid-sized financial services firm with $10M-$25M in annual revenue and a 11-50 employee base presents a target for scalable wealth management solutions, high-touch client service platforms, or outsourced investment operations to support growth.

Digital Presence Active online footprint with recent content development (2018) and a tech stack that includes Google Hosted Libraries, YouTube, and tracking tools indicates openness to digital engagement, marketing automation, and client analytics enhancements.

Asset & Risk Ops Use of MySQL and web tech hints at existing data infrastructure; opportunity to offer integrated CRM, data warehousing, risk analytics, or portfolio reporting tools to streamline operations and improve compliance.

Strategic Growth Revenue positioning in mid-market space aligns with potential cross-sell of advanced advisory services, retirement planning, and financial education programs to expand client value per household.

Competitive Landscape Presence among peers with similar firm sizes and revenues suggests a market where differentiators such as scalable technology platforms, client experience improvements, and enhanced marketing automation can create a competitive edge.

Alpha Omega Wealth Tech Stack

Alpha Omega Wealth uses 8 technology products and services including TrackJS, Google Hosted Libraries, MySQL, and more. Explore Alpha Omega Wealth's tech stack below.

TrackJS

Analytics

Google Hosted Libraries

Content Delivery Network

MySQL

Database

Google Fonts API

Font Scripts

Swiper

Javascript Libraries

Moment.js

Javascript Libraries

HSTS

Security

YouTube

Video Players

Alpha Omega Wealth Email Formats	Example	Percentage
First@alphaomegawealth.com	John@alphaomegawealth.com	88%
FirstL@alphaomegawealth.com	JohnD@alphaomegawealth.com	12%

Alpha Omega Wealth Email Formats

Example

Percentage

First@alphaomegawealth.com

John@alphaomegawealth.com

88%

FirstL@alphaomegawealth.com

JohnD@alphaomegawealth.com

12%

Frequently Asked Questions

Where is Alpha Omega Wealth's headquarters located?

Alpha Omega Wealth's main headquarters is located at Halifax, Pennsylvania United States. The company has employees across 3 continents, including North AmericaEuropeOceania.

What is Alpha Omega Wealth's phone number?

You can contact Alpha Omega Wealth's main corporate office by phone at

+1-702-430-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Alpha Omega Wealth's official website and social media links?

Alpha Omega Wealth's official website is alphaomegawealth.com and has social profiles on LinkedIn.

What is Alpha Omega Wealth's NAICS code?

Alpha Omega Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does Alpha Omega Wealth have currently?

As of June 2026, Alpha Omega Wealth has approximately 15 employees across 3 continents, including North AmericaEuropeOceania. Key team members include President: J. P. C.Financial Adviser - Director: M. M.Director: S. P.. Explore Alpha Omega Wealth's employee directory with LeadIQ.

What industry does Alpha Omega Wealth belong to?

Alpha Omega Wealth operates in the Financial Services industry.

What technology does Alpha Omega Wealth use?

Alpha Omega Wealth's tech stack includes TrackJSGoogle Hosted LibrariesMySQLGoogle Fonts APISwiperMoment.jsHSTSYouTube.

What is Alpha Omega Wealth's email format?

Alpha Omega Wealth's email format typically follows the pattern of First@alphaomegawealth.com. Find more Alpha Omega Wealth email formats with LeadIQ.

Alpha Omega Wealth

Q: How many employees does Alpha Omega Wealth have currently?

Alpha Omega Wealth has approximately 15 employees.

Q: What technology does Alpha Omega Wealth use?

Alpha Omega Wealth's tech stack includes HTTP/3, WPBakery, Flickity, Google Tag Manager for WordPress, Yoast SEO.

Q: What is Alpha Omega Wealth's NAICS code?

Alpha Omega Wealth's NAICS code is 52 (Finance and Insurance).

Financial ServicesPennsylvania, United States11-50 Employees

Alpha Omega Wealth is a financial services firm based in Halifax, Pennsylvania, in the Northeast United States. It is described as a small to mid-sized company within its industry. In August 2018, the firm published guidance outlining three financial mistakes to avoid, reflecting an effort to aid individuals in making prudent financial decisions.

The available information does not specify client segments or standard service offerings beyond its industry. The publication of a three-mistake guide indicates the firm engages with audiences seeking financial guidance.

Insights

Similar companies to Alpha Omega Wealth

Pivot Point Advisors

Forza Wealth Management

Vantage

Summit Strategies Group

Marshall Financial Group