


Omnica Wealth
Financial Services • Glastonbury, Connecticut, United States • 21-50 Employees
Company overview
| Headquarters | 180 Glastonbury Blvd, Suite 200, Glastonbury, Connecticut 06033, US |
| Phone number | +18606574445 |
| Websites | |
| NAICS | 52 |
| Keywords | Wealth Management, Retirement Planning, Financial Planning, Retirement Plan Consulting |
| Founded | 1999 |
| Employees | 21-50 |
| Socials |
Key Contacts at Omnica Wealth
Jeffrey Segal
C.E.O. And Founder
Jeffrey Segal
Chief Executive Officer
Christine Sharpe
Director Of Client Operations
Omnica Wealth Email Formats
Omnica Wealth uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@omnicawealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@omnicawealth.com | 100% |
About Omnica Wealth
Omnica Wealth, LLC, was founded to provide comprehensive lifestyle and wealth management services to clients and their families. Our mission is to be advocate focused and fully aligned to help our families achieve their unique goals—in lifestyle, wealth management, and legacy planning. By understanding the complex needs of our families, we are able to provide a process and services that permit our clients to enjoy their lifestyle and nurture the next generations. Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.com, a Registered Investment Adviser. The [Financial Advisor(s)] associated with this website may discuss and/or transact business only with residents of states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Omnica Wealth, 180 Glastonbury Blvd, Suite 200, Glastonbury CT 06033 (860) 657 4445 Please review our Terms of Use here: www.commonwealth.com/termsofuse.html
Omnica Wealth revenue & valuation
| Annual revenue | $2,053,320 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Omnica Wealth has 11 employees across 5 departments.
Departments
Number of employees
Funding Data
Omnica Wealth has never raised funding before.
Omnica Wealth Tech Stack
Discover the technologies and tools that power Omnica Wealth's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Search engines
Security
Maps
JavaScript libraries
CDN
JavaScript libraries
Marketing automation
Security
Analytics
Analytics
CDN
Frequently asked questions
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