AlphaOmega Wealth
- Company typePrivate
- Founded2009
- HeadquartersLas Vegas, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
AlphaOmega Wealth firmographics
Firmographics- Name
- AlphaOmega Wealth
- Legal name
- Alpha Omega Wealth
- Website
- https://alphaomegawealth.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
AlphaOmega Wealth industry classification
Industry- Product category
- Wealth Management Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
- akta.pro secondary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
Keywords
Where AlphaOmega Wealth is headquartered
LocationHeadquarters
- HQ city
- Las Vegas
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
AlphaOmega Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure
Revenue model
- Financial Advisory Services: Revenue generated through financial advisory and consulting services to individuals, families, and business owners. Services include wealth building strategies, asset protection, retirement planning, and legacy planning.
- Insurance Products: Revenue from life insurance products and related insurance services, particularly whole life insurance policies used within the Infinite Banking Concept framework.
- Educational Resources: Revenue potential from eBooks and educational materials provided to clients and prospective customers.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Free Initial Consultation |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels7 records
AlphaOmega Wealth product offering
Product offeringCore offering
Alpha Omega Wealth is a private financial advisory firm that provides wealth management, asset protection, retirement planning, business succession, and legacy planning services to individuals, families, and business owners. Its core offering centers on the Infinite Banking Concept, which teaches clients to use whole life insurance as a privatized banking system, operationalized through its proprietary Alpha Omega Wealth Infinite Process™ methodology. The firm distributes these advisory services via a network of financial professionals located across 10 U.S. states.
Product overview
AlphaOmega Wealth is a wealth management firm offering a single integrated financial advisory platform centered on the Infinite Banking Concept (IBC), a privatized banking strategy using whole life insurance as a personal banking system. The core product is the Alpha Omega Wealth Infinite Process methodology, which is supplemented by educational tools including the Make Your Wealth Work Podcast, an Educational Video Library, and an eBooks Collection (Warehouse of Wealth, The Power of Zero, Life Insurance as Asset Class, etc.). The firm also provides Financial Calculators (via CalcXML and FINRA) as planning tools. Services are segmented by client type: Family Wealth Services for individuals/families, and Business Owner & Entrepreneur Services including succession planning, buy-sell agreements, and deferred compensation. A Financial Professional Partnership Program enables advisors to join and practice Infinite Banking. The company operates across 10 U.S. states with a team of financial professionals.
Differentiator
Problem solved
Functional benefit
Products and services
- Infinite Banking Concept (IBC) Advisory
Quantifiable outcome
- Clients stop losing their money unnecessarily
- +3 more outcomes
Companies that use AlphaOmega Wealth
Customer profileSegments3 records
Ideal customer profiles3 records
AlphaOmega Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Feature1 record
AlphaOmega Wealth partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core and minor.
- Nelson Nash InstitutecoreAlpha Omega Wealth financial professionals are authorized practitioners of the Infinite Banking Concept certified by the Nelson Nash Institute. The company has an official partnership providing access to Infinite Banking education, training materials, and certification programs for their advisors.
- Million Dollar Round Table (MDRT)minorJoe Pantozzi holds life membership in MDRT. The company displays MDRT membership and Code of Ethics recognition as professional credentials.
- NAIFA (National Association of Insurance and Financial Advisors)minorJoe Pantozzi has served as President of NAIFA since 1980. The company maintains NAIFA Code of Ethics membership and displays NAIFA recognition.
- Certified Kingdom Advisor (CKA)minorSteve A. La Bella holds the Certified Kingdom Advisor designation. The company logo display indicates CKA affiliation.
- SCORE of PhiladelphiaminorCurtis May volunteers for SCORE of Philadelphia where he speaks regularly to business owners on marketing and sales strategies and Financial Planning for business owners.
- Nelson Nash Institute - Authorized PractitionercoreMultiple team members are authorized Infinite Banking Practitioners including Jason K. Powers, Steve A. La Bella, and others. This certification is displayed on the company website.
- International Association of Registered Financial ConsultantsminorCurtis May is a Registered Financial Consultant with the International Association of Registered Financial Consultants.
Scale indicators2 records
Recent moves2 records
Expansion highlights4 records
AlphaOmega Wealth competitors and assessment
Company assessmentBroad incumbents
- Commonwealth Financial Network: Large independent broker-dealer and RIA platform supporting insurance-licensed advisors who deliver holistic planning including life insurance and wealth strategies. Comparable as an insurance-integrated wealth distribution platform, but at significantly greater scale.
- New York Life: Large mutual life insurer with a substantial whole life franchise and integrated wealth management offerings. Comparable insurance-led wealth proposition, with much broader product portfolio and national agent network.
- Cetera Financial Group: Independent advisor solutions platform supporting financial professionals across wealth management, insurance, and retirement planning. Comparable as a multi-channel platform for insurance-and-wealth advisors, though serving a much broader segment than IBC-only.
- Northwestern Mutual: One of the largest U.S. life insurance and wealth management franchises, combining permanent life insurance with advisory and planning services. Overlaps with Alpha Omega Wealth on insurance-integrated wealth, but at vastly greater scale and breadth.
- MassMutual: Major U.S. mutual insurer offering whole life, disability, and wealth management through a national advisor network. Comparable insurance-anchored wealth model, but operates as a broad incumbent rather than an IBC-niche specialist.
Direct peers
- Paradigm Life: An insurance-and-wealth firm explicitly built around the Infinite Banking Concept and whole life insurance as a privatized banking system. Closely aligned with Alpha Omega Wealth in product philosophy, target customer (HNW families and business owners), and authorized-practitioner positioning.
- WealthWave: Financial education and insurance-integrated wealth organization using content-driven demand generation (books, seminars, HowMoneyWorks platform) to sell whole life and indexed products. Comparable on content-led GTM and insurance-anchored wealth strategy.
- McFadden Financial Group: Independent wealth advisory that has built its practice around the Infinite Banking Concept and whole life insurance. Comparable niche positioning and advisor-led delivery to families and entrepreneurs.
- Nelson Nash Institute: The originating body for the Infinite Banking Concept and the certification authority for authorized IBC practitioners, with which Alpha Omega Wealth holds a core strategic partnership. Directly comparable as the conceptual anchor and training ecosystem for the IBC distribution network.
- Living Wealth: Financial services firm specializing in Infinite Banking / whole life banking strategies for families and business owners. Directly comparable methodology, niche, and advisor-supported distribution model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
AlphaOmega Wealth social profiles
Digital presenceAlphaOmega Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
AlphaOmega Wealth leadership team
Management profileNumber of profiles
Profiles12 records
AlphaOmega Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
AlphaOmega Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about AlphaOmega Wealth
What does AlphaOmega Wealth do?
Alpha Omega Wealth is a private financial advisory firm that provides wealth management, asset protection, retirement planning, business succession, and legacy planning services to individuals, families, and business owners. Its core offering centers on the Infinite Banking Concept, which teaches clients to use whole life insurance as a privatized banking system, operationalized through its proprietary Alpha Omega Wealth Infinite Process™ methodology. The firm distributes these advisory services via a network of financial professionals located across 10 U.S. states.
Is AlphaOmega Wealth a public or private company?
AlphaOmega Wealth is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was AlphaOmega Wealth founded?
AlphaOmega Wealth was founded in 2009. It employs 11 to 50 people.
Where is AlphaOmega Wealth based?
AlphaOmega Wealth is headquartered in Las Vegas, United States, in the North America region.
How does AlphaOmega Wealth make money?
Three revenue lines are on record. Financial Advisory Services are the primary driver. The others are insurance Products and educational Resources.
Who are AlphaOmega Wealth's main competitors?
Broad incumbents on record are Commonwealth Financial Network, New York Life, Cetera Financial Group, Northwestern Mutual and MassMutual. Direct peers are Paradigm Life, WealthWave, McFadden Financial Group, Nelson Nash Institute and Living Wealth.
Does AlphaOmega Wealth have an API?
No public API is recorded for AlphaOmega Wealth.
What industry is AlphaOmega Wealth in?
AlphaOmega Wealth's product category is Wealth Management Advisory. Its primary akta.pro industry code is FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions), with a secondary code of FSAEABAC, Private Banking & UHNW Wealth Advisory. Its NAICS code is 523940 and its SIC code is 6282.