Arax Investment Partners Acquires Omni Financial Advisory Group
March 30, 2026
Arax Investment Partners acquired Omni Financial Advisory Group, a boutique wealth management and financial advisory firm based in Poughkeepsie, New York. The deal is expected to expand Arax’s national wealth management platform, adding Omni’s multi-generational advisor-led practice to Arax Advisory Partners.
- Buyers
- Arax Investment Partners, RedBird Capital Partners
- Targets
- Omni Financial Advisory Group
- Industry
- Wealth Management
- Location
- New York, United States
- Transaction Type
- Buyout
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