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Oakmont Group - About the company

Oakmont Group is an unfunded company based in College Station (United States), founded in 1983. It operates as a Wealth transfer and enterprise security planning firm specializing in personalized life insurance solutions. Oakmont Group has not raised any funding yet. The company has 1445 active competitors, including 7 funded and 96 that have exited. Its top competitors include companies like Baloise, Royal London and M Financial Group.

Company Details

Oakmont Group is a wealth transfer and enterprise security planning firm that specializes in personalized life insurance solutions. They help clients align their wealth with their unique needs and value systems to maximize enjoyment and impact.
Key Metrics
Founded Year
1983
Location
College Station, United States
Stage
Unfunded
Ranked
Employee Count
16 as on Jul 31, 2026
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Oakmont Group's funding and investors

Oakmont Group has not raised any funding rounds yet.

Oakmont Group's founders and board of directors

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Oakmont Group's employee count trend

Oakmont Group has 16 employees as of Jul 26. Here is Oakmont Group's employee count trend over the years:
Employee count trend for Oakmont Group
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Oakmont Group's Competitors and alternates

Top competitors of Oakmont Group include Baloise, Royal London and M Financial Group. Here is the list of Top 10 competitors of Oakmont Group, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Baloise
Baloise
1863, Basel (Switzerland), Acquired
Diversified insurance services
-
57/100
2nd
Logo for Royal London
Royal London
1861, London (United Kingdom), Funding Raised
Provider of mutual life insurance, pensions and investments services
-
-
53/100
3rd
Logo for M Financial Group
M Financial Group
1978, Portland (United States), Series E
Network of independent firms offering life insurance and financial services
$254M
53/100
4th
Logo for Empire Life
Empire Life
1923, Kingston (Canada), Public
Diversified asset management firm
-
-
53/100
5th
Logo for Abacus Life
Abacus Life
2004, Orlando (United States), Public
Provider of life insurance distribution services
-
-
51/100
6th
Logo for Starlife Assurance
Starlife Assurance
Accra (Ghana), Unfunded
-
-
-
48/100
7th
Logo for Unique Mercantile India
Unique Mercantile India
1996, Ahmedabad (India), Unfunded
-
-
-
45/100
8th
Logo for Winged Keel
Winged Keel
1989, New York City (United States), Acquired
Life insurance broker
-
-
44/100
9th
Logo for Zurich
Zurich
Australia, Unfunded
Provider of life, business, and investment insurance products
-
-
44/100
10th
Logo for OneFamily
OneFamily
1975, Brighton (United Kingdom), Unfunded
Provider of life insurance services
-
-
43/100
260th
Logo for Oakmont Group
Oakmont Group
1983, College Station (United States), Unfunded
Wealth transfer and enterprise security planning firm specializing in personalized life insurance solutions
-
-
20/100
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Oakmont Group's Investments and acquisitions

Oakmont Group has made no investments or acquisitions yet.

Reports related to Oakmont Group

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