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OWLFI Capital, LLC
OWLFI Capital, LLC provides comprehensive financial advisory services for individuals, families, and business owners, with a primary focus on tax-efficient retirement planning and wealth preservation. The firm offers asset management, lifestyle planning, business owner exit planning, and coordinated tax minimization strategies such as Roth conversions and oil and gas deductions.
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OWLFI Capital, LLC at a glance
OWLFI Capital, LLC is a financial services company headquartered in United States. Its most recent funding round closed in June 2022. Xcout tracks 6 named people at OWLFI Capital, LLC, including Aubrey Omanson (Chief Engineer).
OWLFI Capital, LLC leadership
- Aubrey OmansonChief Engineer
- Nathaniel VossmanChief Navigator
- Omanson ElliotChief Communicator
- Abby TheisThe First Mate
- Tanya JonesMaster-at-Arms
- Weston DanielQuartermaster
OWLFI Capital, LLC funding rounds
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | Undisclosed | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
OWLFI Capital, LLC competitors
A few of OWLFI Capital, LLC's closest competitors — see the full list of competitors and alternatives →
Infinite Wealth Planning, LLC provides comprehensive financial planning and wealth management services to professionals, business owners, and retirees. The company offers specialized guidance in lifestyle planning, investment management, tax strategy, estate planning, and insurance evaluation.
Quantum Leap Capital provides independent financial planning, investment management, and tax planning services for individuals and business owners. The firm helps clients manage their wealth, evaluate insurance needs, and develop tax-efficient retirement income strategies.
Jetway Capital, LLC provides wealth management, private banking, and financial strategy services to individuals and business owners. The firm specializes in tax reduction strategies, alternative investments, self-directed retirement plans, estate planning, and passive income creation.
Simplicity Wealth Advisors provides personalized financial planning and investment management services for individuals and families. The firm offers holistic financial strategies that address longevity, liquidity, inflation, market risk, mortality, and taxes to help clients meet their long-term objectives.
Prairie View Capital, LLC, operating as Prairie View Wealth Partners, is a registered investment advisor that provides integrated investment management, tax strategy, and family office solutions. The firm serves high-net-worth individuals and families nationwide, including business builders navigating career design, business growth, and liquidity events.
Foundation Wealth Capital, LLC operates as a fee-only, fiduciary, and independent financial advisory firm that provides personalized financial planning, wealth management, tax planning, estate planning, insurance planning, and company 401(k) plan services to individuals and businesses. The firm works with clients nationwide, offering tailored strategies to help them grow and protect their assets, manage taxes, and achieve their long-term financial goals.
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More on OWLFI Capital, LLC in Xcout Intel
- 6 named people with titles, LinkedIn and board committees
- 1 funding round with the investors in each, and who they co-invest with
- The full competitor set, tracking, exports and API access