Laying out the streets…STEP 1 OF 3

OmegaFP · House #25,594

Shaped by advisors, one feature at a time.

In the Managing a sales pipeline neighborhood (Marketing and sales). In town since 29 Sept 2026.

Nobody has claimed this house yet. Tablif records every new product and gives it a house; when its owner claims it, the lights go on.

Is this yours? Claim it

What Tablif read on OmegaFP's site

OmegaFP describes itself as: “OmegaFP: AI-Powered Operating System & CRM for Financial Advisors”

What it is

Calls itself “CRM” and “operating system”.

  • Calls itself: CRM · operating system
“OmegaFP is an AI-native operating system for financial advisors and RIAs, combining a CRM, AI meeting notetaker, and an autonomous AI assistant in one system.”

Where it puts itself

Rules out “general-purpose CRM adapted for advisors”. Publishes a comparison page.

  • Says it will not: general-purpose CRM adapted for advisors
“It is not a general-purpose CRM adapted for advisors; it was designed from the ground up around advisor workflows.”
“Compare All -> https://www.omegafp.com/compare”

What it costs

Monthly subscription and yearly plan. Free for a trial period. Trial: “14-day”. Has an enterprise plan. Sales on request. Prices quoted: $125/user/mo, $150/user/mo.

  • Monthly: yes
  • Yearly: yes
  • Free plan: free for a trial
  • Price: $125/user/mo · $150/user/mo
  • Trial: 14-day
  • Enterprise plan: yes
  • Contact sales: yes
“$150 $125 /user/mo”
“Essential $150 /user/mo”

Who it sells to

Sells to businesses. Built for enterprise, small businesses and solo users. Made for RIAs and financial advisors.

  • Sells to: businesses
  • Company size: enterprise · small businesses · solo / indie
  • Made for: RIAs · financial advisors
“OmegaFP Essential is $150 per user per month, or $125 per user per month when billed annually.”
“Enterprise tier adds custom AI assistants tuned to your firm and white-label options.”

How it runs

A web app. Hosted in the cloud. AI is the core of the product. Built with Webflow, Google Analytics and HubSpot.

  • Kind: web
  • Runs where: cloud / hosted
  • AI role: core to the product
  • Built with: Webflow
  • Analytics: Google Analytics
  • Support chat: HubSpot
“Yes. OmegaFP is a fully responsive web application that works on phones, tablets, and desktops without separate apps.”
“OmegaFP is an AI-native operating system for financial advisors and RIAs, combining a CRM, AI meeting notetaker, and an autonomous AI assistant in one system.”

What it works with

Names Redtail, Salesforce Financial Services Cloud and 1 more on its pages.

  • Names: Redtail · Salesforce Financial Services Cloud · Wealthbox
“OmegaFP is an AI-native operating system for financial advisors and RIAs”
“OmegaFP supports imports from Redtail, Wealthbox, Salesforce Financial Services Cloud”

What it offers as proof

Live, no waitlist. Compliance: 256-bit Encryption. Trying it asks for an email. Publishes a blog.

  • Compliance: 256-bit Encryption
  • Instant signup: yes
  • Trial asks for: an email address
“Start a free trial Book a demo”
“Start a free trial”

Sources

Tablif read these pages, last on 29 Sept 2026. Everything above is what the product says about itself; Tablif does not verify every claim.

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