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Oakmont Group

Oakmont Group focuses on wealth transfer and enterprise security planning for high-net-worth families and closely held businesses.

Insurance
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Headquarters
Houston, Texas, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
11 to 50Source: RevenueBaseRetrieved October 13, 2026
Founded
1983Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
4 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Oakmont Group do?

The firm helps families address complex estate, liquidity, and business succession challenges. Its team works alongside clients’ advisory teams, including attorneys, CPAs, and wealth advisors.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

Who it serves

Oakmont Group serves high-net-worth families and closely held businesses.

What the business offers

Services & capabilities.

Customized life insurance strategies

The firm designs these strategies to integrate with sophisticated tax and legal planning structures.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

Share your recognition

Embeddable award for your website

BADGE PREVIEWOakmont Group listed #4 on Wealth transfer specialists, September 21, 2026Open the published source list.
Oakmont Group

#4 Wealth transfer specialists

Snapshot: September 21, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 4, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 18, 2026, September 19, 2026, September 21, 2026 and October 11, 2026. How the company lists are built.

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