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Corporation
omnivestllc.com

Investments

3

Portfolio Exits

1

About Omnivest

OmniVest is a multifaceted company servicing a wide range of clientele, and it is highly experienced in public and charter school management, real estate development, and commercial construction.

Headquarters Location

115 Pheasant Run

Newtown, Pennsylvania, 18940-1886,

United States

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Latest Omnivest News

Omnivest Financial CEO Reid Rasner Opens Schedule For Small Businesses Seeking Employee SIMPLE IRA Plans & New Advisor

May 31, 2023

News Provided By Share This Article Omnivest Financial Subscription Services For Individuals - www.OmnivestFinancial.Com Omnivest Financial CEO Reid Rasner Opens Schedule For Small Businesses Seeking Employee SIMPLE IRA Plans and Advisor Assistance. Small businesses play a crucial role in our economy, and we understand the importance of helping them attract and retain top talent through competitive retirement benefits” — Reid Rasner CASPER, WYOMING, UNITED STATES , May 31, 2023/ EINPresswire.com / -- FOR IMMEDIATE RELEASE Omnivest Financial CEO Reid Rasner Opens Schedule for Small Businesses Seeking Employee SIMPLE IRA Plans and Advisor Assistance [Casper, Wy. 5/31/2023] – Omnivest Financial, a professional financial services firm, is excited to announce that CEO Reid Rasner is now available to meet with small business owners who are interested in establishing Employee SIMPLE IRA plans or seeking a new financial advisor to guide their company and employees through the dynamic financial markets. This strategic initiative aims to empower businesses with comprehensive retirement solutions and professional guidance, enabling them the opportunity to secure a prosperous future for both their organization and their valued employees. In today's competitive business landscape, small businesses face numerous challenges in providing attractive retirement benefits to their employees while navigating complex regulatory requirements. Recognizing this, Omnivest Financial, under the leadership of CEO Reid Rasner, is actively seeking to assist businesses in establishing Employee SIMPLE IRA plans. This cost-effective retirement solution offers a streamlined approach to retirement savings, benefitting both employers and employees alike. Reid Rasner, known for his extensive experience in the financial industry, is committed to providing personalized guidance and innovative solutions to businesses seeking to optimize their retirement benefit offerings. By opening up his schedule, Rasner aims to directly connect with small business owners, understand their unique needs and goals, and provide tailored strategies for establishing and managing Employee SIMPLE IRA plans. "Small businesses play a crucial role in our economy, and we understand the importance of helping them attract and retain top talent through competitive retirement benefits," said Reid Rasner, CEO of Omnivest Financial. "At Omnivest, we are dedicated to guiding businesses through the complexities of establishing and managing Employee SIMPLE IRA plans, empowering them to make informed decisions aim to create a solid financial future for their organization and employees." Omnivest Financial offers a comprehensive range of services designed with the goal to simplify the process of establishing and managing Employee SIMPLE IRA plans. From plan design and implementation to ongoing administration and investment management, the firm provides end-to-end support tailored to meet the unique needs of small businesses. With a focus on transparency, compliance, and employee education, Omnivest Financial has earned a reputation for delivering effective retirement solutions to businesses of all sizes. Small business owners interested in scheduling a consultation with CEO Reid Rasner and the Omnivest Financial team regarding Employee SIMPLE IRA plans or advisor assistance are encouraged to contact our Investor Relations department: Reid Rasner

Omnivest Investments

3 Investments

Omnivest has made 3 investments. Their latest investment was in Quinnova Pharmaceuticals as part of their Series C on July 7, 2010.

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Omnivest Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

7/14/2010

Series C

Quinnova Pharmaceuticals

$2M

No

10/23/2009

Series B

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$99M

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0

11/10/2006

Series A

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$99M

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0

Date

7/14/2010

10/23/2009

11/10/2006

Round

Series C

Series B

Series A

Company

Quinnova Pharmaceuticals

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Amount

$2M

$99M

$99M

New?

No

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Co-Investors

Sources

0

0

Omnivest Portfolio Exits

1 Portfolio Exit

Omnivest has 1 portfolio exit. Their latest portfolio exit was Quinnova Pharmaceuticals on December 16, 2013.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

12/16/2013

Acquired

$99M

1

Date

12/16/2013

Exit

Acquired

Companies

Valuation

$99M

Acquirer

Sources

1

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