Osaic, Inc.
Osaic provides wealth management technology, money management tools and support services to over 11,000 financial professionals managing more than $700 billion in assets across all 50 states.
Osaic, Inc. is one of the largest providers of wealth management solutions in the United States. Through a network of independent wealth management firms, the company supplies financial professionals with technology platforms, money management tools and support services intended to help them build client relationships and work toward clients' financial goals. Its offering spans enterprise software for financial professionals, wealth management technology platforms and financial advisory support services.
The scale is substantial. More than 11,000 financial professionals use Osaic's services, collectively managing over $700 billion in assets. The company supports approximately 270 financial institutions and serves 4 million clients, with a footprint covering all 50 states. It is headquartered in Scottsdale, Arizona, and maintains offices in seven U.S. states.
Founded in 2016, Osaic reimagined its brand and company identity in 2023. The firm operates across the wealth management, financial services and financial advisory verticals, and states a mission of empowering financial professionals to build meaningful client relationships.
Osaic reports a commitment to diversity and inclusion: women hold 50% of executive leadership positions, and the company has signed the ParityPLEDGE®, under which it commits to presenting diverse candidate slates for leadership roles.