About Mosaic Pacific
Mosaic Pacific is a company based in Honolulu (United States) founded in 2013 was acquired by Creative Planning in July 2025.. Mosaic Pacific offers products and services including Investment Advisory Services and Wealth Management Approach. Mosaic Pacific operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Nordea, Investec and BNP Paribas, among others.
- Headquarter Honolulu, United States
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Sectors
Financial Services
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Phone
*********
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Website
*********
- Legal Name Mosaic Pacific Investment Advisors, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
Creative Planning
(Jul 15, 2025)
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Products & Services of Mosaic Pacific
Mosaic Pacific offers a comprehensive portfolio of products and services, including Investment Advisory Services and Wealth Management Approach. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Provides fiduciary advice for client portfolios and goals.
Delivers team-based strategies for financial planning and assets.
Funding Insights of Mosaic Pacific
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Mosaic Pacific
Mosaic Pacific has secured backing from 1 investor. Prominent investors backing the company include Creative Planning. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Provider of wealth management services
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Mosaic Pacific
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Mosaic Pacific
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Mosaic Pacific Comparisons
Competitors of Mosaic Pacific
Mosaic Pacific operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Morgan Stanley, Nordea, Investec and BNP Paribas, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Nordea is recognized as a leading Nordic universal bank.
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Banking & financial service provider
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| domain | founded_year | HQ Location |
Diversified insurance and asset management services are offered globally.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Mosaic Pacific
When was Mosaic Pacific founded?
Mosaic Pacific was founded in 2013.
Where is Mosaic Pacific located?
Mosaic Pacific is headquartered in Honolulu, United States. It is registered at Honolulu, Hawaii, United States.
What does Mosaic Pacific do?
Mosaic Pacific was established in 2013 and is headquartered in Honolulu, United States. Operations are centered in the financial services sector, where analyst support, advisory consultations, and investment guidance are delivered to clients. Expertise is applied to financial planning and decision-making processes, with a focus on regional needs in the Pacific area. Services are tailored to assist businesses and individuals in navigating investment landscapes and advisory requirements.
Who are the top competitors of Mosaic Pacific?
Mosaic Pacific's top competitors include Fidelity Investments, Investec and Aviva.
What products or services does Mosaic Pacific offer?
Mosaic Pacific offers Investment Advisory Services and Wealth Management Approach.
Who are Mosaic Pacific's investors?
Mosaic Pacific has 1 investor. Key investors include Creative Planning.