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
Locked
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Website
Locked
- Legal Name Mosaic Pacific Investment Advisors, Llc
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Latest Funding Round
Not available
- Investors
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Employee Count
Not available
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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.
Provides fiduciary advice for client portfolios and goals.
Delivers team-based strategies for financial planning and assets.
Funding Insights of Mosaic Pacific
Detailed funding history for Mosaic Pacific
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Investors in Mosaic Pacific
Mosaic Pacific has secured backing from 1 investor. Prominent investors backing the company include Creative Planning.
| Investor | Description | Founded Year | Domain | Location |
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Provider of wealth management services
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Investor details for Mosaic Pacific
Investor domains, locations, round participation, and complete history require an active premium plan.
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Investments & Acquisitions by Mosaic Pacific
Investment portfolio details for Mosaic Pacific
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Financial Statements - Mosaic Pacific
Detailed financials for Mosaic Pacific
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Mosaic Pacific Comparisons
Peer comparison for Mosaic Pacific
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
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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.
| Company Name | Domain | Founded year | HQ Location | Description |
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| Locked | Locked | Locked |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| Locked | Locked | Locked |
Wealth management, investment advisory, and financial services are provided.
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Nordea is recognized as a leading Nordic universal bank.
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| Locked | Locked | Locked |
Global banking, investment, and wealth management services are offered worldwide.
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| Locked | Locked | Locked |
Banking & financial service provider
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Diversified insurance and asset management services are offered globally.
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Detailed competitors of Mosaic Pacific
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Latest news on Mosaic Pacific
Complete news archive for Mosaic Pacific
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Frequently Asked Questions about Mosaic Pacific
Mosaic Pacific was founded in 2013.
Mosaic Pacific is headquartered in Honolulu, United States. It is registered at Honolulu, Hawaii, United States.
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.
Mosaic Pacific's top competitors include Fidelity Investments, Investec and Aviva.
Mosaic Pacific offers Investment Advisory Services and Wealth Management Approach.
Mosaic Pacific has 1 investor. Key investors include Creative Planning.