About Mosaic Pacific
Mosaic Pacific is a Financial Services company based in Honolulu (United States) founded in 2013, and was acquired by Creative Planning in July 2025. Financial analysis, advisory, and investment services are provided. Mosaic Pacific offers products and services including Investment Advisory Services and Wealth Management Approach. Its focus areas include Asset Management and Diversified. Its legal entity is Mosaic Pacific Investment Advisors, LLC. Its competitors include Fidelity Investments and Morgan Stanley; 1 of its 2 listed competitors has raised funding.
Company details
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.
- Headquarters Honolulu, United States
- Stage Acquired
- SectorsFinancial Services
- Website mosaicpacific.com
- Acquired by Creative Planning (Jul 2025)
- Legal Name Mosaic Pacific Investment Advisors, Llc
- Investors
- Acquired byCreative Planning
(Jul 2025)
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.
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 |
|---|---|---|---|---|
Provider of wealth management services | 1983 | creativeplanning.com | Overland Park, United States |
Investor details for Mosaic Pacific
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Timeline of Mosaic Pacific
2 dated milestones of Mosaic Pacific across 12 years, from founding to its latest funding, stage changes and deals.
- Founded Mosaic Pacific is founded.
- Exit Acquired by Creative Planning.
Competitors of Mosaic Pacific
Mosaic Pacific has 2 listed competitors in our database, 1 of them funded. They include Fidelity Investments and Morgan Stanley.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. |
Detailed competitors of Mosaic Pacific
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Mosaic Pacific (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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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 and Morgan Stanley.
Mosaic Pacific offers Investment Advisory Services and Wealth Management Approach.
Mosaic Pacific has 1 investor. Key investors include Creative Planning.
Mosaic Pacific operates through Mosaic Pacific Investment Advisors, Llc.
Yes. Mosaic Pacific was acquired by Creative Planning in July 2025.