About Osaic
Osaic is a Financial Services company based in Scottsdale (United States). Wealth management solutions are provided by Osaic to clients. It operates on a Professional Services and Brokerage / Intermediation model. Osaic has completed 2 acquisitions, including CW Advisors and Nova Wealth. Osaic offers products and services including Wealth Management Solutions and Investment Advisory Services. Its focus areas include Financials, Capital Markets and Wealth Management. Its legal entity is WOODBURY FINANCE & ACCOUNTING. Similar companies include Raymond James, Focus Financial Partners and Alera Group; 2 of its 3 listed similar companies have raised funding.
Company details
Wealth management and investment advisory services are offered by Osaic through various affiliated firms. The company supports over 11,000 financial professionals and serves more than 4 million clients nationwide across 270 financial institutions. Solutions are focused on creating meaningful, life-changing interactions for clients, emphasizing compassionate guidance beyond mere financial support. The sector primarily involves capital markets with a focus on wealth management, fostering connections and community impact through personalized financial strategies.
- Investments & AcquisitionsCW Advisors
& 1 more
Products & Services of Osaic
Osaic offers a comprehensive portfolio of products and services, including Wealth Management Solutions and Investment Advisory Services.
Wealth management solutions are provided to numerous clients.
Investment advisory services are offered through registered firms.
People of Osaic
306 people are tracked at Osaic (118 in leadership, 188 in team).
| Name | Role | Group |
|---|---|---|
Kristy Britt | Chief Financial Officer | Leadership |
Vincent Leto | Vice President Of Business Development | Leadership |
Andrew Price | Senior Vice President, IT Infrastructure & Operations | Leadership |
Dave Molter | VP Advisor Engagement | Leadership |
Jennifer Cody | Director Of Principal Review, AVP | Leadership |
Erik Eveland | Vice President, Finance Business Partner | Leadership |
Kevin Lawhead | Regional Supervision Director | Leadership |
Dmitry Goldin | Senior Vice President - Advisor Engagement | Leadership |
Dmitriy Libov | Director Of Software Engineering | Leadership |
Jorge R. | Director - IT Risk & Compliance | Leadership |
Coretta Johnson | Vice President Of Business Development | Leadership |
Wesley Brown | Director, Cash Management Solutions | Leadership |
Joe Nienhaus | Regional Vice President At Osaic Wealth, Inc | Leadership |
Aparna Nedunoori | Director Of Engineering | Leadership |
Wade Taubken | Sr Director It, Program Manager, Advisor Cybersecurity | Leadership |
Corey Brodsky | Vice President - Advisor Engagement | Leadership |
Laura Merilatt | Vice President - Advisor Engagement | Leadership |
Neal Slafsky | Managing Director, Head Of Office | Leadership |
Kenneth A. | Senior Vice President Of National Sales & Business Development | Leadership |
Dawn C. | Vp, Human Resources | Leadership |
286 more people are available in the full profile.
Complete people profiles for Osaic
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Investments & Acquisitions by Osaic
Osaic has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include CW Advisors and Nova Wealth.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Investment management and financial planning services are provided for clients. | cwadvisorsgroup.com | Boston, United States | 2004 | Jun 2025 | •••• | |
Investment planning and wealth management solutions are provided to individuals. | retirenova.com | Amherst, United States | 2023 | Nov 2024 | •••• |
Complete acquisition details for Osaic
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Timeline of Osaic
2 dated milestones of Osaic across 1 years, from founding to its latest funding, stage changes and deals.
- Acquisition Acquires Nova Wealth.
- Acquisition Acquires CW Advisors.
Similar companies to Osaic
Osaic has 3 listed similar companies in our database, 2 of them funded. They include Raymond James, Focus Financial Partners and Alera Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. | ||
| aleragroup.com | 1995 | Deerfield, United States | $250M | HR, insurance, and liability services are provided by Alera Group. |
Detailed similar companies of Osaic
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Web traffic of Osaic
Websites that share an audience with Osaic (osaic.com).
Websites whose visitors overlap most with Osaic. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| entreda.com | 86% | 249K | #215,207 | View details | |
| infinexgroup.com | 73% | View details |
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Osaic (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Related news about Osaic
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Frequently Asked Questions about Osaic
Osaic is headquartered in Scottsdale, United States. It is registered at Scottsdale, Arizona, United States.
Wealth management and investment advisory services are offered by Osaic through various affiliated firms. The company supports over 11,000 financial professionals and serves more than 4 million clients nationwide across 270 financial institutions. Solutions are focused on creating meaningful, life-changing interactions for clients, emphasizing compassionate guidance beyond mere financial support. The sector primarily involves capital markets with a focus on wealth management, fostering connections and community impact through personalized financial strategies.
Osaic's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Osaic offers Wealth Management Solutions and Investment Advisory Services.
Osaic has made 2 acquisitions, including CW Advisors, and Nova Wealth.
Osaic operates through Woodbury Finance & Accounting.