What is Mosaic Financial Partners's NAICS code?

Mosaic Financial Partners's NAICS code is 52 (Finance and Insurance).

Insights

Boutique fiduciary Independent, fee-only wealth management firm in San Francisco with a personalized planning process, indicating a potential fit for high-trust, customized financial planning services and asset management for affluent individuals and families.

AUM growth signal Recent news references Mosaic as an RI A with $620M AUM after an acquisition, suggesting potential access to a broader client base, integration opportunities, and cross-sell of planning and investment capabilities post-merger.

Productivity lever Lean team (2-10 employees) combined with CFPs, CPAs, and specialized roles; opportunity to discuss scalability solutions, technology-enabled client onboarding, and efficiency tools to support growth without compromising service quality.

Asset exposure Historical small equity stakes in large names (Home Depot, Chevron) imply a fiduciary interest in diversified, meaningfully sized investments; potential to offer enhanced investment analytics, ESG/thematic strategies, or strategic asset allocation services.

Tech and analytics Tech stack includes modern web tools and analytics platforms; opportunity to position cybersecurity audits, data analytics enhancements, and client experience improvements to attract value-conscious clients and differentiate from larger firms.

Mosaic Financial Partners Tech Stack

Mosaic Financial Partners uses 8 technology products and services including Google Conversion Tracking, Font Awesome, Backbone.js, and more. Explore Mosaic Financial Partners's tech stack below.

Google Conversion Tracking

Advertising Networks

Font Awesome

Font Scripts

Backbone.js

Javascript Frameworks

React

Javascript Frameworks

Underscore.js

Javascript Libraries

Erlang

Programming Languages

Google Analytics

Web Analytics

Twitter

Widgets

Mosaic Financial Partners Email Formats	Example	Percentage
First@mosaicfp.com	John@mosaicfp.com	100%

Mosaic Financial Partners Email Formats

Example

Percentage

First@mosaicfp.com

John@mosaicfp.com

100%

Frequently Asked Questions

What is Mosaic Financial Partners's phone number?

You can contact Mosaic Financial Partners's main corporate office by phone at

+1-415-788-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Mosaic Financial Partners's official website and social media links?

Mosaic Financial Partners's official website is mosaicfp.com and has social profiles on LinkedIn.

How much revenue does Mosaic Financial Partners generate?

As of July 2026, Mosaic Financial Partners's annual revenue is estimated to be $1M - $10M.

What is Mosaic Financial Partners's SIC code NAICS code?

Mosaic Financial Partners's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Mosaic Financial Partners have currently?

As of July 2026, Mosaic Financial Partners has approximately 2 employees across 1 continents, including North America. Key team members include Director Of Operations: C. H.. Explore Mosaic Financial Partners's employee directory with LeadIQ.

What industry does Mosaic Financial Partners belong to?

Mosaic Financial Partners operates in the Financial Services industry.

What technology does Mosaic Financial Partners use?

Mosaic Financial Partners's tech stack includes Google Conversion TrackingFont AwesomeBackbone.jsReactUnderscore.jsErlangGoogle AnalyticsTwitter.

What is Mosaic Financial Partners's email format?

Mosaic Financial Partners's email format typically follows the pattern of First@mosaicfp.com. Find more Mosaic Financial Partners email formats with LeadIQ.

When was Mosaic Financial Partners founded?

Mosaic Financial Partners was founded in 1987.

Mosaic Financial Partners

Q: How many employees does Mosaic Financial Partners have currently?

Mosaic Financial Partners has approximately 2 employees.

Q: What technology does Mosaic Financial Partners use?

Mosaic Financial Partners's tech stack includes LinkedIn, Font Awesome, Cowboy, Twitter, Google Tag Manager.

Financial ServicesCalifornia, United States2-10 Employees

Mosaic Financial Partners is a San Francisco-based financial services firm offering both financial planning and investment management to individuals and families. Founded in 1987, it operates as a boutique, fee-only wealth management practice and serves as an independent fiduciary.

Its planning process focuses on understanding each client’s personal and financial needs to deliver fully customized advice that integrates money with life goals. The investment approach emphasizes consistency, disciplined implementation, low costs, and tax sensitivity. The team includes Certified Financial Planners, certified life coaches, and a Chartered Financial Analyst-in-training. The firm is based in San Francisco, California, and maintains a small professional staff.

Insights

Similar companies to Mosaic Financial Partners

Moneta

AdvicePeriod

Aspiriant

Frontier Wealth Management

Meridian Wealth Management

Focus Partners