Insights

Loading spinner
Gathering insights about Mosaic Wealth Strategies, LLC

Mosaic Wealth Strategies, LLC Tech Stack

Mosaic Wealth Strategies, LLC uses 8 technology products and services including WordPress, Cloudflare, Mailchimp, and more. Explore Mosaic Wealth Strategies, LLC's tech stack below.

  • WordPress
    Content Management System
  • Cloudflare
    Content Management System
  • Mailchimp
    Email
  • Font Awesome
    Font Scripts
  • Twemoji
    Font Scripts
  • Priority Hints
    Performance
  • Nginx
    Web Servers
  • Facebook Widget
    Widgets

Media & News

Mosaic Wealth Strategies, LLC's Email Address Formats

Mosaic Wealth Strategies, LLC uses at least 1 format(s):
Mosaic Wealth Strategies, LLC Email FormatsExamplePercentage
FLast@mosaicwealthstrategies.comJDoe@mosaicwealthstrategies.com
100%

Frequently Asked Questions

Where is Mosaic Wealth Strategies, LLC's headquarters located?

Minus sign iconPlus sign icon
Mosaic Wealth Strategies, LLC's main headquarters is located at 3 Jessen Drive Greenville, South Carolina 29607 United States. The company has employees across 1 continents, including North America.

What is Mosaic Wealth Strategies, LLC's official website and social media links?

Minus sign iconPlus sign icon
Mosaic Wealth Strategies, LLC's official website is mosaicwealthstrategies.com and has social profiles on LinkedIn.

What is Mosaic Wealth Strategies, LLC's NAICS code?

Minus sign iconPlus sign icon
Mosaic Wealth Strategies, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Mosaic Wealth Strategies, LLC have currently?

Minus sign iconPlus sign icon
As of January 2026, Mosaic Wealth Strategies, LLC has approximately 2 employees across 1 continents, including North America. Key team members include Founder And Managing Principal: L. D.. Explore Mosaic Wealth Strategies, LLC's employee directory with LeadIQ.

What industry does Mosaic Wealth Strategies, LLC belong to?

Minus sign iconPlus sign icon
Mosaic Wealth Strategies, LLC operates in the Financial Services industry.

What technology does Mosaic Wealth Strategies, LLC use?

Minus sign iconPlus sign icon
Mosaic Wealth Strategies, LLC's tech stack includes WordPressCloudflareMailchimpFont AwesomeTwemojiPriority HintsNginxFacebook Widget.

What is Mosaic Wealth Strategies, LLC's email format?

Minus sign iconPlus sign icon
Mosaic Wealth Strategies, LLC's email format typically follows the pattern of FLast@mosaicwealthstrategies.com. Find more Mosaic Wealth Strategies, LLC email formats with LeadIQ.

When was Mosaic Wealth Strategies, LLC founded?

Minus sign iconPlus sign icon
Mosaic Wealth Strategies, LLC was founded in 2014.

Mosaic Wealth Strategies, LLC

Financial ServicesSouth Carolina, United States2-10 Employees

Did you know that only 45 percent of American women feel confident managing their money? That’s why at Mosaic Wealth Strategies we’re passionate about helping women like you take control of your financial life. 

We are Leila Dudley, and Leila Schaefer, a mother and daughter team who created our firm to help women find peace of mind and relief from financial worry. As an independent financial planning and investment management firm, we help women, especially those in times of transition, take control of their financial lives in a way that feels intuitive to who they are. Because our story is your story, we believe true wealth is in living a more meaningful, less stressful life.

Women face a unique set of financial issues, and often underestimate their abilities when it comes to financial decision making. That’s why we offer a different and much needed experience to help you assume control of your money with confidence — and then actually enjoy this new position in your lives.

We help you find clarity in everything from your daily living expenses to larger goals like saving for retirement and developing a lasting income plan. Our comprehensive fee-based services are designed to advise and support you each step of the way, serving as your advocate as you move towards feeling financially confident!

We feel blessed to work each day on behalf of our clients and to serve their best interests at all times. We approach everything we do with the utmost integrity, and strive to give each client our maximum effort in an environment that is most comfortable to them. We take pride in developing long term relationships with our clients, sharing in the many highs and lows we all face, and ultimately becoming friends. Financial planning truly does change lives!

Section iconCompany Overview

Headquarters
3 Jessen Drive Greenville, South Carolina 29607 United States
NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Mosaic Wealth Strategies, LLC's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Mosaic Wealth Strategies, LLC's revenue is estimated to be in the range of $1M$10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.