Insights

Financial Services Focus Osaic operates within the financial services industry, providing wealth management support, resources, and community engagement, indicating a potential need for advanced analytics, client management tools, and digital platform enhancements tailored for financial advisors.

Technology Integration Utilizing robust tech stacks such as Salesforce, Practifi, and VMware suggests that Osaic might be interested in complementary software solutions that enhance operational efficiency, CRM integrations, or data security for financial services.

Market Expansion Potential With a sizable employee base of up to 5000 and revenue between 1 billion and 10 billion dollars, Osaic presents opportunities to offer scalable enterprise solutions, compliance tools, or cloud services that support large-scale growth and digital transformation.

Strategic Asset Management Recent news about asset sales and divestitures within related sectors signals ongoing strategic restructuring, providing sales opportunities for asset management software, financial analytics, or consulting services aimed at optimizing such transitions.

Potential Investment Synergies The involvement of institutional investors and interest in market positions suggests that Osaic or its clients may be receptive to investment management platforms, data analysis tools, and financial advisory solutions to support asset growth and investor relations.

Osaic Tech Stack

Osaic uses 8 technology products and services including Alteryx, Practifi, Salesforce, and more. Explore Osaic's tech stack below.

  • Alteryx
    Advanced Analytics And Data Science
  • Practifi
    Customer Relationship Management
  • Salesforce
    Customer Relationship Management
  • APS
    Human Resource Management System
  • Priority Hints
    Performance
  • HSTS
    Security
  • VMware
    Virtualisation Software
  • Adobe Creative Suite
    Visualisation Software

Media & News

Osaic's Email Address Formats

Osaic uses at least 1 format(s):
Osaic Email FormatsExamplePercentage
First.Last@osaic.comJohn.Doe@osaic.com
80%
FLast@osaic.comJDoe@osaic.com
19%
Fir.Last@osaic.comJoh.Doe@osaic.com
1%

Frequently Asked Questions

What is Osaic's stock symbol?

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Osaic is a publicly traded company; the company's stock symbol is MOS.

What is Osaic's official website and social media links?

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Osaic's official website is osaic.com and has social profiles on LinkedIn.

What is Osaic's NAICS code?

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Osaic's NAICS code is 52 - Finance and Insurance.

How many employees does Osaic have currently?

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As of December 2025, Osaic has approximately 2.4K employees across 5 continents, including North AmericaAsiaSouth America. Key team members include Chief Executive Officer: J. P.Chief Administrative Officer: A. H.Chief Compliance Officer: S. M.. Explore Osaic's employee directory with LeadIQ.

What industry does Osaic belong to?

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Osaic operates in the Financial Services industry.

What technology does Osaic use?

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Osaic's tech stack includes AlteryxPractifiSalesforceAPSPriority HintsHSTSVMwareAdobe Creative Suite.

What is Osaic's email format?

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Osaic's email format typically follows the pattern of First.Last@osaic.com. Find more Osaic email formats with LeadIQ.

Osaic

Financial ServicesArizona, United States1001-5000 Employees

Osaic provides the support, resources, and community designed for the future of wealth management.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC. and CW Advisors, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

Section iconCompany Overview

Website
osaic.com
Stock Symbol
MOS
NAICS Code
52 - Finance and Insurance
Employees
1001-5000

Section iconFunding & Financials

  • $1B$10B

    Osaic's revenue is estimated to be in the range of $1B$10B

Section iconFunding & Financials

  • $1B$10B

    Osaic's revenue is estimated to be in the range of $1B$10B

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