Insights

Technology Integration Osaic employs a robust tech stack including Salesforce, Alteryx, Practifi, and VMware, indicating their focus on advanced data analytics, customer relationship management, and cloud infrastructure. This presents opportunities to offer tailored software solutions, integrations, or upgrades that enhance their operational efficiency and technological competitiveness.

Market Expansion Serving a large employee base of up to 5000 and revenue between 1B to 10B positions Osaic as a significant player in financial services, with potential for cross-selling comprehensive financial advisory tools, compliance solutions, or investment platforms to support their growth initiatives or expansion into new markets.

Partnership & Innovation The renewal of Lloyds Banking Group's partnership with Behavox’s Mosaic platform highlights Osaic's involvement in cutting-edge AI-driven compliance and front-office solutions, signaling prospects to introduce innovative AI, machine learning, or regulatory technology offerings that align with their strategic focus on advanced financial services.

Industry Trends Recent news indicates a focus on market analysis and stock performance, suggesting that Osaic and its clients could benefit from market intelligence tools, predictive analytics, or real-time financial data services to stay ahead in a rapidly changing environment, creating opportunities for data-driven product expansions.

Growth & Challenges Recent financial dips and analyst downgrades for related industry companies suggest a cautious market stance, which provides a chance to propose resilience-enhancing financial technology solutions, risk management software, or consulting services aimed at stabilizing and strengthening their financial operations amidst market volatility.

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
81%
FLast@osaic.comJDoe@osaic.com
18%
Fir.Last@osaic.comJoh.Doe@osaic.com
1%

Frequently Asked Questions

Where is Osaic's headquarters located?

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Osaic's main headquarters is located at 18700 North Hayden Road Scottsdale, Arizona 85255 United States. The company has employees across 5 continents, including North AmericaAsiaSouth America.

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 March 2026, Osaic has approximately 2.5K 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

Headquarters
18700 North Hayden Road Scottsdale, Arizona 85255 United States
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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