Insights

Independent OCIO Taiber Kosmala & Associates is an independent investment consulting firm advising a substantial $15 billion in client assets, presenting a strong OCIO (Outsourced Chief Investment Officer) value proposition to RIAs, national advisory firms, broker-dealers, and trust companies seeking turnkey investment programs.

Boutique OCIO Expansion The launch of Taiko, a boutique full-service OCIO solution, signals an opportunity to cross-sell to existing clients and recruit new advisory firms seeking scalable, outsourced investment capabilities.

Tech-Driven Engagement A modern tech stack including Salesforce Marketing Cloud Account Engagement, WordPress, iCIMS, and secure email gateways indicates readiness for targeted digital outreach, client onboarding, and scalable marketing automation to drive new client acquisition.

Mid-Market Focus With 11-50 employees and revenue in the $10M–$25M range, there is an opportunity to target mid-sized RIAs and independent firms seeking outsourced CIO services and institutional-grade investment programs.

Asset Growth Levers Advising over $15B in assets and offering custom investment programs positions the firm to upsell more comprehensive OCIO services, risk management, and fiduciary governance solutions to existing and prospective clients.

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Taiber Kosmala and Associates, LLC Tech Stack

Taiber Kosmala and Associates, LLC uses 8 technology products and services including iCIMS, WordPress, Mailgun, and more. Explore Taiber Kosmala and Associates, LLC's tech stack below.

iCIMS
Applicant Tracking Systems
WordPress
Content Management System
Mailgun
Email
Microsoft 365
Email
Mimecast Secure Email Gateway
Email Security
Salesforce Marketing Cloud Account Engagement
Marketing Automation
WP Engine
Platform As A Service
Piwik PRO Core
Web Analytics

Media & News

Taiber Kosmala launched Taiko on Nov 1st '22
Taiber Kosmala & Associates, LLC, an independent investment consulting firm advising on over $15 billion in client assets, today announced the launch of Taiko, a boutique, full-service OCIO solution built for RIAs, national advisory firms, broker dealers and trust companies.
Nov 01, 2022 | www.businesswire.com

Taiber Kosmala and Associates, LLC's Email Address Formats

Taiber Kosmala and Associates, LLC uses at least 2 email formats:

Taiber Kosmala and Associates, LLC Email Formats	Example	Percentage
FirstL@taiberkosmala.com	JohnD@taiberkosmala.com	56%
First.Last@taiberkosmala.com	John.Doe@taiberkosmala.com	44%

Frequently Asked Questions

What is Taiber Kosmala and Associates, LLC's official website and social media links?

Taiber Kosmala and Associates, LLC's official website is taiberkosmala.com and has social profiles on LinkedIn.

How much revenue does Taiber Kosmala and Associates, LLC generate?

As of September 2026, Taiber Kosmala and Associates, LLC's annual revenue is estimated to be $10M - $25M.

What is Taiber Kosmala and Associates, LLC's NAICS code?

Taiber Kosmala and Associates, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Taiber Kosmala and Associates, LLC have currently?

As of September 2026, Taiber Kosmala and Associates, LLC has approximately 19 employees across 1 continents, including North America. Key team members include Executive Vice President: K. W., Director Of Platform Solutions: J. J. and Senior Client Operations Specialist: M. B. Explore Taiber Kosmala and Associates, LLC's employee directory with LeadIQ.

What industry does Taiber Kosmala and Associates, LLC belong to?

Taiber Kosmala and Associates, LLC operates in the Financial Services industry.

What technology does Taiber Kosmala and Associates, LLC use?

Taiber Kosmala and Associates, LLC's tech stack includes iCIMS, WordPress, Mailgun, Microsoft 365, Mimecast Secure Email Gateway, Salesforce Marketing Cloud Account Engagement, WP Engine and Piwik PRO Core.

What is Taiber Kosmala and Associates, LLC's email format?

Taiber Kosmala and Associates, LLC's email format typically follows the pattern of FirstL@taiberkosmala.com. Find more Taiber Kosmala and Associates, LLC email formats with LeadIQ.

When was Taiber Kosmala and Associates, LLC founded?

Taiber Kosmala and Associates, LLC was founded in 2012.

Taiber Kosmala and Associates, LLC

Q: What is Taiber Kosmala and Associates, LLC's official website and social media links?

Taiber Kosmala and Associates, LLC's official website is taiberkosmala.com. Taiber Kosmala and Associates, LLC has social profiles on LinkedIn.

Q: How much revenue does Taiber Kosmala and Associates, LLC generate?

Taiber Kosmala and Associates, LLC's annual revenue is estimated to be $10M - $25M.

Q: How many employees does Taiber Kosmala and Associates, LLC have currently?

Taiber Kosmala and Associates, LLC has approximately 19 employees.

Q: What industry does Taiber Kosmala and Associates, LLC belong to?

Taiber Kosmala and Associates, LLC operates in the Financial Services industry.

Q: What technology does Taiber Kosmala and Associates, LLC use?

Taiber Kosmala and Associates, LLC's tech stack includes PHP, TrackJS, iCIMS, HTTP/3, Microsoft 365.

Q: When was Taiber Kosmala and Associates, LLC founded?

Taiber Kosmala and Associates, LLC was founded in 2012.

Q: What is Taiber Kosmala and Associates, LLC's NAICS code?

Taiber Kosmala and Associates, LLC's NAICS code is 52 (Finance and Insurance).

Financial ServicesIllinois, United States11-50 Employees

Taiber Kosmala & Associates, LLC is an independent investment consulting firm based in Chicago, Illinois, operating within the financial services industry. It develops and implements customized investment programs for institutional clients, financial intermediaries, and family offices. The firm advises clients with assets totaling more than $15 billion, emphasizing tailored program design.

In November 2022, Taiber Kosmala & Associates launched Taiko, a boutique, full-service outsourced CIO solution. Taiko is intended for RIAs, national advisory firms, broker-dealers, and trust companies.