Total Funding
97
81
Total FundingSecondary Market raised
Growth Score
7 pts
Heat Score
29 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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11972
Osaic provides the support, resources, and community designed for the future of wealth management.
Acquired by 
Reverence Capital Partners
- Nathan Harrison: Financial Planner & Equity Partner
- Shannon Reid: President of Osaic and Head of Advisor Growth and EngagementPast Role: Raymond James, President, Independent Contractor Division
About the Company
Osaic provides the support, resources, and community designed for the future of wealth management. Osaic to ensure you have the solutions, support, and flexibility you need to make a difference in your clients’ lives – because we know that when they thrive, you do too. It was founded in 2016 and was headquartered in Phoenix, Arizona.
