Osaic, Inc.

Osaic, Inc. is one of the largest providers of wealth management solutions in the United States. Founded in 2016, the company provides technology, resources, and services to financial professionals, enabling them to focus on client relationships and financial goal achievement. Its platform supports over 11,000 financial professionals across all 50 states, managing more than $700 billion in assets for approximately 4 million clients.

Headquartered in Scottsdale, Arizona, Osaic maintains offices in seven states and supports approximately 270 financial institutions. The company was reimagined in 2023 as part of its ongoing development within the wealth management and financial services sectors.

The firm has made public commitments to diversity and inclusion, including the ParityPLEDGE®, which ensures diverse candidate slates for leadership roles. As part of this commitment, women occupy 50% of executive leadership positions at the company.