Financial Mosaic
Finance · Texas, United States · 11-50 Employees
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Overview
Headquarters
8117 Preston Rd Ste 300, Dallas, Texas, ...Phone Number
(214) 234-9902Website
www.financialmosaic.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Financial Mosaic
Financial Mosaic is a financial wellness service headquartered in Dallas, Texas. A service offered by Patton Wealth Advisors, the company provides employer-sponsored financial wellness programs designed to reduce employee stress and increase productivity. It serves employers of all sizes across all industries, delivering comprehensive personal financial planning, personal and investment risk profiling, and tailored investment advice. These services are delivered via a virtual business model featuring an online dashboard for employees, supplemented by ongoing financial education through blogs, live online workshops, and periodic events. The company operates as a legal fiduciary, providing actionable advice to help employees manage debt, improve credit scores, and plan for retirement.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Financial Mosaic
<$5M
11-50
Private
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N/A
Company Profile Activity
Activity Insights
Financial Mosaic is experiencing very low activity levels compared to other companies in the Finance sector.
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Financial Mosaic is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Financial Mosaic.
Financial Mosaic Tech Stack
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Financial Mosaic is a financial wellness service headquartered in Dallas, Texas. A service offered by Patton Wealth Advisors, the company provides employer-sponsored financial wellness programs designed to reduce employee stress and increase productivity. It serves employers of all sizes across all industries, delivering comprehensive personal fina... Read More
