Mosaic Fi

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

475 Half Day Rd Ste 100, Lincolnshire, I...

Phone Number

(773) 425-6790

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Mosaic Fi

Mosaic Fi, LLC specializes in providing personalized financial advice and services, focusing on retirement planning, eldercare planning, investment management, divorce planning, and overall financial planning. The company aims to empower women and their families to make informed financial decisions, ensuring they achieve peace of mind regarding their financial goals. With a commitment to transparency, honest communication, and tailored solutions, Mosaic Fi operates with a fiduciary duty to prioritize clients' best interests. Their clients typically value knowledge and education, seeking the partnership of female financial experts to navigate their financial responsibilities.Explore more
Mosaic Fi's Social MediaPopular SearchesMosaic Fi LLCMosaic FiMosaicfiSIC Code 62,628NAICS Code 52,523Show more

Mosaic Fi Org Chart

PhoneEmail
LM
United States flag for contact location.

Director, Marketing

PhoneEmail
LM
United States flag for contact location.

Director, Client Services

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Mosaic Fi

<$5M
1-10
Private
-
2010
LM
Leslie MeisnerDirector, Marketing
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
11-50
Private
-
2005
N/A
<$5M
11-50
Private
-
1985
Kevin McAndrews, President & Chief Executive Officer at Strategic Advisory Services
Kevin McAndrewsPresident & CEO
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Mosaic Fi is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Mosaic Fi is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Mosaic Fi.

Mosaic Fi Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Mosaic Fi

What is Mosaic Fi's official website?
Mosaic Fi's official website is www.mosaicfi.com
What is Mosaic Fi's Revenue?
Mosaic Fi's revenue is <$5 Million
What is Mosaic Fi's SIC code?
Mosaic Fi's SIC: 62,628
What is Mosaic Fi's NAICS code?
Mosaic Fi's NAICS: 52,523
How many employees does Mosaic Fi have?
Mosaic Fi has 1-10 employees
What industry does Mosaic Fi belong to?
Mosaic Fi is in the industry of: Finance, Securities Trading
What is Mosaic Fi competition?
Mosaic Fi top competitors include: Sterling Total Wealth Solutions, Phoenix Financial Solutions, HFG Wealth Management, Ratcliff Financial Services
What technology does Mosaic Fi use?
Some of the popular technologies that Mosaic Fi uses are: WordPress.org, Cloudflare Website Optimization, Google Cloud DNS, Cloudflare CDN
How do I contact Mosaic Fi?
Mosaic Fi contact info: Phone number: (773) 425-6790 Website: www.mosaicfi.com
What does Mosaic Fi do?

Mosaic Fi, LLC specializes in providing personalized financial advice and services, focusing on retirement planning, eldercare planning, investment management, divorce planning, and overall financial planning. The company aims to empower women and their families to make informed financial decisions, ensuring they achieve peace of mind regarding the... ir financial goals. With a commitment to transparency, honest communication, and tailored solutions, Mosaic Fi operates with a fiduciary duty to prioritize clients' best interests. Their clients typically value knowledge and education, seeking the partnership of female financial experts to navigate their financial responsibilities.Read More

What are Mosaic Fi social media links?
Mosaic Fi Linkedin page Mosaic Fi Facebook page
Is Mosaic Fi a public company?
Mosaic Fi is private company therefore does not currently have an official ticker symbol
See more information about Mosaic Fi

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