Mosaic Online

Finance · 1-10 Employees

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Overview

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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Aug
ZI Rank
1
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1

About Mosaic Online

Mosaic is a global financial institution that specializes in providing comprehensive wealth management solutions for high-net-worth individuals and families. With over 40 years of experience, they focus on serving family offices, wealth managers, attorneys, accountants, and trusted advisors by offering tailor-made products and services. Their platform manages over $5.5 billion in assets, emphasizing simplicity and professionalism in their approach. Mosaic aims to enhance client relationships and streamline operations for their partners through a wide range of financial services, including investment banking, insurance, and portfolio management.Explore more
Mosaic Online's Social MediaPopular SearchesMosaic Online IncMosaic OnlineSIC Code 62,621NAICS Code 52,523Show more

Mosaic Online Org Chart

PhoneEmail
SG

Chief Operating Officer

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EP

Chief Financial Officer

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AA

Director, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Mosaic Online

<$5M
1-10
Private
-
-
SG
Scott GruchotChief Operating Officer
$6.4M
11-50
Private
<$5M
2010
N/A
<$5M
11-50
Private
-
1999
<$5M
11-50
Private
-
2003
PP
Parrish PeddrickChief Operating Officer & Head of Planning
<$5M
1-10
Private
-
2016
N/A
<$5M
11-50
Private
-
2005
AP
Alexander PonchakChief Financial Officer
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Mosaic Online Tech Stack

A closer look at the technologies used by Mosaic Online

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Frequently Asked Questions Regarding Mosaic Online

What is Mosaic Online's official website?
Mosaic Online's official website is mosaic.online
What is Mosaic Online's Revenue?
Mosaic Online's revenue is <$5 Million
What is Mosaic Online's SIC code?
Mosaic Online's SIC: 62,621
What is Mosaic Online's NAICS code?
Mosaic Online's NAICS: 52,523
How many employees does Mosaic Online have?
Mosaic Online has 1-10 employees
What industry does Mosaic Online belong to?
Mosaic Online is in the industry of: Finance, Securities Trading
What is Mosaic Online competition?
Mosaic Online top competitors include: Money Manager, Journey Capital Advisers, Granville Capital, Wealth Advisory Services
What technology does Mosaic Online use?
Some of the popular technologies that Mosaic Online uses are: QuickBooks, Microsoft 365, Squarespace, Microsoft Excel
Who is the CFO of Mosaic Online?
Mosaic Online's CFO is Edwin Prince
What does Mosaic Online do?

Mosaic is a global financial institution that specializes in providing comprehensive wealth management solutions for high-net-worth individuals and families. With over 40 years of experience, they focus on serving family offices, wealth managers, attorneys, accountants, and trusted advisors by offering tailor-made products and services. Their platf... orm manages over $5.5 billion in assets, emphasizing simplicity and professionalism in their approach. Mosaic aims to enhance client relationships and streamline operations for their partners through a wide range of financial services, including investment banking, insurance, and portfolio management.Read More

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

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