United States · Advice startup
United States · Osaic
Osaic provides the support, resources, and community designed for the future of wealth management.
Funding reportedLast round: Secondary Market
What company datasets say Osaic raised
Funding, as reported
Reported in all$2.0Bin dollars
Last roundSecondary Market
Investors listed4
On 3 portfolio pages
Investors who name them
Each firm lists Osaic on its own website. That is the firm's claim, a weaker thing than a round we watched, but a named source.
Advice in United States
Startups like it
Foro HoldingCharlotte · founded 2019- Steward Partners Global AdvisoryWashington · founded 2013
- Pasadena Private LendingPasadena · founded 2018
Earned WealthWalnut Creek · founded 2021- KAI AgenciesHarrisburg · founded 2020
Burton Property GroupMobile · founded 2011
Leo BerwickNew York · founded 2020
SainvusNew York
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