# Osaic: Advice, Phoenix, United States

> Osaic: Osaic provides the support, resources, and community designed for the future of wealth management. Based in Phoenix, United States. Founded 2016.

Source: https://millionrounds.com/startup/osaic (Millionrounds; every figure on the page links to its filing or article)

United States · [Advice startup](https://millionrounds.com/companies)

# Osaic

Osaic provides the support, resources, and community designed for the future of wealth management.

Funding reported Last round: Secondary Market

Advice Phoenix, United States

Company summary

- **Founded:** 2016 10 years old
- **Team:** 1,001 1,000+ people
- **Funding reported:** $2.0B in dollars
- **Last round:** Secondary Market date not reported

How sure we are

- ✓ **Listed** We know it exists and what it does
- 2 **Funding reported** A company dataset reports a raise
- 3 **Observed** A filing or a dated announcement confirms a round

No round for Osaic has been confirmed by a filing or an announcement yet, so nothing here counts toward an investor's record. [How we decide](https://millionrounds.com/methodology)

## What company datasets say Osaic raised

Funding, as reported

Reported in all **$2.0B** in dollars

Last round **Secondary Market**

Investors listed **4**

## On 3 portfolio pages

Investors who name them

- [AssetDynamics Wealth Management](https://millionrounds.com/fund/assetdynamics-wealth-management)
- [Heritage Financial Consultants LLC](https://millionrounds.com/fund/heritage-financial-consultants-llc)
- [Ladenburg Thalmann](https://millionrounds.com/fund/ladenburg-thalmann)

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 Holding** Charlotte · founded 2019](https://millionrounds.com/startup/foro-holding)
- [**Steward Partners Global Advisory** Washington · founded 2013](https://millionrounds.com/startup/steward-partners-global-advisory)
- [**Pasadena Private Lending** Pasadena · founded 2018](https://millionrounds.com/startup/pasadena-private-lending)
- [**Earned Wealth** Walnut Creek · founded 2021](https://millionrounds.com/startup/earned-wealth)
- [**KAI Agencies** Harrisburg · founded 2020](https://millionrounds.com/startup/kai-agencies)
- [**Burton Property Group** Mobile · founded 2011](https://millionrounds.com/startup/burton-property-group)
- [**Leo Berwick** New York · founded 2020](https://millionrounds.com/startup/leo-berwick)
- [**Sainvus** New York](https://millionrounds.com/startup/sainvus)

## Is this your company?

Add your raise, your deck and your story, and put Osaic in front of investors. Or tell us what we have wrong.

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