Osaic, Inc. is one of the largest providers of wealth management solutions in the United States. Founded in 2016 and headquartered in Scottsdale, Arizona, the firm supports financial professionals and institutions with technology, resources, and services across all 50 states. Its operations span seven states, with a network serving over 11,000 financial professionals and approximately 270 financial institutions.
The company's scale is substantial: it oversees more than $700 billion in assets under management and serves approximately 4 million clients. Osaic operates within the wealth management and financial services industry verticals, positioning itself as a key infrastructure provider for independent financial advisors and their end clients.
Osaic has made public commitments to diversity and inclusion. Women occupy 50% of its executive leadership positions, and the company is a signatory to the ParityPLEDGE®, a commitment to ensuring diverse candidate slates for leadership roles.
