Where is Osaic located?

Osaic is headquartered in Phoenix, United States.

How many employees does Osaic have?

As of Sep 30, 2026, the latest employee count at Osaic is 2635.

Where does Osaic rank among its competitors?

Osaic ranks 188th amongst 4481 active competitors, of which 71 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Berkadia, which secured $56.6M in Dec, 2023.

Who are the top competitors of Osaic?

Osaic's top competitors include Alera Group, Focus Financial Partners and Raymond James. Among them, Berkadia secured the most recent funding round in December, 2023.

Osaic - 2026 Company Profile, Funding & Competitors

Osaic is an unfunded company based in Phoenix (United States), founded in 2016. It operates as a Provider of wealth management services. Osaic has not raised any funding yet. The company has 4481 active competitors, including 71 funded and 435 that have exited. Its top competitors include companies like Alera Group, Focus Financial Partners and Raymond James.

Company Details

Website: osaic.com
Social

Key Metrics

Founded Year

2016

Location

Phoenix, United States

Stage

Unfunded

Investors

Sagard

Ranked

188^th among 4481 active competitors

Employee Count

2,635 as on Sep 30, 2026

Investment & Acquisitions

CW Advisors & 1 more

Similar Companies

Alera Group & 8689 more

View Osaic's full profile

Osaic is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
WOODBURY FINANCE & ACCOUNTING CIN: 825337372 , United States, Active	Dec 31, 1999	-	14 (As on Dec 31, 2024)	-

Osaic has not raised any funding rounds yet. Osaic has 1 institutional investor.

View details of Osaic's funding rounds and investors

Osaic's employee count trend

Osaic has 2,635 employees as of Sep 26. Here is Osaic's employee count trend over the years:

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Top competitors of Osaic include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of Osaic, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Alera Group 1995, Deerfield (United States), Acquired	Provider of HR, life & health insurance, general liability, and other services	$250M	The Carlyle Group, Ares Capital Corporation ... & 5 others	73/100
2nd	Focus Financial Partners 2004, New York City (United States), Acquired	Provider of business consulting services to banks and lending institutions	$333M	Polaris Partners, Comerica & 14 others	71/100
3rd	Raymond James 1962, St. Petersburg (United States), Public	M&A, capital advisory, and wealth management firm	-	-	68/100
4th	LPL Financial 1989, San Diego (United States), Acquired	Stock brokerage firm	-	Hellman & Friedman, Lee Equity & 3 others	68/100
5th	Wintrust 1991, Rosemont (United States), Public	Bank offering diversified financial services	-	CIVC Partners	66/100
6th	Stonehage Fleming Family & Partners 1976, Philadelphia (United States), Acquired	Provider of multi-family office services	$116M	Caledonia	65/100
7th	Zions Bank 1873, Salt Lake City (United States), Unfunded	Private banking firm offering wealth management services	-	-	63/100
8th	Linedata 1998, Neuilly sur seine (France), Public	Provider of software, data, analytics, and related services for financial institutions	-	Ardian, XAnge & 4 others	63/100
9th	Berkadia 2009, New York City (United States), Series D	Provider of wealth management services	$1B	Apollo Commercial Real Estate Finance, Lloyd Jones	62/100
10th	First Western Trust 2004, Denver (United States), Public	Wealth management firm	$51.4M	NB Group, Crawley Ventures & 1 others	62/100
188th	Osaic 2016, Phoenix (United States), Unfunded	Provider of wealth management services	-	Sagard	39/100