Osaic

Osaic

About Osaic

Simplify's Rating
Why Osaic is rated
A-
Rated B on Competitive Edge
Rated A on Growth Potential
Rated A on Differentiation

Industries

Fintech

Financial Services

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Phoenix, Arizona

Founded

2016

Overview

Simplify Jobs

Simplify's Take

What believers are saying

  • Osaic's partnership with Iowa State Bank expands its institutional channel.
  • The integration of AI in wealth management boosts Osaic's client engagement.
  • Osaic's virtual non-deal roadshows offer cost-effective investor engagement.

What critics are saying

  • Competition from fintech startups may erode Osaic's market share.
  • Integration challenges from Lincoln Wealth acquisition could disrupt operations.
  • Partnership with Iowa State Bank exposes Osaic to regional economic downturns.

What makes Osaic unique

  • Osaic's strategic relationship with Zocks enhances AI-driven productivity for financial professionals.
  • The Osaic Foundation focuses on financial literacy and community outreach initiatives.
  • Osaic's acquisition of Lincoln Wealth expands its wealth management solutions.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

401(k) Company Match

Paid Vacation

Paid Sick Leave

Hybrid Work Options

Company News

HR Tech Wire
Mar 5th, 2025
Osaic Forms Strategic Relationship with Zocks to Provide Their Financial Professionals Access to an AI-Driven Edge in Productivity

Collaboration empowers Osaic's financial professionals with Zocks' Client Intelligence Platform for streamlining workflows, and enhancing client engagement, while ensuring the highest standards of privacy and security

Ladenburg
Feb 18th, 2025
WEC Energy Group to Host Virtual Non-Deal Road Show with Ladenburg Thalmann and Osaic

Ladenburg Thalmann and Osaic, Inc. to host Virtual Non-Deal Road Show with WEC Energy Group

PR Newswire
Jan 23rd, 2025
Osaic Foundation Names Jeffrey Green As Chairman

SCOTTSDALE, Ariz., Jan. 23, 2025 /PRNewswire/ -- The Osaic Foundation ("Osaic Foundation"), a nonprofit organization that aspires to elevate the impact of Osaic financial professionals and employees across America, today announced Jeffrey Green's appointment as Chairman for its 2025 term.Green serves as Chief Human Resources Officer at Osaic, Inc. ("Osaic"), one of the nation's largest providers of wealth management solutions. As Chairman, he will lead direction for the 12 board members who serve as volunteers and champion the causes that Osaic-affiliated financial professionals and employees support in their own communities."Building upon the impressive momentum the Osaic Foundation has developed over the past two years, joining the Board of Directors presents an exciting opportunity to champion the causes that my colleagues, our Financial Professionals, and their communities care most about," said Mr. Green. "I look forward to marrying my personal passion for community outreach with the inspiring desire within the Osaic community to create positive impact locally and nationally."The Osaic Foundation launched in 2023 with a mission of empowering lives through experiential events that build thriving communities; education with a focus on financial literacy; and increasing diverse representation through workforce development

Financial Technology Insights
Jan 8th, 2025
Osaic Announces Partnership with Iowa State Bank

Osaic announces partnership with iowa state bank.

PR Newswire
Jan 7th, 2025
Osaic Announces Partnership with Iowa State Bank

PHOENIX, Jan. 7, 2025 /PRNewswire/ - Osaic, Inc. ("Osaic"), one of the nation's largest providers of wealth management solutions, today announced the expansion of its institutional channel through a new partnership with Iowa State Bank.

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