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Mosaic Family Wealth

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uuid000e2jo

Namestring
Mosaic Family Wealth
Websiteurl
mosaicwealth.com
Company typeenum
Private
Founded yearint
2015
Descriptiontext

Mosaic Family Wealth is an independent, privately held wealth management and investment advisory firm headquartered in St. Louis, Missouri. The firm provides wealth management solutions to clients, operating in the registered investment advisor segment of the U.S. financial services market. It was founded in 2015 and reports a headcount of 11–50 employees, placing it in the small-RIA category by industry standards.

No additional information is available in the supplied data set on the firm's product mix (e.g., financial planning, discretionary portfolio management, tax or estate coordination), fee structure (AUM-based, flat, or hourly), client segments (mass-affluent, high-net-worth, ultra-high-net-worth, institutional), AUM, or specific advisory technology stack. The secondary source block is a non-informative website verification/loading page and contributes no firm-level facts.

The available firmographic data — founding year, private status, small employee count, single disclosed office location, and the generic description as a wealth management provider — supports only a baseline characterization of the business. A more granular investment-grade view of the firm's model, client mix, growth, and competitive positioning cannot be constructed from the input provided.

Short descriptiontext

Mosaic Family Wealth is an independent, privately held wealth management and investment advisory firm headquartered in St. Louis, Missouri, founded in 2015 and serving clients with 11–50 employees. The firm provides wealth management solutions to households and individuals in the U.S. market.

Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersSaint Louis, United States
HQ citystring
Saint Louis
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
wealth management services, investment advisory, financial planning, portfolio management, family wealth advisory
Industry3 codes
PRIMARYFSAEAAAI
Family Office Advisory (Single/Multi-Family)
Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning
SECONDARYFSAAADAH
Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest)
Financial & Insurance/Asset & Wealth Management/Family Offices (Single- & Multi-Family)
SECONDARYFSAAADAL
Family Business & Succession Advisory
Financial & Insurance/Asset & Wealth Management/Family Offices (Single- & Multi-Family)
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code1 code
  • Investment Advice6282
Product category
Wealth Management
Cost components4 values
Personnel, Operations, Marketing or Sales, Technology or R&D
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Mosaic Family Wealth is an independent wealth management and investment advisory firm providing wealth management solutions to clients. The firm is headquartered in St. Louis, Missouri, was founded in 2015, and operates with 11–50 employees serving individual and family clients in the United States.

Differentiator
Functional benefit
Problem solved
Product and service2 records
1Wealth Management Services
CategoryWealth Management
Description

Integrated wealth management solutions for individual and family clients, including investment portfolio oversight, financial planning, and ongoing advisory engagement.

2Investment Advisory Services
CategoryInvestment Advisory
Description

Investment advisory services delivered to individuals and families, encompassing portfolio construction, asset allocation, and ongoing investment guidance as part of the firm's wealth management practice.

Recent move1 record

Each record includes

Date, Type, Title, Description, Source

Expansion highlight2 records

Each record includes

Type, Description

Peers10 records
1Carson Group
TypeBroad incumbent
Description

National wealth management firm providing advisory, coaching, and tech-enabled practice support to independent advisors and their clients. Comparable to Mosaic in the HNW/family wealth segment, with a partnership/affiliate model that contrasts with Mosaic's standalone approach.

2Creative Planning
TypeBroad incumbent
Description

One of the largest US independent RIAs, headquartered in Kansas City/Overland Park. Comparable to Mosaic as an independent, fee-only wealth manager serving HNW families, but operating at vastly greater scale with multi-billion AUM.

3Mercer Advisors
TypeBroad incumbent
Description

National RIA providing wealth management, tax, estate, and family office services to HNW households, with significant M&A-driven growth. Comparable to Mosaic in family-wealth advisory scope, with a roll-up strategy that contrasts Mosaic's organic-only posture.

4Moneta Group
TypeDirect peer
Description

Independent, fee-only RIA based in St. Louis serving HNW families with comprehensive wealth, investment, tax, and estate planning. Most directly comparable to Mosaic given overlapping geography, family-wealth focus, and independent RIA model.

5SageView Advisory Group
TypeDirect peer
Description

Mid-sized independent RIA specializing in retirement plan consulting and wealth management for HNW families. Comparable to Mosaic in boutique scale and HNW-family focus, with adjacent retirement-plan advisory as an extension.

6Edelman Financial Engines
TypeBroad incumbent
Description

Large national independent RIA offering wealth planning, investment management, and financial planning to HNW households. Comparable to Mosaic in the family wealth advisory category, but operating at national scale with strong brand recognition.

7Mariner Wealth Advisors
TypeBroad incumbent
Description

Large national independent RIA offering wealth advisory, tax, estate, and family office services. Comparable to Mosaic in serving HNW households with holistic advisory, but at a much larger national scale with hundreds of advisors.

8Bahl & Gaynor
TypeDirect peer
Description

Cincinnati-based independent RIA focused on income and dividend-oriented wealth management for HNW individuals, families, and institutions. Comparable to Mosaic as a boutique Midwestern independent advisor with a focused investment philosophy.

9Ronald Blue Trust
TypeDirect peer
Description

Faith-based, fee-only RIA providing wealth management, estate planning, and family office-style services to HNW families. Comparable to Mosaic in target market (values-aligned HNW households) and service scope (holistic family wealth advisory).

10Pure Financial Advisors
TypeDirect peer
Description

Independent, fee-only RIA headquartered in San Diego serving HNW individuals and families with holistic wealth management and tax planning. Comparable to Mosaic as a boutique independent RIA focused on comprehensive household financial planning.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights4 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Mosaic Family Wealth

Wealth Managementmosaicwealth.com

Mosaic Family Wealth is an independent, privately held wealth management and investment advisory firm headquartered in St. Louis, Missouri, founded in 2015 and serving clients with 11–50 employees. The firm provides wealth management solutions to households and individuals in the U.S. market.

What Mosaic Family Wealth does

Mosaic Family Wealth is an independent, privately held wealth management and investment advisory firm headquartered in St. Louis, Missouri. The firm provides wealth management solutions to clients, operating in the registered investment advisor segment of the U.S. financial services market. It was founded in 2015 and reports a headcount of 11–50 employees, placing it in the small-RIA category by industry standards.

No additional information is available in the supplied data set on the firm's product mix (e.g., financial planning, discretionary portfolio management, tax or estate coordination), fee structure (AUM-based, flat, or hourly), client segments (mass-affluent, high-net-worth, ultra-high-net-worth, institutional), AUM, or specific advisory technology stack. The secondary source block is a non-informative website verification/loading page and contributes no firm-level facts.

The available firmographic data — founding year, private status, small employee count, single disclosed office location, and the generic description as a wealth management provider — supports only a baseline characterization of the business. A more granular investment-grade view of the firm's model, client mix, growth, and competitive positioning cannot be constructed from the input provided.

Mosaic Family Wealth firmographics

Firmographics
Name
Mosaic Family Wealth
Website
https://mosaicwealth.com
Company type
Private
Founded year
2015
Headcount range
11–50 employees
Short description
Mosaic Family Wealth is an independent, privately held wealth management and investment advisory firm headquartered in St. Louis, Missouri, founded in 2015 and serving clients with 11–50 employees. The firm provides wealth management solutions to households and individuals in the U.S. market.
Ownership category
akta.pro rank

Mosaic Family Wealth industry classification

Industry
Product category
Wealth Management
NAICS
Portfolio Management and Investment Advice (523940)
SIC
Investment Advice (6282)
akta.pro industry
PRIMARYFSAEAAAI
Family Office Advisory (Single/Multi-Family)
Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning
SECONDARYFSAAADAH
Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest)
Financial & Insurance/Asset & Wealth Management/Family Offices (Single- & Multi-Family)
SECONDARYFSAAADAL
Family Business & Succession Advisory
Financial & Insurance/Asset & Wealth Management/Family Offices (Single- & Multi-Family)

Keywords

  • Wealth management services
  • Investment advisory
  • Financial planning
  • Portfolio management
  • Family wealth advisory

Where Mosaic Family Wealth is headquartered

Location

Headquarters

HQ city
Saint Louis
HQ country
United States
HQ region
North America

Markets served

Mosaic Family Wealth business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D

Mosaic Family Wealth product offering

Product offering

Core offering

Mosaic Family Wealth is an independent wealth management and investment advisory firm providing wealth management solutions to clients. The firm is headquartered in St. Louis, Missouri, was founded in 2015, and operates with 11–50 employees serving individual and family clients in the United States.

Differentiator

Problem solved

Functional benefit

Products and services

  • Wealth Management Services Integrated wealth management solutions for individual and family clients, including investment portfolio oversight, financial planning, and ongoing advisory engagement.
  • Investment Advisory Services Investment advisory services delivered to individuals and families, encompassing portfolio construction, asset allocation, and ongoing investment guidance as part of the firm's wealth management practice.

Companies that use Mosaic Family Wealth

Customer profile

Ideal customer profiles1 record

Mosaic Family Wealth technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Mosaic Family Wealth partnerships and signals

Strategic signal

Recent moves1 record

Expansion highlights2 records

Mosaic Family Wealth competitors and assessment

Company assessment

Broad incumbents

  • Carson Group: National wealth management firm providing advisory, coaching, and tech-enabled practice support to independent advisors and their clients. Comparable to Mosaic in the HNW/family wealth segment, with a partnership/affiliate model that contrasts with Mosaic's standalone approach.
  • Creative Planning: One of the largest US independent RIAs, headquartered in Kansas City/Overland Park. Comparable to Mosaic as an independent, fee-only wealth manager serving HNW families, but operating at vastly greater scale with multi-billion AUM.
  • Mercer Advisors: National RIA providing wealth management, tax, estate, and family office services to HNW households, with significant M&A-driven growth. Comparable to Mosaic in family-wealth advisory scope, with a roll-up strategy that contrasts Mosaic's organic-only posture.
  • Edelman Financial Engines: Large national independent RIA offering wealth planning, investment management, and financial planning to HNW households. Comparable to Mosaic in the family wealth advisory category, but operating at national scale with strong brand recognition.
  • Mariner Wealth Advisors: Large national independent RIA offering wealth advisory, tax, estate, and family office services. Comparable to Mosaic in serving HNW households with holistic advisory, but at a much larger national scale with hundreds of advisors.

Direct peers

  • Moneta Group: Independent, fee-only RIA based in St. Louis serving HNW families with comprehensive wealth, investment, tax, and estate planning. Most directly comparable to Mosaic given overlapping geography, family-wealth focus, and independent RIA model.
  • SageView Advisory Group: Mid-sized independent RIA specializing in retirement plan consulting and wealth management for HNW families. Comparable to Mosaic in boutique scale and HNW-family focus, with adjacent retirement-plan advisory as an extension.
  • Bahl & Gaynor: Cincinnati-based independent RIA focused on income and dividend-oriented wealth management for HNW individuals, families, and institutions. Comparable to Mosaic as a boutique Midwestern independent advisor with a focused investment philosophy.
  • Ronald Blue Trust: Faith-based, fee-only RIA providing wealth management, estate planning, and family office-style services to HNW families. Comparable to Mosaic in target market (values-aligned HNW households) and service scope (holistic family wealth advisory).
  • Pure Financial Advisors: Independent, fee-only RIA headquartered in San Diego serving HNW individuals and families with holistic wealth management and tax planning. Comparable to Mosaic as a boutique independent RIA focused on comprehensive household financial planning.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights4 records

Customer concentration

Mosaic Family Wealth social profiles

Digital presence

Mosaic Family Wealth financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Mosaic Family Wealth leadership team

Management profile

Number of profiles

Mosaic Family Wealth funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Mosaic Family Wealth M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Mosaic Family Wealth

What does Mosaic Family Wealth do?

Mosaic Family Wealth is an independent wealth management and investment advisory firm providing wealth management solutions to clients. The firm is headquartered in St. Louis, Missouri, was founded in 2015, and operates with 11–50 employees serving individual and family clients in the United States.

When was Mosaic Family Wealth founded?

Mosaic Family Wealth was founded in 2015. It employs 11 to 50 people.

Where is Mosaic Family Wealth based?

Mosaic Family Wealth is headquartered in Saint Louis, United States, in the North America region.

Who are Mosaic Family Wealth's main competitors?

Broad incumbents on record are Carson Group, Creative Planning, Mercer Advisors, Edelman Financial Engines and Mariner Wealth Advisors. Direct peers are Moneta Group, SageView Advisory Group, Bahl & Gaynor, Ronald Blue Trust and Pure Financial Advisors.

Does Mosaic Family Wealth have an API?

No public API is recorded for Mosaic Family Wealth.

What industry is Mosaic Family Wealth in?

Mosaic Family Wealth's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAI, Family Office Advisory (Single/Multi-Family), with a secondary code of FSAAADAH, Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest). Its NAICS code is 523940 and its SIC code is 6282.

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Live signals
Markets DailyUSCF Midstream Energy Income Fund (NYSEARCA:UMI) Stock Short Interest Report for SeptemberShort interest in USCF Midstream Energy Income Fund rose 124% to 25,473 shares as of September 30th. Mosaic Family Wealth Partners bought 17,717 shares, and the fund cut its monthly dividend to $0.0427 from $0.4573. The stock traded at $58.09, down $0.85.American Banking and Market NewsMicrosoft Corporation $MSFT Holdings Increased by Mosaic Family Wealth Partners LLCMosaic Family Wealth Partners increased its Microsoft holdings by 80.9% in Q2, buying 11,679 shares to reach 26,109 shares. The stake is valued at $9.738 million and represents 0.7% of the portfolio. Microsoft's stock opened at $517.53, and the company reported Q2 EPS of $4.74, beating estimates.American Banking and Market NewsMosaic Family Wealth Partners LLC Increases Stake in NVIDIA Corporation $NVDAMosaic Family Wealth Partners increased its NVIDIA stake by 96.9% in Q2, buying 32,104 shares to hold 65,224 shares worth $13.05 million. Other institutions also raised positions, and analysts rate the stock a Buy with an average target of $324.14.MarketBeatMosaic Family Wealth Partners LLC Raises Stock Holdings in Alphabet Inc. $GOOGMosaic Family Wealth Partners LLC increased its stake in Alphabet Inc. by 27.9% during the second quarter, adding 4,617 shares to bring its total holding to 21,147 shares valued at $7.47 million. The company recently reported strong quarterly earnings with EPS of $9.11 and revenue of $119.80 billion, while also announcing a new quarterly dividend of $0.22 per share.MarketBeatMedtronic PLC $MDT Shares Purchased by Mosaic Family Wealth Partners LLCMedtronic PLC reported Q1 earnings that exceeded analyst expectations, with revenue rising 9.9% year-over-year to $9.81 billion and EPS of $1.55 beating estimates. The company simultaneously increased its quarterly dividend to $0.72 per share, marking the 49th consecutive annual increase as it approaches 'Dividend King' status. However, Medtronic faces potential legal risks regarding an injunction in its Applied Medical case and recent insider stock sales.MarketBeatMosaic Family Wealth Partners LLC Has $2.87 Million Holdings in ASML Holding N.V. $ASMLMosaic Family Wealth Partners LLC increased its stake in ASML Holding N.V. by 217.6% during the second quarter, raising its holdings to 1,442 shares valued at $2.87 million. The article also notes that several other institutional investors, including Boston Common Asset Management and Keybank National Association OH, modified their positions in the semiconductor manufacturer during recent quarters.MarketBeatMosaic Family Wealth Partners LLC Acquires Shares of 8,549 Arista Networks, Inc. $ANETMosaic Family Wealth Partners LLC initiated a new position in Arista Networks, Inc. by purchasing 8,549 shares valued at approximately $1.45 million during the second quarter. The company also reported strong second-quarter financial results, with revenue rising 37.7% year-over-year to $3.04 billion and earnings per share of $1.02 beating consensus estimates. Concurrently, major institutional investors including Norges Bank and M&T Bank significantly increased their holdings in the technology firm.Ticker ReportiShares Gold Trust $IAU Shares Acquired by Mosaic Family Wealth Partners LLCMosaic Family Wealth Partners LLC increased its stake in iShares Gold Trust by 25.1% during the second quarter, adding 6,521 shares to hold a total of 32,530 shares valued at $2,456,000. The article notes that several other institutional investors also adjusted their positions in the ETF during recent quarters. Broader market factors, including soft inflation data and expectations for steady Federal Reserve rates, are cited as supporting gold prices.MarketBeatMosaic Family Wealth Partners LLC Invests $1.34 Million in S&P Global Inc. $SPGIMosaic Family Wealth Partners LLC acquired a new stake in S&P Global Inc. during the second quarter, purchasing 3,297 shares valued at approximately $1.34 million according to its SEC filing. The article also details recent trading activity by other institutional investors such as North Star Investment Management Corp. and Swiss RE Ltd., alongside S&P Global's recent financial performance including earnings beats and dividend announcements. Analysts have adjusted price targets for the stock, with an average consensus rating of 'Moderate Buy' among covered analysts.