tiprankstipranks
pc:osaic

Osaic Inc

Financial Infrastructure
Osaic, Inc. is one of the nation's largest providers of wealth management solutions. The company delivers platform services, technology, and operational support to wealth management firms to drive growth and client outcomes.

Leadership & Board

Currently, no data available

Latest Estimated Valuation

Estimated Valuation―
Estimated Valuation―
Total Amount Raised$2B
Total Amount Raised$2B
Total Funding Rounds1
Total Funding Rounds1
Latest Funding Amount$2B
Latest Funding Amount$2B
Latest Funding RoundInvestment
Latest Funding RoundInvestment
Post-Money Valuation―
Post-Money Valuation―

Funding Round

Funding Date
Funding Round
Amount Raised
Post-Money Valuation
Apr 30, 2026
Investment
$2.00B
―

Investors

Investor Name
Funding Round
Ares
Investment
Lexington Partners
Investment
Bain Capital
Investment
Reverence Capital Partners
Investment

Related News and Analysis

AI-Driven RFP Workflows Highlighted as Efficiency Driver at 1up

AI-Driven RFP Workflows Highlighted as Efficiency Driver at 1up

According to a recent LinkedIn post from 1up, the company is promoting the use of an AI-enabled RFP...
8h ago
UPXXX
FloodMapp Emphasizes Real-Time Flood Intelligence Amid Rising Hurricane Risk

FloodMapp Emphasizes Real-Time Flood Intelligence Amid Rising Hurricane Risk

According to a recent LinkedIn post from FloodMapp, the company is using U.S. Hurricane Preparedness Week to spotlight...
8h ago
FLO2W
Nomic AI Targets Practical AI Adoption in Engineering Workflows

Nomic AI Targets Practical AI Adoption in Engineering Workflows

According to a recent LinkedIn post from Nomic AI, the company is engaging with attendees at the ACEC...
8h ago
NOMIC
Tipalti Targets Nonprofit Finance Segment at JMT Innovate 2026

Tipalti Targets Nonprofit Finance Segment at JMT Innovate 2026

A LinkedIn post from Tipalti highlights the company’s participation this week at JMT Consulting’s JMT Innovate 2026 conference...
8h ago
TIPAL
FloodMapp Highlights Real-Time Flood Mapping Opportunity During Hurricane Preparedness Week

FloodMapp Highlights Real-Time Flood Mapping Opportunity During Hurricane Preparedness Week

According to a recent LinkedIn post from FloodMapp, the company is using Hurricane Preparedness Week to highlight that...
8h ago
FLO2W
Techstars Portfolio Company Manifest Raises $2 Million for AI Agency Operations Platform

Techstars Portfolio Company Manifest Raises $2 Million for AI Agency Operations Platform

According to a recent LinkedIn post from Techstars, portfolio company Manifest, an AI-powered operational intelligence platform for agencies,...
8h ago
TECHS
Potential AI-Centric Smartphone Concept Signals Long-Term Disruption Risk in Mobile Ecosystem

Potential AI-Centric Smartphone Concept Signals Long-Term Disruption Risk in Mobile Ecosystem

According to a recent LinkedIn post from Polymarket, reports in the tech ecosystem suggest OpenAI is exploring a...
8h ago
POL3F
Later Emphasizes Strategic Pitching Guidance to Deepen Marketing Engagement

Later Emphasizes Strategic Pitching Guidance to Deepen Marketing Engagement

According to a recent LinkedIn post from Later, the company is promoting strategic guidance on how marketers can...
8h ago
LATER
Plexāā Promotes Free Breast Surgery Prehab Webinar Featuring BLOOM⁴³ Leadership

Plexāā Promotes Free Breast Surgery Prehab Webinar Featuring BLOOM⁴³ Leadership

According to a recent LinkedIn post from Plexāā | Creators of BLOOM⁴³, the company is promoting a free...
8h ago
PLEXC
PetDesk Emphasizes Veterinary Relationships and Care Coordination During National Pet Week

PetDesk Emphasizes Veterinary Relationships and Care Coordination During National Pet Week

According to a recent LinkedIn post from PetDesk, the company is using National Pet Week to spotlight the...
8h ago
PETDE