The power of partnership
Osaic provides frictionless back-office support, ensuring your business runs smoothly, your technology works seamlessly, and your data is secure, so you can spend more time with your clients.
Osaic’s affiliation architecture flexes to the nuanced needs of your business. We serve financial professionals across the spectrum of wealth management — from independents to RIAs to institutions. Enjoy doing business your way while benefiting from the security of our scale, efficiency of our solutions, and a robust suite of resources.
Innovative wealth solutions
Access best-in-class products, platforms, and intuitive money management tools to personally manage your clients’ advisory assets or outsource from a selection of more than a thousand well-known institutional money managers.
Benefits of scale
As part of one of the largest networks of wealth management professionals, you get access to the industry's best resources.
Service & support
Osaic's 2,500+ team members span four time zones and bring a deep level of expertise and care to every interaction.
Eliminate hassles with integrated, user-friendly digital and mobile solutions for both you and your clients.
Navigate the industry’s shifting regulatory landscape with customized training, resources, and systems that make it easy to stay compliant.
Protect your clients and your business with tools, resources, and insurance, all backed by a staff of 30 cybersecurity experts.
Transition with confidence
With transition support tailored to your preferences, goals, and book of business, our goal is to minimize the impact on your clients, your revenue, and your staff so your business doesn’t skip a beat.