Mosaic Financial Group
Curated by SignalRetirement investment platform offering strategies for achieving financial goals.
Overview
Mosaic Financial Group operates in the retirement investment platforms sector, offering tools for wealth managers to create retirement strategies for their clients. Their services include the Mosaic Plan and tax resources, aimed at managing retirement portfolios such as IRAs and 401(k)s. The platform incorporates features like automated rebalancing, tax optimization, and risk assessment, utilizing advanced analytics for retirement planning. The company targets individuals focused on financial security and emphasizes fiduciary responsibility and tax-efficient strategies. Additionally, Mosaic Financial Group integrates APIs with existing wealth management systems to facilitate retirement planning, allowing for tracking and decision-making.
Key facts
- Founded
- 2020
- Headquarters
- Tampa, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 products and services
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Open roles
2 rolesCustomer Service Specialist
Tampa, FL · On-site · Full-time
Client Experience Coordinator
Tampa, FL · On-site · Full-time
