.avif)
Osaic Email Format
Financial Services
・
1,001-2,500 employees
・
Scottsdale, AZ, USA
Osaic is a financial services company that provides support, resources, and community infrastructure designed for the future of wealth management in the United States.
Search our verified sources for decision-makers, emails, and titles.
Start searching
VERIFIED BY CLAY
first.last@osaic.com
Company Overview
Industry
Financial Services
Headquarters
Scottsdale, AZ, USA
Revenue
$1B+
FUNDING Stage
Private
Website
Key Executives
Jamie Price (President & CEO), Kristy Britt (Chief Financial Officer), Matthew Schlueter (Executive Vice President, Operations & Technology Solutions)
Tech Stack
Key Executives
4.9/5 on G2
40K+ GTM professionals
SOC 2 Type II certified
Frequently Asked Questions
What is the email format of Osaic?
Osaic uses the first.last format, so Jane Smith would be jane.smith@osaic.com.
How many financial professionals does Osaic currently support across its network?
Osaic serves approximately 11,000 financial professionals across its network of broker-dealers and RIAs, with around 2,512 corporate employees based primarily out of its Scottsdale, AZ headquarters. Tools like Clay can help identify and reach specific Osaic contacts within that network.
What does Osaic Institutions do differently from the rest of Osaic's business?
Osaic Institutions is a dedicated division built to serve banks and credit unions, offering wealth solutions across advisory services, equity and fixed income, insurance, and trust services, all designed from a financial institution perspective rather than an independent advisor model.
Who leads Osaic as its President and CEO in 2026?
Jamie Price serves as President and CEO of Osaic in 2026, overseeing approximately 760 billion dollars in client assets. He has been with the firm since 2016 and brings over 40 years of financial services industry experience.
Does Osaic offer any AI-powered tools to the financial professionals in its network?
Yes, Osaic has rolled out AI tools for its advisor network, including an AI-powered search tool within its OneHub portal. At the 2026 NXT Conference, CEO Jamie Price noted that two of its AI tools reached the fastest adoption rates the company has ever seen among its broker-dealers and RIAs.
Get access to more people and company data using Clay
Leverage the power of 100+ data providers for industry-leading data coverage & quality.
4.9 rating