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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.
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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 on osaic.com, so Jane Smith would be jane.smith@osaic.com.
How many financial professionals does Osaic support across its network?
Osaic serves approximately 11,000 financial professionals and partners with over 250 financial institutions, with the network collectively overseeing more than $700 billion in client assets.
What trust and asset management subsidiaries operate under Osaic?
Osaic operates several Advantage Companies including Premier Trust for trust services, Ladenburg Thalmann Asset Management for investment management, and Highland Capital Brokerage for life insurance and brokerage services.
Does Osaic provide wealth management services to banks and credit unions?
Yes, Osaic serves banks and credit unions through its Osaic Institutions segment, a capability it expanded significantly with the acquisition of Infinex Financial Holdings, which specializes in financial services for those institution types.
Who leads Osaic and how can I find the right contact at the company?
Osaic is led by Jamie Price as President and CEO, with Kristy Britt serving as Chief Financial Officer. If you need to reach a specific person at Osaic, tools like Clay can help you find and verify the right contact using the first.last@osaic.com email format.
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4.9 rating