Products

Signal Tracker Data Platform Data Enrichment API Intelligence desk

Solutions

Inward Investment & Aftercare Deal Origination Executive Search Corporate Development Signal-Based Outbound Competitive Intelligence Funding Signals Competitor Monitoring For Sales Teams For Founders For Agencies For Investors

Explore

Companies Live Signals Markets Trends

Resources

Signal Checker Blog Integrations FAQ Contact Pricing
Login Book a demo
The Mosaic Financial Group, LLC logo — Your Wealth Management Partner

The Mosaic Financial Group, LLC

Your Wealth Management Partner

Founded 2000 United States Chicago, United States 33 employees Financial Services, Wealth Management

General Information

Company Name The Mosaic Financial Group, LLC
Founded Year 2000
Location United States Chicago, United States +1
Employees 33
Industries Financial Services, Wealth Management
Social

Get notified when The Mosaic Financial Group, LLC moves

Funding, new markets, leadership changes, hiring surges — one e-mail, only when something happens.

Free · no account needed

About The Mosaic Financial Group, LLC

The Mosaic Financial Group, LLC is a Chicago-based fee-only wealth management firm, specializing in full-service investment advisory, tax planning, estate and financial planning services. As a Registered Investment Advisor (RIA), the company offers personalized financial solutions tailored to the needs of each client, helping them to achieve their career and life goals. The target clientele includes successful business owners, corporate executives, and individuals and families with accumulated wealth, who trust the company's team to act as their personal CFO. Founded in 2000, The Mosaic Financial Group has established itself as a trusted partner, delivering integrated, coherent financial strategies, and peace of mind. With expertise in Financial Services and Wealth Management, the firm appeals to a high-net-worth demographic seeking experienced and trusted professionals to manage their financial mosaic. The company has not disclosed its last investment details. For more information, interested parties can contact (312) 255-5490 to speak to one of The Mosaic Financial Group's trusted advisors and explore how the firm can help manage their financial needs.

Taxonomy: Wealth Management, Investment Advisory, Financial Planning, Estate Planning, Tax Planning, Retirement Planning, CPA, CFP, RIA, Tax Preparation

No funding data available for The Mosaic Financial Group, LLC yet.

Get notified when The Mosaic Financial Group, LLC raises funding

The Mosaic Financial Group, LLC Alternatives & Competitors

The Mosaic Financial Group, LLC vs
Perspective Financial Group Ltd
Perspective Financial Group Ltd United Kingdom

One of the UK's leading national financial planning and wealth management groups with 45+ offices an...

Private Equity
285 employees
Financial Services, Legal Tech
The Mosaic Financial Group, LLC vs
The Colony Group
The Colony Group United States

Discover the power of a relationship designed to create more possibilities for your life.

402 employees
Financial Services
The Mosaic Financial Group, LLC vs
Reilly Financial Advisors
Reilly Financial Advisors United States

Helping our clients to define and achieve their individual financial goals

21 employees
Financial Services, Wealth Management

FAQ About The Mosaic Financial Group, LLC

Your Wealth Management Partner
The Mosaic Financial Group, LLC was founded in 2000.
The Mosaic Financial Group, LLC is headquartered in Chicago, United States.
The Mosaic Financial Group, LLC operates in the following industries: Financial Services, Wealth Management.
The Mosaic Financial Group, LLC has approximately 33 employees.
Top alternatives and competitors to The Mosaic Financial Group, LLC include Perspective Financial Group Ltd, The Colony Group, Reilly Financial Advisors, The Welch Group, Cardinal Point Wealth Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
The Mosaic Financial Group, LLC and Perspective Financial Group Ltd are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Don't just browse. Track.

Signal Tracker monitors The Mosaic Financial Group, LLC and millions of companies for funding rounds, hiring surges, product changes, and 40+ signal types — so you never miss an opportunity.

See how it works

Analytics cookies (ours + Google). Cookie Policy

Book a demo 30 minutes