Insight Wealth Group
Working with a select group of high net worth investors to provide a holistic approach to wealth management.
13 employees · est. 2012 · West Des Moines, United Stat...
Insight Wealth Group is the older company (2012 vs 2016); Osaic is the larger of the two.
Side-by-Side Comparison
| Metric | Insight Wealth Group | Osaic |
|---|---|---|
| Founded | ||
| Founded | 2012 older | 2016 |
| Headquarters | ||
| Headquarters | West Des Moines, United States | Scottsdale, United States |
| Employees | ||
| Employees | 13 | 2234 larger |
| Industry | ||
| Industry | Finance, Financial Services, Wealth Management | Financial Services, Wealth Management |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Wealth Management, High Net Worth Investors, Investment Management, Financial Advisory, Tax Services, Accounting Services, Securities, Asset Allocation, Portfolio Management | Wealth Management, Support, Resources, Community, Flexibility, Solutions, Financial Services, Client-centric, Empowerment, Future-focused, Innovation |
| Website | ||
| Website | insightwealthgroup.com | osaic.com |
About Insight Wealth Group
Insight Wealth Group is a **finance** startup founded in **2012** that focuses on providing a comprehensive approach to managing the wealth of a specific group of **high net worth investors**. The company's slogan, "Working with a select group of high net worth investors to provide a holistic approa...
About Osaic
Osaic is a financial services and wealth management startup that aims to empower individuals to thrive. Founded in 2016 and headquartered in the United States, Osaic provides the necessary support, resources, and community for the future of wealth management. With a mission to transform the way indi...
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Funding, hiring, leadership and stack changes at Insight Wealth Group and Osaic — by email.
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Compiled from the BounceWatch company index. We last looked at Insight Wealth Group on 15 Nov 2024, and Osaic on 12 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.