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OS

Osaic

Phoenix, United States
Last funding
$2.0B
Secondary MarketApr 2026

Osaic provides the support, resources, and community designed for the future of wealth management.

About Osaic

How much funding has Osaic raised?

Osaic has raised $2.0B in total funding. The most recent round was Secondary Market. The last funding was announced in April 2026.

Who are Osaic's investors?

Osaic's investors include Bain Capital, Reverence Capital Partners, Lexington Partners, Ares Management.

Where is Osaic headquartered?

Osaic is headquartered in Phoenix, United States.

What does Osaic do?

Osaic provides the support, resources, and community designed for the future of wealth management.

What stage is Osaic at?

Osaic is at the Secondary Market stage.

Cite this page

Free to use in articles, research, and reference works. Stable URL — will not change. Data on this page last updated .

MLA
"Osaic — Funding & Investors." VCBacked, April 30, 2026, https://www.vcbacked.co/company/osaic. Accessed August 13, 2026.
APA
VCBacked. (2026). Osaic — Funding & Investors. Retrieved August 13, 2026, from https://www.vcbacked.co/company/osaic
Wikipedia (cite web)
{{cite web |title=Osaic — Funding & Investors |url=https://www.vcbacked.co/company/osaic |website=VCBacked |access-date=August 13, 2026}}

Profile data sourced and verified per the VCbacked methodology · Last funding round dated