Osaic, Inc.
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Osaic, Inc. - overview
Established
2016
Location
Scottsdale, AZ, US
Primary Industry
Financial Services
About
Based in the US, Osaic, inc. formerly known as Advisor Group, Inc. , is a support platform providing broker-dealer and RIA services, technology, compliance, and advisory solutions that enable independent financial advisors to serve individual and institutional clients globally. Founded in 2016 and based in Arizona, US, Osaic, formerly known as Advisor Group, Inc.
, operates as a platform for financial advisory services through its subsidiaries, including FSC Securities, a provider of securities brokerage solutions, Sagepoint Financial, Inc. , a provider of wealth management solutions, and Woodbury Financial Services, a provider of insurance solutions. In April 2026, a consortium co-led by Ares Management and Lexington Partners, along with Bain Capital recapitalized Osaic, Inc. for USD 2 billion.
As a part of transaction Reverence Capital Partners moved the company from Reverence Capital Partners Opportunities Fund II to Reverence Capital Partners Olympus CV . Jeff Sills is serving the role of CEO. The company offers a range of services to financial professionals, including advisory services, through Arbor Point and Osaic Wealth, Inc. The firm focuses on providing technology, resources, and services to its financial professionals so they can concentrate on their clients.
Additionally, Osaic provides streamlined operations, technology solutions, regulatory compliance policies, and business planning support for its financial professionals. The company's rebranding as Osaic aims to unify its services under one brand to serve financial professionals. Osaic generates revenue by supporting independent financial advisors through its affiliated broker-dealers and registered investment advisers. It earns income from advisory fees, commissions, investment management services, financial planning solutions, and specialized advisory programs provided to advisors and their end clients.
The April 2026 transaction enables Osaic, Inc. to enhance and strengthen its offerings and accelerate its next phase of growth.
Current Investors
Ares Management, Lexington Partners, Bain Capital
Primary Industry
Financial Services
Sub Industries
Consulting Services, Brokerages, Investment Banking, Insurance Intermediaries
Website
www.osaic.com
Verticals
Artificial Intelligence, FinTech, Research (Non-Medical)
Company Stage
Mature
Total Amount Raised
Subscriber access only
Osaic, Inc. - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Secondary Buyout | Completed | Osaic, Inc. | - | ||||||||
| Add-on | Completed | Gardner Wallace Financial Solutions | - | ||||||||
| Add-on | Completed | AFC Planning Group | - | ||||||||
| Add-on | Completed | Innovative Wealth Team | - | ||||||||
| Add-on, Trade Sale | Completed | CW Advisors LLC | - |
Displaying 1 - 5 of 12
Osaic, Inc. - employee data
Osaic, Inc. - key contacts
| Name | Position | Start Date | End Date | Vcard | Bio | ||
|---|---|---|---|---|---|---|---|
| Member Board Of Directors | BM |
BM Board Member
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