Mosaicfi Wealth Management Revenue

Investment Management • Lincolnshire, Illinois, United States • 1-10 Employees

Mosaicfi Wealth Management revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at Mosaicfi Wealth Management

Stacy Blum

Director of Compliance and Operations

Company overview

Headquarters	250 Parkway Drive, Suite 150, Lincolnshire, IL 60069, US
Phone number	+18473715203
Website	mosaicfi.com
NAICS	5231
SIC	628
Keywords	Financial Planning, Investment Advisory, Divorce Planning
Founded	2010
Employees	1-10
Socials

Mosaicfi Wealth Management Email Formats

Mosaicfi Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@mosaicfi.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@mosaicfi.com	100%

About Mosaicfi Wealth Management

Mosaic Fi is a women-owned and operated independent registered investment advisory firm. Our mission is to provide women and their families with excellent financial advice and investment management that is easily understood and supported with great service. Mosaic is a fee-only advisor located in Lincolnshire, IL. We do not sell any financial products or receive any commissions.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Mosaicfi Wealth Management has never raised funding before.

Mosaicfi Wealth Management Tech Stack

Discover the technologies and tools that power Mosaicfi Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Cloudflare Bot Management

Security

Showit

Page builders

Site Kit

Analytics

Animate.css

UI frameworks

Microsoft 365

Cloudflare

CDN

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

Frequently asked questions

Mosaicfi Wealth Management is located in Lincolnshire, Illinois, US.

You can reach Mosaicfi Wealth Management at +18473715203.

Mosaicfi Wealth Management generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

Mosaicfi Wealth Management has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Mosaicfi Wealth Management was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

Mosaicfi Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Mosaicfi Wealth Management

Stacy Blum

Director of Compliance and Operations

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