The Mosaic Financial Group
Financial Services • 
Chicago, Illinois, United States • 21-50 Employees
Company overview
| Headquarters | 303 E Wacker Dr, Suite 1675, Chicago, Illinois 60601, US |
| Phone number | +13122555495 |
| Websites | |
| NAICS | 52 |
| Keywords | Investment Management, CPA, RIA, tax, Finance, Estate Planning, Accounting, Investment Advisory, Retirement Planning, Financial Planning, Investment, Wealth Management, Risk Management, Tax Preparation, Business Owners, Tax Services, CFP, Corporate Tax, Corporate Executives, Gift Tax |
| Employees | 21-50 |
| Socials |
Key Contact at The Mosaic Financial Group
Ryan Shaughnessy
Director
The Mosaic Financial Group Email Formats
The Mosaic Financial Group uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@themosaicgroupllc.com), used 56.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@themosaicgroupllc.com | 56.5% |
{first initial}{last name} | jdoe@themosaicgroupllc.com | 43.5% |
About The Mosaic Financial Group
The Mosaic Financial Group is a fee-only wealth management firm based in Chicago, IL. A Registered Investment Advisor (RIA), we provide full-service investment advisory, tax planning, return preparation, estate and financial planning services focused on the individual needs of each of our valued clients. By carefully integrating the many facets of their complex financial lives, we provide our clients with the freedom to focus on their careers and life goals. Successful business owners, corporate executives, and individual and families with accumulated wealth place their trust in our team to act as their personal CFO, providing an integrated, coherent financial strategy, and delivering the peace of mind that comes with knowing their finances are always in the capable hands of experienced, trusted professionals. We invite you to contact us today at (312) 255-5490 to speak to one of our trusted advisors and learn how The Mosaic Financial Group can help manage the many pieces of your own financial mosaic.
The Mosaic Financial Group revenue & valuation
| Annual revenue | $12,000,000 |
| Revenue per employee | $373,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $38,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
The Mosaic Financial Group has 20 employees across 3 departments.
Departments
Number of employees
Funding Data
The Mosaic Financial Group has never raised funding before.
The Mosaic Financial Group Tech Stack
Discover the technologies and tools that power The Mosaic Financial Group's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
JavaScript libraries
Tag managers
Reverse proxies
Programming languages
Security
JavaScript libraries
CMS
Widgets
UI frameworks
Hosting
France
Frequently asked questions
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