Part of the eastward expansion of technology companies from the Bay Area, MOSAIC is headquartered in Orem, Utah, about an hour south of Salt Lake City.  We work with partners as close as Walnut Creek and Los Angeles, and as far away as Anchorage, Toronto, and Nassau in the Bahamas.

In 2015, we saw an opportunity to bring American pricing and best practices in capital markets to the global theater.  We’ve built a good team of professionals with a client-oriented mindset, and just a fundamental honesty that makes our lives easier. We worked with technology partners and professional services partners to achieve a simple unified vision, and it wasn’t always easy.


In the past few years, trillions of dollars have flowed into Turnkey Asset Management Programs based in the United States. In MOSAIC, we are bringing the same thing to the international marketplace .

Taking the best ideas and features from TAMPs, MOSAIC offers a turn-key, white-labeled solution to financial institutions, providing cutting-edge financial products and wealth management solutions in an online subscription.

A single relationship with MOSAIC replaces multiple relationships. Our subscribers compete directly and fairly with even the largest and most well-known firms. MOSAIC helps our subscribers move forward into the future with confidence.



We have a strong background in financial services including private banking, wealth management, accounting, private equity, venture capital, and investment banking.  Most of us currently hold or formerly held leadership positions in American public companies, and in international financial institutions regulated around the world.

Between our backgrounds and our experiences getting to where we are today, we tend to see eye-to-eye with our subscribers.  In a lot of cases, we know where they find success and where they feel pain, and we often know who’s responsible for both.  We can’t sidestep all of the pitfalls together, but we can help celebrate all of the wins.

Call us at (801) 921-4580 or email us at info@mosaic.online to learn more about how we can work together.


MOSAIC is a composite of multiple partners providing critical services and relationships for our subscribers. This is a snapshot of a few of the organizations working for you:

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