Company Information

Get to know Mosaic Capital

Mosaic Capital, LLC is an independent, fee-only wealth management firm that acts as a "personal CFO" for a select group of entrepreneurs and their families. Founded on the principle of providing integrated and objective advice, the firm combines comprehensive financial planning, investment management, and tax and estate planning services. Their mission is to help clients simplify their financial lives and make informed decisions, allowing them to focus on their businesses and personal pursuits. The firm is a Registered Investment Adviser (RIA) with the U.S. Securities and Exchange Commission.

Industry

Financial Wealth ManagementPRIMARY
Financial Banking
Financial Insurance

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Mosaic Capital

Canada

Founded in

11 Feb 2011 (15 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.