Osaic Tech Stack

Wealth management platform and broker-dealer network for financial advisors

Financial Services Scottsdale, Arizona 1,001–5,000 employees Privately Held

Osaic operates a multi-entity broker-dealer and investment advisory network serving independent wealth managers. The company is in active infrastructure modernization—adopting Cisco ACI, migrating legacy data centers, and building enterprise workflow automation—while simultaneously scaling compliance and finance operations (155 and 73 active roles respectively). This hiring mix reflects dual pressure: regulatory complexity (federal compliance, risk mitigation) and operational efficiency (reducing manual bottlenecks, modernizing data ecosystems).

Tech Stack 78 technologies

Core StackSalesforce DocuSign Palo Alto Networks Intune Zoom Active Directory NFS Microsoft Office Excel Cisco Nexus 9000 Cisco Catalyst Cisco ASR Cisco ASA Cisco SD-WAN Cisco ISE Cisco Wireless F5 BIG-IP Infoblox PowerPoint Cisco ACI Microsoft 365 Azure Azure Entra ID Exchange Online Sharegate Outlook Windows DNS DHCP Group Policy+48 more

AdoptingCisco ACI

What Osaic Is Building

◆Challenges

Migrating legacy data center network designs to cisco aci
Compliance with federal regulations
Ensuring compliance with regulatory standards
Increasing financial advisor affiliations
Compliance risk
Reducing manual bottlenecks
Delivering customized financial planning solutions
Risk mitigation
Modernizing legacy data ecosystem
Increasing workflow

▲Active Projects

Educational content development for advisors
Public speaking at advisor forums
Business plan development
Modernize enterprise data ecosystem
Integrate services appliances to cisco aci deployments
M&a
Align hnw planning initiatives with firm-wide strategic priorities
Enterprise workflow automation strategy
Establish governance framework
Development and implementation of new monitoring tools

Hiring Activity

Accelerating470 roles · 230 in 30d

Department

Finance

155

Sales

Ops

Legal

Support

Engineering

Compliance

Seniority

121

Senior

112

Mid

103

Junior

Director

Manager

Lead

Notable leadership hires: Finance Director, Compliance VP, Brokerage Director, Sales Supervision Lead, Managing Director

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About Osaic

Osaic provides brokerage, advisory, and operational support infrastructure for independent financial advisors and wealth management firms. The company operates through multiple FINRA-registered broker-dealer and investment adviser entities, including Osaic Wealth Inc., Osaic Institutions Inc., and affiliated advisory services. With offices headquartered in Scottsdale, Arizona and 1,001–5,000 employees, Osaic serves as a back-office and platform provider for advisors seeking institutional-grade compliance, operations, and business development support. Current strategic focus includes modernizing legacy data infrastructure, automating enterprise workflows, and expanding advisor affiliations.

HeadquartersScottsdale, Arizona

Company Size1,001–5,000 employees

Hiring MarketsUnited States

Frequently Asked Questions

What is Osaic's tech stack?

Osaic runs primarily on Cisco networking (ACI, Nexus, ASR, ASA, SD-WAN, ISE), Palo Alto Networks, F5 BIG-IP, Microsoft 365 (Azure, Entra ID, Intune, Exchange Online), Salesforce, and DocuSign. The company is actively adopting Cisco ACI to modernize data center deployments.

What is Osaic working on?

Osaic's current projects include modernizing its enterprise data ecosystem, migrating legacy data center networks to Cisco ACI, building enterprise workflow automation strategy, establishing governance frameworks, and developing educational content and advisory forums for affiliated wealth managers.