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Osaic Appoints Kristy Britt as Chief Financial Officer, Based in Scottsdale Headquarters

PRIVATEOct 15, 2024

Position

Chief Financial Officer

Company

OSAIC

Kristy Britt
kristy.britt@osaic.com
ScottsdaleFinancial ServicesFinanceFintechLendingBanking

Description

Osaic, Inc. has announced the appointment of Kristy Britt as Chief Financial Officer

Quick answer

Osaic Appoints Kristy Britt as Chief Financial Officer, Based in Scottsdale Headquarters (October 15, 2024). OSAIC is based in Scottsdale, Arizona, United States.

Who is the new Chief Financial Officer at OSAIC?
OSAIC named Kristy Britt Chief Financial Officer, announced October 15, 2024.
What did OSAIC announce on October 15, 2024?
Osaic, Inc. has announced the appointment of Kristy Britt as Chief Financial Officer
What does OSAIC do?
Osaic, Inc. ("Osaic"), a portfolio company of Reverence Capital Partners, is one of the nation's largest providers of wealth management solutions, supporting over 10,500 financial professionals.
Where is OSAIC based?
OSAIC is based in Scottsdale, Arizona, United States.
Which similar companies made leadership changes around the same time?
Bank of Maldives (October 16, 2024), First Citizens BancShares (October 17, 2024), Valley National Bancorp (October 17, 2024) and JPMorgan Chase (October 23, 2024) also announced leadership changes within 45 days of OSAIC.

Source: Fundz verified event record.

Other recent leadership changes in Financial Services and Finance

Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.

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Company Information

Company

OSAIC

Location

Scottsdale, Arizona, United States

About

Osaic, Inc. ("Osaic"), a portfolio company of Reverence Capital Partners, is one of the nation's largest providers of wealth management solutions, supporting over 10,500 financial professionals. Our mission is to support the strategic role that financial professionals can play in the lives of their clients. Cultivating a spirit of entrepreneurship and independence, Osaic champions the enduring value of financial professionals. For more information visit www.osaic.com Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., Triad Advisors, LLC., and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

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Related People

Kristen
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Renne
Senior decision-maker at this company
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Claire
Senior decision-maker at this company
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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.