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Alternative Assets  + Financial Advisory  + VC  | 
Mosaic Raises $26M for AI-Driven Financial Planning Platform

Mosaic Raises $26M for AI-Driven Financial Planning Platform 

Mosaic, a financial planning startup that helps small- and medium-sized businesses (SMB), has raised a $26 million Series C spearheaded by OMERS Ventures, with participation from existing heavyweight investors, Founders Fund, General Catalyst and Friends and Family Capital, bringing its total raised to $73 million. 

The newly raised funds are set to bolster the San Diego-based firm’s investment in AI. Mosaic provides dashboards, modeling and data visualization tools geared toward financial planning use cases, allowing users to quickly share insights with stakeholders. 

“AI is rapidly revolutionizing every industry, and the finance space is poised to reap enormous benefits. That’s why we’re investing heavily in making AI core to what Mosaic offers,” said Adam Landefeld, head of product at Mosaic. 

Led by CEO Bijan Moallemi and COO Joe Garafalo, formerly at Palantir, companies like Emerge, Sourcegraph, and Drata use Mosaic to manage the financial health and outlook of their businesses. Mosaic claims business has tripled each year since its founding in 2019. 

Meet industry experts like Greenrock Research Founder & President Kevin Malone by joining us at the Connect Money: Alternative Assets Conference on June 14 in Chicago at the W City Center. 

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About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.

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