Our Story

Mosaic Investing was born from a simple belief: every investor deserves a portfolio as unique as they are. We recognized that traditional investment platforms force you into cookie-cutter solutions that don't reflect your values, goals, or preferences.

Our team of financial experts and AI engineers came together to solve this problem. We've built a platform that combines sophisticated AI technology with complete transparency and cost-efficiency, making personalized investing accessible to everyone - not just the wealthy.

Our Mission

To make personalized, cost-efficient investing accessible to everyone through AI-powered technology, complete transparency, and innovative features like fractional shares and direct indexing.

Our Vision

A world where every investor can build wealth through portfolios that perfectly reflect their values, goals, and preferences - without paying excessive fees or compromising on their beliefs.

Our Values

🎯 True Personalization

Your portfolio should reflect your values and goals, not ours. From ESG investing to sector preferences, we build portfolios that are uniquely yours.

💰 Cost Efficiency

We believe you should keep more of your returns. No advisory fees, no hidden costs, and advanced tax optimization to maximize your wealth.

🛡️ Complete Transparency

You deserve to know exactly what you own and why. Full visibility into holdings, fees, and investment decisions with no surprises.

✨ Simplicity

Sophisticated investing shouldn't be complicated. Our AI handles the complexity while you enjoy a simple, intuitive experience.

What Makes Us Different

Mosaic Investing delivers value through innovative features and technology:

  • Fully Personalized Portfolios: Every portfolio is tailored to your unique values, from ESG preferences to sector exclusions
  • AI-Powered Intelligence: Machine learning algorithms optimize your portfolio automatically while you focus on your goals
  • Zero Fees: No advisory fees, no account minimums, and advanced tax-loss harvesting to keep more of your returns
  • Fractional Shares & Direct Indexing: Own pieces of expensive stocks and customize popular indexes to match your values
  • Complete Transparency: See exactly what you own, why you own it, and how much you're paying with no hidden fees
  • Simple Experience: Set your preferences once and let our AI handle the complex portfolio management