Business Details
16 Years
experience
Trusted Financial Advisory and Research Solutions in NYC
Mosaic Research Management is a New York City-based firm founded in 2010, specializing in technology solutions, customized recruiting services, and proprietary data subscriptions for fund managers. Our team combines deep expertise in financial research with innovative platforms like MosaicRM Software and Mosaic Advisors to connect industry experts with institutional investors. With a focus on proprietary research, we deliver tailored solutions that enhance decision-making and operational efficiency for clients globally. Our leadership team brings decades of experience from top-tier firms like Elliott Management Corp and Vista Research, ensuring a high standard of service.We prioritize building long-term relationships through precision in data sourcing, compliance tools, and vendor management systems. Our commitment to innovation is reflected in our Salesforce-powered platform, which streamlines research workflows and improves collaboration across teams. By maintaining rigorous standards in client service and leveraging our network of industry professionals, we empower clients to achieve superior research outcomes. Our track record of client retention and unique advisor recruitment underscores our position as a trusted partner in the financial services sector.
Services
Proprietary Data Subscriptions
Customized Recruiting Services
MosaicRM Software
Expert Network Connections
Vendor Management Tools
Meeting Tracker Solutions
Research Management Systems
Details
- Year established: 2010
Highlights and features
- We offer over 14 years of experience in financial research and advisory services since 2010.
- Our proprietary recruiting platform sources 80%+ unique industry experts not found elsewhere.
- We provide Salesforce-integrated software to streamline research and compliance workflows.
- Our team includes former professionals from Elliott Management Corp and Vista Research.
- We maintain a 60%+ bio acceptance rate for advisor-client connections.
Services
Proprietary Data Subscriptions
Mosaic Data Services sources unique datasets through its recruiting platform, providing clients with exclusive insights for competitive advantage. Our team identifies industry-specific experts and executives to deliver actionable intelligence tailored to institutional investors' research needs. This service enhances decision-making by offering access to semi-exclusive panels and targeted recruits for deep-dive analysis.
MosaicRM Software
This Salesforce-powered platform streamlines proprietary research with modules for vendor management, meeting tracking, and collaboration. Analysts can centralize documents, automate compliance workflows, and share insights across teams while maintaining audit trails. The tool improves efficiency by integrating calendar syncing, email parsing, and customizable reporting features for investment professionals.
Customized Recruiting Services
Our recruiting platform connects institutional investors with industry experts for research engagements. We specialize in sourcing 80%+ unique advisors not affiliated with traditional networks, offering targeted recruitment for specific projects or ongoing monitoring needs. Clients benefit from a 60%+ bio acceptance rate for expert consultations.
Vendor Management Tools
This module aggregates vendor contracts, spending data, and compliance notes into a centralized database. Features include automated alerts for renewals, usage tracking by analyst or project, and workflow automation for approvals. The system enhances transparency and efficiency in managing research-related vendor relationships for financial institutions.
Meeting Tracker Solutions
The Meeting Tracker module consolidates expert network calls, corporate access meetings, and compliance approvals into a single interface. It automates attestation requests, provides dashboards for activity monitoring, and maintains audit trails through email scraping and calendar integration to ensure regulatory compliance for research teams.
People
Troy Lavinia
Founder and CEO
Troy founded Mosaic in 2010 after working as a proprietary research analyst at Elliott Management Corp. He holds a Wharton Economics degree and focuses on strategic growth while balancing family life in Brooklyn.
Peter McIntire
Co-Founder and COO
Peter oversees research and recruiting operations at Mosaic. With prior experience at Vista Research and an MBA from Northeastern University, he specializes in optimizing operational efficiency while coaching lacrosse in his free time.
Joe Benoit
Chief Revenue Officer
Joe leads business development with 15+ years in healthcare research. He co-founded FirstThought and previously held leadership roles at Guidepoint, leveraging his Columbia Economics background to drive client relationships.
Subash Kumar
IT
Subash serves as Salesforce Architect, holding a Master of Computer Applications degree. Certified in Salesforce development, he specializes in custom solutions while balancing family time and regional music hobbies.
Ryan Driscoll
Research Manager
Ryan manages research operations at Mosaic after his tenure at Brown Brothers Harriman. A Holy Cross Economics graduate and former hockey captain, he actively participates in charitable foundations and outdoor activities.
Questions
What services does Mosaic Research Management Management offer?
We provide proprietary data subscriptions, customized recruiting services, and MosaicRM Software to streamline research workflows for fund managers.
How does Mosaic Advisors connect experts with investors?
Our platform recruits 80%+ unique industry experts and facilitates precise connections with institutional investors through targeted searches.
Is MosaicRM Software customizable for specific research needs?
Yes, our Salesforce-powered platform offers modules for vendor management, meeting tracking, and research collaboration tailored to client requirements.
What industries do your advisors specialize in?
Our advisors span diverse sectors including healthcare, technology, finance, and consumer goods, with deep expertise in proprietary research.
How does Mosaic ensure data quality and compliance?
We use automated workflows, audit trails, and centralized document management to maintain compliance and data integrity for clients.
Reviews (1)
Nicholas West
Aug 31, 2021
Report
I've had 3 requests for meetings that have not been attended and two emails to do an interview that then get cancelled 24 hours beforehand. This group seem disorganised and without a clear strategy for what they are doing.
