Mosaic

their website for mosaic.tech resolves entirely to HiBob, an HR and workforce management platform with a finance planning module called Bob Finance. The product is built for mid-market companies seeking to connect headcount data with financial forecasting, budgeting, and reporting. There is no indication that Mosaic or HiBob targets family offices, private wealth clients, or investment management functions. The platform’s stated users are finance teams, HR departments, and department budget owners at fast-growing businesses.

Bob Finance, the financial planning component, focuses on operational corporate finance tasks:

• Headcount forecasting and workforce cost modeling
• Department-level budget submission and approval workflows
• Budget vs. Actuals tracking at the vendor level
• Connected three-statement financial models
• Scenario planning for hiring, compensation, and OpEx

The platform integrates with tools such as Stripe, QuickBooks, Salesforce, HubSpot, and Snowflake, and sits within an HCM system rather than a standalone FP&A environment. It is not designed for investment portfolio management, consolidated wealth reporting, or any function typical of a family office operating structure. Buyers evaluating vendors for family office financial operations, portfolio oversight, or wealth reporting will not find a relevant offering here. Pricing is not disclosed publicly.