Built with the firms who will use it.
Before Mozaiik launches, a limited cohort of Canadian Investment Counsel firms and family offices will run it on real advisory work — real families, real entities, real workflows. Pilot firms don't just get early access; they shape what the platform becomes.
What pilot firms receive
Early access
Full platform access ahead of general availability — Wealth Map, consolidated dashboards, and the document vault, configured for your firm.
A seat at the table
A direct line to the founding team. Pilot feedback is reviewed weekly and visibly shapes the roadmap before launch decisions are locked.
Preferred terms
Pilot firms receive preferred access terms when Mozaiik reaches general availability.
Hands-on onboarding
We set up your families, entities, and documents alongside your team — you evaluate the platform, not the data entry.
Timeline
Now
Cohort forming. Conversations underway with a small number of Canadian firms. IP Private Wealth is on board as our anchor pilot partner.
September 2026
The pilot begins. Selected firms start running Mozaiik on live advisory workflows.
Fall 2026
General launch, informed by everything the pilot cohort taught us.
Who it's for
Canadian Investment Counsel firms and multi-family offices serving families with complex structures — trusts, holding companies, partnerships, private holdings — who want infrastructure built for the Canadian regulatory environment rather than adapted to it.
What we ask
Pilot firms commit to using Mozaiik on real work, joining regular feedback sessions, and telling us plainly what isn't good enough yet. Space in the cohort is deliberately limited, and submitting a request does not guarantee access.
Request a spot
Tell us about your firm and the families you serve. We respond to every serious inquiry.