PoM WM is a next-gen investment platform that helps wealth management similarly to a Single Family Office for both onshore and offshore assets, liquid and illiquid.
It's designed for Millennials and Affluent GenZ investors (“Simple-needs Segment”) in Latin America that are currently underserved with traditional Wealth Management financial institutions. Our clients use our mobile app to have a detailed view, in a consolidated statement, of assets of all their global bank accounts via Open Banking/Finance.
They have access to a Trusted Advisor to keep the peace of mind that their wealth are well managed by specialists, without conflicts of interest and focused on goals-based planning/investing. Clients receive cashbacks from investment products and achieve their lifestyle goals with the support of our concierge services.
Company Details
- Employees
- 7
- Founded
- 2022
- Address
- Avenida Angélica 2529, São Paulo,sp 01227-959,brazil
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.pomwm.com/
- Keywords
- WealthTech, Wealth Management, Personal Concierge, Open Banking, Open Investment, Consolidation, Family Office, Investment, Digital Wallet, Digital Vault, Offshore Investing, Open Finance, Technology, Millennials, Affluent GenZ, FinTech, Venture Capital, Insurance, Investment Banking, Correspondent Banking.
- HQ
- São Paulo, SP
Pom Wm Questions
Pom Wm's website is https://www.pomwm.com/
Pom Wm's LinkedIn profile is https://br.linkedin.com/company/pom-wm
Pom Wm has
7 employees.
View email and phone details for 7
employees at Pom Wm.
Pom Wm's industry is
Financial Services
Pom Wm's top competitors are
Ecoagro,
Mgn Partners,
Nuvidio,
Reach Capital,
Magis5,
Pom Wealth Management Inc,
Upper Institute,
Magnet Venture Capital,
Porfin,
Condere.
Pom Wm's categories are Financial Services
Pom Wm's founding year is 2022
