Wealth Manager Overview
- Website
- bit.ly
- Industry
- Financial Services
- Employees
- 12
- Founded
- 2006
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Wealth Manager
Our mission is to provide investors with an objective, fast and free method of finding the right wealth manager based on their own specific needs – while also giving wealth management firms a more cost-effective way to find new clients. We represent over 30 firms, including investment managers and private banks, all with a common theme: a commitment to provide best practice and better-value fees.
Wealth Manager Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
Wealth Manager Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Benjamin Johnston, Cfa | Portfolio Manager, Investment Research |
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|
|
| Wael Salem | Product Architect - Investor - Advisor |
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|
|
| Alberto Gianfranco Borasio | Wealth Manager E Asset Private Advisor | Alessandria, Piedmont, Italy |
Email
|
| Alejandro Salmon | Financial Advisor | Uruguay |
Email
|
Employees by Management Level
Manager
2 profiles
Individual contributor
2 profiles
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