PoM WM

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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
-
Address
Avenida Angélica 2529, São Paulo,sp 01227-959,brazil
Industry
Financial Services
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
Competitors
Ecoagro, Reach Capital, POM Wealth Management Inc, MGN Partners, MAGNET Venture Capital, Magis5, Porfin, Nuvidio, Condere, Upper Institute.
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