Cross Border WealthFinancial planning and investment management for the Global Client
Suggest an EditCross Border Wealth Information, Including Revenue, Investors, Funding, Competitors & Key Metrics
We are overseas wealth management specialists. Cross Border Wealth is a US-based investment advisory firm that provides specialized cross-border wealth management solutions for US-connected individuals who are living all over the world.
We are overseas wealth management specialists. Cross Border Wealth is a US-based investment advisory firm that provides specialized cross-border wealth management solutions for US-connected individuals who are living all over the world.
Company Highlights
Employees
YoY Headcount Growth
Year Founded
2017
Employees13
Location (HQ)
USA
Monthly Website Visitors
1.4K
YoY Headcount Growth-7.09%
Key Metrics
Senior Hires
| Name | Linkedin Profile | Position | Date Joined |
|---|---|---|---|
| John Doe | https://www.linkedin.com/in/johndoe | CEO | CEO |
| Jane Doe | https://www.linkedin.com/in/janedoe | CTO | CTO |
| John Smith | https://www.linkedin.com/in/johnsmith | CFO | CFO |
| Jane Smith | https://www.linkedin.com/in/janesmith | COO | COO |
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