1 | | Primary 17 Grosvenor Crescent | Edinburgh | GB | | Fund Management & Wealth Management | N/A | Sumbel Javid | Management Accountant at Blue Planet Investment Management Ltd. |
2 | | Primary Caculo mall 16 Shanta, St Inez Rd, | Panjim | IN | | Wealth Management, Personalized and Simplified | N/A | Kaivalya Karkare | IIM Indore | Investment Analyst - CCS Pvt. Ltd. | EMLyon Business School | Ex-Treasurer - IPM Students Council |
3 | | Primary 1 Duchess Street Suite 3 | Londra | GB | | Art Wealth Management | N/A | Virginia Fasanelli | Art Wealth Management presso Dada l Prufrock Art |
4 | | Primary 7840 Moorsbridge Rd. | Portage | US | | Fee-Only Personal Wealth Management Services | N/A | Tyler Alvord, CFA | Associate - LVM Capital Management |
5 | | Primary Carrer Caputxines, 4 | Palma | ES | | Investments, Asset and Wealth Management | N/A | N/A | N/A |
6 | | Primary 5500 Maryland Way Suite 133 | Brentwood | US | | Generational Total Wealth Management | N/A | Heather Beckwith | Operations Manager at Wealth Strategies Partners Wealthstrategiespartners.com |
7 | | Primary 300 NP Avenue 108 | FARGO | US | | Boutique Wealth Management | N/A | N/A | N/A |
8 | | Primary Dreikönigstrasse | Zurich | CH | | Digital Wealth Management | N/A | N/A | N/A |
9 | | Primary Avenue Pictet-de-Rochemont 7 | Geneva | CH | | Secure & Transparent Wealth Management | N/A | Guy Avneon | N/A |
10 | | Primary 49 Wong Chuk Hang Rd 7B | Hong Kong | HK | | Ai Tools For Wealth Management | N/A | Stephen Joon Choi | Co-Founder, Head of Research at LORA Technologies |
11 | | Primary Kanda 1-20 | Tokyo | JP | | Investment Research & Wealth Management | N/A | N/A | N/A |
12 | | Primary Broncoed Business Park, Wrexham Road | Mold | GB | | Wealth Management For Life | N/A | Gary Slater IFA PFA DipIP AwPETR | Director of D&G Independent Limited |
13 | | Primary Squadron Leader Sureshchandra Bhagwat Rd, Model Colony, Shivajinagar 202 A/B, 2nd Floor, Amelia | Pune | IN | | Orchestrating Distinctive Wealth Management Strategies | N/A | Nilesh Bajaj | Founder-Cedrus Wealth Partners |
14 | | Primary | Miami Beach | US | | Your Wealth Management Partner | N/A | simon arrata | founding partner and portfolio manager |
15 | | Primary Limmatquai 4 | Zürich | CH | | Structured Products. Wealth Management Solutions | N/A | Sebastian Leyser | Product & Business Development |
16 | | Primary Via Fratelli Gabba, 3 | Milan | IT | | Legal Firm & Wealth Management | N/A | Stefano Loconte | Managing Partner - Loconte & Partners |
17 | | Primary 1 W Pennsylvania Ave Suite 500 | Towson | US | | Corporate Retirement, Wealth Management | N/A | Jeff Bernfeld, CFP® | Partner & Senior Financial Advisor at Greenspring Advisors |
18 | | Primary Forgeside House | Cardiff Bay Business Centre | GB | | Financial Planning and Wealth Management | N/A | Luke Hartley | Independent Financial Adviser |
19 | | Primary 4101 Parkstone Heights Drive Suite 210 | Austin | US | | Boutique Wealth Management | N/A | Matt Weinheimer, CFP® | Helping Executives and Business Owners with Financial Transitions |
20 | | Primary 9350 Waxie Way Suite 500 | San Diego | US | | Wealth Management | N/A | Rachel M. Luken, CFP® | N/A |