De A a Z, para Advisors e Wealth Managers. Elaboramos as soluções visando atender as demandas das casas de assessoria com foco em: NEGÓCIO: Aumentar o share e gerar maior receita para nossos parceiros; ESTRATÉGIA: Auxiliar a estruturar o negócio para prover maior dinamismo e escala; TECNOLOGIA Automatizar e dar mais celeridade aos processos operacionais do dia-a-dia; Plataforma Asset allocation e Plataforma Partnership EDUCAÇÃO Estar sempre próximo das assessorias, mantendo a autonomia do parceiro.
| Website | https://aawzpartners.com/ |
| Employees | 64 (46 on RocketReach) |
| Founded | 2018 |
| Technologies |
JavaScript
,
HTML
,
PHP
+23 more
(view full list)
|
| Industry | Business Consulting and Services |
| Keywords | Market Share Increase, Wealth Management, Investment Strategies, Strategic Advisory, Portfolio Management, Financial Solutions, Business Structuring, Investment Advisory, Business Solutions, Asset Management, Partner Solutions, Financial Consulting, Financial Planning, Financial Growth, Retirement Planning, Revenue Generation, Wealth Planning, Wealth Building, Estate Planning |
| Competitors | Wells Fargo, J.P. Morgan, Goldman Sachs, UBS, Morgan Stanley, RBC Wealth Management, Schwab Advisor Services, Merrill Lynch, BMO, Northern Trust Corporation +34 more (view full list) |
Looking for a particular AAWZ employee's phone or email?
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Filipe Medeiros is the CEO of AAWZ.
46 people are employed at AAWZ.
Top AAWZ Employees
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Filipe Medeiros
CEO at AAWZ
State of Santa Catarina, Brazil2 -
Giovani Bucco
Sócio at AAWZ
Santa Catarina, Brazil13 -
Vitor Baldessar
Co-Founder | COO at AAWZ
Santa Catarina, Brazil2 -
Arthur de Amorim
Chief Marketing Officer (CMO) E Sócio at AAWZ
State of Santa Catarina, Brazil -
Leonardo Gonçalves Antunes
Head de Comissionamento at AAWZ
Santa Catarina, Brazil1 -
Renato Moraes
Social Media Pleno at AAWZ
São José, SC, BR -
Monique Silva
HR Business Partner at AAWZ
State of Santa Catarina, Brazil -
Rodolfo Mayer Barion
Coordenador FP and A at AAWZ
State of Santa Catarina, Brazil1 -
Leandro Proencio
Engenheiro de software at AAWZ
State of Paraná, Brazil1
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