Frustrated with Wall Street’s high expenses, excessive risks, and conflicts of interest, the Checchi Family founded Checchi Capital Advisers, LLC in 2007 as the solution for managing their family’s liquid assets. By recruiting top talent in computer science and finance, and investing heavily in technology infrastructure, Checchi Capital created an innovative platform to provide tax-efficient, transparent and globally diversified investments for select private and institutional clients that share our values and objectives. Today, Checchi Capital manages around $1.8 billion in assets.
View Top Employees from Checchi Capital AdvisersWebsite | https://checchicapital.com |
Revenue | $5 million |
Employees | 30 (30 on RocketReach) |
Founded | 2007 |
Address | 9720 Wilshire Blvd 4th Floor, Beverly Hills, California 90212, US |
Phone | (310) 432-0010 |
Fax | (310) 432-0013 |
Technologies |
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Industry | Investment Management, Finance General, Financial Services, Finance, FinTech, Information Technology |
Web Rank | 19 Million |
Keywords | Checchi Capital Advisers Llc |
SIC | SIC Code 621 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies |
Looking for a particular Checchi Capital Advisers employee's phone or email?
The Checchi Capital Advisers annual revenue was $5 million in 2024.
Haiyang Zhang is the COO of Checchi Capital Advisers.
30 people are employed at Checchi Capital Advisers.
Checchi Capital Advisers is based in Beverly Hills, California.
The NAICS codes for Checchi Capital Advisers are [5239, 523, 52].
The SIC codes for Checchi Capital Advisers are [621, 62].