Cross Border Wealth is a U.S.-based global investment advisory firm specializing in cross-border financial planning for U.S.-connected global individuals. Headquartered in New York, with offices across the United States, Asia and soon in Europe, we help globally mobile clients navigate the complexities of managing wealth from abroad.
| Website | https://crossborder-wealth.com/ |
| Employees | 18 (15 on RocketReach) |
| Founded | 2017 |
| Address | 12 E 49th St 16th floor, New York, New York 10017, US |
| Technologies |
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| Industry | Financial Services |
| Keywords | Global Wealth, Wealth Management, Global Investing, Wealth Preservation, Investment Advisory, Cross Border Finance, Financial Planning, Cross Border Planning, Asset Protection, Estate Planning, Financial Advisory, Tax Optimization, International Tax, Investment Strategies, Financial Solutions, Portfolio Management, Us Expat Taxes, Retirement Planning |
| Competitors | JPMorgan Chase & Co., UBS, Fidelity Investments, Morgan Stanley, Schwab Advisor Services, Vanguard, Merrill Lynch, BMO, TD Ameritrade, Wealthfront +39 more (view full list) |
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Cross Border Wealth Questions
Andoni Yturralde is the Managing Partner and Accredited Investment Fiduciary® of Cross Border Wealth.
15 people are employed at Cross Border Wealth.
Cross Border Wealth is based in New York, New York.
Top Cross Border Wealth Employees
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Fabrice Mercier
Managing Partner at Cross Border Wealth
New York, NY, US22 -
Andrew McKay
Financial Advisor at Cross Border Wealth
Lisbon, Portugal22 -
Andrew Scibetta
International Financial Advisor at Cross Border Wealth
Pittsburgh, PA, US11 -
Skot Jones
International Investment Advisor at Cross Border Wealth
Pittsburgh, PA, US1 -
Arden Santos
Client Services Manager at Cross Border Wealth
Valenzuela, NCR, PH31 -
Richard Rebong
International Investment Associate at Cross Border Wealth
Metro Manila, Philippines1 -
Aris Marquez
Head of Marketing at Cross Border Wealth
Metro Manila, Philippines1 -
Lynyrd Salita
Systems Administrator at Cross Border Wealth
Calabarzon, Philippines -
Annloise Gisala
Art Director at Cross Border Wealth
Calabarzon, Philippines
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