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Δραστηριοποιούμαστε στον κλάδο του wealth management παρέχοντας στους πελάτες μας πολύτιμες συμβουλές και υπηρεσίες. - Υπηρεσίες asset management δηλ. παροχή συμβουλευτικών υπηρεσιών επί ρευστών διαθεσίμων σε ελληνικές και ξένες τράπεζες, σε συνεργασία με την Euroxx securities*. - Eξατομικευμένες λύσεις για κάθε πελάτη, ανάλογα με το βαθμό ρίσκου ή ασφαλείας που επιθυμεί. - Παροχή πλήρους πρόσβασης σε χρηματιστηριακές συναλλαγές (μετοχές, ομόλογα, etfs κλπ). Συμπληρωματικά παρέχουμε μέσω επίλεκτων συνεργατών - Νομικές και φορολογικές υπηρεσίες - Art consulting *Συνεργαζόμαστε αποκλειστικά με τη διεθνούς εμβέλειας χρηματιστηριακή εταιρία Euroxx ΑΧΕΠΕΥ ------------------------------------------- We are a wealth management company providing the following valuable consultation and services to our clients: - Asset management services, that is, advisory services on cash in Greek and foreign banks, in collaboration with Euroxx securities* - Individualized solutions based on the risk or security level dictated by each client - Full access to stock market transactions (shares, bonds, ETFs, etc.) In addition, through our network of business partners we also provide: - Legal and tax advisory services - Art consulting *We collaborate exclusively with the global securities brokerage firm Euroxx Securities

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Website http://www.wealth.gr
Revenue $7.8 million
Employees 39 (39 on RocketReach)
Founded 2010
Address 7 Paleologou St, Chalandri 15232, GR
Phone +30 21 3090 4500
Industry Financial Services, Finance General, Asset Management, Finance, Tax & Legal Advice, Art Consulting
SIC SIC Code 62 Companies, SIC Code 628 Companies
NAICS NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 523920 Companies, NAICS Code 52 Companies, NAICS Code 52392 Companies

Wealth Financial Services Questions

The Wealth Financial Services annual revenue was $7.8 million in 2024.

39 people are employed at Wealth Financial Services.

The NAICS codes for Wealth Financial Services are [5239, 523, 523920, 52, 52392].

The SIC codes for Wealth Financial Services are [62, 628].

Top Wealth Financial Services Employees

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