Cross Border Wealth

  • Financial Services
  • New York NY
  • 3 employees
  • Financial Services
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Company Overview

Headquarters
12 E 49th St, 16th floor, New York NY
Website
crossborder-wealth.com
Phone
(888) 776-7756
Employees
3
Founded in
2017
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is Cross Border Wealth

Cross Border Wealth is a US-based investment advisory firm located in New York, New York. The company employs 3 people and generates over $10,000 in annual revenue. Cross Border Wealth specializes in providing wealth management solutions for US citizens living abroad. They offer a range of services to help clients navigate the complexities of managing their assets across international borders. As overseas wealth management specialists, Cross Border Wealth understands the unique challenges faced by US individuals living outside the United States. They leverage their expertise to develop customized financial plans that meet the specific needs of their global clientele. For more information about Cross Border Wealth and their services, please visit their website at crossborder-wealth.com.

Company Leadership

Fabrice Mercier

Managing Partner

Phone Email

Cross Border Wealth Industry Tags

Expatriates in the USA
Americans Overseas
Foreign Nationals
Non-Resident Aliens
UK Pensions
US Pensions
International Pension Solutions
Cross Border Financial Planning
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Companies Similar to Cross Border Wealth

Analyze industry trends and opportunities by examining competitors and companies comparable to Cross Border Wealth, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

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10M 35 Dallas, TX 1961
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10M 1 Miami Beach, FL
10M 7 Burr Ridge, IL 2012
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FAQ

What is the location of Cross Border Wealth's headquarters?
The headquarters of Cross Border Wealth are situated at 12 E 49th St, 16th floor, New York NY
What is Cross Border Wealth's phone number?
Cross Border Wealth's contact number is (888) 776-7756.
What is Cross Border Wealth's official website?
The official website of Cross Border Wealth can be found at crossborder-wealth.com.
What is Cross Border Wealth's current revenue?
As of February 2019, Cross Border Wealth's annual revenue reached $10B.
How many employees does Cross Border Wealth currently have?
Cross Border Wealth employs approximately 3+ people as of February 2019
Which industries is Cross Border Wealth primarily operating in?
Cross Border Wealth operates in the following industries: Finance, Credit
Who is the Managing Partner of Cross Border Wealth?
Cross Border Wealth's Managing Partner is Fabrice Mercier
What are Cross Border Wealth's industry tags?
Cross Border Wealth's industry tags include: Expatriates in the USA, Americans Overseas, Foreign Nationals
When was Cross Border Wealth founded?
Cross Border Wealth was founded in 2017.

Employee Directory

Key Employees

Andoni Yturralde

Managing Partner & Accredited Investment Fiduciary®

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Aris Marquez

Head of Marketing

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Arden Santos

Client Services Manager

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Lynyrd Salita

Systems Administrator

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