MAXIMAI Investment Partners

  • Investment Bank/Securities Brokerage
  • Coral Gables FL
  • 13 employees
  • Investment Management
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Company Overview

Headquarters
500 South Dixie Highway Suite 301, Coral Gables FL
Website
maximaipartners.com
Phone
(786) 332-6050
Employees
13
Founded in
2016
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 52392 Companies
NAICS Code 523920 Companies
NAICS Code 523 Companies
NAICS Code 5239 Companies
NAICS Code 52 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$9B

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Who is MAXIMAI Investment Partners

MAXIMAI Investment Partners is a boutique investment advisory firm based in Coral Gables, Florida. Founded with the mission to serve ultra-affluent global clients, the firm boasts 13 employees. The firm specializes in wealth management, encompassing domestic and international estate and trust planning. MAXIMAI also offers family office services and leverages its extensive network to connect clients with specialized banking, legal, and tax professionals, catering to their diverse financial needs. MAXIMAI Investment Partners distinguishes itself through its commitment to prioritize client interests above all else. The firm emphasizes educating clients and their families on market trends to empower informed financial decisions. Their dedication to prudence, integrity, and preserving capital instills confidence in clients, ensuring both financial security and peace of mind. Interested parties can explore MAXIMAI Investment Partners' services further through their website: maximaipartners.com.

Company Leadership

Elizabeth Walleghem

CEO & Founder

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MAXIMAI Investment Partners Industry Tags

Wealth Management
Domestic and International Estate and Trust Planning
Real Estate
Tax Planning
International Wealth Management
Accounting
Family Office Services
Aircraft and Yacht Financing
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MAXIMAI Investment Partners Tech Stack

JavaScript
HTML
PHP
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9M 21 Chicago, IL
9M 161 Santa Monica, CA 2007
9M 3 New York, NY 2002
9M 13 Cambridge, MA 1990
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FAQ

What is the location of MAXIMAI Investment Partners's headquarters?
The headquarters of MAXIMAI Investment Partners are situated at 500 South Dixie Highway Suite 301, Coral Gables FL
What is MAXIMAI Investment Partners's phone number?
MAXIMAI Investment Partners's contact number is (786) 332-6050.
What is MAXIMAI Investment Partners's official website?
The official website of MAXIMAI Investment Partners can be found at maximaipartners.com.
What is MAXIMAI Investment Partners's current revenue?
As of February 2019, MAXIMAI Investment Partners's annual revenue reached $9B.
How many employees does MAXIMAI Investment Partners currently have?
MAXIMAI Investment Partners employs approximately 13+ people as of February 2019
Which industries is MAXIMAI Investment Partners primarily operating in?
MAXIMAI Investment Partners operates in the following industries: Investment Management
Who is the CEO & Founder of MAXIMAI Investment Partners?
MAXIMAI Investment Partners's CEO & Founder is Elizabeth Walleghem
What are MAXIMAI Investment Partners's industry tags?
MAXIMAI Investment Partners's industry tags include: Wealth Management, Domestic and International Estate and Trust Planning, Real Estate
When was MAXIMAI Investment Partners founded?
MAXIMAI Investment Partners was founded in 2016.

Employee Directory

Key Employees

Jim Butler

Co-Founder

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Alejandro Behrens

Managing Director

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Isabella K.

Marketing Analyst

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