Atlantica Wealth

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

1185 Avenue of the Americas # 319, New Y...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Atlantica Wealth

Atlantica Wealth specializes in UK pension transfers to the USA, offering services such as retirement planning and investment advice tailored for British citizens living in the USA. They provide expert guidance on transferring pensions to Self-Invested Personal Pensions (SIPP) or Qualifying Recognised Overseas Pension Schemes (QROPS). The company aims to help clients navigate complex tax issues and optimize their retirement income while minimizing tax liabilities. With extensive experience in handling UK pension plans and non-US investments, Atlantica Wealth is dedicated to meeting the unique needs of their clients.Explore more
Atlantica Wealth's Social MediaPopular SearchesAtlantica Wealth LLCAtlantic Wealth Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Atlantica Wealth Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Atlantica Wealth

<$5M
1-10
Private
-
2010
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
11-50
Private
<$5M
2006
DR
Dale RubinFounding Partner, Chief Investment Officer
<$5M
1-10
Private
-
2002
<$5M
1-10
Private
-
1999
MG
Mary GirardDirector, Operations
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Atlantica Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Atlantica Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Atlantica Wealth.

Atlantica Wealth Tech Stack

A closer look at the technologies used by Atlantica Wealth

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Frequently Asked Questions Regarding Atlantica Wealth

What is Atlantica Wealth's official website?
Atlantica Wealth's official website is www.atlanticawealth.com
What is Atlantica Wealth's Revenue?
Atlantica Wealth's revenue is <$5 Million
What is Atlantica Wealth's SIC code?
Atlantica Wealth's SIC: 62,628
What is Atlantica Wealth's NAICS code?
Atlantica Wealth's NAICS: 52,523
How many employees does Atlantica Wealth have?
Atlantica Wealth has 1-10 employees
What industry does Atlantica Wealth belong to?
Atlantica Wealth is in the industry of: Finance, Securities Trading
What is Atlantica Wealth competition?
Atlantica Wealth top competitors include: Florin Pensions, Waypoint Partners, Beacon Financial Partners, Girard Financial Group
What technology does Atlantica Wealth use?
Some of the popular technologies that Atlantica Wealth uses are: WordPress.org, reCAPTCHA, PHP, Google Font API
What does Atlantica Wealth do?

Atlantica Wealth specializes in UK pension transfers to the USA, offering services such as retirement planning and investment advice tailored for British citizens living in the USA. They provide expert guidance on transferring pensions to Self-Invested Personal Pensions (SIPP) or Qualifying Recognised Overseas Pension Schemes (QROPS). The company a... ims to help clients navigate complex tax issues and optimize their retirement income while minimizing tax liabilities. With extensive experience in handling UK pension plans and non-US investments, Atlantica Wealth is dedicated to meeting the unique needs of their clients.Read More

What are Atlantica Wealth social media links?
Atlantica Wealth Linkedin page Atlantica Wealth Twitter page Atlantica Wealth Facebook page
Is Atlantica Wealth a public company?
Atlantica Wealth is private company therefore does not currently have an official ticker symbol
See more information about Atlantica Wealth

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