Cross Border Wealth
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
230 Park Ave Fl 3, New York City, New Yo...Phone Number
(646) 688-5333Website
www.crossborder-wealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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2
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1
About Cross Border Wealth
Cross Border Wealth is a US-based investment advisory firm that specializes in overseas wealth management for US-connected global individuals. The firm offers tailored solutions to address the unique challenges faced by Americans living abroad, foreign nationals with US investments, and US residents with UK pensions. With a focus on personalized service and cross-border expertise, they help clients navigate complex financial landscapes. Their global presence includes offices in the USA, Middle East, and Asia, ensuring a comprehensive approach to wealth management.Explore more
Cross Border Wealth Org Chart
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2021
Debt
$56K
Cross Border Wealth Tech Stack
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Cross Border Wealth is a US-based investment advisory firm that specializes in overseas wealth management for US-connected global individuals. The firm offers tailored solutions to address the unique challenges faced by Americans living abroad, foreign nationals with US investments, and US residents with UK pensions. With a focus on personalized se... Read More
