Cross Border Wealth

Q: What is Cross Border Wealth's official website?

Cross Border Wealth's official website is www.crossborder-wealth.com

Q: What is Cross Border Wealth's Revenue?

Cross Border Wealth's revenue is <$5 Million

Q: What is Cross Border Wealth's SIC code?

Cross Border Wealth's SIC: 62,628

Q: What is Cross Border Wealth's NAICS code?

Cross Border Wealth's NAICS: 52,523

Q: How many employees does Cross Border Wealth have?

Cross Border Wealth has 1-10 employees

Q: What industry does Cross Border Wealth belong to?

Cross Border Wealth is in the industry of: Finance , Securities Trading

Q: What is Cross Border Wealth competition?

Cross Border Wealth top competitors include: Core Wealth Management , OWL Private Wealth Advisors , FRS Capital Management , Aprisent Financial Group

Q: What technology does Cross Border Wealth use?

Some of the popular technologies that Cross Border Wealth uses are: Bing Ads, Google Universal Analytics, HubSpot, Microsoft 365

Q: How do I contact Cross Border Wealth?

Cross Border Wealth contact info: Phone number: (646) 688-5333 Website: www.crossborder-wealth.com

Q: What does Cross Border Wealth do?

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... rvice 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. Read More

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

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Overview

Headquarters

230 Park Ave Fl 3, New York, New York, 1...

Phone Number

(646) 688-5333

Website

www.crossborder-wealth.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

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

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View contact profiles from Cross Border Wealth

SIC Code 62,628NAICS Code 52,523Show more

Cross Border Wealth Org Chart

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Yvonne Basa

Chief Compliance Officer

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Cross Border Wealth Tech Stack

A closer look at the technologies used by Cross Border Wealth

Bing Ads

Microsoft

Google Universal Analytics

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Frequently Asked Questions Regarding Cross Border Wealth

What is Cross Border Wealth's official website?

Cross Border Wealth's official website is www.crossborder-wealth.com

What is Cross Border Wealth's Revenue?

Cross Border Wealth's revenue is <$5 Million

What is Cross Border Wealth's SIC code?

Cross Border Wealth's SIC: 62,628

What is Cross Border Wealth's NAICS code?

Cross Border Wealth's NAICS: 52,523

How many employees does Cross Border Wealth have?

Cross Border Wealth has 1-10 employees

What industry does Cross Border Wealth belong to?

Cross Border Wealth is in the industry of: Finance, Securities Trading

What is Cross Border Wealth competition?

Cross Border Wealth top competitors include: Core Wealth Management, OWL Private Wealth Advisors, FRS Capital Management, Aprisent Financial Group

What technology does Cross Border Wealth use?

Some of the popular technologies that Cross Border Wealth uses are: Bing Ads, Google Universal Analytics, HubSpot, Microsoft 365

How do I contact Cross Border Wealth?

Cross Border Wealth contact info: Phone number: (646) 688-5333 Website: www.crossborder-wealth.com

What does Cross Border Wealth do?

What are Cross Border Wealth social media links?

Cross Border Wealth Linkedin page Cross Border Wealth Twitter page Cross Border Wealth Facebook page

Is Cross Border Wealth a public company?

Cross Border Wealth is private company therefore does not currently have an official ticker symbol

See more information about Cross Border Wealth

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