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Client Services Operations Associate
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Maimon Wealth
Finance · Israel · 1-10 Employees
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Overview
Headquarters
Achad Ha'am, Ra'anana, Central District,...Website
www.maimonwealth.comRevenue
<$5 MillionIndustry
About Maimon Wealth
Maimon Wealth is an independent wealth management firm that provides customized cross-border financial advice and wealth management services to individuals and families in Israel, the United States, and abroad. The firm specializes in a range of services including wealth management, financial planning, retirement planning, estate planning, and tax coordination. Maimon Wealth primarily serves globally minded investors, expats, Americans, and relocating executives, helping them navigate complex financial landscapes and achieve their financial goals. Their innovative client service platform, Mai, enhances communication and service delivery, ensuring clients receive tailored solutions for their unique needs.Explore more
Maimon Wealth Org Chart
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Maimon Wealth Tech Stack
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Maimon Wealth is an independent wealth management firm that provides customized cross-border financial advice and wealth management services to individuals and families in Israel, the United States, and abroad. The firm specializes in a range of services including wealth management, financial planning, retirement planning, estate planning, and tax... Read More
