Acta Wealth Management
100% family owned and operated Multi-Family Office. We simplify and improve families current wealth management structure by: 1.) Providing holistic and impartial financial advice through our team of dedicated and experienced partners. 2.) Maximizing efficiencies by lowering overall costs and providing a single portfolio view of families liquid and non liquid assets. 3.) Providing access to top tier financial institutions in the US and Europe and their respective platforms and product suite through multiple booking options.
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Verified contacts
2
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LinkedIn employees
3
1 to 10 range
Open roles
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no listings
Distinct roles
2
indexed titles
Tech stack
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Monthly traffic
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organic / mo
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Top roles at Acta Wealth Management
2 distinct titles indexed · top 2 shown.
- 1co-founder
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