Advise Wealth Management
Advise Wealth Management is a corporation regulated and supervised as an investment advisor by the Central Bank of Uruguay. With a trajectory of more than three decades in the international financial markets, hand in hand with the world's leading banking institutions, it endorses the work of a team of professionals committed to its clients to simplify their lives and help them achieve their financial goals. Through a qualified team of financial analysts, Advise seeks to provide its clients with an integral financial advisory service, based on a technical and fundamental analysis of the macroeconomic scenario. Professionals with a solid background, guided by a rigorous process of portfolio analysis and continuous training provide advice in the construction of investment portfolios, asset selection and risk control.> What do we do? We provide tailored wealth advisory, investment services and lifestyle solutions.> Who do we help? Individuals, families and corporations. Providing access to your own investment advisor, who will work on a one-on-one basis, as well as to our entire team of financial experts who will consider your individual situation in depth.
7-day free trial · no credit card
Verified contacts
13
available on Kipplo
LinkedIn employees
13
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 13 verified contacts at Advise Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- CS
Claudio Schneir
Asesor Financiero · Finance & Accounting
EmailPhone - AP
Agustina Pastore
Oficial De Cumplimiento · Finance & Accounting
EmailPhone - FB
Francisco Battro
Business Developer · Sales & Business Development
EmailPhone - GS
Gerardo Sangenis
Asistente Administrativo · Operations
EmailPhone - JD
Josefina del Campo
Investment Analyst · Finance & Accounting
EmailPhone - LP
Laura Pfeiff
Investment Analyst · Finance & Accounting
EmailPhone - VD
Victoria Denby
Senior Backoffice & Compliance Specialist · Other
EmailPhone - MS
Miguel Sulichin
CEO & Senior Investment Advisor · Other
EmailPhone
Showing 8 of 13 verified contacts
Top roles at Advise Wealth Management
12 distinct titles indexed · top 10 shown.
- 2investment analyst
- 1analista financiero
- 1asesor financiero
- 1asistente administrativo
- 1business developer
- 1ceo & senior investment advisor
- 1credit risk analyst
- 1financial advisor
- 1marketing developer officer
- 1oficial de cumplimiento
- +2more titles
Sign up to unlock all 13 contacts at Advise Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 13 verified contacts at Advise Wealth Management
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.