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VerifiedFinancial Services· Founded 2017

Cross Border Wealth

We are overseas wealth management specialists. Cross Border Wealth is a US-based investment advisory firm that provides specialized cross-border wealth management solutions for US-connected individuals who are living all over the world.

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HeadquartersNew York, United StatesEmployees17(11 to 50)Annual revenue<$1MFounded year2017Websitecrossborder-wealth.comLinkedIn profileLinkedIn

Verified contacts

17

available on Kipplo

LinkedIn employees

17

11 to 50 range

Open roles

no listings

Distinct roles

13

indexed titles

Tech stack

1

tools in use

Monthly traffic

48

organic / mo

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Decision-makers and verified team members

17 contacts with verified email or phone · masked until revealed.

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Top roles at Cross Border Wealth

13 distinct titles indexed · top 10 shown.

  • 3client services associate
  • 2international financial advisor
  • 1art director
  • 1client services
  • 1client services associate - us pensions
  • 1client services manager
  • 1head of marketing
  • 1international investment associate
  • 1managing partner
  • 1managing partner & accredited investment fiduciary
  • +3more titles

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