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VerifiedFinancial Services· Founded 2014

Unterfin

We are a financial advisor consulting company based in Buenos Aires, with offices in Miami and New York, where we have a Business Partner. Our experience is in Capital Market Research. We have two business areas: Corporate Finance, we are external financial advisors, we apply strategic finance for medium-sized companies, with clients throughout Latin America, the US, Canada and Spain. And our second business unit is Wealth Management for families, with a multifamily office model focused on private banking. Our success in Corporate Finance is in tax planning, financial engineering and cash management. In the private banking area, we have a very good track record, with a historical average return of 18.15% per year in the last 9 years; in 2022 we had a return of 13% and ytd return of +5% and 10.5%.

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Employees7(1 to 10)Founded year2014Websiteunterfin.comLinkedIn profileLinkedIn

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  • 1external consultant
  • 1financial manager
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