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VerifiedFinancial Services· Founded 2010

Wealth Financial Services

Δραστηριοποιούμαστε στον κλάδο του wealth management παρέχοντας στους πελάτες μας πολύτιμες συμβουλές και υπηρεσίες- Υπηρεσίες asset management δηλ. παροχή συμβουλευτικών υπηρεσιών επί ρευστών διαθεσίμων σε ελληνικές και ξένες τράπεζες, σε συνεργασία με την Euroxx securities*- Eξατομικευμένες λύσεις για κάθε πελάτη, ανάλογα με το βαθμό ρίσκου ή ασφαλείας που επιθυμεί- Παροχή πλήρους πρόσβασης σε χρηματιστηριακές συναλλαγές (μετοχές, ομόλογα, etfs κλπ). Συμπληρωματικά παρέχουμε μέσω επίλεκτων συνεργατών - Νομικές και φορολογικές υπηρεσίες - Art consulting *Συνεργαζόμαστε αποκλειστικά με τη διεθνούς εμβέλειας χρηματιστηριακή εταιρία Euroxx ΑΧΕΠΕΥ - We are a wealth management company providing the following valuable consultation and services to our clients- Asset management services, that is, advisory services on cash in Greek and foreign banks, in collaboration with Euroxx securities*- Individualized solutions based on the risk or security level dictated by each client - Full access to stock market transactions (shares, bonds, ETFs, etc.) In addition, through our network of business partners we also provide- Legal and tax advisory services - Art consulting *We collaborate exclusively with the global securities brokerage firm Euroxx Securities

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HeadquartersGreeceEmployees23(11 to 50)Founded year2010Websitewealth.grLinkedIn profileLinkedIn

Verified contacts

20

available on Kipplo

LinkedIn employees

23

11 to 50 range

Open roles

no listings

Distinct roles

12

indexed titles

Tech stack

0

tools in use

Monthly traffic

8

organic / mo

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Top roles at Wealth Financial Services

12 distinct titles indexed · top 10 shown.

  • 7senior relationship manager
  • 2partner
  • 1business owner
  • 1chief financial officer
  • 1customer service
  • 1finance
  • 1financial cunsultant
  • 1head of back office
  • 1insurance producer
  • 1relationship manager
  • +2more titles

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