Company intelligence
Cross Border Wealth
Wealth Management Without Borders
Financial Services
New York, US
11–50 employees
Founded 2017
2 public signals
About Cross Border Wealth
Cross Border Wealth is a U.S.-based global investment advisory firm specializing in cross-border financial planning for U.S.-connected global individuals. Headquartered in New York, with offices across the United States, Asia and soon in Europe, we help globally mobile clients navigate the complexities of managing wealth from abroad.
Verified activity
Signals from Cross Border Wealth
2 published signals
Research & Knowledge
Cross Border Wealth published key market insights from August, highlighting strong market performance despite uncertainty around oil prices, new tariffs, and high interest rates.
Reported by Cross Border Wealth
Research & Knowledge
Cross Border Wealth published key market insights from August, highlighting strong market performance despite uncertainty around oil prices, new tariffs, and high interest rates.
Reported by Andoni Yturralde