Insights

Wealth Growth Global reach with personalized advisory presents cross-border wealth management opportunities for families expanding internationally and needing integrated solutions across multiple markets.

Small Firm Scale Mid-sized firm profile (11-50 employees) indicates flexibility and bespoke services, suggesting potential for mid-tier private client offerings, credit solutions, and premier advisory packages tailored to families with complex needs.

Asset Investment Active investment activity across diverse instruments (pharma, healthcare, ETFs, hospitality, tech) signals appetite for expanded custodian services, research access, and holistic portfolio construction capabilities.

Tech Enabled Utilization of iCIMS, AWS, PostgreSQL, HubSpot and other tools points to scalable client onboarding, data analytics, and marketing automation opportunities to improve client experience and conversion funnels.

Leadership Growth Recent hires and MD appointments indicate leadership expansion and potential for strategic partnerships, financial planning programs, and advisory collaboration opportunities with senior-level experts.

Similar companies to Activest Wealth Management

Activest Wealth Management Tech Stack

Activest Wealth Management uses 8 technology products and services including iCIMS, Amazon Web Services, PostgreSQL, and more. Explore Activest Wealth Management's tech stack below.

Media & News

Activest Wealth Management's Email Address Formats

Activest Wealth Management uses at least 4 email formats:
Activest Wealth Management Email FormatsExamplePercentage
FLast@activestwm.comJDoe@activestwm.com
33%
FirstLast@activestwm.comJohnDoe@activestwm.com
34%
First@activestwm.comJohn@activestwm.com
22%
FMLast@activestwm.comJMDoe@activestwm.com
11%

Frequently Asked Questions

What is Activest Wealth Management's official website and social media links?

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Activest Wealth Management's official website is activestwm.com and has social profiles on LinkedIn.

How much revenue does Activest Wealth Management generate?

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As of October 2026, Activest Wealth Management's annual revenue is estimated to be $10M - $25M.

What is Activest Wealth Management's NAICS code?

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Activest Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Activest Wealth Management have currently?

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As of October 2026, Activest Wealth Management has approximately 16 employees across 2 continents, including North America and South America. Key team members include Chief Operating Officer: M. S., Managing Director: E. B. and Alternative Investments Specialist: G. E. F. C. Explore Activest Wealth Management's employee directory with LeadIQ.

What industry does Activest Wealth Management belong to?

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Activest Wealth Management operates in the Financial Services industry.

What technology does Activest Wealth Management use?

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Activest Wealth Management's tech stack includes iCIMS, Amazon Web Services, PostgreSQL, Microsoft 365, Claude by Anthropic, HubSpot, LinkedIn Sales Navigator and Piwik PRO Core.

What is Activest Wealth Management's email format?

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Activest Wealth Management's email format typically follows the pattern of FLast@activestwm.com. Find more Activest Wealth Management email formats with LeadIQ.

When was Activest Wealth Management founded?

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Activest Wealth Management was founded in 2009.
Activest Wealth Management logo

Activest Wealth Management

Financial ServicesFlorida, United States11-50 Employees

Activest Wealth Management is a financial services group that supports families in managing wealth, building legacies, and pursuing tailored strategies to meet their goals. With more than ten years of experience and an international footprint spanning more than 15 countries, the firm has guided over 150 families toward their wealth objectives. Based in Aventura, Florida, its advisory model centers on close, personalized relationships, supported by a team of advisors and specialists who tailor solutions to individual needs.

The company positions itself within the financial services industry as a global-leaning advisory firm that blends international insights with localized market understanding. Its stated purpose centers on the financial well-being of clients and their families, reflecting a philosophy of integrity, empathy, and a human-centered approach. In May 2024, the firm expanded its leadership by hiring Eduardo Brender as financial advisor and managing director.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Activest Wealth Management's revenue is estimated to be in the range of $10M - $25M

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