Insights

Niche Market Focus Creand Wealth Management specializes in high-quality wealth advisory and asset custody services for both institutional and private clients, providing tailored financial solutions that can be expanded with additional premium financial products and personalized investment strategies.

Recent Recognition The company's recent accolade as Bank of the Year in Andorra, awarded by the Financial Times Group, indicates strong industry credibility and a growing reputation, which can be leveraged to attract new clients and strategic partnerships in similar markets.

Leadership Expansion The appointment of Aránzazu Griñán as Assistant General Manager and head of the Business Division highlights a strategic focus on strengthening operational leadership, opening opportunities to offer enhanced wealth management services and attract clients seeking experienced guidance.

Technological Foundations Utilizing modern tools including PWA, Google Maps, and advanced security features, the company's tech stack supports efficient client engagement and secure transactions, presenting opportunities for partnerships in fintech integration and innovative advisory solutions.

Growth Potential With revenues estimated between $10 million and $25 million and a relatively small team, Creand Wealth Management is positioned for targeted expansion through strategic marketing, service diversification, and leveraging its boutique scale for personalized client experience in a competitive landscape.

Creand Wealth Management (Beta Capital) Tech Stack

Creand Wealth Management (Beta Capital) uses 8 technology products and services including jsDelivr, jQuery Migrate, Moment.js, and more. Explore Creand Wealth Management (Beta Capital)'s tech stack below.

jsDelivr

Content Delivery Network

jQuery Migrate

Javascript Libraries

Moment.js

Javascript Libraries

Google Maps

Maps

PWA

Miscellaneous

Priority Hints

Performance

X-XSS-Protection

Security

Google Tag Manager

Tag Management

Creand Wealth Management (Beta Capital) Email Formats	Example	Percentage
FLast@creand.us	JDoe@creand.us	43%
First.Last@creand.us	John.Doe@creand.us	7%
FirstLast@creand.us	JohnDoe@creand.us	7%
FLast@creand.us	JDoe@creand.us	43%

Creand Wealth Management (Beta Capital) Email Formats

Example

Percentage

FLast@creand.us

JDoe@creand.us

43%

First.Last@creand.us

John.Doe@creand.us

FirstLast@creand.us

JohnDoe@creand.us

FLast@creand.us

JDoe@creand.us

43%

Frequently Asked Questions

Where is Creand Wealth Management (Beta Capital)'s headquarters located?

Creand Wealth Management (Beta Capital)'s main headquarters is located at 777 Brickell Ave, Suite 1201 Miami, Florida 33131, US. The company has employees across 4 continents, including North AmericaEuropeAfrica.

What is Creand Wealth Management (Beta Capital)'s official website and social media links?

Creand Wealth Management (Beta Capital)'s official website is creand.us and has social profiles on LinkedIn.

What is Creand Wealth Management (Beta Capital)'s NAICS code?

Creand Wealth Management (Beta Capital)'s NAICS code is 52 - Finance and Insurance.

How many employees does Creand Wealth Management (Beta Capital) have currently?

As of October 2025, Creand Wealth Management (Beta Capital) has approximately 29 employees across 4 continents, including North AmericaEuropeAfrica. Key team members include Ceo: H. J.Chief Compliance Officer: C. G.Chairman Of The Board - Creand Wealth Management (beta Capital): E. J. E. Z.. Explore Creand Wealth Management (Beta Capital)'s employee directory with LeadIQ.

What industry does Creand Wealth Management (Beta Capital) belong to?

Creand Wealth Management (Beta Capital) operates in the Financial Services industry.

What technology does Creand Wealth Management (Beta Capital) use?

Creand Wealth Management (Beta Capital)'s tech stack includes jsDelivrjQuery MigrateMoment.jsGoogle MapsPWAPriority HintsX-XSS-ProtectionGoogle Tag Manager.

What is Creand Wealth Management (Beta Capital)'s email format?

Creand Wealth Management (Beta Capital)'s email format typically follows the pattern of FLast@creand.us. Find more Creand Wealth Management (Beta Capital) email formats with LeadIQ.

Creand Wealth Management (Beta Capital)

Financial ServicesUnited States11-50 Employees

Creand Wealth Management (Beta Capital Securities, LLC and Beta Capital Management, LLC), was founded in Miami in 1995 as a group of affiliated financial entities involved in financial advisory and global wealth management for institutional and individual investors. Today at Beta Capital Securities LLC, a FINRA member firm, we carry out broker-dealer activities that, alongside our self-clearing license, enable us to expand our independent investment service capabilities with the means to efficiently maintain custody of assets and settle transactions. At Beta Capital Management LLC, a SEC registered investment adviser, we help our clients achieve their financial aspirations with comprehensive solutions always taking into account their financial and personal priorities first.

Our services:
Custody and Execution services for institutional and private clients are offered through our broker-dealer, Beta Capital Securities, LLC, who also maintains its own self-clearing platform and capabilities.   

Wealth Management and Financial Planning services through our Registered Investment Advisor Beta Capital Management, LLC .

Creand Wealth Management is a Creand group company.

Insights

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