Creand Wealth Management (Beta Capital) Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Creand Wealth Management operates as part of the Creand group, a Miami-based cluster of affiliated financial entities established in 1995 that focuses on financial advisory and global wealth management for institutional and individual investors. The group comprises Beta Capital Securities, LLC, a FINRA-member broker-dealer with its own self-clearing platform, and Beta Capital Management, LLC, an SEC-registered investment adviser, collectively enhancing independent investment service capabilities with asset custody and settlement functionality.

The firm provides custody and execution services for institutional and private clients through its broker-dealer arm, while its registered investment adviser handles wealth management and financial planning. Based in Miami, Florida, the organization describes itself as a small-to-mid-sized operation. In September 2023, Creand Group announced a leadership appointment naming Aránzazu Griñán as Assistant General Manager and head of the Business Division at Creand Wealth Management.

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