What departments does Cross Border Wealth have?

Cross Border Wealth has employees across 3 departments including Marketing, Banking, Finance.

What is the largest department at Cross Border Wealth?

The largest department at Cross Border Wealth is Marketing with 1 employees.

Where are Cross Border Wealth employees located globally?

Cross Border Wealth has employees across 2 continents and 3 countries including Philippines, United Arab Emirates, United States Of America.

How has Cross Border Wealth's team size changed over time?

Cross Border Wealth's team has grown from approximately 18 to 19 employees based on available data.

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Cross Border Wealth Employee Directory

Financial ServicesNew York, United States11-50 Employees

Cross Border Wealth functions as an investment advisory firm that serves clients across borders, specializing in planning for individuals connected to the United States. It is based in New York City and maintains offices throughout the United States and Asia, with expansion plans toward Europe. Its client base consists of globally mobile people who need help coordinating wealth management from overseas, addressing cross-border financial and regulatory complexities. The company operates in the financial services field as a focused, boutique provider rather than a large, generalist institution, reflecting a mid-sized footprint. Its work centers on aligning U.S.-related financial considerations within a cross-border context as clients move between regions.

Cross Border Wealth Global Highlights

Asia
9

Philippines
8
United Arab Emirates
1

North America
5

United States Of America
5

Cross Border Wealth's Leadership

A. M.
Head Of Marketing
Mobile Phone
Email
A. M.
Financial Advisor
Mobile Phone
Email
S. J.
International Investment Advisor
Mobile Phone
Email

Cross Border Wealth Employee Metrics

100%

50%

2026

2025

Banking
Information Technology
Arts & Design
Finance
Other

Contact profiles from Cross Border Wealth

Name

Title

Contact

Location

Last Update

A. M.
Head Of Marketing
Mobile Phone
Email
PhilippinesNational Capital Region
Jun 26, 2026
A. M.
Financial Advisor
Mobile Phone
Email
United Arab EmiratesDubai
Jun 26, 2026
S. J.
International Investment Advisor
Mobile Phone
Email
Jun 29, 2026

Frequently Asked Questions

What is Cross Border Wealth known for?

Cross Border Wealth was founded in 2017 operates in the Financial Services industry. Explore Cross Border Wealth's company overview page for more information.

What is Cross Border Wealth's most common email format?

Cross Border Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cross Border Wealth email formats with LeadIQ.

How many employees does Cross Border Wealth have currently?

Cross Border Wealth has approximately 19 employees as of August 2026. These team members are located across 2 continents, including AsiaNorth America.

Who are Cross Border Wealth's key employees and leadership?

As of August 2026, Cross Border Wealth's key employees include:

Head Of Marketing: A. M.
Financial Advisor: A. M.
International Investment Advisor: S. J.

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Cross Border Wealth Employee Directory

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