Cross Border Wealth Employee Directory

Q: What is Cross Border Wealth known for?

Cross Border Wealth was founded in 2017. Cross Border Wealth operates in the Financial Services industry.

Q: How many employees does Cross Border Wealth have currently?

Cross Border Wealth has approximately 15 employees.

Financial ServicesUnited States11-50 Employees

We are overseas wealth management specialists. Cross Border Wealth is a US-based investment advisory firm that provides specialized cross-border wealth management solutions for US-connected individuals who are living all over the world.

Find Cross Border Wealth employees' phone numbers or email addresses

Cross Border Wealth Global Highlights

Asia
10

Philippines
9
United Arab Emirates
1

North America
8

United States Of America
8

Cross Border Wealth's Leadership

A. M.
Head Of Marketing
Mobile Phone
Email
A. Y.
Managing Partner & Accredited Investment Fiduciary®
Mobile Phone
Email
F. M.
Managing Partner
Mobile Phone
Email
L. P.
Senior Financial Advisor
Mobile Phone
Email
E. G.
Senior Investment Advisor
Mobile Phone
Email
A. M.
Financial Advisor
Mobile Phone
Email
A. S.
International Financial Advisor
Mobile Phone
Email

Contact profiles from Cross Border Wealth

Name

Title

Contact Info

Location

Last Update

A. Y.
Managing Partner & Accredited Investment Fiduciary®
Mobile Phone
Email
United StatesNew York
Sep 10, 2025
F. M.
Managing Partner
Mobile Phone
Email
United StatesNew York
Aug 03, 2025
A. M.
Head Of Marketing
Mobile Phone
Email
PhilippinesNational Capital Region
Oct 21, 2025
L. P.
Senior Financial Advisor
Mobile Phone
Email
United StatesTexas
Mar 16, 2025
E. G.
Senior Investment Advisor
Mobile Phone
Email
United StatesPennsylvania
Oct 17, 2025
A. M.
Financial Advisor
Mobile Phone
Email
United Arab EmiratesDubai
Oct 24, 2025
A. S.
International Financial Advisor
Mobile Phone
Email
United StatesPennsylvania
Jul 19, 2025

Frequently Asked Questions

What is Cross Border Wealth known for?

Cross Border Wealth was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in 12 E 49th St, 16th floor New York, New York 10017, US. 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 15 employees as of October 2025. These team members are located across 2 continents, including AsiaNorth America.

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

As of October 2025, Cross Border Wealth's key employees include:

Head Of Marketing: A. M.
Managing Partner & Accredited Investment Fiduciary®: A. Y.
Managing Partner: F. M.
Senior Financial Advisor: L. P.
Senior Investment Advisor: E. G.

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