What departments does Cross Border Wealth have?

Cross Border Wealth has employees across 2 departments including Finance, Marketing.

What is the largest department at Cross Border Wealth?

The largest department at Cross Border Wealth is Finance with 4 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 remained stable from approximately 18 to 18 employees based on available data.

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
6

United States Of America
6

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
E. G.
Senior Investment Advisor
Mobile Phone
Email
A. M.
Financial Advisor
Mobile Phone
Email
A. S.
International Financial Advisor
Mobile Phone
Email

Cross Border Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Information Technology
Arts & Design
Finance
Accounting
Other
Administrative

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
Dec 18, 2024
F. M.
Managing Partner
Mobile Phone
Email
United StatesNew York
Mar 12, 2026
A. M.
Head Of Marketing
Mobile Phone
Email
PhilippinesNational Capital Region
Oct 21, 2025
E. G.
Senior Investment Advisor
Mobile Phone
Email
United StatesPennsylvania
Oct 17, 2025
A. M.
Financial Advisor
Mobile Phone
Email
United Arab EmiratesDubai
Jan 27, 2026
A. S.
International Financial Advisor
Mobile Phone
Email
United StatesPennsylvania
Apr 16, 2026

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 East 49th Street 16th Floor New York, New York 10017 United States. 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 16 employees as of May 2026. These team members are located across 2 continents, including AsiaNorth America.

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

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

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

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Cross Border Wealth Employee Directory

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