WE ARE ACTIVEST

independent

financial advisors.

+ 0
YEARS OFFERING
FINANCIAL
SOLUTIONS
0

BILLION +
ASSETS*

+ 0

COUNTRIES WITH
REACH

* IMPORTANT INFORMATION: Activest Wealth Management (“Activest”) is a registered investment adviser with the SEC. Being registered with the SEC does not mean the SEC endorses Activest. No information on this material should be construed as a recommendation regarding the purchase or sale of any security. As of December 31 2021, Assets Under Management $483,309,904 and Assets Under Advice $1,783,722,423. Please refer to our ADV and our website for more information. Activest does not provide legal or tax advice. AMG, Amundi, Allianz, Alliance.

About US

We provide personalized financial advisory services with a focus on transparency and integrity.

1

Independent financial advisory

Activest is an ecosystem of financial advisors that, through a platform of innovative solutions, provides individual, transparent and independent advice, enabling our clients to plan and expand their wealth.

2

Integrated and customized solutions

Our independence gives us the flexibility to recommend products and services, providing tailored solutions to your needs.

3

Our goal is to build long-term relationships

Our focus is to add value to families and become their strategic ally, as reflected in the performance results and solutions we offer. We build a one-on-one relationship with each client, dedicating the time and resources necessary to develop a lasting connection.

Our Services

Investment

Investment

Our independence from financial institutions and access to the latest technology platforms in the industry allow us to choose innovative products and services, expanding the investment possibilities for our clients. The portfolio of options includes stocks, fixed income, derivatives, commodities, mutual funds, hedge funds, private equity, real estate, venture capital, private loans, etc.
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Wealth
Management

Wealth
Management

Our wealth management service is focused on planning and managing finances in a customized and transparent way without any conflict of interest. We analyze multiple investment and financial planning options to achieve the specific objectives of each client.
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Family Office

Family Office

Our Family Office service is the ideal solution for families who want to simplify and optimize the complex management of personal finances and assets. We provide an easy and efficient solution that gives peace of mind to our clients.
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Why Activest?

Independence

We represent the interests of our clients. We operate objectively and independently in search of the best outcome for our investors.

Transparency

We are unique due to the personal relationship that we always maintain with our clients.

Our team of seasoned experts will provide you with responsible and transparent guidance, meticulously outlining each stage of the process.

Innovation

We are dedicated to understanding and gaining in-depth knowledge of each client’s situation to provide innovative, high-quality solutions. 

We provide an open platform with the goal of providing access to a large variety of opportunities.

Contact

Contact us to find out more about Activest and how we can help you achieve your financial goals.

+1 954 399 8121

INFOMARKETS@activestwm.com