Creand Wealth Management (Beta Capital) Email Formats
Financial Services • 
Miami, Florida, United States • 21-50 Employees
Creand Wealth Management (Beta Capital) Email Formats
Creand Wealth Management (Beta Capital) uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@creand.us), used 56.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@creand.us | 56.2% |
{first name}{last name} | johndoe@creand.us | 43.8% |
Key Contacts at Creand Wealth Management (Beta Capital)
Meritxell Pons Torres
Director Of Asset Management
Xavier Castillo
Managing Director
Xavier Castillo
Managing Director
Company overview
| Headquarters | 777 Brickell Ave, Suite 1201, Miami, Florida 33131, US |
| Phone number | +13053588844 |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Management, Financial Planning, Broker-Dealer (Self-Clearing License) |
| Employees | 21-50 |
| Socials |
About Creand Wealth Management (Beta Capital)
Creand Wealth Management (Beta Capital Securities, LLC and Beta Capital Management, LLC), was founded in Miami in 1995 as a group of affiliated financial entities involved in financial advisory and global wealth management for institutional and individual investors. Today at Beta Capital Securities LLC, a FINRA member firm, we carry out broker-dealer activities that, alongside our self-clearing license, enable us to expand our independent investment service capabilities with the means to efficiently maintain custody of assets and settle transactions. At Beta Capital Management LLC, a SEC registered investment adviser, we help our clients achieve their financial aspirations with comprehensive solutions always taking into account their financial and personal priorities first. Our services: Custody and Execution services for institutional and private clients are offered through our broker-dealer, Beta Capital Securities, LLC, who also maintains its own self-clearing platform and capabilities. Wealth Management and Financial Planning services through our Registered Investment Advisor Beta Capital Management, LLC . Creand Wealth Management is a Creand group company.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Creand Wealth Management (Beta Capital) has 13 employees across 6 departments.
Departments
Number of employees
Funding Data
Creand Wealth Management (Beta Capital) has never raised funding before.
Netherlands
United Kingdom
Italy
Canada
Frequently asked questions
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