Finaccess Advisors
Investment Management • 
Miami, Florida, United States • 11-20 Employees
Company overview
| Headquarters | 1111 Brickell Ave, Ste: 2300, Miami, Florida 33131, US |
| Website | |
| NAICS | 5231 |
| Founded | 2009 |
| Employees | 11-20 |
Key Contacts at Finaccess Advisors
Diego Martinez
Director Of Treasury And Client Services
Daniel Diaz
Chief Executive Officer
Finaccess Advisors Email Formats
Finaccess Advisors uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@finaccess.mx), used 88.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@finaccess.mx | 88.9% |
{first name} | john@finaccess.mx | 11.1% |
About Finaccess Advisors
Finaccess Advisors, LLC (“Finaccess Advisors”, ”) is registered with the Securities and Exchange Commission (“SEC”) as an investment adviser and primarily offers investment advisory and wealth management services. Furthermore, Finaccess Advisors furnishes advice to clients on matters not involving securities, such as financial planning matters, retirement planning, trust services that often include educational services. Finaccess Advisors provides personalized confidential financial planning, investment management, financial advisory and wealth management services to individuals, corporations, and trusts worldwide. Advice is provided through consultation with the client and may include: determination of financial objectives, identification of financial problems, cash flow management, review of insurance needs, investment management, retirement planning, and educational services.
Finaccess Advisors revenue & valuation
| Annual revenue | $1,368,880 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $4,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Finaccess Advisors has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Finaccess Advisors has never raised funding before.
Finaccess Advisors Tech Stack
Discover the technologies and tools that power Finaccess Advisors's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
Programming languages
Blogs
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Mexico
France
United Kingdom
Italy
Australia
Saudi Arabia
India
Frequently asked questions
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