Invenio Wealth Partners Email Formats

Financial Services • Coral Gables, Florida, United States • 1-10 Employees

Invenio Wealth Partners Email Formats

Invenio Wealth Partners uses 1 email format. The most common is {first initial} (e.g., j@inveniowealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@inveniowealth.com	100%

Key Contacts at Invenio Wealth Partners

Joe Fernandez

Founder, President & Ceo

Johanna Arbelaez Perez

Founder & Managing Director

Company overview

Headquarters	4000 Ponce de Leon Blvd, 415, Coral Gables, Florida 33146, US
Phone number	+13055702096
Website	inveniowealth.com
NAICS	52
Keywords	Wealth Management, Financial Planning, Investment Management
Founded	2022
Employees	1-10
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About Invenio Wealth Partners

We are a highly experienced team of wealth management professionals with an extensive background in financial planning, investment management and consulting for high-net-worth individuals and institutions. We align with our client’s best interests in all that we do and provide objective, independent advice and management of client resources using state of the art technology and industry leading research. IMPORTANT DISCLOSURE: Advisory Services offered through Invenio Wealth Partners, LLC, a registered investment advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Entry

Founder/Owner

Employees by Department

Invenio Wealth Partners has 3 employees across 3 departments.

Departments

Number of employees

Funding Data

Invenio Wealth Partners has never raised funding before.

Invenio Wealth Partners Tech Stack

Discover the technologies and tools that power Invenio Wealth Partners's digital infrastructure, from frameworks to analytics platforms.

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

Google Cloud

IaaS

Google Cloud CDN

CDN

Envoy

Reverse proxies

Priority Hints

Performance

Frequently asked questions

Invenio Wealth Partners is located in Coral Gables, Florida, US.

You can reach Invenio Wealth Partners at +13055702096.

Invenio Wealth Partners was founded in 2022, making it 4 years old. The company has established itself as a significant player in its industry over this time.

Invenio Wealth Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Invenio Wealth Partners

Joe Fernandez

Founder, President & Ceo

Johanna Arbelaez Perez

Founder & Managing Director

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