Lifeinvest Wealth Management
Financial Services • 
Miami, Florida, United States • 21-50 Employees
Company overview
| Headquarters | 1110 Brickell Ave, Suite 210-A Miami,, Miami, Florida 33131, US |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Investigación De Mercado, Asset Management, Financial Advisor, Servicios Financieros, Finanzas Corporativas, Administración De Cartera De Inversiones., Gestión De Patrimonios, Casa De Valores, Asesor De Inversiones |
| Founded | 2007 |
| Employees | 21-50 |
| Socials |
Key Contacts at Lifeinvest Wealth Management
Victor Silva
Managing Director
Monica Calabrese
Managing Director Investment Advisor Representative
Lifeinvest Wealth Management Email Formats
Lifeinvest Wealth Management uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@lifeinvestwealth.com), used 64.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@lifeinvestwealth.com | 64.3% |
{first initial}{last name} | jdoe@lifeinvestwealth.com | 21.4% |
{first initial}{first3} | j{first3}@lifeinvestwealth.com | 14.3% |
About Lifeinvest Wealth Management
LifeInvest Wealth Management is a highly specialized private banking, investment and advisory firm. LifeInvest was established in 2007 by a group of professionals with more than 25 years of experience in the financial markets. Headquartered in Miami, LifeInvest offers private banking and wealth management to help you attain your financial goals. We deliver a robust and comprehensive product portfolio based on years of experience in the international financial markets. All our products are backed by our personal commitment to attain your financial goals. Your investment decisions will be managed and monitored by the team of wealth management specialists assigned specifically to work with you and clearly define your investment parameters and strategy. Your advisor will keep close contact with you and provide new investment ideas and tailored solutions consistent with your financial goals. With our advisory service, you will be assisted by a team of investment specialists, who will advise you on your investment decisions but you have total control of the portfolio. With this approach you will have our input on a whole range of investment products, and you will have an active role in the day to day management of your portfolio.
Lifeinvest Wealth Management revenue & valuation
| Annual revenue | $2,566,650 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $8,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Lifeinvest Wealth Management has 12 employees across 4 departments.
Departments
Number of employees
Funding Data
Lifeinvest Wealth Management has never raised funding before.
Lifeinvest Wealth Management Tech Stack
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Frequently asked questions
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