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Wealth Solutions

Wealth Solutions Email Formats

Financial ServicesFlag of ESMadrid, Community of Madrid, Spain51-100 Employees

Wealth Solutions Email Formats

Wealth Solutions uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@wealthsolutions.com), used 60% of the time.

FormatExamplePercentage
{first name}.{last name}
john.doe@wealthsolutions.com
60%
{first initial}.{last name}
j.doe@wealthsolutions.com
40%

Key Contacts at Wealth Solutions

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Amilcar Barrios Vilallonga

Director

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Jaime Iceta

Socio Director

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Isidoro Millan Iribarren

Director

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María Teresa Chavarría

Socia Directora

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Isabel Alonso

Director

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Sumit Patel

Managing Director

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José Luis Monleon

Director

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Katherine Millan

Owner

Company overview

HeadquartersC/ Miguel Ángel, 21– 6ª PL, Madrid, Community of Madrid 28010, ES
Phone number+343059129991
Website
NAICS52
SIC628
Keywords
Private Wealth Management, Family Office, Asset Management, Financial Planning, Filantropía, Asesoramiento Independiente, Gestión Patrimonial Familiar
Founded2001
Employees51-100
Socials

About Wealth Solutions

Wealth Solutions, asesora a clientes de altos patrimonios tanto particulares como de instituciones (Fundaciones, ONG's, Sociedades de inversión, Single Family Offices, etc.) en todo el proceso de la planificación y gestión del patrimonio financiero. Asimismo, realiza cursos de formación a medida para familias y entidades en gestión de inversiones, diseño de políticas de inversión, construcción de carteras, selección de activos, gestores y productos de inversión, reducción de costes y aspectos operativos del soporte de la gestión patrimonial familiar entre otros.

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry
Manager
Director

Employees by Department

Wealth Solutions has 19 employees across 7 departments.

Departments

Number of employees

Funding Data

Wealth Solutions has never raised funding before.

Wealth Solutions Tech Stack

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

Netlify

Netlify

CDN

Google Workspace

Google Workspace

Email

Amazon Web Services

Amazon Web Services

PaaS

Hugo

Hugo

Static site generator

Google Tag Manager

Google Tag Manager

Tag managers

jQuery

jQuery

JavaScript libraries

HSTS

HSTS

Security

Font Awesome

Font Awesome

Font scripts

HubSpot

HubSpot

Marketing automation

Google Font API

Google Font API

Font scripts

lit-element

lit-element

JavaScript libraries

Bootstrap

Bootstrap

UI frameworks

Frequently asked questions

Wealth Solutions is located in Madrid, Community of Madrid, ES.
You can reach Wealth Solutions at +343059129991.
Wealth Solutions was founded in 2001, making it 25 years old. The company has established itself as a significant player in its industry over this time.
Wealth Solutions has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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