About CA Indosuez Wealth
CA Indosuez Wealth is a company based in Miami (United States) founded in 2011 was acquired by Santander in March 2021. CA Indosuez Wealth has completed 4 acquisitions, including Banca Leonardo, Banque Thaler and Degroof Petercam. CA Indosuez Wealth offers products and services including Wealth Management Services, Asset Management, and Banking Technology. CA Indosuez Wealth operates in a competitive market with competitors including Julius Baer, Vontobel, Lombard Odier, SYZ Group and CBH Bank, among others.
- Headquarter Miami, United States
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name Ca Indosuez
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Annual Revenue
Not available
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Net Profit
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EBITDA
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Latest Funding Round
Not available
- Investors
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Employee Count
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Investments & Acquisitions
Banca Leonardo
& 3 more
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Acquired by
Santander
(Mar 16, 2021)
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Products & Services of CA Indosuez Wealth
CA Indosuez Wealth offers a comprehensive portfolio of products and services, including Wealth Management Services, Asset Management, and Banking Technology.
Advisory for asset management and wealth protection
Solutions for diversifying and managing investments
Back office services for private banks
People of CA Indosuez Wealth
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Software Development Team
52 people
Leadership Team
35 people
Legal and Compliance
27 people
Senior Team
18 people
Head Team
15 people
Human Resources and Administration
13 people
Sales and Marketing
13 people
Responsable Team
10 people
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Funding Insights of CA Indosuez Wealth
Detailed funding history for CA Indosuez Wealth
Round names, dates, amounts, investors, and valuation history require an active premium plan.
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Investors in CA Indosuez Wealth
CA Indosuez Wealth has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Santander.
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Commercial banking services are provided to individuals and institutions globally.
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Investor details for CA Indosuez Wealth
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Investments & Acquisitions by CA Indosuez Wealth
CA Indosuez Wealth has strategically engaged in corporate development activities, having acquired 4 companies. Notable acquisitions include Banca Leonardo, Banque Thaler and Degroof Petercam.
Investment portfolio details for CA Indosuez Wealth
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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Wealth management CRM and Business Intelligence software
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Wealth management services are provided to affluent clients in Italy.
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Diversified investment management services are offered to institutional clients.
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Locked | Locked | 1871 | Locked |
Complete acquisition details for CA Indosuez Wealth
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Financial Statements - CA Indosuez Wealth
Detailed financials for CA Indosuez Wealth
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Ca Indosuez Wealth Comparisons
Peer comparison for CA Indosuez Wealth
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Competitors of CA Indosuez Wealth
CA Indosuez Wealth operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Julius Baer, Vontobel, Lombard Odier, SYZ Group and CBH Bank, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Private Banking firm offering wealth management services
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Provider of wealth management services
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Provider of wealth management services
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Offers private banking, investment management, and advisory services globally.
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Offers wealth management, investment services, and banking solutions to global clients.
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Detailed competitors of CA Indosuez Wealth
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Latest news on Ca Indosuez Wealth
Complete news archive for CA Indosuez Wealth
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Frequently Asked Questions about CA Indosuez Wealth
CA Indosuez Wealth was founded in 2011.
CA Indosuez Wealth is headquartered in Miami, United States. It is registered at Miami, Florida, United States.
Jacques Prost is the current CEO of CA Indosuez Wealth.
CA Indosuez Wealth provider of wealth management services through offering financial products and advice, managing assets, and managing wealth portfolios. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.
CA Indosuez Wealth's top competitors include Julius Baer, Vontobel and Lombard Odier.
CA Indosuez Wealth offers Wealth Management Services, Asset Management, and Banking Technology.
CA Indosuez Wealth has made 4 acquisitions, including Banca Leonardo, Banque Thaler, and Degroof Petercam.
CA Indosuez Wealth has 1 investor. Key investors include Santander.