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
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Advisory for asset management and wealth protection
Solutions for diversifying and managing investments
Back office services for private banks
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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
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in CA Indosuez Wealth
CA Indosuez Wealth has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Santander. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Commercial banking services are provided to individuals and institutions globally.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
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. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Wealth management CRM and Business Intelligence software
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2012 | ||||
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Wealth management services are provided to affluent clients in Italy.
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2004 | ||||
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Diversified investment management services are offered to institutional clients.
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1871 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - CA Indosuez Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Ca Indosuez Wealth Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Private Banking firm offering wealth management services
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| domain | founded_year | HQ Location |
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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| domain | founded_year | HQ Location |
Offers wealth management, investment services, and banking solutions to global clients.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Ca Indosuez Wealth
Frequently Asked Questions about CA Indosuez Wealth
When was CA Indosuez Wealth founded?
CA Indosuez Wealth was founded in 2011.
Where is CA Indosuez Wealth located?
CA Indosuez Wealth is headquartered in Miami, United States. It is registered at Miami, Florida, United States.
Who is the current CEO of CA Indosuez Wealth?
Jacques Prost is the current CEO of CA Indosuez Wealth.
What does CA Indosuez Wealth do?
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.
Who are the top competitors of CA Indosuez Wealth?
CA Indosuez Wealth's top competitors include Julius Baer, Vontobel and Lombard Odier.
What products or services does CA Indosuez Wealth offer?
CA Indosuez Wealth offers Wealth Management Services, Asset Management, and Banking Technology.
How many acquisitions has CA Indosuez Wealth made?
CA Indosuez Wealth has made 4 acquisitions, including Banca Leonardo, Banque Thaler, and Degroof Petercam.
Who are CA Indosuez Wealth's investors?
CA Indosuez Wealth has 1 investor. Key investors include Santander.
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