Fuentes Hondermann Wealth Management

Miami, United States Founded: 2022 • Age: 4 yrs Acquired By Sanctuary Wealth
Wealth management and financial advisory services are provided to clients.

About Fuentes Hondermann Wealth Management

Fuentes Hondermann Wealth Management is a company based in Miami (United States) founded in 2022 by Christopher Fuentes was acquired by Sanctuary Wealth in April 2022.. Fuentes Hondermann Wealth Management offers products and services including Wealth Management Services and Client Portal. Fuentes Hondermann Wealth Management operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and S&P Global, among others.

  • Headquarter Miami, United States
  • Founders Christopher Fuentes
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Legal Name Sanctuary Securities, Inc.
Operational Areas
Financial Services → Investment Management & Advisory
Financial Services → Banking & Financial Institutions
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    Sanctuary Wealth

    (Apr 04, 2022)

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Products & Services of Fuentes Hondermann Wealth Management

Fuentes Hondermann Wealth Management offers a comprehensive portfolio of products and services, including Wealth Management Services and Client Portal. 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.

Primary

Advisory for protecting and growing wealth for high-net-worth clients.

Online platform for accessing financial accounts and resources.

Funding Insights of Fuentes Hondermann Wealth Management

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

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investors

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Investors in Fuentes Hondermann Wealth Management

Fuentes Hondermann Wealth Management has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Sanctuary Wealth. 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.

All
Institutional
Investor Description Founded Year Domain Location
Solutions are provided to wealth managers for client management.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Fuentes Hondermann Wealth Management

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Fuentes Hondermann Wealth Management

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Fuentes Hondermann Wealth Management Comparisons

Employees
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Add Comparison
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Competitors of Fuentes Hondermann Wealth Management

Fuentes Hondermann Wealth Management 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 Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and S&P Global, 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
domain founded_year HQ Location
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management, investment advisory, and financial services are provided.
domain founded_year HQ Location
Asset management and investment advisory services are provided to clients.
domain founded_year HQ Location
Platform offering business intelligence solutions that combine data and actionable analytics for clients
domain founded_year HQ Location
Wealth management solutions are delivered for asset managers.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Fuentes Hondermann Wealth Management

Frequently Asked Questions about Fuentes Hondermann Wealth Management

When was Fuentes Hondermann Wealth Management founded?

Fuentes Hondermann Wealth Management was founded in 2022.

Where is Fuentes Hondermann Wealth Management located?

Fuentes Hondermann Wealth Management is headquartered in Miami, United States. It is registered at Miami, Florida, United States.

What does Fuentes Hondermann Wealth Management do?

Fuentes Hondermann Wealth Management was established in 2022 in Miami, United States, focusing on the financial services sector. Wealth management solutions and advisory services are offered to support client portfolios. Operations are centered in the United States, with leadership provided by co-founder Christopher Fuentes and Managing Director Luis Fuentes. Core activities include investment guidance and financial planning for high-net-worth individuals.

Who are the top competitors of Fuentes Hondermann Wealth Management?

Fuentes Hondermann Wealth Management's top competitors include Fidelity Investments, Investec and S&P Global.

What products or services does Fuentes Hondermann Wealth Management offer?

Fuentes Hondermann Wealth Management offers Wealth Management Services and Client Portal.

Who are Fuentes Hondermann Wealth Management's investors?

Fuentes Hondermann Wealth Management has 1 investor. Key investors include Sanctuary Wealth.

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