Company Overview
- Website
- crossborder-wealth.com
- Phone
- (888) 776-7756
- Employees
- 3
- Founded in
- 2017
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
Recent News & Media
JPMorgan's Global Ambition: How Cross-Border Wealth Strategies Could Drive the Next Bull Run
- Jul 4, 2025
- ainvest.com
Cross-Border Wealth Rose Strongly In 2024; Organic Growth A Headache – BCG
- Jun 27, 2025
- familywealthreport.com
BBVA Global Wealth Advisors Appoints Juan Carlos de Sousa as Head of Wealth Planning
- Jun 27, 2025
- fundssociety.com
New Family Office Research Reveals that Cross-Border Wealth is on the Rise and Defining Purpose Unlocks Next Gen Engagement
- Jun 17, 2025
- hubbis.com
New Family Office Research Reveals that Cross-Border Wealth is on the Rise and Defining Purpose Unlocks Next Gen Engagement
- Jun 12, 2025
- businesswire.com
Sartorial Wealth Launches as Independent Firm, Specializing in Canada-U.S. Cross-Border Investing
- Jun 10, 2025
- globenewswire.com
Who is Cross Border Wealth
Cross Border Wealth is a US-based investment advisory firm located in New York, New York. The company employs 3 people and generates over $10,000 in annual revenue. Cross Border Wealth specializes in providing wealth management solutions for US citizens living abroad. They offer a range of services to help clients navigate the complexities of managing their assets across international borders. As overseas wealth management specialists, Cross Border Wealth understands the unique challenges faced by US individuals living outside the United States. They leverage their expertise to develop customized financial plans that meet the specific needs of their global clientele. For more information about Cross Border Wealth and their services, please visit their website at crossborder-wealth.com.
Company Leadership
Cross Border Wealth Industry Tags
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 10M | 12 | New York, NY | ||
| 10M | 71 | New York, NY | 1979 | |
| 10M | 96 | Atlanta, GA | 2012 | |
| 10M | 35 | Dallas, TX | 1961 | |
| 10M | 5 | San Antonio, TX | 2009 |