Miami-based financial firm offering digital wealth management solutions to empower Latin America.
Location
Miami, FL, US
Founded
2023
Wakeful is a Miami-based financial firm that provides digital wealth management solutions aimed at transforming the financial habits of individuals in Latin America. The firm focuses on making U.S. stock market investments accessible to Latin American investors through its intelligent app, which simplifies the process of opening an investment account in the United States and offers professionally designed investment strategies.
Wakeful's investment philosophy centers on empowering users by aligning investment strategies with their personal financial goals. The firm offers a user-friendly platform that eliminates the need for extensive financial expertise, making it easier for clients to grow their wealth. Key partners and decision-makers at Wakeful bring a wealth of experience from various financial sectors, enhancing the firm's ability to deliver tailored investment solutions.
Wakeful - Classification
Also Known As
Wakeful Holding Group Limited
NAICS
520000Finance and Insurance
SIC
6200Security And Commodity Brokers, Dealers, Exchanges, And Services
6280Services Allied With The Exchange Of Securities Or Commodities
6282Investment Advice
Show 7 more industry codes
NAICS
522000Credit Intermediation and Related Activities
522300Activities Related to Credit Intermediation
522320Financial Transactions Processing, Reserve, and Clearinghouse Activities
SIC
6000Depository Institutions
8700Engineering, Accounting, Research, Management, And Related Services