Directory · PR
Financial Services in Puerto Rico
A register of firms and the professionals working at them in the Financial Services sector based in Puerto Rico. Browse the public index, then filter or export on Kipplo.
Companies
146 on file
Pantera Capital
Pantera Capital is the first institutional investment firm focused exclusively on bitcoin, other digital currencies, and companies in the blockchain tech ecosystem. Subscribe to our industry research, weekly news digests, and special updates at http://panteracapital.com/subscribe For more information, visit
51 to 200 staff
Americas Leading Finance, Llc
Americas Leading Finance es una empresa dinámica con la visión de proveer herramientas que ayuden a nuestros clientes a poner su vida en marcha. Los acompañamos a lo largo de su préstamo, y los apoyamos para que un historial de pago saludable les brinde un mejor futuro. Estamos asociados con más de 200 concesionarios a través de toda la isla. A ellos les ofrecemos un programa (Aprobado Auto Program) que les permite evaluar la situación del consumidor para que entre ambos puedan seleccionar un vehículo de su agrado, y que a su vez, se ajuste a su condición económica actual. Una vez el concesionario y el consumidor logran un acuerdo, nosotros evaluamos los términos de éste y adquirimos ese contrato para servirlo durante el término correspondiente.
51 to 200 staff
Dejavoo
One company, one place, one system for all payment solutions needs. We provide the payment industry with a complete, innovative and unique offering of secured terminal products, cloud systems, cloud-based back office applications, inventory control apps and custom payment software.
51 to 200 staff
Driven Advisors
Driven Advisors is a leading financial advisory firm focused on transforming the way in which businesses and their teams see numbers driving opportunities for change and growth. Our organization, processes, structure and values are defined by a relentless passion to solve your most complex business problems. We are driven by your success.
201 to 500 staff
Accepta Llc
ACCEPTA LLC is part of the new generation of payment processing and solution providers that focuses on creating innovative alternatives for Businesses of all sizes, from SMEs and micro-entrepreneurs to custom Corporate solutions. ACCEPTA brings the perfect mix of expertise and business acumen to the service of the Business owner: The founders have a combined experience of over 30 years in the payments industry, supporting a team that have been part of the Merchant Services Industry in many on its different divisions, including: acquiring, development, ACH processing, electronic transactions, PIN debit processing and development of IT solutions, both in US and Latin America markets. Innovation is our core! We consider ourselves much more than a just payment processor. We are a Technology, Innovation AND Customer Service company, within the payments space. Partnered and certified with the Top 5 credit card processors in the USA, we offer solutions for the retail, wholesale, online, restaurant, recurring and mail order/telephone order environments through our own proprietary solutions or other third party solutions.
11 to 50 staff
Red Fort Capital
Red Fort Capital is an investment platform with multiple financing vehicles. Founded in 2005 & still led by Parry Singh. Red Fort has completed over 60 deals in India in the last two decades. Red Fort's institutional investor-base includes major Sovereign Wealth Funds, Funds of Funds, Pension Funds and Insurance Companies. About Red Fort's NBFC: Red Fort Capital Finance is a Reserve Bank of India registered Investment Grade Non-Bank Finance Company, specializing in providing quick Business loans to Micro, Small and Medium Enterprises (MSME) typically in 7 days. The Red Fort Capital Finance seeks deals of Rs.25 Lacs to Rs.10 Cr for financing- Working Capital - Receivables - Equipment & Machinery - Inventory - Construction Red Fort Capital has a strong institutional following and has received many accolades. For instance, it has been named among the “top ten” emerging managers in Private Equity Real Estate magazine. In addition, Red Fort was awarded “Investor of the Year” by GIREM. To Apply for a Business Loan or Submit a deal for review visit: https://redfortcapital.com/apply/ or WhatsApp at +91 98196 86107.
11 to 50 staff
Alvarado Tax & Business Advisors Llc - Taxand Puerto Rico
Alvarado Tax & Business Advisors LLC ("ATBA") was founded in 2002 under the name Zaragoza & Alvarado LLP by Juan Zaragoza Gomez and Juan A. Alvarado Zayas. In November 2014, with the departure of Juan Zaragoza Gomez, due to his appointment as Secretary of Treasury of Puerto Rico, the firm underwent a change of corporate identity and branding and became ATBA. ATBA, a limited liability company organized under the laws of the Commonwealth of Puerto Rico, is engaged in providing tax and business advisory services. ATBA is the first truly multidisciplinary tax and business advisory firm in Puerto Rico unencumbered by the constrain of association with auditing firms and the regulatory and disclosure rules of the Security and Exchange Commission. Since our inception ATBA has been a key player in most of the major legislative or regulatory tax projects carried out in Puerto Rico at the State and Municipal levels. Backed up by years of unmatched hands on experience in public accounting, government and corporate tax, our team of seasoned advisors is committed to be your seamless partner, providing the knowledge foundation that your company needs and high end service level, always guaranteeing in all our engagement in depth advice with the highest sense of objectivity and integrity. Our commitment to excellence is consistently recognized by our clients and several organizations, including the International Tax Review with the 2011 Puerto Rico Tax Firm of the Year Award. ATBA is Taxand Puerto Rico. Taxand provides high quality, integrated tax advice worldwide. Our tax professionals, more than 400 tax partners and over tax advisors in nearly 50 countries - grasp both the fine points of tax and the broader strategic implications, helping you mitigate risk, manage your tax burden and drive the performance of your business.
11 to 50 staff
B2b Funding Puerto Rico
Aspiramos a proporcionarle las mejores alternativas de financiamiento basadas en el potencial y la fortaleza financiera de su negocio.
11 to 50 staff
Rocketgate
RocketGate is an innovative, technologically savvy e-commerce gateway. Online merchants use our fault-tolerant and reliable payment processing platform to sell products and services to their customers all over the world. Merchants with subscription type products and services maximize profits by utilizing RocketGate’s easy to use, flexible, and highly configurable recurring billing options to actively grow their revenue stream. RocketGate’s merchants make well informed business decisions by utilizing reports with key performance indicators for sales, approval ratios, decline reasons cross-referenced by affiliates, countries, sites, products, prices, accounts and many more. Our solid engineering team is comprised of individuals with experience developing mission critical applications, including the communications infrastructure for NASA's Deep Space Network. Yes, it is rocket science!
51 to 200 staff
Island Finance Llc
Sobre Nosotros Con sobre 60 años de servicio, Island Finance LLC es la financiera más grande de Puerto Rico. Sirve a sobre 70 mil clientes, con préstamos de consumo y una variedad de productos y servicios financieros. También, tiene una abarcadora red de distribución con 49 sucursales, un centro de llamadas y un servicio avanzado de banca por Internet disponible a través de Island Finance no es sólo una Financiera comprometida con el futuro de Puerto Rico, sino que día a día trabaja para ofrecer la más alta calidad de servicio y es quien ha tendido la mano a miles de clientes cuando más lo han necesitado, además de mantener un ambiente positivo y dinámico de trabajo con un equipo comprometido en ofrecer lo mejor.
501 to 1000 staff
Banktechpr
Somos una compañía de tecnología financiera especializada en Procesamiento de Pagos Electrónicos y a eso nos dedicamos 24 horas al día, los siete días de la semana.
51 to 200 staff
Etc
ETC develops and invests in critical American energy infrastructure. We build, finance, and operate projects that strengthen national energy resilience, fuel economic growth, and expand opportunity across U.S. supply chains. As new technologies and industrial growth drive record demand, reliable, affordable, and secure domestic energy infrastructure has become essential to U.S. national security and economic competitiveness. Through a U.S-focused, vertically integrated approach, ETC advances America's energy independence while creating lasting economic, societal, and environmental impact.
11 to 50 staff
Global Kapital Group
Established in 2010 in the United Kingdom, GKG is a prominent financial holding company that focuses on digital banking, brokerage, and credit. The group companies also operate in the real estate, hospitality, private equity, and entertainment industries. Based in Miami, the Group has strong presence in various countries across the globe. We value and promote diversity within our operations, embracing and celebrating the unique contributions of our team members. At our core, we prioritize and embrace the richness of different cultures and religions, ensuring that equality remains a guiding principle in all our business endeavors.
51 to 200 staff
Grupo Oricteropo Tropical
Grupo Oricteropo Tropical (GO Tropical) is a Puerto Rican Act 20 company, established to provide services such as capital allocation, risk management, software development, and centralized management (“headquarters” for TransMarket Group) to its international affiliates and customers. We have the intensity and passion of a technology startup while maintaining our stability and storied history as a respected member of the global financial system for over 40 years. Our mission is to bless others through the services we provide and through generous stewardship of the wealth we create. The impact we make with the work we do drives our humility, discipline, and pursuit of opportunity. GO Tropical is excited to provide a unique employment opportunity with our rapidly growing team in Aguadilla, Puerto Rico. Our long-term employee training and development proves we value our people and want them to succeed through all levels in their career. We have an entrepreneurial culture and collaboratively develop our business with patience and discipline; we work hard, learn constantly, and relentlessly improve our expertise.
11 to 50 staff
Legal Credit Solutions
For over 19 years, Legal Credit Solutions has been the leader in offering solutions for the growth and improvement of people's credit, with the mission of helping to transform credit habits and restore their financial health. Backed by a unique Fintech technology platform, LCS designed the Credit Accelerator solution, an innovative program that comprehensively helps accelerate the credit development process. Credit Accelerator includes multiple financial products in an only one system. Lic. DACO SJ-16682-ARC As a pioneer in the industry, Legal Credit Solutions has become the best choice. Through its services and credit education, it promotes the empowerment of socioeconomic mobility, the key to the eradication of poverty and financial inequity in the least lucky ones. The cornerstone of its purpose is to focus on democratizing access to borrowed capital. Legal Credit Solutions promotes effective tools for people to increase their income. This is achieved by learning to use the credit system to their advantage to produce capital, and not get into debt, transforming their credit consciousness and elevating your aspirations.
51 to 200 staff
Mckenzie & Associates
Established in 2015, McKenzie & Associates, L.L.C. is a boutique corporate financial advisory firm providing services to lower-middle market companies. Our directors have significant experience advising public and private clients. Every service is personally managed from start to finish by experienced bankers with a deep commitment to the success of our clients.
1 to 10 staff
Riskone Group
RiskOne Group is a multidisciplinary firm with services in Human Resources Consulting, Health & Benefits, Insurance & Risk Management and Business & International Consulting. Our boutique approach allow our customers to enjoy the personalized attention and detailed oriented services of a small firm. Each of our partners has over 20 years of experience in their respective fields with local/national, as well as international resources through our affiliated partners.
11 to 50 staff
Bonicoop
Que los residentes de Puerto Rico, en general y de la región sur y sur-central primordialmente,perciban a esta Cooperativa entre las opciones para la prestación de servicios financieros, basado en los valores cooperativos.
11 to 50 staff
Euro Pacific Asset Management Llc
Euro Pacific Asset Management, LLC is an independent investment advisor focused on providing high-quality, sustainable investment strategies to clients globally. We take a fresh approach to understanding the economy and investing internationally that is not overly influenced by traditional economic views. Our CEO and Investment Committee Chairman, Peter Schiff, has been consistent in communicating this investment approach on television, radio, and in his many bestselling books, and is credited with being one of the few economists to have predicted the housing collapse and subsequent global financial crisis. Our views on the world economy and investing are anchored by the belief that true wealth is created through savings, capital investment, and productivity growth; not debt fueled consumption. Increasingly, investors are realizing that their exposure in various countries and currencies, if applied regardless of fundamentals, can be a very risky approach to asset allocation and investing. Understanding these fundamentals and their appropriate application is where Euro Pacific Asset Management excels.
11 to 50 staff
Loanhub
LoanHub is a technology driven non-bank real estate and bridge lender that provides up to $20 million in capital per deal nationwide. The company lends on fix and flip residential properties, multifamily and commercial real estate, delivering value-add bridge loans and fixed rate financings for stabilized assets. We recognize that finding the right lender is crucial for real estate Investors and businesses. We treat every customer as an individual with specific loan needs, and provide personalized support through every step of the lending process. Our experienced team of lending professionals can assist you with a variety of services whether you are a veteran real estate investor, first time real estate investor.
1 to 10 staff
Puerto Rico Farm Credit
Por casi 100 años hemos apoyado la agricultura local y la vida rural en Puerto Rico, cubriendo sus necesidades financieras y de negocios. Ofrecemos préstamos para ganado, maquinaria y equipo, casa rurales, bienes raíces, operativos y líneas de crédito. En nuestra Asociación, cada socio-agricultor tiene titularidad, voz y voto.
51 to 200 staff
Remitz Inc
As the leading provider of automated revenue recovery services, Remitz has leveraged data-driven analytics and industry-changing technologies to develop a unique approach to medical billing. Using sophisticated algorithms, Remitz is able to identify and submit claims that would otherwise go uncollected - driving smarter billing processes and maximizing profits for healthcare professionals nationwide.
11 to 50 staff
Segura Bank International, Corp
Somos Segura Bank International, Corp, una Entidad Financiera Internacional ubicada en Puerto Rico, un territorio libre y asociado de los Estado Unidos de América. Comprometidos con la excelencia en servicios financieros y el bienestar de los clientes, ofrecemos soluciones financieras de acuerdo con tus necesidades para una gestión efectiva de tu dinero. Somos un equipo de profesionales apasionados por brindar un servicio de primera clase y fomentar relaciones duraderas.
1 to 10 staff
United Insurance Finance Co., Inc
United Insurance Finance Co, Inc.(UIFC) es una corporación dedicada al financiamiento de pólizas de seguros misceláneos. Nuestra misión corporativa es poder brindarle el mejor servicio financiero de acuerdo a las necesidades económicas de nuestros asegurados para la adquisición de sus pólizas de seguros.
11 to 50 staff
Multicultural Capital Llc
Multicultural Capital LLC (MCC) is a premier mergers and acquisitions (M&A) firm based in Puerto Rico, with an additional office in Washington, D.C. What truly distinguishes us is our team of accomplished professionals, all trained at leading financial institutions. We are firmly committed to excellence and share an entrepreneurial spirit that drives our success. As the leading independent M&A firm in the Caribbean, MCC specializes in private middle-market transactions typically valued between $50 million and $500 million. Over the past 16 years, we have successfully executed over $2 billion in transactions. Our versatility is highlighted through our participation in both sell-side and buy-side transactions across a wide array of industries, including- Financial services - Technology - Media - Retail -Healthcare - Aviation FBO - Windows and doors - Steel manufacturing - Renewable energy - Real estate - Hospitality - Restaurants - Food and beverage About one-third of MCC's engagements involve assisting private equity funds on buy-side or sell-side transactions; the remainder consists of supporting privately owned businesses with sales, acquisitions, divestitures, mergers, management buyouts, or corporate restructurings. At MCC, we pride ourselves on fostering deep, enduring client relationships. We are not just in the transaction business but in the relationship business. This client-centric approach distinguishes us from competitors in the M&A space. We craft solutions tailored to each client's unique needs, ensuring that every transaction aligns strategically with their long-term goals. Our culture of partnership and comprehensive suite of services uniquely positions us to thrive in the Caribbean's M&A landscape. By fostering long-term relationships and connecting local opportunities with global resources, we distinguish ourselves as leaders in the industry.
1 to 10 staff
Pinnacle Partners
Somos una compañía puertorriqueña creada por agentes y para agentes como tú. Nuestra prioridad es desarrollar planificadores financieros.Traemos a la mesa una compensación nunca antes vista que estaba reservada exclusivamente para Agentes Generales. Nos distinguimos por facilitar las herramientas necesarias para que puedas desarrollar una práctica totalmente exitosa que acreciente tu clientela. Como prioridad, nos enfocamos en la capacitación a través de seminarios semanales que propician estrategias para el diseño de propuestas y cierre de ventas. La diversidad de compañías que representamos junto con un equipo de trabajo experto en el diseño de casos complejos y procesamientos de ventas nuevas hace posible que tengamos hasta la fecha un 97% de aprobación de casos. Además, ponemos a la disposición nuestras oficinas ubicadas en Hato Rey para traigas a tus clientes y trabajes cómodamente. Si buscas una agencia que te de más. en Pinnacle Partners somos tu mejor alternativa.
201 to 500 staff
Psv & Co. Psc
Founded in 1968, PSV & Co, PSC, Certified Public Accountants and Consultants, is a trusted provider of auditing, accounting, management consulting, and tax compliance and consulting services to a diverse clientele, both local and international. With a legacy spanning over five decades, our dedicated team excels in delivering proactive solutions, offering personalized attention, and working collaboratively to support businesses in various industries, including manufacturing, real estate development, retail, wholesale, distribution, and services. Our Firm takes pride in the enduring trust placed in us by our valued clients.
11 to 50 staff
Sol Coop
Sol Coop is a full service financial institution that provides a wide range of products and services. We have partnered with major global companies such as FIS, SWIFT, D&H, EPN and FRB to provide our clients with the most advanced and innovative technology in the financial industry. OUR GOAL IS TO SERVICE THE PEOPLE MOST IMPORTANT TO US: YOU Our leadership team is composed of highly regarded, trustworthy professionals in the financing arena that will ensure that our clients enjoy the most professional and unique financing experience. Our executives jointly oversee the management of our organization offering guidance and direction in our day to day operations.
51 to 200 staff
7a Accelerator
Most business owners don't even know where to start for getting an SBA loan for their business. We provide education, resources, and concierge style assistance in securing the right lender.
1 to 10 staff
Accrueme, Llc
AccrueMe in eCommerce business to help them grow quickly and increase profits. Our Amazon funding of up to $5M per business offers the best terms in the industry for the leading brands and operators. No Monthly Payments No Long Term Commitment No Loss of Ownership
11 to 50 staff
Aton Financial
ATON Financial is a fee only investment advisory and financial planning services firm that brings a fresh perspective to the Puerto Rico and US markets. As Registered Investment Advisers, we have a fiduciary responsibility to work in our clients’ best interest; and that is exactly what we do. Our team of qualified and chartered advisers offers independent, ethical and conflict-free investment consulting services designed to help clients achieve their financial goals. Let ATON Financial be your aid to financial navigation.
1 to 10 staff
Moonlight Payments
Payments Are A Strategy – Choose Wisely. For people who know payments, we’re your partner of choice – the team that knows the industry from the inside out. Founded and led by payments veterans, we have long-established partnerships at the highest levels with 30 leading banks that few others in the industry can reach. You already know the payments marketplace is evolving at a lightning pace. Payment processing is a core part of what makes your business tick – so it can all be overwhelming. That’s why you need a personal relationship with a partner that has unparalleled experience. Whether you’re a seasoned agent seeking a home for your hard-to-place accounts, or a new merchant getting started with your first business, we’re here to guide you to the right processing solution to help your business thrive.
1 to 10 staff
Payblr, Inc
Passionate for customer success and comprised of a team of industry professionals with more than 25 years of experience, Payblr makes it simple for banks, credit unions and fintechs to innovate and quickly expand their product offering to include payment alternatives, resulting in increased customer loyalty and profitability. Payblr is a regional payments enabler for LATAM. As a principal member of Visa and Mastercard and Non-Bank Financial Institution, Payblr provides BIN sponsorship for US Dollar cards and Associate Memberships in Domestic currency, settlement accounts and related services.
11 to 50 staff
Sol Partners Pr
Sol Partners PR provides business strategy, relationship management, software design, customer acquisition and customer service outsourcing to the online financial services sector.
11 to 50 staff
Deca
Our mission is to provide unparalleled financial and operational guidance tailored to help companies navigate Puerto Rico’s attractive yet complex business environment. Our process is centered on utilizing a holistic, technology-driven approach that combines quantitative analytics and our qualitative experience to streamline processes and maximize available monetary incentives. Core Competencies- Foundational Set-Up - Incentives Decree Applications - Ongoing Compliance & Tax - Access to Capital Access to Capital Solutions Include- Monetizable tax credits for R&D and Tourism projects - Local cash grants for R&D and Manufacturing - Federal R&D grants - Federal credits for green energy investment (ITC) or production (PTC)- Cash grant and tax credit bridge financing - Equipment financing and working capital lines of credit - Building acquisition financing
11 to 50 staff
Domenari Capital
Identification, vetting, and funding of projects and opportunities that fit our pro-active, targeted, and value-driven investment model utilizing our network of international partners and stakeholders.
1 to 10 staff
Pecunia Group
PECUNIA GROUP is a firm comprised of seasoned consultants, analysts, and developers with years of experience in business, finance, and web application development. Our team is ready to assist and advise on the solution and implementation of proven management, finance, and web development models. Whatever your need is in these areas, we are here to consult, advise, collaborate to get the desired results for you and your business.
11 to 50 staff
Caribe Federal Credit Union
Caribe Federal Credit Union fue fundada en 1951 por un grupo de empleados federales. Somos una institución financiera sin fines de lucro organizada y autorizada bajo la Ley Federal de Cooperativas de Crédito para servir a los empleados federales en Puerto Rico y las Islas Vírgenes de los Estados Unidos. En la actualidad también servimos a más de 75 corporaciones en Puerto Rico, entre elloa atendemos a los miembros de Liga de Estudiantes de Arte de San Juan y la San Juan Community Library. Caribe Federal Credit Union es una de las cooperativas de ahorro y crédito federales más grandes y sólidas organizadas en Puerto Rico con más de $ 500 millones en activos. Ofrecemos a nuestros socios una amplia variedad de productos y servicios financieros a tasas de interés más bajas y menores cargos por servicios. Nuestros socios disfrutan de servicios gratuitos de calidad por Internet y por teléfono, los siete días de la semana, las 24 horas del día.
51 to 200 staff
Ecs Puerto Rico
ECS se enfoca en ofrecer una amplia variedad de soluciones de pago diseñadas específicamente para las necesidades de comerciantes hoy en día. Nuestros productos son fáciles de usar, costo efectivo y tienen el más alto nivel de seguridad.
51 to 200 staff
Hyperion
Hyperion is an all-in-one finance app that integrates essential financial services for small businesses through a mobile application. Hyperion’s customers can validate a business in minutes, having access to money management, B2B payments, financial reports, and a business network they can tap into. Disclaimer: Hyperion is a financial technology company, not a bank. Hyperion is registered as a Money Services Business (“MSB”) with the Financial Crimes Enforcement Network (“FinCEN”).
1 to 10 staff
Medholdings Capital
MedHoldings es una empresa innovadora que invierte en sectores como, salud, tecnología, bienes raíces, entre otros.
1 to 10 staff
Primerica
Primerica (NYSE: PRI) is the largest independent financial services marketing organization in North America, serving middle-income households in the U.S, Canada and the territories of Puerto Rico and Guam. Our International Headquarters is located in Duluth, GA. Our distribution model uniquely positions us to reach underserved middle-income consumers in a cost-effective manner and has proven itself in both favorable and challenging economic environments. As of 2018, Primerica reported over life insurance licensed independent representatives, including over additionally-licensed securities representatives.
1 to 10 staff
Allegiance Capital & Trusted Financial Group Llc
We are a financial group that provide services to businesses and individuals. Part of our services include but not limited to Accounting, Bookkeeping, Auditing, Business Consulting, Personal Finance Consulting, Payroll, taxes and more. Our group are composed by experienced bankers and cpa firms that can help you to achieve your goals in your company and as individuals.
1 to 10 staff
Bluhaus Capital, Llc
Bluhaus Capital is a Puerto Rico-based financial advisory and investment management firm. Since 2014, Bluhaus has supported Puerto Rico Private and Public Institutions, and Small and Medium Sized Enterprises (SMEs) in the execution of their growth plans and strategic initiatives. BUSINESS INVESTING: Bluhaus Small Business Fund, L.P, is a Small Business Investment Company (“SBIC”) established to make debt and equity investments in businesses operating predominantly in Puerto Rico. The Fund provides flexible capital, which is not readily available in the market, to local businesses that are looking to expand, consolidate and/or are undergoing a change of control. Target to $10 million in EBITDA Target Investment Size:$1 million to $20 million ADVISORY SERVICES: We provide advice to selected clients requiring comprehensive financial solutions and / or facing challenging special situations such as merger and acquisitions, balance sheet restructuring, capital raising, a need to structure a complex financing alternative, or require assistance in financial policy development & implementation.
11 to 50 staff
Dd Research Llc
DD Research strives to understand and articulate emerging consumer trends to aid our clients in their investment process. Our approach uses alternative data sources to help complete a mosaic of the consumer that goes a step beyond usage of traditional scanner data. This extra step provides a comprehensive check on our food manufacturers and yields insights as to the level of success they are seeing under their current strategies.
1 to 10 staff
International Insurer's Consulting Group
International Insurance is our thing. IICG, Inc is an independently owned insurance consulting, insurance incubator and management firm headquartered in San Juan, Puerto Rico. We help entrepreneurs set up successful insurance platforms using Puerto Rico as the jurisdiction for growth. Dedicated to providing step-by-step support during initial formation stages as well as ongoing management and compliance services to Insurtech startups, international insurers and reinsurers organized in Puerto Rico. Expertise: Puerto Rico's International Insurance Center, Captive Insurance, Private Insurance Companies, Protected Cells, Life & Health Reinsurance, Private Placement Life Insurance and Insurtech expansion in Latin America.
1 to 10 staff
Latino Wall Street
Latino Wall Street is the #1 financial education platform for the Latino community.
11 to 50 staff
Select Wealth
Founded in 2018, Select Wealth has grown to be a boutique advisory firm, leveraging our pool of talent to develop a family office approach to serving our clients through tailored financial solutions and concierge service.
11 to 50 staff
