PoM WM is a next-gen investment platform that helps wealth management similarly to a Single Family Office for both onshore and offshore assets, liquid and illiquid. It's designed for Millennials and Affluent GenZ investors (“Simple-needs Segment”) in Latin America that are currently underserved with traditional Wealth Management financial institutions. Our clients use our mobile app to have a detailed view, in a consolidated statement, of assets of all their global bank accounts via Open Banking/Finance. They have access to a Trusted Advisor to keep the peace of mind that their wealth are well managed by specialists, without conflicts of interest and focused on goals-based planning/investing. Clients receive cashbacks from investment products and achieve their lifestyle goals with the support of our concierge services.
