PoM WM

📍 São Paulo, Brazil🗓 Founded 2022👥 6 employees💰 Last funded Sep 2024
Financial Services🌐 pomwm.com
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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. Its 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.
3
Total investors
3
Early stage
0
Mid stage
0
Late stage
2022
Founded

Investors

3 investors
All
Early stage
Mid stage
Late stage
Investor geography1 country
Brazil
3
Investor activity2022–2024 · investors recorded per year
202212023120241
Recent (last 2y)Earlier
Frequently asked questions
Who invested in PoM WM?
PoM WM has 3 investors on record on gritt.io, including 3 early-stage backers.
When did PoM WM last raise funding?
The most recent investment in PoM WM recorded on gritt.io was in September 2024.
When was PoM WM founded?
PoM WM was founded in 2022.
What industry is PoM WM in?
PoM WM operates in Financial Services. Find similar Financial Services investors on gritt.io.
Where is PoM WM based?
PoM WM is headquartered in São Paulo, Brazil.