1
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9y
Years active
Portfolio
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Experience · 4 entries
All (4)
Investments (1)
Founder (3)
2023
Co-Founder
Jan 2023
InvestPro is a technology solutions platform for investment advisers and wealth managers. We modernize your website and technology to help you reduce operational costs and time, allowing you to spend more time with your clients.
We can:
- Enhance and modernize your website
- Automate and improve client onboardings
- Broker and custodian integration for improved portfolio management and client experience
- CRM for improved customer data management
- Analytics and Reporting
- Custom built AI Tools
- Customized requests for your specific needs
2021
Founder & CEO
Dec 2021
Social Investing App for Latin America backed by VCs, Angels and other tech founders. Our team has over 20 years of experience in finance, entrepreneurship and fintech solutions.
We are hiring! Email us at team@alefi.us
2018
Founder and Operating Partner
2018
Urban Flavor facilitated investment Visas to HNWI through passive franchise investments. Operations and assets of the business were sold in 2020
2017