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Weltio

Weltio

First LatAm W3 WealthTech for AutoInvesting in securities & crypto

Weltio gives users access to a fully fledged brokerage account in USD, through unique features such as local instant cash rails, a robo-advisor, and tailored portfolios for the LatAm user. Starting with MX we’re going after a market with a potential in AUM of >$60B and 40M accounts

Company Launches

Weltio - Wealth Management platform designed for Latin America

Providing access to global financial assets to grow wealth in Latin America
Read Launch ›
Weltio
Founded:2021
Team Size:15
Location:Mexico City, Mexico

Active Founders

David Abusaid

David Abusaid holds a BS Civil Engineering from Tec de Monterrey and an MBA from IESE Business School in Barcelona. He has more than 12 years of experience providing consulting services to financial institutions, working in more than 15 countries globally with McKinsey & Company and Oliver Wyman in Mexico and Miami. David is one of the co-founders of Weltio, where he has been working for the last 9 months, leading the areas of Administration, Legal, Partnerships, Human Capital and Accounting.

David Abusaid
David Abusaid
Weltio

George Marvin

George has over 4 years of product managment experience in fintech, working for Klarna and Wayfair in Berlin, previously he helped tradicional financial institutions embark on their digital transformations during his 8 years of consulting at McKinsey. He holds an MBA from London Business School, and BS in mechatronics engineering from Tec de Monterrey.

George Marvin
George Marvin
Weltio