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
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.
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.
