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Wealth
Contact

The first conversation.

Choose the option that best describes you: a firm or a professional looking to grow an international business, or an individual who wants to get in touch with an advisor.

Let's talk · Institutions and professionals

Let's get to knowyour business.

Tell us how you work today and what you want to develop internationally. The first step is understanding your operation.

1

A first reply

We reply within 2 business days of receiving your inquiry.

2

A meeting with context

Before we meet, we send you a short questionnaire about your operation, jurisdictions, custody and volume.

3

A written scope

If we decide to move forward, we set out the services, responsibilities and conditions in writing before onboarding.

You can also write to us at advisor@wakeful.io.

Let's start with the essentials

Optional fields are marked.

Do not enter account numbers, identity documents, passwords or sensitive financial information.

This contact begins an evaluation. Availability of services depends on applicable licenses, the program and the jurisdiction.

The future of wealth managementin Latin America is just beginning.

Wakeful is an infrastructure designed to support it.

For you and your family. An advisor for what comes next, backed by Wakeful. See the proposition →