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Mexico
D
11-50 Employees
2019
Key takeaway
The company is an independent investment advisor focused on aligning financial plans with clients' objectives and attitudes towards saving, spending, and investing. They provide comprehensive advice on asset allocation and portfolio construction to meet individual goals and risk profiles.
Reference
Core business
Financial Science
ATMAN Financial Consultancy
Mexico
D
1-10 Employees
-
Key takeaway
Atman Financial Consultancy is an international financial advisory firm that specializes in providing customized solutions for investment and corporate banking. With over 35 years of combined experience, the company empowers clients with expert knowledge and a diverse range of financial options, assisting both individuals and businesses in achieving their financial goals.
Reference
Core business
Atman Financial Consultancy | Tailored to your needs
Delphi Consulting & Advisory Firm
Mexico
D
1-10 Employees
2014
Key takeaway
Delphi Consulting & Advisory Firm specializes in corporate governance and sustainability, and they also facilitate processes for going public. This expertise in governance and ethical practices may be relevant for financial advisory services.
Reference
Core business
Gobierno Corporativo | Delphi Consulting & Advisory Firm | CDMX
Delphi Consulting & Advisory Firm es una firma de consultoría en gobierno corporativo, gobierno familiar, ética, responsabilidad social y cuidado al medio ambiente - sustentabilidad corporativa. También hacemos procesos para listar en Bolsa.
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IK Financial Strategists
Mexico
D
11-50 Employees
2011
Key takeaway
IK Estrategas Financieros is a financial consulting firm that specializes in providing financial advisory services to businesses. They work closely with entrepreneurs to meet their financial resource needs through national banks, financial intermediaries, and domestic and foreign capital funds.
Reference
Core business
Consutoria Financiera de Negocios | IK Estrategas Financieros | Sonora
Consutoria Financiera de Negocios a través de bancos nacionales, intermediarios financieros y fondos de capital nacionales y extranjeros. IK Estrategas Financieros
Nader Hayaux & Goebel
Mexico
D
51-100 Employees
2002
Key takeaway
Nader, Hayaux & Goebel is a prominent Mexican law firm with a strong focus on financial advisory, particularly in Mergers & Acquisitions, Capital Markets, and Banking & Finance. Their expertise in the fintech sector and comprehensive understanding of the legal and regulatory landscape in Mexico positions them as key advisors in the evolving financial market.
Reference
Service
Banking & Finance – Nader, Hayaux & Goebel
Balius Advisors
Mexico
D
1-10 Employees
-
Key takeaway
Balius Advisors boasts over 70 years of combined experience in investment banking, with a strong focus on financial advisory. Their team, including Managing Directors with extensive backgrounds in strategic planning, restructuring, and financial analysis, provides insightful owner perspectives on complex transactions, ensuring sophisticated and timely solutions.
Reference
Core business
Asesoría Financiera | Balius Advisors
En Balius Advisors brindamos perspectiva de propietario a transacciones complejas que requieren soluciones sofisticadas y expeditas.
Berix Advisors
Mexico
D
1-10 Employees
2018
Key takeaway
BERIX Advisors provides specialized financial advisory services grounded in innovation, highlighting their expertise in complex transactions and a commitment to long-term, conflict-free client relationships.
Reference
Core business
Asesoría de banca de inversión en México | 3169459000011525114gc
BERIX Advisors ofrece asesoría financiera especializada basada en innovación y transacciones con alto grado de complejidad
EFC Analítica
Mexico
D
1-10 Employees
2019
Key takeaway
EFC Analítica is a consulting firm specializing in quantitative finance and data science, offering comprehensive financial advisory services that guide projects from conception to implementation. Their focus on digital transformation in the financial industry positions them as a key player in innovative financial solutions.
Reference
Core business
efcanalitica.com - Data Science, Consultoria
Firma de consultoria de nicho enfocada en la transformación digital de la industria financiera.
BALYS Venture Capital Group
Mexico
D
1-10 Employees
2016
Key takeaway
Balys Venture Capital Group offers high-quality strategic financial advice to high-net-worth individuals and select foundations, backed by 46 years of investment management experience. Their team of financial analysts, certified financial planners, and investment advisors is dedicated to helping clients effectively manage portfolios and achieve their financial goals.
Reference
Core business
BalysMx – Investment Advisers, Financial Analyst, and Certified Financial Planners
Advantum Consulting
Monterrey, Mexico
D
11-50 Employees
2020
Key takeaway
Advantum is a firm dedicated to providing comprehensive financial advisory services, including accounting and administrative consultancy, business and project advisory, and recruitment support. They position themselves as a quick and efficient solution for ensuring compliance and effective management across various business areas.
Reference
Core business
Advantum Consultores - Despacho Contable, Consultor Financiero
despacho contable
Technologies which have been searched by others and may be interesting for you:
When exploring the Financial Advisory industry in Mexico, several key considerations are vital for informed decision-making. Regulatory compliance is crucial, as the industry is governed by various laws, including those set by the National Banking and Securities Commission (CNBV), which oversees financial institutions. Understanding these regulations can help navigate the complexities of providing advisory services. The competitive landscape is marked by a mix of local firms and international players, offering both challenges and opportunities. The demand for advisory services is on the rise, driven by increasing foreign investment and a growing middle class seeking financial planning expertise. Additionally, the industry faces challenges such as economic volatility and fluctuating currency values, which can impact client portfolios and advisory strategies. Environmental, social, and governance (ESG) factors are gaining traction, as clients increasingly prioritize sustainable investments. This shift presents a unique opportunity for advisors to differentiate their services. Finally, global market relevance is significant, especially as Mexico strengthens its trade relationships with other countries, making it essential for advisors to be aware of international market trends and their implications for local investors. Overall, a comprehensive understanding of these dynamics will enhance a financial advisor's ability to succeed in Mexico's evolving landscape.
Some interesting numbers and facts about your company results for Financial Advisory
| Country with most fitting companies | Mexico |
| Amount of fitting manufacturers | 3 |
| Amount of suitable service providers | 4 |
| Average amount of employees | 1-10 |
| Oldest suiting company | 2002 |
| Youngest suiting company | 2020 |
Some interesting questions that has been asked about the results you have just received for Financial Advisory
What are related technologies to Financial Advisory?
Based on our calculations related technologies to Financial Advisory are Education, Engineering Services, IT & Technology Services, Healthcare Services, Consulting
Which industries are mostly working on Financial Advisory?
The most represented industries which are working in Financial Advisory are Finance and Insurance, Consulting, Judiciary
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