Insights

Growing Investment Portfolio Activest Wealth Management consistently makes new asset investments across diverse sectors, including healthcare, technology, hospitality, and consumer services, indicating a proactive approach to portfolio expansion that could benefit from advanced investment solutions or asset management tools.

Global Reach and Local Approach With presence in more than 15 countries and a personalized service model, the company emphasizes tailored financial strategies, suggesting a market for localized financial products, multi-currency platforms, and regional compliance services.

Experienced Leadership The recent addition of a seasoned financial advisor and managing director highlights a focus on talent acquisition and leadership development, presenting opportunities for leadership training programs and executive onboarding solutions.

Digital Infrastructure Utilizing a modern tech stack with tools like MySQL, JSON-LD, and Animate.css showcases their commitment to digital presence and client engagement, opening doors for innovative fintech solutions, data analytics, and customer experience enhancements.

Mid-Size Market Position With revenue between 10 and 25 million dollars and a lean team of up to 50 employees, Activest presents opportunities for scalable financial software, operational efficiency tools, and targeted investment platforms suitable for mid-market wealth management firms.

Activest Wealth Management Tech Stack

Activest Wealth Management uses 8 technology products and services including Site Kit, MySQL, JSON-LD, and more. Explore Activest Wealth Management's tech stack below.

  • Site Kit
    Analytics
  • MySQL
    Database
  • JSON-LD
    Javascript Frameworks
  • Modernizr
    Javascript Libraries
  • Priority Hints
    Performance
  • Animate.css
    UI Frameworks
  • Apache
    Web Servers
  • Apache HTTP Server
    Web Servers

Media & News

Activest Wealth Management's Email Address Formats

Activest Wealth Management uses at least 1 format(s):
Activest Wealth Management Email FormatsExamplePercentage
FirstLast@activestwm.comJohnDoe@activestwm.com
38%
FLast@activestwm.comJDoe@activestwm.com
25%
First@activestwm.comJohn@activestwm.com
25%
FMLast@activestwm.comJMDoe@activestwm.com
12%

Frequently Asked Questions

What is Activest Wealth Management's official website and social media links?

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Activest Wealth Management's official website is activestwm.com and has social profiles on LinkedIn.

What is Activest Wealth Management's NAICS code?

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Activest Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Activest Wealth Management have currently?

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As of December 2025, Activest Wealth Management has approximately 16 employees across 2 continents, including North AmericaSouth America. Key team members include Chief Operating Officer: M. S.President: I. W.Managing Partner: J. T.. Explore Activest Wealth Management's employee directory with LeadIQ.

What industry does Activest Wealth Management belong to?

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Activest Wealth Management operates in the Financial Services industry.

What technology does Activest Wealth Management use?

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Activest Wealth Management's tech stack includes Site KitMySQLJSON-LDModernizrPriority HintsAnimate.cssApacheApache HTTP Server.

What is Activest Wealth Management's email format?

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Activest Wealth Management's email format typically follows the pattern of FirstLast@activestwm.com. Find more Activest Wealth Management email formats with LeadIQ.

When was Activest Wealth Management founded?

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Activest Wealth Management was founded in 2009.

Activest Wealth Management

Financial ServicesFlorida, United States11-50 Employees

We are a group committed to empowering families, building legacies, and impacting lives through financial solutions designed to make a difference.

With over 10 years of experience, a presence in more than 15 countries, and the privilege of guiding over 150 families on their journey to achieving their wealth goals, we offer financial advisory services rooted in close and personalized relationships. We understand that each client has unique goals and needs, which is why our team of advisors, alongside specialists in various fields, combines integrity, excellence, empathy, a human touch, and a deep commitment to crafting tailored strategies for every individual.

Our international reach allows us to merge a global perspective with a local approach, adapting to the particularities of each market while upholding our purpose of serving with the highest standards. Your financial well-being and that of your family is more than a priority to us—it is our commitment.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Activest Wealth Management's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Activest Wealth Management's revenue is estimated to be in the range of $10M$25M

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