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Lifeinvest Wealth Management Employee Directory

Financial ServicesFlorida, United States11-50 Employees

LifeInvest Wealth Management is a private banking, investment, and advisory firm founded in 2007 and headquartered in Miami, Florida. The company emphasizes a highly specialized approach to wealth management, offering a broad product portfolio supported by professionals with extensive experience in international financial markets. Its services include private banking and wealth management, with a team of wealth management specialists who tailor investment parameters and strategy for individual clients, maintaining close contact to propose new ideas and tailored solutions. The advisory service enables clients to retain control of their portfolios while receiving guidance across a range of investment products, effectively supporting active day-to-day management by the client with expert input. Operating within the financial services sector, LifeInvest targets clients seeking personalized investment strategies and ongoing oversight to align with their financial goals at a private banking level.

Find Lifeinvest Wealth Management employees' phone numbers or email addresses

Lifeinvest Wealth Management Global Highlights

Location
Employees

North America
21

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  • United States Of America
    14
  • Panama
    6
  • Mexico
    1

South America
8

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  • Venezuela
    8

Europe
3

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  • Spain
    2
  • Italy
    1

Lifeinvest Wealth Management's Leadership

  • Stylized image of a person
    D. G. S. D.
    Head Trader
  • Stylized image of a person
    D. A.
    Md Investment Advisor
  • Stylized image of a person
    G. O.
    Director
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    A. D. L. B.
    Director
  • Stylized image of a person
    I. Q.
    Consultor Senior
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    N. H.
    Investment Advisor
  • Stylized image of a person
    J. S.
    Foreign Investment Advisor En Lifeinvest Wealth Management
  • Stylized image of a person
    E. G.
    Consultor De Servicios Financieros

Lifeinvest Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Entrepreneurship
  • Finance
  • Legal
  • Accounting
  • Other

Contact profiles from Lifeinvest Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    A. T.
    Research Intern
    Oct 22, 2024
  • Stylized image of a person
    G. B.
    Financial Advisor
    Oct 16, 2024

Frequently Asked Questions

What is Lifeinvest Wealth Management known for?

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Lifeinvest Wealth Management was founded in 2007 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Lifeinvest Wealth Management's company overview page for more information.

What is Lifeinvest Wealth Management's most common email format?

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Lifeinvest Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Lifeinvest Wealth Management email formats with LeadIQ.

How many employees does Lifeinvest Wealth Management have currently?

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Lifeinvest Wealth Management has approximately 30 employees as of July 2026. These team members are located across 3 continents, including North AmericaSouth AmericaEurope.

Who are Lifeinvest Wealth Management's key employees and leadership?

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As of July 2026, Lifeinvest Wealth Management's key employees include:

  • Head Trader: D. G. S. D.
  • Md Investment Advisor: D. A.
  • Director: G. O.
  • Director: A. D. L. B.
  • Consultor Senior: I. Q.

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