Noesis Capital Management

What Noesis Capital Management does

Noesis Capital Management is a privately held, SEC-registered investment advisory firm founded in 1995 by Nico Letschert, headquartered in Boca Raton, Florida, with affiliated offices in Amstelveen, Netherlands (operating as Noesis B.V. under AFM regulation) and Madrid, Spain. The firm delivers discretionary portfolio management, financial planning, and cross-border wealth solutions to high-net-worth individuals, multi-generational families, and internationally mobile professionals — particularly U.S. expatriates and foreign nationals with assets in multiple jurisdictions — across more than 30 countries. Its core differentiator is dual U.S.–EU regulatory registration combined with a multilingual team drawn from five continents, enabling coordinated advisory across jurisdictions that most boutique RIAs cannot replicate.

The firm's technology backbone consists of a custom-developed CRM system and trading platform that integrates front-end client data collection with back-office operations, supplemented by AI tools used internally for operational efficiency and research analysis. Client assets are custodied primarily at Charles Schwab & Co. (relationship since 1999) and other independent third-party custodians, reinforcing the firm's fee-only, fiduciary model with no proprietary product distribution.

Revenue is generated through investment advisory fees, typically structured as a percentage of assets under management and billed on an annual subscription basis, with terms customized per client. The firm is family-controlled (Nico Letschert and members of the Letschert family hold operational roles), has no disclosed external institutional investors, and grows primarily through referrals, direct advisory relationships, and strategic partnerships with expat-community organizations. As of 2025, Noesis is marking its 30th anniversary and continuing an active geographic and team expansion, with recent office growth in Madrid and ongoing senior hires across both U.S. and European offices.

Name

Noesis Capital Management

Legal name

Noesis Capital Management Corp.

Website

https://noesis-capital.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

1–10 employees

Short description

Noesis Capital Management is a privately held, SEC-registered investment advisor founded in 1995 that provides discretionary portfolio management and cross-border wealth planning to high-net-worth individuals, multi-generational families, and expatriates across more than 30 countries, with dual U.S. and European (AFM) regulatory registration.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Finance and Insurance (52)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL)

Keywords

• Wealth management services
• Investment advisory
• Portfolio management
• Cross-border wealth solutions
• Financial planning

Headquarters

HQ city

Boca Raton

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Investment Advisory Fees: As a fiduciary Registered Investment Advisor, Noesis generates revenue through investment advisory fees, typically charged as a percentage of assets under management (AUM). The firm provides family office-style wealth management services including discretionary portfolio management, financial planning, and cross-border wealth solutions.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Noesis Capital Management is a fiduciary Registered Investment Advisor (RIA) that delivers discretionary portfolio management, personalized financial planning, and cross-border wealth solutions to high-net-worth individuals and families. Its core competency is discretionary portfolio management grounded in disciplined research, global diversification, and active oversight, complemented by financial planning, generational wealth planning, and family office-style support. The firm also coordinates custody with independent first-tier custodians (primarily Charles Schwab & Co., Inc. since 1999) and serves clients in over 30 countries via regulated offices in the U.S. (Boca Raton, FL) and Europe (Netherlands and Spain).

Product overview

Noesis Capital Management offers a comprehensive wealth management platform centered on discretionary portfolio management with global diversification. The core offering consists of portfolio management, financial planning and investment strategy, and cross-border wealth solutions, supported by relationships with independent custodians (primarily Charles Schwab & Co., Inc. since 1999). Additional services include generational wealth planning, family office support, liquidity management, and life transition advisory. The firm operates as a Registered Investment Advisor (RIA) with affiliated offices in the U.S. and Europe, serving clients across more than 30 countries.

Differentiator

Problem solved

Functional benefit

Products and services

• Portfolio Management
• Financial Planning & Investment Strategy
• Cross-Border Wealth Solutions
• Independent Custodians
• Generational Wealth Planning
• Life-Long Investing
• Family Office Services
• Liquidity and Cash Flow Management
• Life and Marital Transitions Support

Quantifiable outcome

• Serving clients across 30+ countries with regulated offices in the U.S. and Europe
• +1 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Four partnerships are on record, tiered minor and core.

• AABC (American American Business Connections)minorStrategic or Co-development PartnerPartner organization providing networking and business connections, particularly relevant for the Dutch market. Appears on Noesis' International page as one of the ecosystem partners.
• I Am ExpatminorStrategic or Co-development PartnerExpat-focused media and information platform in the Netherlands. Partnered with Noesis for cross-border wealth management referrals in the Dutch market.
• American Club of MadridminorStrategic or Co-development PartnerAmerican expat community organization in Madrid, Spain. Partner for referrals and community engagement in the Spanish market.
• Charles Schwab & Co., Inc.coreOthersPrimary custodian since 1999 providing securities custody, transparent reporting, and trade execution services. Charles Schwab safeguards client assets and enables coordinated account management across jurisdictions.

Scale indicators4 records

Recent moves7 records

Expansion highlights6 records

Broad incumbents

• Fisher Investments: Large, well-established RIA serving HNW and institutional clients globally with discretionary portfolio management. Comparable to Noesis in HNW focus and global reach, but much larger scale and broader product set.
• Creative Planning: One of the largest U.S. RIAs offering comprehensive wealth management including cross-border and family office services. Broad incumbent in the same RIA category with similar service breadth to Noesis.
• Mariner Wealth Advisors: Large independent RIA providing family office-style wealth management including investment advisory, financial planning, and tax services. Direct overlap with Noesis' family office model.
• Carson Group: National RIA supporting financial advisors with wealth management platforms, training, and home-office services. Comparable as a comprehensive RIA in the U.S. wealth advisory space.
• Edelman Financial Engines: Large U.S. RIA combining traditional wealth management with goals-based financial planning, serving HNW and mass-affluent clients. Comparable in offering full-service RIA wealth management.
• Sanctuary Wealth: Partner-owned RIA platform catering to advisors serving HNW clients with comprehensive wealth services. Comparable boutique RIA positioning to Noesis.
• Corient: National U.S. RIA providing wealth advisory, tax, and family office services to HNW individuals and families. Comparable in service breadth, HNW focus, and family office-style offering.
• Cerity Partners: Large RIA offering wealth management, tax, and financial planning for HNW clients and families. Direct overlap with Noesis' comprehensive advisory offerings.

Direct peers

• Geneva Capital Group / Geneva Wealth Management: Independent wealth advisory firm serving HNW families with cross-border planning needs. Comparable smaller-scale RIA with similar family-office service model.
• Astor International Wealth Advisors: Cross-border wealth management advisory serving globally mobile clients and expatriates with cross-jurisdictional investment management. Closest direct competitor on cross-border RIA specialism.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/noesis-capital-management
• Xx.com/noesiscapital

Revenue estimate

Valuation estimate

Number of profiles

Profiles21 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Noesis Capital Management