Wealth Management Advisors

Name

Wealth Management Advisors

Legal name

Wealth Management Advisors

Website

https://wmamexico.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Wealth Management Advisors (WMA México) is a Mexico-based, privately held financial advisory firm founded in 2017 that provides credit, FX/derivatives, private banking, insurance, and AFORES advisory services to Mexican SMEs, startups, and entrepreneurs.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Financial advisory services
• Private banking
• Corporate credit facilities
• Derivatives trading
• Wealth management

Headquarters

HQ city

Cancún

HQ country

Mexico

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Financial Advisory and Consulting Services: Fee-based financial advisory services delivered by specialist consultants providing tailored financial planning, banking advisory, risk management, and investment strategies for SMEs, Startups, and entrepreneurs in Mexico.
2. Trading and Investment Platform Access: Access to global financial markets including FX, CFDs on stocks, commodities and futures, ETFs, and equity markets through electronic trading platforms.
3. Credit and Lending Products: Factoring, simple credit, secured credit, and structured credit products for businesses.
4. Insurance Advisory Services: Risk management consulting with enterprise insurance for damage, fleets, assets, life insurance, savings, personal retirement plans, and insurance for shareholders and executives.
5. AFORES and Social Security Advisory: Advisory services for retirement savings accounts through major Mexican fund administrators.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels4 records

Core offering

Wealth Management Advisors is a financial advisory firm that provides tailored financial planning, credit facilities, FX and trading platform access, private banking, derivatives, corporate insurance, AFORE retirement advisory, and tax/legal compliance services to Mexican SMEs (PyMEs), startups, entrepreneurs, and select high-net-worth and corporate clients. The firm operates through specialist consultants delivering personalized strategies, supported by partnerships with leading Mexican banks, brokerage houses, and a major AFORE administrator, with 24/7 client availability.

Product overview

Wealth Management Advisors operates as a unified financial advisory platform offering a comprehensive portfolio of products and services for Mexican entrepreneurs, SMEs, and startups. The core offering spans credit products (Factoring, Simple Credit, Secured Credit, Structured Credit), foreign exchange (FX-Física) with access to global financial markets via electronic trading platforms, multi-currency digital accounts (Chequera), international payments through SWIFT/ABA networks, private banking services (money markets, capital markets, investment funds, structured notes, fiduciary services), derivatives (forwards, options, interest rate/currency swaps, caps/floors on OTC and MEXDER markets), business insurance, retirement funds (AFORES), and advisory services for tax and compliance (AML/KYC). The company also provides financial education programs as a complementary service.

Differentiator

Problem solved

Functional benefit

Products and services

• Crédito (Credit Facilities)
• FX-Física (Foreign Exchange & Global Markets Access) Foreign exchange services providing access to global financial markets including currencies, CFDs on stocks, commodities and futures, ETFs, and equity markets through innovative electronic trading platforms. Targeted at clients seeking diversified trading and hedging exposure.
• Chequera - Cuenta Digital Multidivisas (Multi-Currency Digital Account) Multi-currency digital account with access to leading Mexican banks and brokerage houses (Casas de Bolsa), featuring electronic banking and mobile app services for managing funds in multiple currencies.
• Pagos - Transferencias Internacionales (International Payments) International electronic transfers via SWIFT and ABA networks for cross-border payment processing, enabling clients to send and receive funds internationally through established banking rails.
• Banca Privada (Private Banking) Private banking services including money markets, capital markets, investment funds, asset management, structured notes on currencies and indices, futures, fiduciary services, securities-backed lending, and additional concierge services for high-net-worth individuals and corporate clients.
• Derivados (Derivatives) Derivatives products including OTC and MEXDER contracts for forwards, options, interest rate swaps, currency swaps, caps/floors, and structured notes for hedging and risk management.
• Seguros Empresariales (Corporate Insurance) Business insurance advisory covering risk management with corporate insurance for damage, fleets, and assets; life and savings insurance; personal retirement plans; and insurance for shareholders and executives. Targeted at SMEs and corporate enterprises.
• AFORES y Previsión Social (Retirement Fund Advisory) Retirement fund and social security advisory services through one of Mexico's most important AFORE (retirement fund) administrators, with special personal savings accounts for individual retirement planning.
• Asesoría Fiscal (Tax Advisory) Tax advisory services providing fiscal strategies for business optimization, assisting SMEs, startups, and corporate clients with tax planning and compliance.
• Asesoría Legal / Cumplimiento (Legal & Compliance Advisory)
• Formación Financiera (Financial Education)

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and minor.

• Leading Mexican BankscoreChannel Partner/ Reseller/ DistributorPartnership with leading Mexican banks for multi-currency digital accounts, electronic banking, and mobile banking services. Clients gain access to banking infrastructure through WMA's advisory services.
• Casa de Bolsa (Brokerage Houses)coreChannel Partner/ Reseller/ DistributorPartnership with Mexican securities firms for stock market access, investment products, and brokerage services for client portfolios.
• Major Mexican AFORE (Retirement Fund Administrator)minorStrategic or Co-development PartnerAdvisory partnership with one of Mexico's most important AFORE administrators for retirement savings and personal savings account services.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Profuturo AFORE: One of Mexico's largest AFORE retirement fund administrators, with retirement and personal savings advisory offerings. Comparable to WMA in the AFORES advisory line and Mexican retirement planning segment.
• Grupo Bursátil Mexicano (GBM): Mexican brokerage and wealth management firm offering trading, asset management, private banking, and corporate advisory services. Closely comparable to WMA's multi-product, advisory-led model targeted at Mexican SMEs, HNW, and retail investors.
• Actinver: Independent Mexican asset manager and wealth advisory firm offering brokerage, private banking, mutual funds, and corporate advisory. Comparable to WMA as a non-bank, multi-product financial services franchise serving Mexican corporates and HNW individuals.
• Vector Casa de Bolsa: Independent Mexican brokerage firm (Casa de Bolsa) providing trading, asset management, and corporate advisory. Comparable to WMA as a non-bank financial intermediary serving business and HNW clients in Mexico.
• Bursamétrica: Independent Mexican financial advisory and brokerage firm offering investment, FX, and advisory services. Comparable to WMA as a smaller, advisor-led Mexican financial services intermediary focused on SMEs and HNW clients.
• Intercam Grupo Financiero: Independent Mexican financial group offering banking, brokerage, FX, and fund administration with strong SME and corporate focus. Comparable to WMA in serving Mexican businesses with cross-border financial services and treasury solutions.

Broad incumbents

• BBVA México: One of Mexico's largest commercial banks, offering SME, private banking, brokerage, insurance, and AFORE services through wholly-owned subsidiaries. Comparable to WMA as the dominant incumbent competing for the same SME and HNW wallet in Mexico.
• SURA Mexico Asset Management: Mexican operations of SURA, a major LATAM asset manager and pension/wealth manager. Comparable to WMA in the investment fund, retirement, and wealth management product lines, with significantly broader scale and institutional reach.

Emerging players

• Kapital (Flink Kapital): Mexican financial platform providing corporate cards, payments, and treasury management to SMEs and startups. Comparable to WMA in targeting underserved Mexican SMEs with integrated financial services, though with a digital-first product suite.
• Kuspit Broker de Asesorías: Mexican digital broker and wealth management platform offering brokerage, advisory, and investment products to retail and mass-affluent clients. Comparable to WMA in delivering investment and advisory services to underserved Mexican segments, though with a digital-first distribution model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/wmamexico

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Wealth Management Advisors