Silver
- Company typePrivate
- Founded2009
- HeadquartersLos Prados, Dominican Republic
- Headcount1–10
- GTM typeB2C
- OfferingServices
Silver firmographics
Firmographics- Name
- Silver
- Website
- https://silver.com.do
- Company type
- Private
- Founded year
- 2009
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Silver industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- akta.pro primary industry
- Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)
- akta.pro secondary industries
- Private Banking & UHNW Wealth Advisory (FSAEABAC), Affluent / Mass-Affluent Private Banking (FSABADAC)
Keywords
Where Silver is headquartered
LocationHeadquarters
- HQ city
- Los Prados
- HQ country
- Dominican Republic
- HQ region
- Latin America
Markets served
Silver business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations
Silver product offering
Product offeringCore offering
Silver is a Dominican Republic-based financial services firm that provides financial advisory and wealth management services. Operating as a small private practice founded in 2009, the company offers investment guidance and financial planning support to clients seeking wealth preservation and growth.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Advisory Services
Companies that use Silver
Customer profileIdeal customer profiles1 record
Silver technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Silver partnerships and signals
Strategic signalRecent moves1 record
Silver competitors and assessment
Company assessmentRegional players
- Celfin Capital: Latin American wealth management firm focused on serving HNW families and individuals in the region. Comparable to Silver in core business of personalized investment advisory and wealth management in a Latin American market.
- LarrainVial: Chilean wealth management and asset management firm with private banking and advisory services across Latin America. Comparable to Silver as a regional wealth advisory platform serving HNW and institutional clients, though at materially larger scale.
- Credicorp Capital: Wealth management and asset management arm of Credicorp, serving HNW and institutional clients across Peru and Latin America. Comparable to Silver in core activity of portfolio management and investment advice within the region.
- GBM Grupo Bursátil Mexicano: Mexican wealth management and brokerage firm offering portfolio management and investment advisory to retail and HNW clients. Comparable to Silver in core activity (investment advisory and wealth management) within a Latin American market.
- BCP Securities: Miami-based Latin American brokerage and wealth advisory firm. Comparable to Silver as a boutique advisory business focused on Latin American wealth, though with broader regional reach.
Broad incumbents
- BNP Paribas Wealth Management: European private bank with global wealth management operations, including Latin American HNW coverage. Comparable to Silver as a competing wealth advisory provider for cross-border Dominican HNW families.
- BTG Pactual Wealth Management: Latin American investment bank with a sizable wealth management practice serving HNW individuals across the region. Comparable as a wealth advisory competitor targeting Latin American HNW clients, though operating at much larger scale.
- UBS Wealth Management: Global wealth management division of UBS, the world's largest wealth manager. Comparable as a competing wealth advisory provider that Silver's HNW clients in DR may also be approached by.
- JPMorgan Private Bank: Global private banking arm of JPMorgan serving UHNW and HNW clients with advisory and portfolio management services. Comparable as a competing wealth advisory provider for sophisticated Latin American wealth.
- Pictet Group: Swiss private bank and wealth manager serving UHNW and HNW clients globally, including Latin America. Comparable as a wealth advisory competitor for Silver's HNW clients who may also be served by offshore private banks.
Market position
Strengths3 records
Weaknesses4 records
Competitive moat1 record
Key risks4 records
Key highlights3 records
Customer concentration
Silver social profiles
Digital presenceSilver financial estimates
Financial estimateRevenue estimate
Valuation estimate
Silver leadership team
Management profileNumber of profiles
Profiles1 record
Silver funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Silver M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Silver
What does Silver do?
Silver is a Dominican Republic-based financial services firm that provides financial advisory and wealth management services. Operating as a small private practice founded in 2009, the company offers investment guidance and financial planning support to clients seeking wealth preservation and growth.
When was Silver founded?
Silver was founded in 2009. It employs 1 to 10 people.
Where is Silver based?
Silver is headquartered in Los Prados, Dominican Republic, in the Latin America region.
Who are Silver's main competitors?
Regional players on record are Celfin Capital, LarrainVial, Credicorp Capital, GBM Grupo Bursátil Mexicano and BCP Securities. Broad incumbents are BNP Paribas Wealth Management, BTG Pactual Wealth Management, UBS Wealth Management, JPMorgan Private Bank and Pictet Group.
Does Silver have an API?
No public API is recorded for Silver.
What industry is Silver in?
Silver's product category is Wealth Management. Its primary akta.pro industry code is FSABADAD, Private Banking Advisory & Discretionary Portfolio Management, with a secondary code of FSAEABAC, Private Banking & UHNW Wealth Advisory. Its NAICS code is 523940.