Gamma International Bank

What Gamma International Bank does

Gamma International Bank is a privately held boutique financial group headquartered in San Juan, Puerto Rico, with an additional office in Miami, Florida. It delivers institutional bond execution and wealth management services to institutional clients, high net worth individuals, and families across Central America and the Caribbean. The firm operates through three affiliated, regulated entities: Gamma International Bank, Inc., authorized as a Puerto Rico International Financial Entity (IFE) under Act 273 in 2021; Gamma Wealth Management, LLC, an SEC-registered investment adviser since 2019; and Gamma Securities, LLC, a FINRA-member broker-dealer registered with the SEC since 2021.

The group's service stack spans discretionary and advisory wealth management (Gamma Asset Management), institutional bond execution and securities trading (Gamma Securities), and the IFE banking platform (Gamma International Bank). Client portfolio data is managed through the third-party Addepar platform, while trade execution and custody are delivered through a prime brokerage relationship with Pershing LLC. The firm differentiates on an open-architecture product selection model, aligned-interest positioning, and personalized, relationship-driven advisory.

Gamma generates revenue primarily through subscription/recurring investment advisory fees on wealth and asset management mandates, and through transaction-based commissions on institutional securities trades. Distribution is relationship-based rather than self-service, leveraging a senior team with pedigree in fixed income, emerging/frontier market debt, and risk management, and a cross-entity referral model between the three regulated affiliates.

Name

Gamma International Bank

Legal name

Gamma International Bank, Inc.

Website

https://gammainternationalbank.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

Gamma International Bank is a private boutique financial group in San Juan, Puerto Rico, operating through SEC, FINRA, and Puerto Rico IFE-licensed affiliates to deliver institutional bond execution and white-glove wealth management to institutions and high net worth families across Central America and the Caribbean.

Ownership category

akta.pro rank

Product category

Wealth Management & Securities Services

NAICS

Portfolio Management and Investment Advice (523940), Commercial Banking (52211)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• Wealth management services
• Institutional bond execution
• Investment advisory
• Securities trading brokerage
• Asset management

Headquarters

HQ city

San Juan

HQ country

Puerto Rico

HQ region

Latin America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Wealth Management Services: Regulated wealth management and advisory services for individuals, families, and institutions. Revenue generated through investment advisory fees and portfolio management services.
2. Securities Trading & Brokerage: Institutional bond execution and securities trading services across Central America and the Caribbean markets. Revenue generated through transaction-based fees and commissions on securities trades.
3. Asset Management: Investment management services provided through Gamma Asset Management, LLC, an SEC-registered investment adviser. Services include portfolio management and investment advisory.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Gamma International Bank operates as the parent of a boutique financial group providing personalized wealth management, institutional bond execution, and investment advisory services through three affiliated regulated entities (Gamma Wealth Management, SEC-registered investment adviser; Gamma International Bank, Puerto Rico International Financial Entity; and Gamma Securities, FINRA member broker-dealer), targeting institutional clients, high net worth individuals, and families across Central America, the Caribbean, and Latin America.

Product overview

GAMMA operates as a boutique financial group offering a unified portfolio of wealth management and securities services through three affiliated, regulated entities: Gamma International Bank, Inc. (the IFE parent entity), Gamma Asset Management, LLC (SEC-registered investment adviser), and Gamma Securities, LLC (FINRA broker-dealer). The group delivers institutional bond execution across Central America and the Caribbean, complemented by regulated wealth solutions for individuals, families, and institutions. Additional offerings include monthly investment commentaries and insights. The structure combines Gamma International Bank's international banking platform with GAM's investment advisory capabilities and GS's institutional trading services.

Differentiator

Problem solved

Functional benefit

Brands

• Gamma Asset Management: A boutique investment firm providing asset management services.
• Gamma Securities

Products and services

• Wealth Management Services Personalized, white-glove wealth management and portfolio advisory services delivered to high net worth individuals, families, and institutions, with revenue generated through investment advisory fees and portfolio management fees.
• Institutional Bond Execution and Securities Trading

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Pershing LLCcoreStrategic or Co-development PartnerInvestment accounts are carried by Pershing LLC, a member of FINRA, NYSE, SIPC and registered with the SEC. Pershing serves as the prime broker and custodian for Gamma Securities' client accounts, providing trade execution and custody services.

Scale indicators2 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• Stifel Financial: Larger diversified brokerage and wealth manager with a strong private client and institutional fixed-income franchise; broader geographic reach and product breadth but overlapping client profile and HNW/private banking positioning.
• Popular, Inc. Puerto Rico's largest financial holding company with retail banking, broker-dealer (Popular Securities), and wealth operations; the dominant incumbent in Gamma's home market, providing a benchmark for full-service Puerto Rico financial services scale.
• B. Riley Financial: Diversified financial services firm with wealth management, brokerage, and capital markets businesses; broader product set but comparable multi-entity structure spanning wealth and securities services.

Direct peers

• Oppenheimer & Co. Private full-service broker-dealer offering wealth management, investment banking, and fixed-income trading; similar boutique-plus-scale positioning serving HNW and middle-market institutional clients.
• Insigneo Securities: Miami-based broker-dealer and investment bank serving Latin American institutional and HNW clients with fixed-income execution, wealth management, and institutional services — directly comparable to Gamma's broker-dealer and wealth operations, and explicitly named in Gamma's Head of Onboarding's prior experience.
• Canaccord Genuity: Boutique global investment bank and wealth manager with a strong mid-market and HNW franchise; comparable in product mix (wealth management, capital markets, fixed income) and boutique positioning relative to bulge-bracket competitors.
• United Capital Puesto De Bolsa: Dominican Republic broker-dealer founded and led by Javier Tejada, Gamma's Founder/Chairman; comparable fixed-income and capital markets franchise in the same Caribbean/Central American corridor, with overlapping management and customer base.
• Ladenburg Thalmann (now Osaic / Advisor Group legacy): Independent broker-dealer and wealth management platform serving HNW and mass-affluent clients through affiliated RIAs; comparable boutique-aggregation model with multi-entity regulated footprint.
• Credit Andorra Financial Group: Small private banking and asset management group; comparable in size and boutique wealth/asset management profile — specifically referenced as the prior employer of Gamma's CEO for co-portfolio management of institutional and HNW clients.

Regional players

• First BanCorp (FirstBank Puerto Rico): Puerto Rico-headquartered bank holding company with consumer, commercial, and wealth management businesses; comparable regional banking footprint in Gamma's home market though without the international/Central American trading specialization.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/gamma-international-bank-lnc

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries2 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 Gamma International Bank