Ameraudi Asset Management

What Ameraudi Asset Management does

Ameraudi Asset Management, Inc. is a registered investment adviser and the wealth management affiliate of Interaudi Bank, a privately held bank founded in 1983. Headquartered at 19 East 54th Street in New York City with a secondary branch in Miami's Brickell City Centre, the firm operates as a boutique RIA serving high-net-worth individuals, business clients, and international clients across more than 35 countries with multi-billion dollars in client assets under management. George Audi serves as President of Ameraudi Asset Management and CEO of the parent Interaudi Bank, providing unified leadership across the integrated banking, lending, and investment platform.

The company's core product portfolio comprises two advisory services: the Ameraudi Managed Portfolio, which provides fully customized wealth management with tailored risk profiles, goal-oriented management, and dynamically rebalanced diversified portfolios; and the Ameraudi Trading Portfolio, a guided trading service for individual stocks, bonds, and funds with trade idea support and execution assistance. The firm operates on a fiduciary basis without call centers, assigning each portfolio a dedicated relationship manager backed by a multilingual support team. Client assets are custodied with unaffiliated third parties including Pershing Advisor Solutions, Charles Schwab & Co., and StoneX Financial Inc. Related offerings through affiliated Interaudi Bank include securities-based lending, real estate lending, specialty lending, construction lending, deposit accounts, foreign exchange, card services (Interaudi World Elite Mastercard, World Debit Mastercard, Visa Credit Cards), and Zelle-enabled peer-to-peer payments via a mobile and online banking platform.

Ameraudi's revenue model is built on recurring investment advisory fees on managed and trading portfolios, complemented by banking fees and lending income at the parent level. The firm employs approximately 5 dedicated personnel and pursues a relationship-led, enterprise field sales go-to-market motion rather than a scaled AUM-growth model. Distribution is conducted through dedicated relationship managers, the Ameraudi and Interaudi Bank mobile applications, and the company's website; the firm maintains a LinkedIn presence focused on employer branding. The Interaudi Select Client program creates a tiered relationship rewards structure (Premiere, Platinum, Elite) based on qualifying combined balances, designed to deepen client relationships and increase switching costs.

Name

Ameraudi Asset Management

Legal name

Ameraudi Asset Management, Inc.

Website

https://ameraudi.com

Company type

Private

Founded year

1983

Operating status

Operating

Headcount range

1–10 employees

Short description

Ameraudi Asset Management is a boutique registered investment adviser affiliated with Interaudi Bank, offering customized wealth management (Managed Portfolio) and guided trading (Trading Portfolio) services to high-net-worth individuals, business clients, and international clients across 35+ countries with multi-billion dollars in client assets.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Investment Management Advisory (RIA) (FSAEAAAB)

akta.pro secondary industries

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

Keywords

• Wealth management services
• Investment advisory
• Private banking
• Portfolio management
• High net worth banking

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory Fees: Wealth management and investment advisory services provided to clients through Ameraudi Asset Management, a registered investment adviser. Services include managed portfolio and trading portfolio management with fiduciary duty.
2. Banking Services: Banking, lending, and investment services offered through affiliated Interaudi Bank, including deposit accounts, foreign exchange, card services, and online banking.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels2 records

Core offering

Ameraudi Asset Management is a registered investment adviser and the affiliate of Interaudi Bank that delivers fully customized wealth management services through two core products: the Ameraudi Managed Portfolio (tailored risk profile, goal-oriented management, and dynamically rebalanced diversified portfolios) and the Ameraudi Trading Portfolio (guided trading of individual stocks, bonds, and funds). It operates as a fiduciary serving clients across 35+ countries with multilingual dedicated relationship managers, integrated banking, lending, and investment solutions, and assets custodied with Pershing, Schwab, and StoneX.

Product overview

Ameraudi Asset Management is a registered investment adviser and the affiliate of Interaudi Bank, offering investment advisory and wealth management services. The core product portfolio consists of two main services: the Ameraudi Managed Portfolio for fully customized wealth management with tailored risk profiles and dynamic rebalancing, and the Ameraudi Trading Portfolio for guided trading of individual stocks, bonds, and funds. Related card services including Interaudi World Elite Mastercard, Interaudi World Debit Mastercard, and Interaudi Visa Credit Cards are offered through Interaudi Bank. Zelle integration provides peer-to-peer payment capabilities. The company operates as a fiduciary serving clients across 35+ countries.

Differentiator

Problem solved

Functional benefit

Brands

• Ameraudi Managed Portfolio: Fully customized wealth management services with tailored risk profile, goal-oriented management, and dynamic diversified portfolios that are re-balanced as needed.
• Ameraudi Trading Portfolio

Products and services

• Ameraudi Managed Portfolio

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature1 record

Partnerships

Four partnerships are on record, tiered core.

• Pershing Advisor SolutionscoreTechnology or IntegrationCustody and clearing services provider for Ameraudi Asset Management. Pershing is a leading global provider of financial business solutions to the asset management, brokerage, and wealth management industries.
• Charles Schwab & Co., Inc.coreTechnology or IntegrationCustody and clearing services provider for Ameraudi Asset Management. One of the largest and most established custodians in the United States.
• StoneX Financial Inc.coreTechnology or IntegrationCustody and clearing services provider for Ameraudi Asset Management. StoneX Group Inc. provides financial services including institutional execution, custody, and clearing.
• Early Warning Services, LLC (Zelle)coreTechnology or IntegrationPartnership with Zelle for peer-to-peer payment services integrated into Interaudi Bank's mobile and online banking platform. Enables clients to send and receive money directly from their accounts.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Brown Brothers Harriman (Wealth Management): A private partnership bank offering integrated banking, lending, and investment management to HNW families — comparable to Ameraudi in combining private banking with a discretionary wealth platform.
• Bessemer Trust: Privately-held, multi-family office and RIA serving ultra-HNW and HNW families with discretionary portfolio management, trust services, and bespoke wealth advice — the closest analogue to Ameraudi's boutique fiduciary model.
• Rockefeller Capital Management: Boutique private wealth manager with banking, lending, and investment advisory capabilities targeting HNW and ultra-HNW families — closely aligned with Ameraudi's integrated model and client segment.
• Glenmede: Independent, employee-owned RIA serving HNW families, foundations, and endowments with discretionary portfolio management — comparable to Ameraudi's fiduciary, relationship-led boutique approach.
• Pathstone: Independent, partner-owned RIA providing discretionary portfolio management and family office services to HNW families — direct peer for boutique fiduciary wealth advisory.
• Wilmington Trust (Wealth Management): Private bank and wealth manager combining investment management, trust, and lending services for HNW clients — directly comparable integrated boutique private banking and RIA model.
• First Manhattan Company: Privately-held investment firm with a wealth management division serving HNW individuals through discretionary portfolio management — comparable boutique RIA structure.
• Cresset Capital: Boutique private wealth firm offering family office services, investment management, and integrated advisory for HNW clients — comparable in scale and high-touch service model to Ameraudi.

Broad incumbents

• BNY Mellon Wealth Management: Wealth management division of a global custodian bank, providing investment management, trust, and banking to HNW families — competes with Ameraudi's integrated offering as part of a much broader platform.
• Northern Trust Wealth Management: Large-scale wealth manager and trust bank serving HNW and ultra-HNW clients globally with portfolio management, trust, and banking — overlaps with Ameraudi but at much greater scale and institutional breadth.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/ameraudi-asset-management

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 Ameraudi Asset Management