Creand Wealth Management

What Creand Wealth Management does

Creand Wealth Management is a Miami-based broker-dealer and SEC-registered investment advisor operating through two affiliated legal entities: Beta Capital Securities LLC (Creand Securities) and Beta Capital Management LLC (Creand Management). Founded in 1995 as Beta Capital Securities, the firm has been wholly owned by Andorra-based Crèdit Andorrà Financial Group since 2014 and rebranded to the Creand brand in 2021. The company provides global wealth management services across four primary client segments: private investors, single family offices, multi-family offices and external asset managers, and institutional investors.

The firm's core technology infrastructure centers on a self-clearing license obtained from FINRA in 2018, which enables independent custody of client assets and direct transaction settlement without third-party clearing broker dependency. This is complemented by a multi-currency platform supporting over 10 currencies with consolidated reporting, and an open architecture providing access to 75+ global counterparties. Key infrastructure partnerships include Euroclear (€29.6 trillion in custody assets), DTCC, Allfunds (78,000+ funds), BlackRock and Invesco (cash sweep programs), Broadridge (IT/communications), and Masttro (consolidated reporting). The firm is regulated by FINRA, SEC, and MSRB, and is a SIPC member.

The business model generates revenue through four streams: financial advisory fees, asset management fees (discretionary portfolio management), brokerage commissions, and custody/execution transaction fees. Distribution occurs primarily through a direct financial advisor network and relationship managers, supplemented by a self-service client portal (User Access) and inside sales capabilities. The go-to-market emphasizes the firm's self-clearing license advantage, multi-currency capabilities, and integration with the broader Crèdit Andorrà Financial Group's 70+ years of private banking experience across Andorra, Spain, Luxembourg, Miami, and Panama.

Name

Creand Wealth Management

Legal name

Beta Capital Securities LLC

Website

https://creand.us

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

11–50 employees

Short description

Creand Wealth Management is a Miami-based broker-dealer and SEC-registered investment advisor providing global wealth management, custody, and execution services to private investors, single and multi-family offices, and institutional clients, backed by Crèdit Andorrà Financial Group.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

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

akta.pro secondary industries

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Investment Management Advisory (RIA) (FSAEAAAB)

Keywords

• Wealth management
• Broker-dealer services
• Investment advisory
• Asset management
• Multi-currency custody

Headquarters

HQ city

Miami

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Advisory Fees: Financial advisory services providing personalized investment recommendations based on individual client objectives, risk profiles, and financial situations.
2. Asset Management Fees: Discretionary portfolio management services where clients delegate investment decisions to the firm's asset management team.
3. Brokerage Commissions: Brokerage commissions from execution and settlement of securities transactions for clients.
4. Custody and Execution Services: Custody services for assets held on the multi-currency platform, including settlement and administrative services.

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

Creand Wealth Management provides wealth management, brokerage, custody, and investment advisory services through two affiliated entities: Creand Securities, a FINRA-regulated broker-dealer, and Creand Management, an SEC-registered investment advisor. Services include discretionary portfolio management, personalized investment advisory, custody and execution of securities on a multi-currency platform, and tailored solutions for private investors, single/multi family offices, and institutional clients.

Product overview

Creand Wealth Management operates as a unified wealth management platform comprising two core entities: Creand Securities (Beta Capital Securities LLC) as the broker-dealer providing custody, execution, and trading services, and Creand Management (Beta Capital Management LLC) as the SEC-registered investment advisor providing advisory and asset management. The platform offers a layered service architecture including Multi Family Office and Single Family Office services for distinct client segments, complemented by specialized services for private investors and institutional clients. The self-clearing license enables independent custody and settlement, while the multi-currency platform, cash sweep program, and consolidated reporting through Masttro provide operational infrastructure across the product suite.

Differentiator

Problem solved

Functional benefit

Products and services

• Creand Securities (Beta Capital Securities LLC) U.S. registered broker-dealer regulated by SEC and FINRA providing brokerage, custody, and execution services with self-clearing capability enabling independent asset custody and transaction settlement. Serves private investors, family offices, and institutions.
• Creand Management (Beta Capital Management LLC) SEC-registered investment advisor providing independent investment advisory and asset management services to help clients achieve financial aspirations through comprehensive solutions.
• Private Investors Service High-level financial service for individual investors seeking to reach their life goals and financial objectives through personalized wealth management.
• Single Family Office Service Comprehensive wealth management service focused on understanding the unique essence and financial objectives of each family group, providing individualized solutions including estate planning and intergenerational wealth transfer.
• Multi Family Office - External Asset Managers Service Custody and execution service for independent asset managers and multi-family offices, providing access to a wide range of counterparties, multi-currency products, and consolidated reporting capabilities.
• Institutional Investors Service Tailor-made advisory and portfolio management services for institutional investors such as pension funds, endowments, and foundations, establishing long-term trust-based strategic collaboration relationships.
• Investment Advisory Services Financial advisory and investment recommendations based on individualized investment strategies, considering personal objectives, preferences, and risk profile.
• Discretionary Portfolio Management Service allowing clients to delegate investment decisions to Creand's professional team, who manage portfolios in accordance with the client's individualized investment strategy.
• Cash Sweep Program Money market fund program enabling clients to optimize yield on liquid assets, available in USD and EUR denominations through BlackRock and Invesco money market funds.
• Multi-Currency Platform Multi-currency investment platform supporting over 10 currencies, allowing clients to view consolidated positions across different currencies in one place with consolidated reporting.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

Feature3 records

Partnerships

Seven partnerships are on record, tiered core.

• EuroclearcoreTechnology or IntegrationGlobal custody partner providing asset custody services. Euroclear holds assets valued at €29.6 trillion with annual securities settlement value of €791 trillion.
• DTCC (Depository Trust & Clearing Corporation)coreTechnology or IntegrationStrategic custody and clearing partner serving over 130 countries with more than $57 trillion in value. Processes over 90 million transactions per day.
• AllfundscoreChannel Partner/ Reseller/ DistributorFund distribution partner offering access to over 78,000 funds with more than €380 billion in assets under custody.
• SIPC (Securities Investor Protection Corporation)coreOthers
• BlackRockcoreTechnology or IntegrationCash management partner providing money market fund options for USD and EUR denominated assets. BlackRock Onshore and Offshore Money Market Funds available through the platform.
• Broadridge Financial SolutionscoreTechnology or IntegrationIT and communications infrastructure provider enabling secure client communications and operational technology services.
• MasttrocoreTechnology or IntegrationConsolidated financial reporting partner providing consolidated portfolio reports and wealth statements to clients.

Scale indicators4 records

Recent moves10 records

Expansion highlights5 records

Direct peers

• Oppenheimer & Co. Mid-sized US broker-dealer with self-clearing, full-service wealth management, and institutional sales. Comparable size, business model (broker-dealer + RIA), and focus on HNW private clients, though US-domestic rather than LatAm-focused.
• Janney Montgomery Scott: Privately held US broker-dealer and wealth manager with self-clearing and full-service private wealth advisory. Similar employee scale, private ownership profile, and HNW/advisor-channel business model to Creand.
• Hilltop Securities: Mid-sized US broker-dealer with self-clearing, public finance, and wealth management. Comparable mix of institutional and private client services, with a similarly focused rather than bulge-bracket profile.
• StoneX Group: Diversified global financial services firm with self-clearing, multi-currency execution, and strong Latin American fixed income and FX capabilities. Closest comparable in product mix (LatAm bonds, multi-currency platform, institutional sales) and self-clearing model.
• Interactive Brokers: Global multi-asset broker-dealer with self-clearing, multi-currency accounts, and broad international market access. Directly comparable to Creand on infrastructure (self-clearing, multi-currency, open architecture) though it operates at vastly greater scale and lower fees.

Regional players

• LarrainVial: Chile-based investment bank and wealth manager with strong LatAm presence and cross-border wealth capabilities. Closely comparable to Creand's LatAm bond expertise and HNWI cross-border focus, but primarily serves Latin American markets rather than US-anchored clients.

Broad incumbents

• Raymond James Financial: Large diversified wealth manager and investment bank with self-clearing broker-dealer. Overlaps with Creand in wealth management and brokerage but operates at significantly greater scale and across multiple business lines.
• Stifel Financial: Diversified wealth management and investment bank with self-clearing broker-dealer and RIA. Competes with Creand in private client group and institutional services but is much larger and US-domestically oriented.
• BMO Wealth Management: US wealth management arm of a major Canadian bank, offering full-service RIA, custody, and multi-currency capabilities through its global parent. Comparable in offering breadth and parent-bank backing, though at much greater scale.

Emerging players

• XP Inc. Brazilian wealth management and brokerage platform with growing international presence. Comparable as a regional wealth manager expanding into cross-border services, with an advisor-driven model targeting HNW and affluent segments.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/creandwmus

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 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 Creand Wealth Management