Leo Wealth

Q: What is Leo Wealth's company size?

Leo wealth has 51 - 200 people working.

Financial Services

Specialities :

Wealth management

Alternative investments

Investments

Stocks & etfs

Us citizens abroad

Revenue

11M - 100M

Total Funding

Size

51 - 200

About Us

Welcome to Leo Wealth, a wealth management firm providing comprehensive services and individual guidance on tax preparation, estate planning, investments, and insurance. With offices in Asia and the United States, our diverse team of over 50 professionals delivers personalized solutions to clients at every stage of life and wealth. We are 100% independent, owned and operated by partners who share values of providing trusted advice, international expertise, and personal commitment to do better for clients. Definitions & Disclosures: Securities offered through Leo Brokerage, LLC Member FINRA/SIPC/MSRB. Investment Advisory services offered through Leo Wealth, LLC, a Registered Investment Adviser. Leo Brokerage, LLC is not an affiliated company. Leo Tax and Consulting LLC provides tax services which are separate from the services offered through Leo Brokerage and Leo Wealth. Leo Tax and Consulting LLC does not offer legal advice

Contact Information

New York , New York , United States

leowealth.com

Leo Wealth Org Chart

Leo Wealth

(Financial Services)

51 - 200

Matthew Allain

Chief Executive Officer

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Employees

Total Employees:
52

Top Contacts:
5

C-Level 0	VP - Level-
Director-	Manager5
Others48

Employees Working At Leo Wealth

Todd Pallett

Managing Director

Kevin Roche

Managing Director

Eileen Pang

Finance Director

Mui TAY

Director and Private Wealth Management

Desmond F

Investment Director

Leo Wealth Email Formats

Structure	Email Format
<first>.<last>@	John.Smith@leowealth.com

Buyer Intent

Pain Points	Locations	Technologies
Application Development	Hong Kong, Hong Kong SAR	customer service, communication, integrity, financial, scheduling, windows, share, operations
Application Development	Hyannis, MA	financial, operations, protection
CRM Implementation	Hong Kong, Hong Kong SAR	customer service, communication, integrity, financial, scheduling, windows, share, operations
CRM Implementation	Hyannis, MA	financial, operations, protection
Data Entry	Hong Kong, Hong Kong SAR	customer service, communication, integrity, financial, scheduling, windows, share, operations

Trigger

Tech Stack Used By Leo Wealth

A quick view of products employed by Leo Wealth

Excel

Leo

Microsoft office

Outlook

Powerpoint

List of technologies used by Leo Wealth

Communication

Customer service

Financial

Operations

Protection

OS Used By Leo Wealth

Integrity Share

Jobs at Leo Wealth

Hiring 2024-04-18 08:21:23

Office Administrator

Hong Kong, Hong Kong SAR

Company DescriptionLeo Wealth is a wealth management firm located in Hong Kong. We provide compre...

Hiring 2024-02-29 11:55:56

Staff Attorney

Hyannis, MA

Leo Wealth is a fast-growing wealth management firm with offices in the US and Asia and were expa...

Hiring 2024-04-18 08:21:23

Office Administrator

Hong Kong, Hong Kong SAR

Company DescriptionLeo Wealth is a wealth management firm located in Hong Kong. We provide compre...

Hiring 2024-02-29 11:55:56

Staff Attorney

Hyannis, MA

Leo Wealth is a fast-growing wealth management firm with offices in the US and Asia and were expa...

Hiring 2024-03-14 12:30:46

Wealth Operations Associate

Hong Kong, Hong Kong SAR

Operations Role in Wealth Management handling Client Onboarding and Back Office Operations, inclu...

Hiring 2024-02-29 11:55:56

Staff Attorney

Hyannis, MA

Leo Wealth is a fast-growing wealth management firm with offices in the US and Asia and were expa...

Hiring 2024-04-18 08:21:23

Office Administrator

Hong Kong, Hong Kong SAR

Company DescriptionLeo Wealth is a wealth management firm located in Hong Kong. We provide compre...

Hiring 2024-02-29 11:55:56

Staff Attorney

Hyannis, MA

Leo Wealth is a fast-growing wealth management firm with offices in the US and Asia and were expa...

Frequently Asked Questions About Leo Wealth

What does Leo wealth do?+

What are Leo wealth's specialties? +

Wealth management,alternative investments,investments,stocks & etfs,us citizens abroad,portfolio management,tax planning,estate planning,cross border financial planning,asset management,legacy and philanthropy,family office services,and financial planning