How Much Did CONSULTIVA Internacional Raise?
Funding & Key Investors

CONSULTIVA Internacional has solidified its market position through a significant capital infusion, bringing its total funding to $150K. This latest injection of $150K represents a major strategic investment, underscoring the firm's resilience and growth trajectory within the competitive wealth management sector. By securing this financing, the San Juan-based advisory firm is well-positioned to expand its institutional service offerings and deepen its commitment to responsible investment frameworks.

What is CONSULTIVA Internacional?

CONSULTIVA Internacional
FinanceSecurities Trading

Operating as a premier investment advisory firm, CONSULTIVA Internacional provides bespoke financial solutions to a diverse clientele, including high-net-worth individuals, families, and institutional entities such as pension plans and endowments. With a legacy spanning over two decades, the firm distinguishes itself through a rigorous, independent approach to asset management. As a signatory to the UN Global Principles for Responsible Investing, CONSULTIVA integrates environmental, social, and governance (ESG) criteria into its core decision-making processes, ensuring that client portfolios align with both financial objectives and ethical mandates. Their operational model emphasizes transparency and fiduciary duty, positioning them as a trusted partner in the complex landscape of modern wealth preservation and growth.

How much funding has CONSULTIVA Internacional raised?

CONSULTIVA Internacional has raised a total of $150K across 1 funding round:

2020

Debt

$150K

Debt (2020): $150K with participation from PPP

Key Investors in CONSULTIVA Internacional

PPP

Public-Private Partnership

What's next for CONSULTIVA Internacional?

With the successful acquisition of this latest capital, CONSULTIVA Internacional is poised to accelerate its strategic initiatives, particularly in the realm of ESG-focused portfolio management. The firm is expected to leverage these resources to enhance its technological infrastructure, thereby improving the delivery of customized investment strategies for its institutional partners. Furthermore, the infusion of capital will likely support the expansion of its advisory team, allowing the firm to scale its reach while maintaining the personalized service model that has defined its reputation. As the firm navigates the evolving regulatory and economic environment, this financial backing provides the necessary stability to pursue long-term value creation for its stakeholders and clients alike.

See full CONSULTIVA Internacional company page
See More Financial Insights
No matching results.
Refine your search.

Additional financial insights in the Finance industry

FinanceSecurities Trading
Credit Card ProcessingFinance
Credit Card ProcessingFinanceBusiness ServicesFinancial SoftwareHuman Resources Management Systems (HRMS)Human Resources SoftwareSoftware
Credit Card ProcessingFinanceFinancial SoftwareSoftware

Frequently Asked Questions Regarding CONSULTIVA Internacional Financial Insights

What are the most recent funding rounds that CONSULTIVA Internacional has completed, and what were the funding rounds?
CONSULTIVA Internacional has recently completed 1 funding rounds: Debt on May 3, 2020.
What is the total amount of funding CONSULTIVA Internacional has raised to date?
CONSULTIVA Internacional has raised a total of $150K in funding to date.
How many funding rounds has CONSULTIVA Internacional completed?
CONSULTIVA Internacional has completed 1 funding rounds.
How much funding did CONSULTIVA Internacional raise in its most recent funding round?
CONSULTIVA Internacional raised $150K in its most recent funding round.
Who are the lead investors in CONSULTIVA Internacional's latest funding round?
The lead investor in CONSULTIVA Internacional's latest funding round was PPP. To access investor data and explore similar companies, sign up for ZoomInfo.
Which was the largest funding round in CONSULTIVA Internacional's history?
The largest funding round in CONSULTIVA Internacional's history was $150K.
See more information about CONSULTIVA Internacional