Firm Looks to Expand Via M&A Opportunities
Dynasty Financial Partners announced that Welcy Capital Advisors has joined the Dynasty Network. Welcy is the most recent independent advisory firm to leverage Dynasty Financial Partners’ industry-leading platform of technology-enabled wealth management solutions and business services for financial advisory firms.
“We believe partnering with Dynasty Financial Partners will bring a user-friendly platform that will allow us to onboard financial advisors quickly and seamlessly”
Headquartered in Miami, Florida, Welcy Capital Advisors is a wealth management firm with expansive wealth management knowledge across all asset classes catering to international clients. The firm’s specialty and expertise focuses on the Latin American market and are well-versed in navigating new rules, requirements, and restrictions in the international trading space. The firm has two advisors: Nicolas Zalles, and Philip Henríquez.
Latest Fintech News: BKN301 Group Goes Live With Finastra to Roll Out a Banking as a Service Solution
“We believe partnering with Dynasty Financial Partners will bring a user-friendly platform that will allow us to onboard financial advisors quickly and seamlessly,” commented Jaime Sosa, founder of Welcy Capital Advisors. “Our strategy is to grow Welcy Capital by adding like-minded advisors focused on the Latin American market.”
The firm works with international and high-net-worth clients on portfolio construction, advising on individual securities, and managing specialized funds that invest in niche markets throughout the Americas.
Welcy Capital Advisors is interested in pursuing M&A opportunities with advisors in the Miami-metropolitan area and looking to expand in more Latin American countries in the future. The firm currently services clients from Argentina, Bolivia, Uruguay, Panama, Costa Rica, Curacao, and the U.S.
Latest Fintech News: BlockFills Partners with Wyden to Streamline the Trading Experience for Institutions
Shirl Penney, CEO of Dynasty Financial Partners, said, “We are honored to welcome the Welcy Capital Advisors team to the Dynasty community. We expect to see Welcy Capital Advisors grow quickly both organically and inorganically, as they will be a premium choice for advisors with international high-net-worth clients seeking partnership, professionalism, and integrity.”
About the name Welcy: Previously called Principle Asset Management, the founding partners decided to rename their firm Welcy Capital Advisors to represent the three pillars they consider foundational in their service to their clients: wellness, wealth, and legacy.
Latest Fintech News: Bitcoin Company River Raises $35 Million In Series B Funding
[To share your insights with us, please write to sghosh@martechseries.com]
