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First LatAm W3 WealthTech for AutoInvesting in securities & crypto
Weltio gives users access to a fully fledged brokerage account in USD, through unique features such as local instant cash rails, a robo-advisor, and tailored portfolios for the LatAm user. Starting with MX we’re going after a market with a potential in AUM of >$60B and 40M accounts
David Abusaid holds a BS Civil Engineering from Tec de Monterrey and an MBA from IESE Business School in Barcelona. He has more than 12 years of experience providing consulting services to financial institutions, working in more than 15 countries globally with McKinsey & Company and Oliver Wyman in Mexico and Miami. David is one of the co-founders of Weltio, where he has been working for the last 9 months, leading the areas of Administration, Legal, Partnerships, Human Capital and Accounting.
George has over 4 years of product managment experience in fintech, working for Klarna and Wayfair in Berlin, previously he helped tradicional financial institutions embark on their digital transformations during his 8 years of consulting at McKinsey. He holds an MBA from London Business School, and BS in mechatronics engineering from Tec de Monterrey.
Providing access to global financial assets to grow wealth in Latin America
Weltio launches a low-cost platform for Latam users to open a US-dollar brokerage account in less than 5 minutes, enabling investment in US stocks, ETFs, and 20+ cryptocurrencies, funded via domestic wires with USD deposits delivered in under 30 minutes. The product targets Mexico initially, focusing on easier access to global assets and educational resources to support investment decisions.
From the original launch (Jul 2022) — may be outdated.
Investment super app for Latin America
Micro-lender in Mexico
