Weltio

First LatAm W3 WealthTech for AutoInvesting in securities & crypto

Y CombinatorSummer 2022InactiveFintechAsset ManagementFintechCrypto / Web3InvestingRetail

What they do

Problem

LatAm consumers lack easy access to USD-denominated investing and automated portfolio management across securities and crypto using local funding rails.

Solution

Weltio provides a USD brokerage account with instant local cash rails, robo-advisor autoinvesting, and tailored portfolios for LatAm users across securities and crypto.

Who it's for

Retail investors in Latin America, starting with users in Mexico, who want automated investing in securities and crypto.

Founders

David Abusaid

Founder

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 Marvin

Founder

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.

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