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Southeast Wealth Planning & Investments

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más de 10 años de experiencia en wealth planning y un equipo multidisciplinario nos permiten asegurar una correcta implementación de las soluciones de planificación patrimonial. trabajamos junto a banqueros privados, family offices y firmas de abogados que operan con familias en américa latina para que sus clientes puedan acceder a un óptimo diseño e implementación de una herramienta de planificación y protección patrimonial sofisticada como son los ppli - private placement life insurance. en southeast, estamos orgullosos de ser pioneros y especialistas en el asesoramiento e implementación de las soluciones de ppli para familias de alto patrimonio de chile, perú, ecuador y méxico.

Headquarters:
Montevideo, Montevideo, Uruguay
Industry:
Investment Management
Founded:
2011
Employees:
5
Annual Revenue:
-
Type: Private
Ticker: -
Uruguay 4United States 1
Unit Linked Life InsuranceWealth PlanningPrivate Placement Life InsuranceWealth ManagementWealth Planning SolutionsUhnwi

Frequently asked questions about Southeast Wealth Planning & Investments

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Where is Southeast Wealth Planning & Investments located?

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Southeast Wealth Planning & Investments' headquarters is located at Montevideo, Montevideo, Uruguay

What is Southeast Wealth Planning & Investments' official website?

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Southeast Wealth Planning & Investments' official website is southeast.com.uy

How many employees does Southeast Wealth Planning & Investments have?

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Southeast Wealth Planning & Investments has 5 employees

What industry does Southeast Wealth Planning & Investments belong to?

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Southeast Wealth Planning & Investments is in the industry of: Investment Management

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Southeast Wealth Planning & Investments Linkedin page

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Distro — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


You’ll be in good company
Calling Distro an all-in-one tool is an oversimplification of the value it delivers. All the workflows we need to acquire and support our SMB users across all channels are deeply integrated. I couldn’t be happier with our choice.

Jody Schnarr

CEO of Fibernetics

The #1 reason why we chose Distro is because it provides all the building blocks we need to engage our customers in a unified way — From email, texting, telephony and collaboration. This is probably the last tool you’ll buy for lead and customer outreach.

Laurel Palmer

Director, College Fund, Kalamazoo College

Stitching together a bunch of integrations and add-ons across multiple vendors is not my idea of productivity or efficiency. Thats why we chose Distro — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

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