Finantech

FinanTech

Our Philosophy

Mission

A Clear and Focused Purpose

At Finantech, our mission goes beyond offering financial services. We aim to provide the highest quality care, designed to preserve and grow our clients' wealth.

Every strategy is tailored to their needs, always with the objective of minimizing risk and maximizing returns.

Our commitment is to listen, understand, and meet investment expectations, offering an excellent service where total client satisfaction is our greatest reward.

Vision

A Future with Purpose

We envision ourselves as a comprehensive financial advisory firm, a space where each client finds the support needed to meet their investment needs.

Our vision encompasses both personal and institutional finance, always seeking to offer the optimal relationship between price and service quality.

At Finantech, empathy is not just a value but a daily practice. We aspire for each client to feel that we protect and grow their wealth with the same care and dedication as if it were our own capital.

Who We Are

At Finantech, we redefine financial advisory. We are dedicated to maximizing our clients' capital through personalized solutions and smart investment strategies. We serve individuals, families, and investors, focusing on excellence and continuously adapting to their needs.

We stand out for our prudent risk management and absolute client orientation. Each strategy is custom-designed, protecting and growing our clients' assets as if they were our own.

Regulated by the Securities Market Law and certified by AMIB, we meet the highest standards of integrity, technical capacity, and credit strength. Our registration with the CNBV (No. 30011-001-(12828)-10/12/2015) endorses our commitment to transparency and security.

Personalized Approach

Strategies tailored to your profile, aligned with your financial objectives.

Risk Management

Minimizing risks to ensure peace of mind and stability.

Expert Team

Certified professionals committed to your financial success.

Our History

Since 2001, Finantech has evolved to become a benchmark in financial advisory. We combine the experience of partners with more than two decades in the stock market with the dynamism and fresh vision of young professionals.

For almost twenty years, we have built a solid reputation, working with the country's leading banking institutions. Our focus has always been on providing excellent service, tailored to the unique needs of each client.

From the beginning, we have focused on protecting and growing our clients' wealth with intelligence and prudence. Our commitment is to do things right, anticipating market trends and adapting to a constantly changing financial environment.

More than 20 Years of Experience

Solid and Dynamic Team

Our Legacy

• More than 20 Years of Experience

A history of excellence and leadership in the financial market.
• Solid and Dynamic Team

We combine experience and youth to offer innovative solutions.

Members of AMAI

We are part of the Mexican Association of Investment Advisors (AMAI).

AMAI brings together investment professionals in Mexico to defend their interests and provide value-added services. This membership reflects our commitment to excellence and compliance with the highest standards in financial advisory.

Learn more about AMAI

Regulated by the CNBV

We are registered with the National Banking and Securities Commission (CNBV).

Our registration with the CNBV (30011-001-(12828)-10/12/2015) and the AMIB certification of our team demonstrate our commitment to complying with the Securities Market Law (articles 225 to 227) and the highest standards of ethics and professionalism.

About Us