Grupo Finaccess SAPI de CV is an investment company that manages equity, offers a select diversity of services, and includes several companies, each specialists in their own field. It provides a service tailored to the needs and specific characteristics of each client.
Investment fund manager in Mexico that offers specialized financial advice tailored to the needs and risk profiles of each client; Finaccess México is regulated and approved by the Banking and Securities Commission (Comisión Nacional Bancaria y de Valores, CNBV), by the Mexican Ministry of Finance (Secretaría de Hacienda y Crédito Público, SHCP), and by the Mexican Federal Bank (Banco de México).
Promotes investments in real economy by acquiring and participating in the equity or wealth of a great diversity of companies and real estate assets. Resulting from its investments, it is currently present in Mexico, the US, Europe, and Asia. Further, and in order to support young entrepreneurs it invests in funds specializing in seed capital.
Financial advisor registered before the Securities and Exchange Commission (SEC) in the US, which offers investment management advice, including financial planning, to a limited group of clients in the US and in Spain. Finaccess Advisors was included in FA Magazine’s ranking of the top 100 Registered Investment Advisors (RIA) in the US, in terms of non-discretionary assets under management. We tailor solutions to the needs of our clients by professionalizing and institutionalizing wealth management under the highest ethical and professional standards.
Finaccess Servicios Corporativos, the founding company of Grupo Finaccess, addresses the needs of internal clients to whom it provides personalized administrative, financial, accounting, legal, tax, and concierge services, with high quality, independence, exclusivity and confidentiality. Given that our priority is to offer our clients an excellent service, we have strengthened the Enterprise Processes Model by implementing new tools that enable us to strengthen internal controls in all our processes, and comply with applicable regulation, always supported by a robust and secure technological platform. As of 2018, Finaccess Servicios Corporativos extended its service portfolio to external clients.
These entities create and develop social businesses and carry out philanthropic work by donating their resources, time, and talent to serve communities and humanitarian organizations.