Buckhead Wealth Management
Please call us at (404) 816-7714 to speak with an advisor today.
3 employees · est. 2008 · Atlanta, United States
PoM Wealth Management
Building the AI Operating System for Global Wealth with explainable AI and autonomous agents.
6 employees · est. 2022 · Brazil
Buckhead Wealth Management is the older company (2008 vs 2022).
Side-by-Side Comparison
| Metric | Buckhead Wealth Management | PoM Wealth Management |
|---|---|---|
| Founded | ||
| Founded | 2008 older | 2022 |
| Headquarters | ||
| Headquarters | Atlanta, United States | Brazil |
| Employees | ||
| Employees | 3 | 6 |
| Industry | ||
| Industry | Financial Services, Wealth Management | Financial Services, Fintech, Marketplaces |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Seed |
| Total Funding | ||
| Total Funding | Not tracked yet | $2.00M |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | 1 |
| Services | ||
| Services | Not tracked yet | AI-first Wealth Management Platform, Consolidated Reporting and Analytics, Digital Concierge for Financial Life, Backoffice Operations and Management Fee, Risk and Compliance Monitoring |
| Target Customers | ||
| Target Customers | Not tracked yet | Asset Managers, Advisory Firms, CVM Consultancies, Offices Holding Client Relationships |
| Taxonomy | ||
| Taxonomy | Investment Services, Asset Allocation, Insurance Analysis, Cash Flow Analysis, Retirement Planning, Tax Planning, Wealth Management, Financial Advisory, Legacy And Estate Planning, Capital Preservation Strategies | Financial Planning, Estate Planning, Portfolio Management |
| Website | ||
| Website | buckheadwealth.com | pomwm.com |
About Buckhead Wealth Management
Buckhead Wealth Management is an independent Investment Services firm established in 2008 and headquartered in Atlanta, Georgia. Specializing in Financial Services and Wealth Management, the company offers personalized financial information to affluent families, individuals, and businesses. Their se...
About PoM Wealth Management
PoM WM is reshaping the wealth management landscape by offering a next-generation investment platform that tailors Family Office services to Millennials and GenZ in Latin America. Founded in 2022 and headquartered in Brazil, this fintech startup targets the "Simple-needs Segment," addressing the gla...
We will tell you when either one moves
BounceWatch watches Buckhead Wealth Management and PoM Wealth Management for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at Buckhead Wealth Manage... and PoM Wealth Management — by email.
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Related Comparisons
Compiled from the BounceWatch company index. We last looked at Buckhead Wealth Management on 11 Nov 2024, and PoM Wealth Management on 12 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
