Tech stack
No one at Efg Private Wealth Management (Americas) Corp. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
E
Efg Bank Sa
Per Form ADV · $862M held · filed Nov 2024
Pershing
Per Form ADV · $333M held · filed Nov 2024
E
Efg Bank & Trust (Bahamas) LTD.
Per Form ADV · $150M held · filed Nov 2024