Leon Capital

“We had a very good start with BRITech; clicked right away with their team. We recognized that BRITech had great knowledge and experience in the wealth management environment – which meant we would not have the same risk we had with our previous external vendor.”

Roberto Barba
Managing Partner

Leon Capital Turns to BRITech to Streamline Supporting a Wave of New Client Growth

Leon Capital is a wealth management company with operations in Mexico City and Monterrey. Founded in 2019, Leon Capital operates and manage different funds for HNW individuals, and has full securities and regulatory commission approval.

At a Glance

After a few false starts, the company realized that a team with industry experience and customizable platform would be the ideal solution to sustain their growth

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Build an accurate picture of what a portfolio is doing Reduce time consumption in the reporting process
Leverage pre-built precision calculations Share explicit internal metrics
Centralize all information sources into reporting and dashboards on one display
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