Helios Wealth Management combines global financial expertise with AI technology to deliver tailored wealth growth solutions for high-net-worth clients.
Helios Wealth Management is dedicated to creating sustainable wealth growth for high-net-worth clients through global insights and intelligent technology.
Offering personalized asset allocation plans to meet your unique investment needs.
Connecting European and U.S. markets to provide cross-border investment opportunities.
Leveraging AI technology to optimize investment decisions, ensuring stable wealth growth.
Helios Wealth Management delivers unparalleled wealth growth experiences through our expert team and innovative technology.
Helios Wealth Management drives cross-border wealth growth through an extensive global network and professional services.
Serving 20+ countries, linking Europe, North America, and global markets to offer diverse investment opportunities.
A team of 200+ financial experts, blending local and international expertise, tailors investment solutions for clients.
Serving 10,000+ high-net-worth clients, building long-term trust and supporting stable wealth growth.
Discover Our Global Services
Helios Wealth Management leverages cutting-edge AI technology for precise market analysis and investment decisions, optimizing strategies with real-time data insights to achieve stable wealth growth in complex global markets.
Led by seasoned financial experts, Helios Wealth Management combines Evert Vandenberghe’s deep expertise in Dutch financial markets with Élodie Vermeer’s proficiency in ETFs and thematic investments, delivering tailored global investment solutions that balance wealth growth and risk.
Through AI-driven analytics and a market network spanning 20+ countries, we provide clients with real-time insights and cross-border investment opportunities, helping you stay ahead in dynamic markets.
Helios Wealth Management focuses on long-term wealth planning for high-net-worth clients, using family fund succession and industrial acquisition strategies to achieve intergenerational wealth continuity and diversified growth.
Our team of 200+ professionals deeply researches thematic investment areas like green energy, technology, and healthcare, combining real-time market data to offer forward-looking investment opportunities.
Key moments of Helios Wealth Management, defining our leadership in global wealth management.
Founded in 2020 and headquartered in Colorado, USA, Helios Wealth Management is a global financial services firm specializing in wealth management for high-net-worth clients. Leveraging deep expertise in European and U.S. markets, combined with AI-driven analytics and a network spanning 20+ countries, we provide tailored asset allocation, family fund succession, and industrial acquisition solutions. Our team of 200+ experts, led by seasoned professionals like Evert Vandenberghe and Élodie Vermeer, is committed to delivering long-term, stable wealth growth through real-time market insights and forward-looking investment strategies.
