Helios Wealth Management connects Europe, North America, and global markets to deliver cross-border wealth management solutions.
We leverage AI technology and professional financial insights to help clients achieve stable wealth growth.
Helios Wealth Management is dedicated to providing high-net-worth clients with personalized wealth management solutions through precise market insights and AI-driven strategies, ensuring long-term wealth growth and succession.
Helios Wealth Management puts clients first, delivering tailored wealth management solutions by deeply understanding your financial goals, ensuring your
We uphold integrity and transparency, adhering to global financial regulatory standards to provide trustworthy investment advice and build long-term trust.
By combining continuous innovation with AI technology, we optimize investment strategies to help clients maintain a leading edge in rapidly changing markets.
The journey of Helios Wealth Management, showcasing our steadfast progress in global wealth management.
Helios Wealth Management was established in Colorado, USA, to provide intelligent wealth management services for high-net-worth clients, laying the foundation for global growth.
Expanded operations to 10+ European countries, building a cross-border investment network with a focus on the Netherlands, Belgium, and France.
Evert Vandenberghe and Élodie Vermeer joined, leading the investment and research teams, strengthening expertise in ETFs and thematic investments.
Launched an AI-driven investment analysis system, enhancing market insights and decision-making efficiency, with client numbers surpassing 10,000.
Developed a pan-European high-net-worth investment ecosystem, covering asset allocation, family succession, and industrial acquisitions.
Expanded service network to 20+ countries, combining AI technology and global market expertise to offer broader investment opportunities.
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.
