One Name. One Legend.
Many Technologies.
At Numa Americas Corp., we are more than just financial advice, we merge financial advisory with Quants
and technology thus
given our clients results and excellence, together with human care.
About Us
Numa Americas Corp. “Numa” is a registered investment advisor in the United States. The company offers portfolio management, financial planning, and investment advisory services using sophisticated quantitive tools including machine learning ‘artificial intelligence’. Numa serves customers worldwide.
Our Services
We manage your investment portfolio with care, discipline and a clear focus on your long-term goals.
- Tailored strategies that reflect your risk profile, values and ambitions.
- Ongoing research and rigorous analysis to identify high-quality opportunities.
- Continuous portfolio monitoring and timely adjustments.
- Transparent reporting and regular updates to keep you informed and confident.
We offer more than traditional wealth management by combining innovation and insight to help your capital grow wisely.
- AI-powered investment strategies tailored to your goals.
- Seamless integration of tax, cash flow and portfolio management.
- Strategic advice delivered by a highly skilled, multi-disciplinary team.
Preparing the next generation begins with thoughtful and strategic planning today.
- Managing and ensuring compliance with tax regulations and financial reporting requirements.
- Guidance and assistance in tax planning and optimization strategies.
- Prepare and file tax returns for individuals, families and entities.
- Collaborate with legal professionals to address complex tax and accounting issues specific to family offices.
Your finances deserve proactive, precise attention, especially when it comes to taxes and compliance.
- Tax planning that minimizes liabilities and maximizes potential.
- Full-service tax return preparation for individuals, families and entities.
- Expert collaboration with legal partners on complex matters.
- Guidance rooted in accuracy, discretion and strategic foresight.
We deliver sharp insights and informed decisions through disciplined research and forward-thinking analysis.
- Deep market intelligence and forward-looking investment theses.
- Advanced modeling and AI tools to anticipate trends and drive results.
- Clear, concise updates that keep you connected to the bigger picture.
We provide sophisticated investment management solutions tailored to the unique needs and objectives of institutions.
- Customized investment policy development aligned with your organization's mission and goals.
- Fiduciary-focused management adhering to the highest standards of care and governance.
- Comprehensive risk management frameworks designed for institutional-scale portfolios.
- Rigorous due diligence and selection of investment strategies.
Explore Your Possibilities
Expert and technological guidance with an empathetic ear and an open mind. Each and any stage builds a strong financial foundation that integrates the goals of all your family members. No matter what financial planning stage you are at our focus is on value and insight, coupled with technology that will help you succeed through the financial planning life cycle.
Latest Publications
Ready to start?
We build trust through communication and results, please contact us so that we can work for you to find the answers and solutions to your family and financial goals and objectives, empowering you with all the information and resources of a financial think tank.
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Miami: 1200 Brickell Ave . No. 1950 Miami,
FL 33130.
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New York: 14 Wall St. 20th Floor, New York City, NY, 10005