Organization · Family Office
Creand Wealth Management (Beta Capital)
Creand Wealth Management is a Miami-based wealth management and financial advisory firm, operating under the brands Beta Capital Securities LLC and Beta Capital Management LLC. It provides comprehensive financial services including asset custody and personalized solutions.
Overview
What Creand Wealth Management (Beta Capital) does
What Creand Wealth Management (Beta Capital) is
Creand Wealth Management is a Miami-based wealth management and financial advisory firm, operating under the brands Beta Capital Securities LLC and Beta Capital Management LLC. It provides comprehensive financial services including asset custody and personalized solutions.
How it participates in the startup ecosystem
The current public profile supports funder capabilities. Each capability below is shown separately so organization identity and role-specific information do not get conflated.
Operational profile
Organization status and context
Organization status describes the entity itself. Funding and program availability appear within the relevant capability profile.
- Operational status
- Active
- Organization type
- Family Office
- Founded
- Founded in 1995
- Approximate age
- About 31 years
- Structured capabilities
- Funder
- Last reviewed
- April 3, 2026
Official channels
Find Creand Wealth Management (Beta Capital) elsewhere
Open the official website or a supported primary organization account.
Capability profile
Creand Wealth Management (Beta Capital) as a funder
Investment thesis
Creand Wealth Management focuses on providing comprehensive financial services tailored to the needs of private and institutional investors.
Focus narrative
Creand Wealth Management focuses on providing comprehensive financial services tailored to various client needs, including multi-family office services, customized financial services for single family offices, high-level services for private investors, and tailor-made services for institutional investors.
Value beyond capital
Creand Wealth Management offers personalized financial solutions, access to a wide range of global financial assets, customized investment recommendations, and discretionary managed portfolios, allowing clients to achieve their financial goals.
Focus and fit
- Regions
- North America
Availability
- Currently deploying
- Not published
Portfolio and track record
Portfolio context
Creand Wealth Management operates under the umbrella of affiliated financial entities, including Beta Capital Securities LLC, a U.S. registered broker-dealer regulated by the SEC and FINRA, and Beta Capital Management LLC, a registered investment advisor regulated by the SEC.
Common questions
What to know about Creand Wealth Management (Beta Capital)
Upseed classifies Creand Wealth Management (Beta Capital) under the Family Office organization type. Its current public profile includes funder capabilities.
Source and update disclosure
Know what this page is based on
Source basis
Public organization and program material, official websites, and structured Upseed records.
Last reviewed
April 3, 2026
Known limits
Capability profiles appear only when a structured public profile also contains decision-useful role evidence. Terms and availability can change.
Upseed is an independent guide. It is not affiliated with or endorsed by the organization described on this page.