Our Story

Balanz Group

A financial services group with operations in the US, Uruguay, Argentina, Panama and the UK.

A couple of decades ago, we established the goal of attaining the top position in the financial market by developing a highly trained Financial Advisors group, an state of the art technology and value propositions ahead of our competitors. We have been delivering value-added services and prioritizing our 700,000+ clients for more than 20 years, which has placed us at the forefront of the industry.
With five offices around the world, more than 1000 employees, and our cutting-edge proprietary technology, we have grown as a strong Full Investment House, through which we provide services of corporate finance, sales & trading, asset management and wealth management, with the objective of serving all segments that participate in the capital markets.
We strive to provide our clients with the best tools and a wide variety of products to optimize their investments and protect their capital, resulting in tailored portfolios for different investment profiles and a top-of-the-line user experience.
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Claudio Porcel
Chairman & Shareholder

Claudio founded Balanz Argentina in 2002. He holds a Bachelor's Degree in Public Accounting. He is a former Director of Argencard and he is also a former Director of Banco Liniers, before the bank was sold to foreign investors. Claudio also served as a Senior Wealth Manager specialized in capital markets analysis and portfolio management.

BALANZ USA

BALANZ ADVISORS

Client Focused
Value creation

Employee with a call

Client Focused
Value creation

Wealth Management firm with its principal place of business located in Coral Gables, Florida.

We offer discretionary and non-discretionary investment advisory services for domestic and foreign High-Net-Worth Individuals, trusts, family offices, and institutions.
Utilizing customized investment solutions and technology to manage generational wealth needs, our goal is to exceed our client’s expectations, delivering sound, fundamental guidance, and advice customized for each profile: at Balanz we partner with advisors and clients in trusting and transparent long-term advisory relationships that positively impact family lives.

Mission

At Balanz, we strive to provide comprehensive wealth management services that empower our clients and advisors to achieve their financial goals.

We provide advisors seeking independence and ownership our cutting-edge technology and sophisticated investment solutions to meet each client's unique needs, prioritizing the creation of a culture that supports our advisors and fosters our client’s growth.

Vision

Our vision at Balanz is to be a global leader in wealth management, prioritizing the needs of our clients and their best interest. We seek to provide best-in-class investment solutions that are tailored to each culture's unique needs.