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Sergio Marini

CEO & Founding Partner

Legend Wealth Management

Sao Paulo, State of Sao Paulo


Contact Information

Email
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LinkedIn

Company Information

Company
Legend Wealth Management
Industry
financial services
Employees
22.0
Seniority
C suite
Annual Revenue
17500000.0

Professional Summary

Sergio Marini serves as CEO & Founding Partner at Legend Wealth Management. Legend Wealth Management operates in the financial services sector with approximately 22.0 employees. The company is headquartered in Sao Paulo, State of Sao Paulo. Legend Wealth Management generates annual revenue of 17500000.0.

Industry & Role Insights

  • MessageCEO tracks 11,960 executives in the financial services sector.
  • 3,750 executive contacts are available in State of Sao Paulo.
  • Our database includes 201,469 c suite-level executives.

Technologies

DigitalOcean ElasticEmail Outlook Microsoft Office 365 WordPress.org Google Font API Mobile Friendly Nginx Google translate API Drupal reCAPTCHA YouTube Intercom Bootstrap Framework Ruby On Rails Render Canal AI

Keywords

wealth management governanca familiar planejamento patrimonial e sucessorio alocacao de recurso investment strategies portfolio management risk management alternative investments real estate investments equity participation strategic advisory capital solutions restructuring family wealth planning succession planning family governance next generation education family office structure financial planning tax jurisdiction migration life insurance health insurance art collections social investment treasury management cash flow planning accounting services income tax customized wealth strategy client relations global asset consolidation illiquid assets market operations capital market services debt issuance initial public offerings portfolio consolidation investment structures investment supervision client onboarding investment compliance family office operations client education financial analysis financial compliance regulatory compliance investor relations business intelligence market strategy sustainability investing ethics & conduct policies investment management financial services analytics information technology & services

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Outreach Guidance — financial services Sector

Financial services executives like Sergio Marini prioritize security, compliance (SOC 2, SOX), and integration with existing systems. Reference industry-specific regulatory requirements and provide case studies from peer institutions.

Sergio Marini's Position in the MessageCEO Database

  • Sergio Marini is 1 of 1 verified executive contact we track at Legend Wealth Management.
  • 11,735 verified executive contacts in financial services are in the MessageCEO database.
  • 3,723 verified executive contacts in State of Sao Paulo are in the database.
  • 114 verified contacts work at financial services companies in the 22.0 employee range (same size as Legend Wealth Management).

Executive contact data compiled from public business filings, LinkedIn public profiles, company press materials, and verified outbound email testing. We do not publish personal addresses or sensitive identifiers. Methodology & sources · Removal requests handled at /remove-info · Updated July 2026.

Frequently Asked Questions

How do I reach Sergio Marini directly?

Sergio Marini's verified email address is available to MessageCEO Pro subscribers. They currently serve as CEO & Founding Partner at Legend Wealth Management. Access direct contact info to skip gatekeepers and reach the decision maker.

What company does Sergio Marini work for?

Sergio Marini is CEO & Founding Partner at Legend Wealth Management, a company in the financial services sector with 22.0 employees. The company is based in Sao Paulo, State of Sao Paulo.

Can I pitch or sell to Sergio Marini?

As CEO & Founding Partner at Legend Wealth Management, Sergio Marini is a key decision-maker in the financial services sector. MessageCEO Pro gives you verified email to reach Sergio Marini directly — ideal for B2B sales, partnerships, and executive recruiting.

What industry is Sergio Marini in?

Sergio Marini works in the financial services industry as CEO & Founding Partner at Legend Wealth Management. MessageCEO provides verified contact information for executives across all major industries.

Is Sergio Marini's contact information verified?

Yes. MessageCEO verifies executive contact information through multiple data sources and regular validation checks. Sergio Marini's profile is kept up-to-date with the latest available information.

Verified Profile
Last updated: July 23, 2026

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