WealthSphere Advisors

WealthSphere Advisors is a leading wealth management firm based in Thessaloniki, Greece, offering comprehensive financial planning and wealth advisory services to high-net-worth individuals, families, and businesses. Since its founding in 2020, the firm has built a reputation for providing tailored financial solutions that help clients grow, preserve, and manage their wealth. WealthSphere Advisors focuses on delivering personalized investment strategies, tax-efficient planning, and retirement solutions to meet the unique needs of each client.

Founded by Maria Papadopoulou, an expert in wealth management and estate planning, WealthSphere Advisors employs a team of 20 wealth managers, financial planners, and tax specialists. The firm offers a wide range of services, including investment management, retirement planning, estate and succession planning, and philanthropic advisory. WealthSphere Advisors also provides clients with access to alternative investments, such as private equity, real estate, and hedge funds, helping them diversify their portfolios and achieve long-term financial growth.

WealthSphere Advisors is particularly recognized for its Investment Management Services, where the firm designs customized portfolios based on clients' risk tolerance and financial goals. The company also excels in Estate and Succession Planning, assisting families in managing wealth transfers across generations while minimizing tax liabilities.

The company’s core values are trust, transparency, and client-centricity. WealthSphere Advisors is dedicated to providing high-quality financial advice and personalized service that helps clients navigate complex financial landscapes. In 2023, the firm managed assets totaling approximately €250 million, reflecting its growing presence in the Greek wealth management market.

Looking ahead, WealthSphere Advisors plans to expand its digital offerings by developing an online platform where clients can manage their portfolios, access financial insights, and track their progress in real-time. The firm is also focusing on sustainable and impact investing to meet the rising demand for socially responsible investments.