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Activest Wealth Management
Activest Wealth Management operates as a multi-family office based in Aventura, Florida. Isaac Wakszol serves as CEO and holds the majority ownership stake...
Activest Wealth Management
Activest Wealth Management operates as a multi-family office based in Aventura, Florida. Isaac Wakszol serves as CEO and holds the majority ownership stake through MEOD 26, Inc. Jacobo Taurel holds the remaining stake through Parnasa Lechaim, LLC. The firm allocates across public equities, real estate, private equity, hedge funds and direct co-investments. Confirmed public positions include Apple Inc. and Amazon.com Inc. Geographic reach spans North America, South America, Europe, Asia, the Middle East and Africa. The firm also structures access to venture capital and private credit opportunities. Activest employs a team that includes Managing Director Eduardo Brender and Financial Consultant Claudia Sadde. It maintains a technology relationship with Addepar for reporting. Team members participated in the Wealth Management EDGE conference in 2025. Ownership is split between two holding companies controlled by the named principals, creating a concentrated governance structure that separates client mandates from the principals' personal vehicles.
General information
Firm type
Multi Family Office
Year founded
2018
Location
Region
North America
Country
United States
City
Aventura
Principals
Isaac Wakszol
CEO
Eduardo Brender
Managing Director
Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Activest Wealth Management?
Isaac Wakszol serves as CEO. Jose Cova directs the Investment Committee. The firm registers representatives with the SEC.
Does Activest Wealth Management participate in fund commitments or only direct deals?
The firm provides access to both fund-of-funds vehicles and direct co-investments or SPVs across venture, real estate and private equity.
What investment stages does Activest Wealth Management typically target?
Confirmed focus includes venture stages from seed through Series G. Growth equity is also indicated in the firm's allocation preferences.
Which sectors does Activest Wealth Management explicitly prioritize?
PropTech and FinTech appear among confirmed industry focuses. AI/ML and Web3 receive indicated attention.
How is Activest Wealth Management related to Blackstone and Millennium?
The firm states a strong partnership with Blackstone. It also maintains a long-term relationship with Millennium Management, including recent headquarters visits by team members.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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