Wealth IQ has surpassed 500 clients — a key milestone that reflects the major shift underway in the world of private banking and wealth management. Over the past two years, the industry has seen rapid growth in independent advisors and multi-family offices operating outside the traditional structures of banks and brokerages.
According to Frank RG, these types of firms offer clients a critical advantage: “a flexible, expert-led approach to financial solutions and the ability to advise on a consolidated portfolio of assets.”
We reached the 500-client mark in just 2.5 years. Since January 2023, Wealth IQ has been a licensed investment advisor. Today, our clients include private investors with assets starting at $1 million, family offices, legal entities, and independent financial advisors. Our team brings together investment consultants, tax experts, legal advisors, and specialists in cross-border planning and capital structuring — allowing us to solve not just isolated tasks, but full-scale strategic challenges.
Our approach is holistic: we look at the client’s entire capital — regardless of where and how it’s held. We also maintain an international network of over 80 partners across 15 jurisdictions, including 16 banks, 47 brokerage and investment firms, and 21 service providers.
Technology plays a central role in our growth. In early 2025, we launched Clussters — a digital platform that helps wealth owners collect and analyze information on all their assets, from financial instruments to art and venture investments.
Veronika Zhukova, Executive Director, Wealth IQ:
“When we launched Wealth IQ, we asked ourselves a simple question: is it possible to build a world-class private banking service outside a bank? Today, with over 500 clients, we have our answer. What we’re building isn’t just a service — it’s trust, long-term partnerships, and an ecosystem around the client’s capital: modern, independent, and deeply personalized.”
Lyubov Prokopova, Project Director, Frank RG:
“Wealth IQ is a unique case. The market for independent multi-family offices in Russia is almost nonexistent. Most firms either serve a single family or a small circle of acquaintances — they aren’t real market players. Having 500 clients with target capital of ₽100 million or more puts Wealth IQ on par with mid-sized private banking divisions in Russia.”
About Wealth IQ
Wealth IQ is a next-generation investment company for wealth owners. Founded in 2023, it combines the expertise of private bankers, the flexibility of a multi-family office, and the technology of modern wealth platforms. We work across jurisdictions, independent of banks or brokers, and offer end-to-end solutions for complex wealth challenges.
According to Frank RG, these types of firms offer clients a critical advantage: “a flexible, expert-led approach to financial solutions and the ability to advise on a consolidated portfolio of assets.”
We reached the 500-client mark in just 2.5 years. Since January 2023, Wealth IQ has been a licensed investment advisor. Today, our clients include private investors with assets starting at $1 million, family offices, legal entities, and independent financial advisors. Our team brings together investment consultants, tax experts, legal advisors, and specialists in cross-border planning and capital structuring — allowing us to solve not just isolated tasks, but full-scale strategic challenges.
Our approach is holistic: we look at the client’s entire capital — regardless of where and how it’s held. We also maintain an international network of over 80 partners across 15 jurisdictions, including 16 banks, 47 brokerage and investment firms, and 21 service providers.
Technology plays a central role in our growth. In early 2025, we launched Clussters — a digital platform that helps wealth owners collect and analyze information on all their assets, from financial instruments to art and venture investments.
Veronika Zhukova, Executive Director, Wealth IQ:
“When we launched Wealth IQ, we asked ourselves a simple question: is it possible to build a world-class private banking service outside a bank? Today, with over 500 clients, we have our answer. What we’re building isn’t just a service — it’s trust, long-term partnerships, and an ecosystem around the client’s capital: modern, independent, and deeply personalized.”
Lyubov Prokopova, Project Director, Frank RG:
“Wealth IQ is a unique case. The market for independent multi-family offices in Russia is almost nonexistent. Most firms either serve a single family or a small circle of acquaintances — they aren’t real market players. Having 500 clients with target capital of ₽100 million or more puts Wealth IQ on par with mid-sized private banking divisions in Russia.”
About Wealth IQ
Wealth IQ is a next-generation investment company for wealth owners. Founded in 2023, it combines the expertise of private bankers, the flexibility of a multi-family office, and the technology of modern wealth platforms. We work across jurisdictions, independent of banks or brokers, and offer end-to-end solutions for complex wealth challenges.