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Private Wealth Daily
FUNDS · LAST CLOSEIVV759.18 −1.78%SPY755.72 −1.77%VOO522.67 −0.95%QQQ690.49 −3.47%VTI281.03 −0.75%IEFA96.31 −0.92%VEA50.10 −5.13%VUG382.92 −0.26%GLD355.78 −3.47%IWF125.62 +0.18%
The Lean 100 · 2026 edition
No.36
Cross Border Wealth logo

Cross Border Wealth

New York, NY · Firm website

122%AUM growth, 2024 to 2026
$222MAUM in the 2026 filing
75%client growth
7people at the firm

AUM by filing

$75M2023
$100M2024
$139M2025
$222M2026

Clients by filing

2562023
3032024
3972025
5312026

Key people

  • Michelle Yvonne BasaChief Compliance OfficerOwner · 5 years at the firm
  • Andoni YturraldeCo-Founder and Managing PartnerOwner · 9 years at the firm
    in
  • Fabrice Mercier
    Fabrice MercierManaging PartnerOwner · 9 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth122%104%
  • Client growth75%43%
  • People77
  • AUM per person$31.7M$49.7M

Rank by measure

  • Official rankNo. 36122%
  • Client growthNo. 2675%
  • AUM added per personNo. 78$17.4M
  • AUM per personNo. 84$31.7M
← No. 35 Daviman FinancialNo. 37 Heirloom Wealth Management →
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Cross Border Wealth: No. 36 on The Lean 100 (2026) — Private Wealth Daily