About Us

I am Andrea Allevi, a graduate in Business Administration with a Master’s degree in International Business obtained in London.

I am registered with the Italian Register of Financial Advisors (Albo dei Consulenti Finanziari) as an Independent Financial Advisor.

I have also passed the qualifying examination for registration in the Italian Register of Insurance Intermediaries (Sections A/B) and I am currently registered in Section E.

Driven by a genuine passion for finance and wealth management, I chose to pursue an independent professional career rather than work for a bank or financial institution. This independence allows me to provide objective advice, free from conflicts of interest and solely focused on my clients’ best interests.

To verify the registration status of your financial advisor in the Italian Register of Financial Advisors, please click here.

Financial advisors authorised to provide off-premises services usually work on behalf of banks or financial institutions, while advisors registered as independent financial advisors work exclusively for the client.

In 2019, i founded Leaders Finanza, a platform based on a proprietary algorithm designed to help individuals identify the most suitable solution for managing their wealth.

Leaders Finanza’s algorithms also integrate new technologies linked to Artificial Intelligence, with the aim of making wealth management more efficient, personalised and accessible.

In carrying out our advisory activity, we work in synergy with Leaders S.r.l. S.t.p., a professional firm based in Bergamo that provides accounting, tax, corporate and labour consulting services.

Leaders brings together a team of more than 30 specialists, including several chartered accountants, with over 40 years of professional experience.

This collaboration allows us to offer a holistic and integrated approach, providing significant added value to our clients.

The Best Independent Financial Advisor

If you are looking for an independent financial advisor to support you in managing your wealth, you are already a sophisticated investor. If you are looking for the best one, there are unfortunately no fully objective criteria to identify them. However, these are the main reasons why you should choose us:

ADVANCED EDUCATION

We have invested years in developing deep expertise in finance, investments and wealth planning. Our multidisciplinary team, which includes several chartered accountants and highly qualified professionals, continuously enhances its knowledge to remain at the forefront of industry developments. This commitment enables us to provide our clients with informed, up-to-date and forward-looking advice.

INNOVATIVE TECHNOLOGY

The software solutions we use are one of our key strengths. Thanks to advanced tools, proprietary algorithms and the use of Artificial Intelligence, we can analyse data, create projections and optimise financial strategies. This enables us to provide our clients with personalised, timely and data-driven advice.

HOLISTIC VISION

We do not simply provide investment advice. We consider each client’s entire financial picture, including short- and long-term objectives, risks and opportunities. Our advisory approach goes beyond numbers, taking into account personal, family and emotional aspects that are often essential in wealth management.

TRANSPARENCY AND INTEGRITY

Client trust is fundamental to our work. We are committed to acting with transparency, integrity and independence, always in our clients’ best interests. Our reputation is built on client satisfaction, long-term relationships and the quality of the advice we provide.

QUALITY ASSURANCE

Choosing us means relying on an independent financial advisor supported by experience, expertise and advanced resources. Our goal is to provide high-quality advice, concrete solutions and long-term value for our clients.