Company Information

Get to know netWorth | Fintech

netWorth is a financial technology company that offers a comprehensive B2B Software-as-a-Service (SaaS) solution tailored for the wealth and asset management industry. Their platform digitizes and automates the entire client lifecycle, including client onboarding, portfolio management, fee calculation, and client reporting. The solution is designed to be fully branded and customizable, allowing financial institutions like wealth managers, family offices, and brokerages to enhance their operational efficiency and client experience under their own brand.

Industry

Technology White Label PlatformPRIMARY
Financial Other Service

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netWorth | Fintech

Mexico

Founded in

2016 (10 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.