Company Information

Get to know 1847Financial - Formerly known as Wealth Continuum Group

1847Financial, formerly known as Wealth Continuum Group, is a financial services firm focused on delivering integrated and comprehensive planning. The company's name is a nod to 1847, the year its partner company, Penn Mutual, was founded. They specialize in a collaborative approach to wealth management, serving high-net-worth individuals, families, and business owners. Their services encompass business planning, estate planning, retirement planning, insurance, and wealth management, aiming to provide clients with financial clarity and confidence.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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1847Financial - Formerly known as Wealth Continuum Group

United States

Founded in

1998 (28 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.

Regulated

Recommended

IUX

(2,284 reviews)

Mauritius

2015

(10 years)

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ASIC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

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.