Company Information

Get to know alfie

Alfie is the digital investment management brand of SCM Private LLP, a firm founded in 2009 by Gina and Alan Miller. The company's mission is to democratize wealth management by providing access to actively managed, institutional-quality investment portfolios at a lower cost than traditional managers. Alfie combines technology with human expertise to build and manage diversified portfolios, primarily using Exchange Traded Funds (ETFs). It emphasizes transparency, ethical investing, and is a certified B Corporation, positioning itself as an alternative to both passive robo-advisors and high-fee traditional wealth managers.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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alfie

Japan

Founded in

2016 (10 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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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.