Company Information

Get to know Briefcase

Briefcase is a financial technology company founded in 2021 with the mission to democratize access to sophisticated, professionally managed investments for the average investor. The platform connects users with certified market analysts who create and manage diverse investment portfolios, or "briefcases." Users can browse these portfolios, analyze their strategies and performance, and subscribe to them. The Briefcase technology then automatically replicates the portfolio's trades within the user's own account at a partner brokerage (such as XP Inc.), ensuring the user maintains full control and ownership of their assets. Briefcase acts as a technology bridge, not a brokerage or asset manager itself, aiming to simplify and automate the process of following expert investment strategies.

Industry

Technology Software Trading PlatformPRIMARY
Financial Other Service

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Briefcase

Australia

Founded in

2022 (4 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)

Security Information :

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Security Information

Warning

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.