Company Information

Get to know Financial DNA Resources

Founded in 2001 by Hugh Massie, Financial DNA Resources is a pioneer in applying behavioral finance principles through technology. The company's core mission is to help financial advisors and enterprises deepen client relationships and make more suitable financial decisions by uncovering an individual's "Financial DNA" – their natural behavioral style around money. The platform offers a discovery process, validated psychometric risk profiling, and communication tools to enhance the quality of financial advice and client engagement.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service

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Financial DNA Resources

United States

Founded in

2001 (25 Years)

Founded

Last online: No recent activity

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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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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.