Company Information

Get to know findaWEALTHMANAGER.com

findaWEALTHMANAGER.com is a free and independent online service designed to help individuals, families, and trustees with investable assets typically over £100,000 find the most appropriate wealth manager for their specific needs. Founded to bring transparency and efficiency to the wealth management selection process, the platform uses a proprietary algorithm and expert human oversight to match users with a shortlist of suitable, regulated wealth management firms from its extensive panel. The service aims to simplify the often complex and opaque process of choosing a financial guardian for one's assets.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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findaWEALTHMANAGER.com

United Kingdom

Founded in

2012 (14 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Reviews

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Provided by TrustFinance

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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.

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.