Company Information

Get to know HelloWallet

Founded in 2009, HelloWallet was a technology company that provided independent, personalized financial guidance to employees through employer-sponsored programs. Its mission was to democratize financial wellness by offering tools for budgeting, debt management, and retirement planning. The company was acquired by Morningstar, Inc. in May 2014 for $52.5 million. Morningstar integrated HelloWallet's technology into its workplace solutions portfolio but ultimately discontinued the standalone HelloWallet brand and service in 2017.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service
Technology Software Development

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HelloWallet

United States

Founded in

2009 (17 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(327 reviews)

United States

2008

(18 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.