Company Information

Get to know Life Stage Insights

Life Stage Insights provides a software-as-a-service (SaaS) platform that leverages data science and behavioral finance to help financial professionals identify and engage with prospects and clients experiencing significant life events. The company's mission is to empower advisors by turning these life events into actionable opportunities, enhancing client relationships and driving business growth. By tracking over 30 key life stages, the platform provides timely alerts and marketing tools to facilitate meaningful conversations between advisors and their clients.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service

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Life Stage Insights

United States

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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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.