Company Information

Get to know MoneyWiz

MoneyWiz is a comprehensive personal finance management software developed and maintained by FINWIZ KFT. Launched in 2010, the application is designed to give users a complete picture of their financial situation by aggregating data from various sources, including bank accounts, credit cards, loans, and investments. It offers features such as automatic bank synchronization with thousands of banks worldwide, manual transaction entry, powerful budgeting tools, bill scheduling, and detailed financial reporting. The software is available across multiple platforms, including macOS, iOS, Windows, and Android, with data syncing seamlessly between devices.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service

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MoneyWiz

United States

Founded in

2010 (16 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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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.