Company Information

Get to know moneyinfo

Founded in 1999, moneyinfo limited is a UK-based fintech firm specializing in digital client engagement solutions for the financial services industry. The company's core product is a white-label client portal platform that financial advisers, wealth managers, and employee benefit consultants can brand as their own. This platform offers features like secure messaging, document sharing, and account aggregation, allowing end-clients to view their entire financial portfolio in one place. The company's mission is to help financial firms improve client relationships, streamline operations, and deliver a modern, digital experience.

Industry

Technology White Label PlatformPRIMARY
Financial Other Service
Financial Wealth Management

Contact

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moneyinfo

United Kingdom

Founded in

2002 (24 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

Others

--/10

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 :

Company hasn't provided information.

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.