Company Information

Get to know Plan Money

Plan Money is a financial technology company that operates as a digital private bank. Its mission is to provide a modern, integrated financial platform that combines private banking services, wealth management, and investment opportunities, traditionally reserved for the ultra-wealthy, and make them accessible to a broader audience of entrepreneurs and professionals. The company leverages technology to deliver a seamless user experience for managing both personal and business finances, including multi-currency accounts, global payments, and access to curated investment portfolios. Plan Money Ltd is not a bank itself but operates as an EMD agent and an Appointed Representative of FCA-regulated firms to provide its financial services in the UK.

Industry

Financial Private BankingPRIMARY
Financial Other Service

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Plan Money

India

Founded in

1994 (32 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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This company is currently Unproved.

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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.