Company Information

Get to know Planto

Founded in 2017, Planto is a Hong Kong-based fintech company that provides a personal finance management (PFM) platform. The company's mission is to make financial services more accessible by allowing users to connect and view all their bank and investment accounts in one place. The app offers features like automated expense tracking, budget planning, net worth calculation, and financial goal setting. In early 2024, Planto was acquired by the European investment app Curvo, but it continues to operate its service under the Planto brand.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service
Technology Software Development

Contact

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Planto

N/A

Founded in

2017 (9 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 :

FSCA

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.