Company Information

Get to know Quantfolio

Founded in 2015 and headquartered in Norway, Quantfolio is a B2B fintech company specializing in advisory technology for the financial sector. The company's mission is to empower banks, wealth managers, and financial advisors with a modular, omni-channel platform that enhances client engagement and operational efficiency. Their solutions cover the entire advisory journey, including digital onboarding, ESG and sustainability preferences, goal-based planning, and automated portfolio management, enabling institutions to deliver personalized and compliant financial advice at scale.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service

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Quantfolio

Norway

Founded in

01 Jan 2015 (11 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

Others

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Reviews

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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.