Company Information

Get to know Sharesight

Founded in 2007 by father-son duo Doug and Scott Morris in Wellington, New Zealand, Sharesight was created to solve the problem of tracking true investment performance. The company provides a Software-as-a-Service (SaaS) platform for self-directed investors and finance professionals to track holdings, performance (including capital gains, dividends, and currency impact), and tax reporting for stocks, ETFs, and managed funds. In 2019, Sharesight was acquired by Morningstar, a leading provider of independent investment research. The platform supports over 40 global stock exchanges and is designed to be the single source of truth for an investor's portfolio.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service

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Sharesight

New Zealand

Founded in

03 9月 2007 (18 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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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.