Company Information

Get to know vestory llc

Vestory, LLC is a financial technology and asset management firm that provides personalized investment solutions. As a U.S. Securities and Exchange Commission (SEC) Registered Investment Advisor (RIA), the company specializes in direct indexing, a strategy that allows for the creation of customized portfolios that can track an index while offering advantages like tax-loss harvesting and values-based investing (ESG). Their mission is to make institutional-quality portfolio customization, previously available only to the ultra-wealthy, accessible to a broader range of investors and financial advisors.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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vestory llc

United States

Founded in

2009 (17 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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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.