Company Information

Get to know WealthSpan

Founded in 2023, Wealthspan is a B2B financial technology company that provides a comprehensive, end-to-end platform for financial advisors. Its mission is to modernize retirement income planning by integrating various tools—such as Social Security optimization, tax-smart distribution strategies, and health-cost analysis—into a single, streamlined interface. The platform is designed to help advisors create more holistic and robust retirement plans, generate compelling proposals, and enhance their client service offerings.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service

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WealthSpan

Australia

Founded in

2010 (16 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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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.