Company Information

Get to know Wealth Wizards

Founded in 2009 and part of the Royal London group, Wealth Wizards is a purpose-built financial advice technology provider. Their mission is to make financial advice affordable and accessible to everyone through automation and technology. They offer a suite of software-as-a-service (SaaS) products, including their flagship platform 'Turo', which helps financial advisers digitise their processes, and 'MyEva', a digital financial expert for employees. The company combines financial expertise with technology to automate regulated financial advice and guidance, primarily focusing on the UK pensions and retirement market.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service
Financial Wealth Management

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Wealth Wizards

United Kingdom

Founded in

2009 (17 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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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 :

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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.