Company Information

Get to know Wealthforce

Wealthforce is a business-to-business (B2B) Software-as-a-Service (SaaS) company that has developed a platform known as the "Adviser OS" (Operating System). Its mission is to empower modern financial advisers by providing a single, integrated platform to manage the entire client lifecycle, from onboarding and compliance to portfolio management and client communication. The platform aims to replace fragmented legacy systems, improve operational efficiency, enhance the client experience, and ensure regulatory compliance for financial advisory practices.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service

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Wealthforce

Canada

Founded in

24 Aug 2017 (8 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)

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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.