Company Information

Get to know Wealthport (Pty) Ltd

Wealthport (Pty) Ltd is an authorised Financial Services Provider in South Africa that operates as a Linked Investment Service Provider (LISP). The company provides a comprehensive and efficient investment administration platform designed for financial advisors to manage their clients' investment portfolios. Its core purpose is to offer a single, consolidated view of a client's total wealth, integrating a wide range of asset classes, including unit trusts, shares, and exchange-traded funds, from various local and offshore providers. By leveraging technology, Wealthport aims to streamline investment administration, improve efficiency, and enhance the value proposition for independent financial advisors and wealth managers.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Wealthport (Pty) Ltd

South Africa

Founded in

2011 (15 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

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Security Information

Warning

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.