Company Information

Get to know Zephyr Associates, Inc.

Founded in 1994 in Zephyr Cove, Nevada, Zephyr Associates, Inc. established itself as a pioneer in the FinTech space by creating powerful analytical software for the investment management industry. Its flagship products, StyleADVISOR and AllocationADVISOR, became industry standards for returns-based style analysis, portfolio construction, and client reporting. In 2007, Zephyr was acquired by the global information and events group Informa plc. Since the acquisition, Zephyr's technology and products have been integrated into the Informa Financial Intelligence division, continuing to serve asset managers, wealth managers, and financial advisors with advanced analytics and data solutions.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service
Financial Wealth Management

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Zephyr Associates, Inc.

United States

Founded in

1994 (32 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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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.