Company Information

Get to know Adviser Colab

Adviser Colab is a B2B technology and community platform built specifically for the financial advice industry. Its mission is to revolutionize how financial advice is created and delivered by fostering collaboration among professionals. The platform connects financial advisers with a network of vetted specialists, such as paraplanners, compliance experts, and strategists, to improve efficiency, ensure compliance, and ultimately enhance client outcomes. It functions as a marketplace and project management tool, allowing advisers to outsource tasks and manage workflows within a secure, integrated environment.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service

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Adviser Colab

New Zealand

Founded in

2021 (5 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Reviews

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Provided by TrustFinance

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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 :

Company hasn't provided information.

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.