Company Information

Get to know Carter

Carter is a modern financial services company that provides a holistic platform for wealth management. Its core offering includes access to actively managed investment portfolios, which are typically reserved for institutional or ultra-high-net-worth investors. The company's mission is to democratize access to sophisticated financial strategies. In addition to its investment services, Carter offers high-yield cash accounts and premium banking features. The services are delivered through a membership model, emphasizing exclusivity and a high-touch experience. The investment advisory services are provided through its SEC-registered subsidiary, Carter Capital, LLC.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service
Financial Payment

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Carter

United Kingdom

Founded in

16 May 2017 (9 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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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.