Company Information

Get to know Cash Flow Mapping

Cash Flow Mapping is a software-as-a-service (SaaS) company that develops and provides intuitive cash flow modelling tools specifically for financial advisers and planners. Founded by a financial planner, the company's mission is to make sophisticated financial forecasting accessible, enabling advisers to have more meaningful and visual conversations with their clients about their financial future. The platform is designed to be user-friendly, replacing complex spreadsheets with clear, visual charts and plans to help clients understand their financial position and make informed decisions.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service

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Cash Flow Mapping

United States

Founded in

2012 (14 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.