Company Information

Get to know Clearnomics

Founded in 2015 by James Liu, Clearnomics was created with the mission to help financial advisors better explain complex economic and market topics to their clients in a simple, visual, and compliant manner. The company provides a SaaS platform featuring client-friendly charts, commentary, and presentations that advisors can brand as their own to build trust and grow their business. In November 2020, Clearnomics was acquired by Envestnet, a leading provider of intelligent systems for wealth management and financial wellness, and now operates as part of Envestnet's broader suite of tools for financial professionals.

Industry

Technology White Label PlatformPRIMARY
Financial Other Service

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Clearnomics

United States

Founded in

2016 (10 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)

Security Information :

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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.