Company Information

Get to know Contigo Financial

Founded by Matt Starkey, Contigo Financial operates as a fiduciary, fee-only Registered Investment Advisor (RIA) based in Austin, Texas. The firm specializes in creating long-term, comprehensive financial plans for a niche clientele of business owners, entrepreneurs, and high-income professionals. Its mission is to simplify complex financial lives through integrated wealth management services that cover investment management, retirement planning, tax strategies, and estate planning, allowing clients to focus on their businesses and personal goals.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service
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Contigo Financial

United States

Founded in

01 พ.ค. 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.

Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

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.