C
Cross Border Wealth
United States
Founded in
2017 (9 Years)
Founded
Last online: No recent activity
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OVERALL SCORE
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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.
Company Information
Get to know Cross Border Wealth
Company Information
Get to know Cross Border Wealth
Founded to address the unique financial challenges faced by individuals living and working across international borders, Cross Border Wealth provides comprehensive, personalized financial advisory services. As a fee-only fiduciary, the firm is legally obligated to act in its clients' best interests, offering unbiased advice on matters including US tax planning, retirement strategies (401k, IRA), investment management, and navigating the complexities of multi-jurisdictional financial life. Their mission is to simplify the financial lives of the globally mobile, ensuring they can meet their goals regardless of their location.
Industry
- Financial Wealth ManagementPRIMARY
- Financial Other Service
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