Company Information

Get to know equatis finance sa

Founded in 2005 in Geneva, Switzerland, Equatis finance sa is an independent asset management company dedicated to preserving and growing its clients' wealth. The firm emphasizes a personalized approach, offering services in wealth management and investment advice with a core philosophy built on independence, transparency, and performance. As a member of a Self-Regulatory Organisation (SRO) recognized by the Swiss Financial Market Supervisory Authority (FINMA), Equatis operates within a regulated framework to serve its clientele.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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equatis finance sa

France

Founded in

2000 (26 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

Security Information :

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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.