Company Information

Get to know Fusion Wealth Management

Fusion Wealth Management (legally Fusion Wealth Ltd) is a B2B platform and service provider for the UK financial advice industry. Rather than serving retail clients directly, the company provides advisory firms and discretionary fund managers with a sophisticated technology platform to manage client investments, reporting, and administration. Established to offer greater efficiency and innovation, Fusion is part of the Benchmark Capital group, which is a subsidiary of the global asset management firm, Schroders Group. This backing provides significant stability and resources, allowing Fusion to focus on its mission of empowering financial advisers with scalable and integrated wealth management solutions.

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Technology White Label PlatformPRIMARY
Financial Other Service

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Fusion Wealth Management

India

Founded in

2016 (10 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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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.