Company Information

Get to know GrassRoots Advisory

GrassRoots Advisory LLC is a boutique investment bank that offers Wall Street-level expertise with a "Main Street" approach. The firm specializes in providing mergers and acquisitions (M&A) and capital advisory services to lower middle-market businesses. Their mission is to help business owners achieve their personal and financial goals by offering dedicated, senior-level attention throughout the transaction process, including sell-side and buy-side advisory, as well as debt and equity capital raising.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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GrassRoots Advisory

United States

Founded in

2019 (7 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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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.