Company Information

Get to know GuideVine

GuideVine was founded to simplify the process of finding a qualified and trustworthy financial advisor. The platform functions as a "matchmaking" service, allowing users to search, compare, and connect with advisors based on their specific financial needs, location, and personal preferences. It aims to bring transparency and accessibility to the financial advisory industry. In November 2020, GuideVine was acquired by Zoe Financial, a similar digital marketplace for finding and hiring financial advisors. Although the GuideVine website is still active, it now operates as part of the Zoe Financial ecosystem.

Industry

Financial Financial AdvisementPRIMARY
Financial Insurance
Financial Other Service

Contact

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GuideVine

United States

Founded in

02 Oct 2013 (12 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

Others

--/10

Reviews

--/90

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Provided by TrustFinance

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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

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

FSCA

FSC

ASIC

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.