Company Information

Get to know Stackup Risk (Acquired by Creativemass)

Originally an independent company, Stackup Risk was a provider of specialized software designed to help financial advice businesses manage risk, ensure compliance, and streamline advice modeling workflows. In 2021, the company was acquired by Creativemass, a technology firm focused on the wealth management industry. Stackup's technology has since been incorporated into Creativemass's flagship platform, WealthConnect, which is built on Salesforce and aims to provide a comprehensive, digitized operating system for financial advisers, dealer groups, and wealth management firms. The acquisition enhanced WealthConnect's capabilities in compliance, automated advice generation, and risk management.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service

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Stackup Risk (Acquired by Creativemass)

Canada

Founded in

2018 (8 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

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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.