Company Information

Get to know updata advisors

Founded in 2003, Updata Advisors is a boutique investment bank that provides M&A and growth equity advisory services to middle-market software and technology companies. The firm focuses exclusively on the "software economy," leveraging deep domain expertise to guide entrepreneurs, investors, and executives through critical transactions. Their mission is to deliver superior outcomes for clients by providing senior-level attention, strategic guidance, and a well-managed M&A process.

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updata advisors

United States

Founded in

1987 (39 Years)

Founded

Last online: No recent activity

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Markets.com

(327 reviews)

United States

2008

(18 years)

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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.