Company Information

Get to know vanare

Vanare was a Software-as-a-Service (SaaS) company that offered a comprehensive, integrated digital wealth management platform for financial advisors and institutions. Formed through the merger of NestEgg Wealth and the technology division of RIA-custodian ETC, Vanare's platform combined features like a white-label robo-advisor, digital client onboarding, financial planning tools, and traditional wealth management capabilities. The company's mission was to empower financial advisors with a flexible, end-to-end technology solution to better serve clients and scale their businesses. In November 2016, Vanare was acquired by AdvisorEngine, and its technology and team were absorbed to create a more robust platform under the AdvisorEngine name.

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Technology White Label PlatformPRIMARY
Financial Other Service

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vanare

United States

Founded in

2014 (12 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.