Company Information

Get to know WealthCare Investments & Insurance

Founded in 1999, Wealthcare Advisory Partners LLC operates as a "hybrid RIA" that empowers independent financial advisors with a comprehensive, goals-based wealth management platform called GDX360®. The company's mission is to support advisors in building and growing their businesses by providing technology, compliance, and operational support, enabling them to offer clients a more holistic and life-goal-oriented financial planning experience. Rather than serving clients directly, their primary business model is B2B, focused on servicing other financial professionals.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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WealthCare Investments & Insurance

United States

Founded in

2011 (15 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Reviews

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

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Security Information

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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.