Company Information

Get to know WealthCo Advisory

WealthCo is a wealth management platform designed to empower independent financial advisors by unifying the advisor and client experience. The company provides a full suite of integrated technology, asset management, and business solutions, enabling advisors to build and manage a modern practice. Their offering aims to simplify operations, enhance client engagement, and facilitate growth by combining a modern tech stack with a flexible investment platform and a supportive business ecosystem. The company is an SEC-registered investment adviser.

Industry

Technology White Label PlatformPRIMARY
Financial Other Service

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WealthCo Advisory

Australia

Founded in

2017 (9 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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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.

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.