Company Information

Get to know WealthConductor, LLC

Founded by a team of veteran financial advisors, WealthConductor, LLC was established to address the challenges of creating reliable, sustainable, and flexible retirement income plans. The company's core product is IncomeConductor®, a proprietary, cloud-based software platform designed specifically for financial advisors. The tool enables advisors to create, track, and manage time-segmented retirement income strategies, moving beyond traditional accumulation-focused models to provide clients with a clear roadmap for their retirement finances. WealthConductor's mission is to empower advisors with sophisticated yet intuitive technology to deliver better retirement outcomes for their clients.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service
Financial Wealth Management

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WealthConductor, LLC

United States

Founded in

2017 (9 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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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.