Company Information

Get to know WealthO2

Founded in 2015, WealthO2 is a financial technology company that develops and provides wealth management platform solutions for Australian financial advisers and their clients. The company's mission is to offer efficient, low-cost, and unconflicted investment and superannuation services through its proprietary software. In late 2021, WealthO2 was acquired by Praemium, a major provider of investment platforms and portfolio administration solutions, and now operates as part of the Praemium group.

Industry

Technology White Label PlatformPRIMARY
Financial Other Service
Financial Wealth Management

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WealthO2

Australia

Founded in

2015 (11 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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This company is currently Unproved.

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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.