Company Information

Get to know wealth solutions, eafi

Founded in 2011 by Borja Nieto and Jorge Coca, Wealth Solutions is an Independent Financial Advisory Firm (EAFI) registered with the Spanish National Securities Market Commission (CNMV) under number 111. The company's mission is to provide objective, transparent, and highly personalized financial advice and wealth management services. They operate on a model of total independence from financial institutions, aiming to eliminate conflicts of interest and align their goals directly with those of their clients, who are primarily high-net-worth individuals, families, and institutional investors.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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wealth solutions, eafi

Spain

Founded in

2001 (25 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.