Company Information

Get to know Wealth Stack

Wealth Stack provides a comprehensive, cloud-native technology platform designed to unify and streamline the operations of Registered Investment Advisors (RIAs) and wealth management firms. Its mission is to replace outdated, fragmented legacy systems with a single, integrated "operating system" that handles key functions such as digital client onboarding, portfolio management, CRM, billing, reporting, and compliance. The platform aims to enhance advisor efficiency, improve the client experience, and provide a scalable foundation for growth.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service

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Wealth Stack

United States

Founded in

2020 (6 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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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.