Company Information

Get to know Wealth Technologies Inc.

Wealth Technologies Inc. is a B2B technology provider focused on the wealth management industry. The company develops and offers a customizable and integrated platform, known as the W-Platform, designed to digitize and streamline the operations of financial advisors, broker-dealers, and other financial institutions. Their mission is to empower these institutions with modern, digital tools for client onboarding, financial planning, portfolio management, compliance, and reporting, thereby enhancing the client experience and improving operational efficiency.

Industry

Technology White Label PlatformPRIMARY
Financial Other Service

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Wealth Technologies Inc.

United States

Founded in

2016 (10 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.