Company Information

Get to know WealthZoo

Founded in 2021, WealthZoo provides a comprehensive B2B software-as-a-service (SaaS) platform designed for wealth management professionals. Its mission is to democratize wealth management by offering a simple, transparent, and affordable technology solution. The platform equips financial advisors, wealth managers, and enterprises with tools for client onboarding, risk profiling, portfolio management, goal-based investing, and reporting, aiming to streamline their operations and enhance client service.

Industry

Technology White Label PlatformPRIMARY
Financial Other Service

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WealthZoo

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)

Security Information :

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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.