Company Information

Get to know Wealthminder

Founded in 2012, Wealthminder was a B2B2C platform with a mission to make quality financial advice more accessible and affordable. The company provided a digital service that helped individuals find, evaluate, and collaborate with financial advisors. It also offered a suite of financial planning and investment management tools for both the consumer and the advisor to use. In January 2017, Wealthminder was acquired by AdvisorEngine, a wealth management technology platform, and its team and technology were integrated into AdvisorEngine's offerings.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service
Financial Wealth Management

Contact

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Wealthminder

United States

Founded in

2013 (13 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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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.

Regulated

Recommended

IUX

(2,284 reviews)

Mauritius

2015

(10 years)

Security Information :

FSCA

FSC

ASIC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

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.