Company Information

Get to know Wealthtrac Pty Ltd

Established in 2003, Wealthtrac Pty Ltd is an Australian financial services company that provides administration solutions and platforms to wealth management professionals, including financial advisers, accountants, and investment managers. The company's core business is offering 'private label' or white-label superannuation and investment services, allowing other financial firms to offer branded products to their clients without building the backend infrastructure themselves. Their services aim to streamline administration, reporting, and compliance for their B2B clients.

Industry

Technology White Label PlatformPRIMARY
Financial Other Service

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Wealthtrac Pty Ltd

Australia

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.