安全信息
警告
该公司目前 未经证实.
请注意潜在风险！
牌照
甲級牌照
由全球知名监管机构颁发，这些许可证通过严格的合规性、资金隔离、保险和定期审计，确保最高程度的交易者保护。争议解决和遵守 AML/CTF 标准进一步提高了安全性。
B 級牌照
由受尊敬的区域监管机构授予，这些许可证提供强大的安全措施，例如资金隔离、财务报告和补偿计划。虽然没有等级 1 那么严格，但它们提供可靠的区域保护。
C 級牌照
由新兴市场的监管机构颁发，这些许可证提供基本保护，例如最低资本要求和 AML 政策。监管较不严格，因此交易者应谨慎行事并验证安全措施。
D 級牌照
来自监管最少的司法管辖区，这些许可证通常缺乏关键保护，例如资金隔离和保险。虽然它们对运营弹性很有吸引力，但它们对交易者构成较高的风险。
公司資料
了解 Personal Capital
公司資料
了解 Personal Capital
Founded in 2009 by Bill Harris, Personal Capital pioneered a hybrid "cyborg" model of financial advice, combining a sophisticated technology platform for financial tracking and analysis with access to human financial advisors. The company provided free tools that allowed users to link all their financial accounts in one place to see their complete financial picture, including net worth and investment performance. Its primary business was providing paid wealth management services to clients, typically with over $100,000 in investable assets. In 2020, Personal Capital was acquired by Empower Retirement for approximately $1 billion. The integration was completed in early 2023, with the platform and services being fully rebranded as Empower Personal Dashboard (for the free tools) and Empower Personal Wealth (for the advisory services).
行业
- 金融 财富管理主要
- 金融 其他服务
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