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True Wealth

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Switzerland

Founded in

2013 (12 Years)

Founded

Last online: No recent activity


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2.67

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Security Information

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    What are the differences in regulations for each

    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.

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    Company Information

    Get to know True Wealth

    True Wealth is the Swiss pioneer for digital wealth management. Within its B2C franchise, the company services a rapidly growing base of Swiss clients as a robo advisor. As part of its B2B offering, the company services banks and insurance companies with its award winning and patented SaaS-solution for white label digital wealth management. The company has two SaaS installations live with two banks in Switzerland, more projects are ongoing including with international tier 1 banks.

    Industry

    • Financial Other ServicePRIMARY
    • Financial Wealth Management

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