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WealthAgile
Canada
05 Jun 2020 (5 Years)
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Security Information
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.
Company Information
Get to know WealthAgile
Company Information
Get to know WealthAgile
We are a Fintech Startup focusing on building a digital AI based Portfolio Management System. Our system is in development and will be live by December of this year. We will test and validate its performance in Q1 2021. We are focused on becoming a B2B, SAAS that delivers a Plug and Play AI driven Portfolio Management Platform to funds and financial institutions. Our legal is Osler and Accounting PWC. Planning Series A in Q2 2021.
Industry
- Financial Other ServicePRIMARY
- Financial Wealth Management
- Technology Software Development
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