Company Information

Get to know Crystal Lake Advisory

Founded in 2021 and based in Miami, Florida, Crystal Lake Advisory, LLC is an independent advisory firm specializing in Mergers & Acquisitions (M&A) and capital raising for the technology sector. The firm provides strategic advice on both sell-side and buy-side transactions to a diverse client base that includes entrepreneurs, private equity funds, and public companies. Their mission is to leverage deep industry expertise to guide clients through complex financial transactions and help them achieve their strategic objectives.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Crystal Lake Advisory

Slovakia

Founded in

2020 (6 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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BVI FSC

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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.