Company Information

Get to know Fiduciary Partners Trust Company

Founded in 2001, Fiduciary Partners Trust Company is an independent, privately-owned Wisconsin-chartered trust company. It specializes in delivering a range of fiduciary services, including personal trust administration, investment management, estate and trust settlement, and support for foundations and endowments. The company's mission is to provide objective, client-focused expertise and to serve as a trusted partner for individuals, families, and charitable organizations in managing and preserving their wealth across generations.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Fiduciary Partners Trust Company

United States

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.