Company Information

Get to know InfoVest Corporation

Originally an independent company, InfoVest Corporation specialized in providing comprehensive, configurable software solutions for data aggregation, validation, and reporting to asset managers and financial institutions. In 2016, InfoVest was acquired by StatPro Group, a provider of portfolio analytics solutions. Subsequently, in 2019, Confluence Technologies, Inc. acquired StatPro. Today, InfoVest exists as a key product line within Confluence's suite of solutions, continuing its mission to help investment management firms automate and simplify their complex data and reporting processes to achieve regulatory compliance and operational efficiency.

Industry

Technology Software DevelopmentPRIMARY
Financial Banking
Financial Other Service

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InfoVest Corporation

United States

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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.