Company Information

Get to know lineage partners llc

Lineage Partners is an investment banking firm focused on serving the middle market, specifically entrepreneurs, family-owned businesses, and private equity groups. Their primary services include providing expert advice on mergers and acquisitions (M&A), facilitating capital raising for growth or liquidity, and offering strategic advisory. The firm prides itself on its senior-level attention and customized, objective advice to help clients navigate complex financial transactions and achieve their long-term goals.

Industry

Financial InvestmentPRIMARY
Financial Other Service

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lineage partners llc

United States

Founded in

2012 (14 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.