Company Information

Get to know Momentum Wealth Management

Momentum Wealth is the investment and wealth management division of Momentum Metropolitan Holdings, a major South African financial services group. The company offers a comprehensive platform that provides access to a wide range of investment solutions, including local and international unit trusts, shares, and structured products. Its core mission is to partner with financial advisers to help clients achieve their financial goals through a combination of technology, expert insights, and robust investment administration. With a history rooted in the broader Momentum group founded in 1966, Momentum Wealth focuses on goal-based investing and providing the tools necessary for effective financial planning and wealth creation.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Momentum Wealth Management

United States

Founded in

2013 (13 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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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.