Company Information

Get to know Pleno Invest

Pleno Invest AG is an independent asset manager headquartered in Cham, Switzerland. The company provides comprehensive financial services, including personalized asset management, investment advice, and holistic financial planning. Its mission is to offer transparent, independent, and client-centric solutions, focusing on long-term value preservation and growth. As a member of the Alliance of Swiss Wealth Managers (ASV/ASWM), Pleno Invest adheres to the industry's professional and ethical standards.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Pleno Invest

Brazil

Founded in

2005 (21 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

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Warning

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.