Company Information

Get to know Totum by TIFIN

Totum is a B2B fintech platform that offers financial advisors advanced tools to assess a client's risk tolerance, risk capacity, and personality. By combining analytics with behavioral science, the platform aims to help advisors build more personalized and suitable investment portfolios, deepen client relationships, and ensure regulatory alignment. Totum is part of TIFIN, an AI-powered fintech platform that uses artificial intelligence and investment-driven intelligence to create and operate various companies that shape the future of investor experiences.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service
Financial Wealth Management

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Totum by TIFIN

United States

Founded in

01 Sep 2015 (10 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Reviews

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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.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

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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.