Company Information

Get to know Veritas Strategic Advisor

Founded in 2005, Veritas Strategic Advisor operates as an independent, multi-family office dedicated to providing high-net-worth families with objective and customized wealth management. The firm's mission is to deliver a level of expertise and personalized service traditionally available only through a single-family office. Their services encompass investment management, trust and estate planning, family governance, philanthropic advisory, and administrative services, all aimed at preserving and growing family wealth across generations.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Veritas Strategic Advisor

United States

Founded in

2019 (7 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.