Company Information

Get to know Wela Financial Advisory

Founded in 2014 and based in Atlanta, Georgia, Wela Financial Advisory was a financial technology (fintech) company focused on making professional wealth management more accessible. The firm combined a digital, user-friendly platform with access to human financial advisors to deliver personalized investment strategies and financial planning. In May 2019, Wela was acquired by Synovus Financial Corp. to enhance the bank's digital wealth management capabilities and expand its services to a broader client base. Wela's technology and team have since been integrated into Synovus's wealth management division.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Wela Financial Advisory

United States

Founded in

1987 (39 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 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.