Company Information

Get to know WhaleRock Point Partners LLC

WhaleRock Point Partners LLC is an independent, SEC-registered investment advisor founded to provide comprehensive wealth management and investment advisory services. The firm focuses on serving a select group of high-net-worth families and individuals, offering a client-centric approach that includes investment management, wealth advisory, and family office services. Their mission is to provide unbiased, sophisticated advice and customized solutions to help clients preserve and grow their wealth across generations.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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WhaleRock Point Partners LLC

United States

Founded in

2006 (20 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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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.