Company Information

Get to know Wholistic Finance

Established in 2007, Wholistic Finance operates as a "one-stop-shop" for personal and business financial needs. The company's mission is to provide comprehensive and personalized financial solutions by combining expertise in mortgage broking, strategic financial planning (including investments, superannuation, and retirement), and accounting under one roof. They focus on building long-term client relationships to help individuals and families achieve their financial goals.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Wholistic Finance

United States

Founded in

1977 (49 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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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.