Infinity Wealth Company

Infinity Wealth Company: A Comprehensive Overview

1. Company Overview

Founding Date and Background

Infinity Wealth Company was founded in 2022, emerging from a merger between Infinity Wealth and Wealthwise. The company is dedicated to providing comprehensive financial advisory services tailored to meet the diverse needs of individuals and families seeking to grow their wealth.

Parent Company/Ownership Structure

Infinity Wealth operates as an independent financial advisory firm. It is a family-owned business, emphasizing a client-centric approach that prioritizes tailored financial solutions over generic investment products.

Headquarters Location

The headquarters of Infinity Wealth is located at 433 West Loveland Avenue, Suite 100, Loveland, Ohio, 45140, USA.

Global Business Scope

While Infinity Wealth primarily serves clients in the United States, including states like California, Indiana, Kentucky, New Hampshire, Ohio, and Texas, it aims to expand its reach and influence in the financial advisory sector globally.

Main Regulatory Bodies

Infinity Wealth is regulated by various financial authorities, ensuring compliance with industry standards and practices. This includes oversight from the Securities and Exchange Commission (SEC) in the United States.

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2. Company History and Development

Key Milestones

• 2022: The merger between Infinity Wealth and Wealthwise marks the formation of Infinity Wealth Company, enhancing its service offerings and market presence.
• 2023: The company expanded its service portfolio to include advanced financial planning tools and investment tracking features.

Business Expansion Journey

Infinity Wealth has focused on expanding its advisory services and product offerings to cater to a growing customer base. This includes the introduction of various investment platforms and tools designed for ease of use and accessibility.

Customer Base Growth

Since its inception, Infinity Wealth has seen significant growth in its client base, managing approximately $122.8 million in assets across 123 clients, with an average client balance of around $998,308.

Platform Development History

The company has invested in developing a user-friendly online platform that allows clients to evaluate their investment needs, select suitable schemes, and track their investments effectively.

Important Awards or Recognitions Received

While specific awards have not been detailed, Infinity Wealths commitment to client service and data-driven financial advice has garnered positive feedback and trust within the financial community.

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3. Trading Services Offered

Forex Trading Options

Infinity Wealth offers a range of forex trading options, providing clients access to numerous currency pairs. This allows investors to diversify their portfolios and engage in global currency markets.

Stock Trading Options

Clients can trade a variety of stocks through the Infinity Wealth platform, benefiting from comprehensive market research and analysis to guide their investment decisions.

CFD Trading Products

Infinity Wealth also provides Contracts for Difference (CFDs) on various assets, enabling clients to speculate on price movements without owning the underlying assets.

Other Financial Instruments

The company offers additional financial instruments, including:

• Cryptocurrencies: Clients can invest in leading cryptocurrencies, capitalizing on the growing digital asset market.
• Commodities: Investment options in commodities such as gold, oil, and agricultural products are available, allowing for portfolio diversification.

Special Services or Unique Advantages

Infinity Wealth distinguishes itself with its data-driven approach, personalized financial planning, and a robust online platform that offers real-time investment tracking and detailed reporting. Clients also benefit from ongoing support and insights from experienced financial advisors.

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4. Regulatory and Legal Background

Detailed Regulatory Information

Infinity Wealth is governed by several regulatory bodies, including:

• Securities and Exchange Commission (SEC): Ensures compliance with federal securities laws.
• Additional state regulatory authorities as applicable to its operations.

Legal Entity Structure by Region

Infinity Wealth operates as a registered investment adviser (RIA) in the United States, adhering to local and federal regulations regarding financial advisory services.

Client Fund Protection Measures

The firm implements strict client fund protection measures, including segregated accounts and compliance with regulatory standards to safeguard client assets.

Countries/Regions Served

Primarily focused on the United States, Infinity Wealth is looking to expand its services to international clients in the future, enhancing its global footprint.

Compliance History

Infinity Wealth maintains a clean compliance record, with no disciplinary alerts or conflicts noted in its operational history. This demonstrates the firm's commitment to ethical practices and regulatory adherence.

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5. Competitive Landscape

3-5 Main Competitors

Infinity Wealth faces competition from several notable firms in the financial advisory space, including:

• Fidelity Investments: Known for its comprehensive investment services and robust research tools.
• Charles Schwab: Offers a wide range of investment options and financial planning services.
• Vanguard: Renowned for its low-cost index funds and client-focused investment strategies.

Positioning in the Industry

Infinity Wealth positions itself as a client-centric advisory firm that prioritizes personalized service and data-driven financial advice, differentiating itself from larger firms that may focus more on volume.

Market Differentiation Factors

The key factors that differentiate Infinity Wealth from its competitors include:

• A strong commitment to understanding client needs and tailoring solutions accordingly.
• A family-owned structure that fosters trust and long-term relationships.
• A focus on education and empowerment, equipping clients with the tools and knowledge to make informed financial decisions.

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Infinity Wealth Company continues to evolve in the financial advisory landscape, focusing on personalized service, robust investment options, and a commitment to client success. With its strong foundation and strategic vision, Infinity Wealth is poised for continued growth and expansion in the coming years. For more information on their services and offerings, learn more.