Equirus Wealth vs BNY Mellon

Compare and evaluate Equirus Wealth vs BNY Mellon based on data from reviews, publicly available sources, and thousands of searches run on Shortlister’s app sign up for a free account.

Equirus Wealth offers Investment Management, Personal Investment Advisors to companies with 0 employees. BNY Mellon offers to companies with 0 employees.

The information in these side-by-side comparisons can be used to help your company make the best choice for its employees.

Equirus Wealth

Equirus Wealth

Reviews pending
BNY Mellon

BNY Mellon

Reviews pending

Product Description

Equirus Wealth

Equirus stands for “equities are us”. Over the last 20 years, Equirus Group has built impeccable credentials and market standing... Show More

BNY Mellon

-

Min. Group Size

Equirus Wealth

1 eligible

BNY Mellon

-

Lives Serviced

Equirus Wealth

-

BNY Mellon

-

Product Specific Features

Equirus Wealth

✓

Investment online portal

Not offered

Option trading

✓

Accounting integration

✓

Investment records management

✓

Market data aggregation

✓

Personal financial data aggregation

✓

Investment portfolio analysis

✓

Portfolio rebalancing

Not offered

AI investment simulator

✓

Expert portfolio guidance

✓

Investment management options

✓

Compliance tracking and filing

BNY Mellon

✓

Investment online portal

✓

Option trading

✓

Accounting integration

✓

Investment records management

✓

Market data aggregation

✓

Personal financial data aggregation

✓

Investment portfolio analysis

✓

Portfolio rebalancing

✓

AI investment simulator

✓

Expert portfolio guidance

✓

Investment management options

✓

Compliance tracking and filing

Features

Equirus Wealth

✓

Global Capabilities

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

✓

GDPR Compliant

✓

SSAE 18 / SOC Audit(s) Performed

BNY Mellon

Official Resources

Equirus Wealth

BNY Mellon

Media

Equirus Wealth

BNY Mellon

About

Equirus Wealth

EquirusWealth is an online platform that offers comprehensive investment and financial services.

With a rich legacy spanning... Show More

BNY Mellon

A proven steward for more than 235 years, BNY Mellon helps its clients manage and service their financial assets throughout... Show More

Founded

Equirus Wealth

2007

BNY Mellon

1784

Location

Equirus Wealth

India

BNY Mellon

240 Greenwich St, New York, US

Employees

Equirus Wealth

250

BNY Mellon

47,373

Funding Summary

Equirus Wealth

Not Provided

BNY Mellon

440M Series C

Website

Competitors

Equirus Wealth

-

BNY Mellon

-

Reviews

Equirus Wealth

0.0 (0)

BNY Mellon

0.0 (0)

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