Wealth Management

Crestview Wealth Partners Ltd

1.2 (5 reviews)
🇨🇭 Switzerland
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1.2
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About Crestview Wealth Partners Ltd

Crestview Wealth Partners Ltd has been flagged by Swiss Financial Market Supervisory Authority for "Other". This company appears in our regulatory warnings database. Always verify with official regulatory sources before investing or doing business with this firm.

Customer Reviews

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Horrible from beginning to end

M
Monica A.
3 weeks ago

The reporting at Crestview Wealth Partners Ltd is laughably bad. Tax documents are inaccurate, transaction histories have gaps, and trying to export data for your accountant is a nightmare. For a financial platform, getting the numbers right should be the bare minimum.

Pros: Clean UI|Automated trading options|Instant funding|Copy trading available

Cons: Mobile app could be improved

Red flags everywhere

J
John A.
5 months ago

I was about to invest with Crestview Wealth Partners Ltd but decided to check their regulatory status first. They claim to be regulated but I could not find them on any official register. Swiss Financial Market Supervisory Authority has actually issued a warning about this firm. Thank goodness I checked before sending any money.

Pros: Website looks legitimate on the surface

Cons: Not registered with regulators|Unrealistic promises

They blocked me after I invested

J
James B.
5 months ago

After doing some research AFTER the fact (I know, I should have done this first), I discovered that Crestview Wealth Partners Ltd is not authorized by any legitimate financial regulator. They are operating illegally. The website looks very professional but it's all a facade. Please check the regulatory warnings database before investing with ANY company.

Pros: Professional looking website

Cons: Withdrawal fees demanded|Communication cut off|Not authorized

Manipulative and dishonest

L
Laura Y.
7 months ago

I trusted Crestview Wealth Partners Ltd with a significant portion of my savings and I deeply regret that decision. Not because of market losses, but because of how poorly the platform performed and how dismissively the support team treated my concerns.

Pros: Personal attention|Easy withdrawals

Cons: No live chat on mobile

Do not waste your money here

S
Shannon S.
10 months ago

The spread at Crestview Wealth Partners Ltd is not what they advertise. During volatile markets it widens so much that you lose before the trade even starts. I found them based on a colleague's recommendation and initially thought the platform was good - until I started trading seriously.

Pros: Comprehensive tools|Clear documentation|Full transparency

Cons: Cannot customize dashboard fully|Spreads widen during volatile periods