About Us
We are building the future of investing
Our mission is to make professional-grade investment tools accessible, understandable, and actionable for everyone.
Our headquarters
Serving clients from Blue Bell, Pennsylvania.
Headquarters
490 Norristown Road
Suite 250
Blue Bell, PA 19422 USA
Our story
From a small idea to a global platform.
2017
Founded — a vision to democratize investing.
2017 Q3
Platform launch (beta); first cohort of users.
2018 Q3
Expanded to 50+ countries.
2019 Q2
iOS & Android apps; added commodities, forex, options.
2020 Q4
Zero-commission trading and crypto launch.
2021 Q1
AI Signals engine introduced.
2022 Q1
Retirement accounts, high-yield savings, and mortgages.
2023 Q3
Copy Trading launch.
2025 Q1
AI Portfolio Advisor and leveraged trading.
2025 Q3
Social Trading Hub.
2026 Q1
Advanced analytics + Coombs Wealth Advisory Academy.
Core values
Innovation
We ship modern tools that make investing clearer and faster.
Trust
We earn trust with security, reliability, and straight talk.
Transparency
Clear fees, clear risks, clear disclosures — always.
Excellence
We hold a high bar for craft in everything we build.
What we stand for
Compliance-First
We design around AML and KYC checks and sound risk controls, and we work toward the licences required in the markets we serve.
Data Privacy
We never sell your data. We follow privacy-first practices aligned with GDPR and CCPA principles.
Financial Education
Free courses and webinars to help everyone invest with confidence.
5
Asset Classes
150+
Countries Reached
99.9%
Target Uptime
24/7
Support
Coombs Wealth Advisory, LLC is an investment adviser registered with the SEC (SEC# 801-129867, CRD# 281132). Registration does not imply a certain level of skill or training.
Our technology
AI & Machine Learning
Signals, screening, and portfolio insights powered by modern models.
Cloud Infrastructure
Multi-region architecture designed for reliability and scale.
Bank-Grade Security
AES-256 encryption and defense-in-depth engineering.
Cross-Platform
A consistent experience across web, iOS, and Android.
Recognition
We hold ourselves to a high bar across trading, innovation, security, and customer experience.
Join the Coombs Wealth Advisory community
Create your account in minutes and explore the platform.