SnapTrade
Curated by SignalAPI platform enabling developers to integrate investment accounts seamlessly.
Overview
SnapTrade is a portfolio management solution designed for wealth managers within the fintech sector. It focuses on integrating technology to improve investment strategies and client outcomes. The platform includes an API that allows developers to connect investment accounts to their applications, providing real-time data on holdings, transactions, and trading capabilities. SnapTrade utilizes artificial intelligence and machine learning for risk assessment and opportunity identification, enabling wealth managers to tailor portfolios to individual client profiles. The platform also emphasizes security, offers comprehensive asset coverage, and provides developer support.
Key facts
- Founded
- 2014
- Headquarters
- Fredericton, Canada
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 8 products and services
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Contact
- Primary office
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