wealthAPI
Curated by SignalWealth management software suite optimizing operations for financial advisors.
Overview
WealthAPI is a software suite aimed at wealth management, designed to assist wealth managers and financial advisors in optimizing their operations. The platform includes features such as customer relationship management (CRM), portfolio management, performance reporting, and financial planning, with enhancements from artificial intelligence (AI) and machine learning for predictive analytics. It targets a range of financial entities, including traditional banks, neo-brokers, cryptocurrency platforms, robo-advisors, and asset management fintechs. WealthAPI addresses the complexities associated with developing and maintaining brokerage interfaces, enabling businesses to focus on customer engagement. Its offerings, WealthAPI Plug & Play and WealthAPI Pure, support real-time data aggregation and personalized recommendations, while also ensuring compliance and security. The platform aims to simplify the process of obtaining PSD2 licensing and provides cloud-based solutions to improve operational efficiency within the financial services industry.
Key facts
- Founded
- 2014
- Headquarters
- Berlin, Germany
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
- 4 products and services
- Sign up to view
- Commercial model
- Sign up to view
Contact
- Primary office
- Sign up to view
Open roles
2 rolesSenior Banking and Brokerage API Developer - Berlin
Berlin, Berlin, Germany
Senior Backend Engineer Java / Spring Boot - remote
Germany
