Launch investment products from your app
Plug-and-play APIs, delegated compliance, and full fiduciary operation. Activate interest-bearing accounts, trading, and automated portfolios in weeks.
Our solutions to embed investments into your platform
Interest-Bearing Account
Offer your users daily yield in dollars from their available balance. Segregated accounts in the U.S. with immediate liquidity and FDIC protection.
Real-Time Trading
Enable trading directly from your app. Access to 7,800+ U.S. instruments, including fractional shares. Custodied accounts and automated monitoring.
Robo-Advisor
Automated, diversified investments tailored to the user profile. No need for internal teams or proprietary licenses.
How it works
You integrate our API
Fast implementation with detailed documentation, sandbox environment, and technical support.
Your users invest from your app
The interface is yours. We handle the regulated backend.
We operate and manage
We provide portfolio management, execution, custody, and compliance.
You monetize
You earn through subscription or commissions over assets.
You integrate our API
Fast implementation with detailed documentation, sandbox environment, and technical support.
Your users invest from your app
The interface is yours. We handle the regulated backend.
We operate and manage
We provide portfolio management, execution, custody, and compliance.
You monetize
You earn through subscription or commissions over assets.
Revenue Projection Calculator
Our clients can generate over 3x what they pay to Wealth2B.
Estimate Your Potential Revenue
This calculation is only a simulation based on standard assumptions and representative ranges. Values may vary according to your actual model.
Projected Revenue
Developer-first integration
An intuitive API, designed for demanding technical teams.
- RESTful API with comprehensive documentation
- Webhooks for real-time event notifications
- Sandbox environment for safe testing
- Swagger/OpenAPI specification for easy integration
// POST /orders
{
"account_id": "acc_123456789",
"symbol": "AAPL",
"qty": 1.5,
"side": "buy",
"type": "market",
"time_in_force": "day"
}
// POST /money-movements
{
"account_id": "acc_123456789",
"amount": 1000.00,
"currency": "USD",
"direction": "deposit"
}
Full compliance. Zero friction for your company.
Compliance is our responsibility. Your team focuses only on the product.
- Wealth2B Inc. is registered with the SEC as an Investment Advisor (CRD# 331220)
- Segregated accounts and U.S. custody
- SIPC protection up to USD 500,000
- We meet KYC, AML, and suitability standards
- Custom compliance manual and personalized fund flow
SEC
Registered Investment Advisor
SIPC
Investor Protection
KYC
Identity Verification
AML
Anti-Money Laundering
Get in Touch
Have questions or ready to integrate investments into your app? Reach out to our team.
Frequently asked questions
Ready to integrate investments into your app?
Schedule a call with our team and launch in weeks.