We help you improve your unit economics and
profitability by generating more revenue from your
existing customer base.
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We offer regulated products, protected accounts and prioritize client
interests, fulfilling our fiduciary duty.
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We specialize in automated products that allow your users to delegate the management of their investments, tapping into an untapped market of retail investors.
Deposit your clients' funds in U.S. dollars in the United States, generate daily yields, and provide immediate liquidity. Each account is FDIC insured up to USD 250,000.
Learn moreGlobally diversified investments, automatically managed and adjusted to your users' risk profiles. Investments are made in stocks, bonds, commodities, and real estate worldwide, all through low-cost ETFs.
Learn moreYour users can invest in U.S. Treasury Bonds, the safest instrument in the world, by simply selecting the amount, term, and their preference at maturity. Wealth2B takes care of the rest.
Learn moreAllow your users to use their investments as collateral for loans, with easy approval, no credit checks, and immediate funds at competitive rates.
Learn moreAccess the U.S. stock market, enabling real-time buying and selling of stocks, including fractional shares, catering to dynamic and personalized investment needs.
Learn moreWealth2B Inc. is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor under CRD# 331220. Through this license, Wealth2B provides investment services via its technological platform, assuming a fiduciary duty to the end users of the service.
Additionally, we collaborate with regulated entities in the U.S., as Broker-Dealers and Custodians. Each client remains responsible for analyzing the regulatory limitations in the territories where they operate outside the U.S.
Wealth2B provides consulting services to support this analysis and has agreements with regulated entities across LATAM to address the regulatory needs of our clients in the region.