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Launch investment products from your app

Plug-and-play APIs. Activate interest-bearing accounts, trading, and automated portfolios in weeks.

Powering Fintech Leaders

Wealth2B Financial Infrastructure

Our solutions to embed investments into your platform

Plug-and-play APIs. Activate interest-bearing accounts, trading, and automated portfolios in weeks.

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.

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Real-Time Trading

Enable trading directly from your app. Access to 7,800+ U.S. instruments, including fractional shares. Custodied accounts and automated monitoring.

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Robo-Advisor

Automated, diversified investments tailored to the user profile. No need for internal teams or proprietary licenses.

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Explore all product docs

Revenue Projection

Configure your platform in 5 simple steps.

Step 1 of 5

How many active users?

Users you plan to onboard to investment products.

5,000

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.

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
Resources
Starter KitSwagger and Guides
api.wealth2b.com
orders
// POST /orders
{
"account_id": "acc_123456789",
"symbol": "AAPL",
"qty": 1.5,
"side": "buy",
"type": "market",
"time_in_force": "day"
}
moneyMovements
// 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 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

Frequently asked questions about our technology and services.

Wealth2B provides fintechs and banks with an API that enables opening segregated investment accounts in the U.S. and offering investment products directly from their own platforms. We handle regulation, portfolio management, operations, custody, and clearing. We also offer a backoffice platform for client teams to access operational data and receive support.
Once the API is integrated, you only need to manage the user experience, define service pricing, and provide customer support. Wealth2B handles everything else.
Wealth2B serves fintechs and banks globally and opens investment accounts for end users in most countries, except for sanctioned or blacklisted jurisdictions.
Wealth2B lets you launch investment products in a few weeks, without the need for a specialized structure or proprietary regulatory licenses. Our automated management service allows you to reach a broader audience by removing traditional entry barriers like high minimums.
The integration is fast and efficient. It includes technical support, documentation, and a sandbox environment. Our compliance team also performs a regulatory analysis and provides a compliance manual to streamline implementation. We design a personalized fund flow and conduct due diligence to ensure operational security.
Our clients have full flexibility to define their monetization model. Wealth2B also allows you to charge directly from end-user investment accounts if desired.
Wealth2B only offers segregated investment accounts opened in the name of each end user and custodied with a regulated U.S. entity. We do not work with omnibus accounts.
Wealth2B allows individual transfers (SWIFT, Wire, or ACH) and also supports grouped transfers for operational ease. Additionally, we offer access to a credit line for immediate fund settlement, subject to conditions.
Wealth2B does not report balances or earnings to any tax authority. Each user is responsible for declaring their investments. We typically use Form 1042-S to report dividends and withholding, though this may vary by tax residency.
Wealth2B Inc. is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor, under CRD# 331220. Through this license, we provide investment services with fiduciary duty to end users. We also work with regulated entities in the U.S., including broker-dealers and custodians. Each client must assess their local regulatory constraints. Wealth2B supports this analysis and has agreements with regulated entities in Latin America to address local compliance needs.

Ready to integrate investments into your app?

Schedule a call with our team and launch in weeks.