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Wealth2b Inc. ("W2B Inc.") offers investment advisory services using proprietary algorithmic technology. Our commercial partners ("Partners") collaborate to facilitate the opening of investment advisory accounts for end users.

Legal documents

Investment Advisory Agreement (IAA) PDF Form ADV 2A PDF Customer Relationship Summary (Form CRS) PDF Privacy Notice PDF

Regulatory information

FDICUSD 250,000

Deposits insured up to USD 250,000 per depositor, per insured institution.

SIPCUSD 500,000

Securities protected up to USD 500,000 (including USD 250,000 in cash). Learn more at www.sipc.org.

SECCRD #331220

Registered Investment Advisor CRD# 331220. See www.adviserinfo.sec.gov.

W2B, Inc. is registered with the SEC as an investment adviser under CRD# 331220. Registration does not imply a certain level of skill or training.

Investment accounts offered through Wealth2B are protected by SIPC for up to $500,000, including a $250,000 limit for cash.

Investing involves risks, including the potential loss of principal. Past performance is not indicative of future results.

Wealth2B does not provide comprehensive financial, legal, or tax advice. Clients are encouraged to consult qualified professionals.

Wealth2B collaborates with third-party companies ("Partners") to offer its investment services. Commercial agreements with these Partners may create conflicts of interest.

All services provided by Wealth2B are delivered exclusively through its platform and facilitated by proprietary algorithms. The content on this website is for informational purposes only.

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Wealth2B

Investment infrastructure for financial institutions.

Solutions SmartInvest AI Integration Security and compliance Legal information

W2B, Inc. is registered with the U.S. Securities and Exchange Commission (SEC) as an investment adviser under CRD #331220. Registration does not imply a certain level of skill or training. Additional information about W2B, Inc., including its Form ADV Part 2A, is available on the SEC’s website at www.adviserinfo.sec.gov.

Investment accounts offered through Wealth2B are protected by the Securities Investor Protection Corporation (SIPC) for up to $500,000, including a $250,000 limit for cash, where applicable. Visit www.sipc.org for more information.

Investing involves risk, including possible loss of principal. Past performance is not indicative of future results. For more information about these risks, see Item 8 of Wealth2B’s Form ADV Part 2A.

Wealth2B does not provide comprehensive financial, legal, or tax advice. Clients should consult qualified professionals.

Wealth2B works with third-party firms ("Partners") to offer its investment services. Commercial arrangements with these Partners may create conflicts of interest because they incentivize Partners to recommend Wealth2B over other advisers. Clients should consider these conflicts when evaluating the service.

All services provided by Wealth2B are offered exclusively through its platform and facilitated by proprietary algorithms designed to manage investments and provide recommendations. The content on this website is for informational purposes only and does not constitute an offer to buy, sell, or hold any security.

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