Pioneering a transformative financial ecosystem, we empower B2B partners to provide personalized products at the perfect moment.
What do your customers need?
Option 1: Plug & Play
Happier users.No effort on your part.
Inspire your users with their own “financial home” on your platform, delivering an integrated marketplace for investment products. Our wealthAPI modules provide AI-based product recommendations to reduce investment risk and optimize return.
Your corporate identity
No running costs
Additional income
Option 2: wealth Optimizer
Highest data quality.The best of both worlds.
Enjoy the advantages and functionalities of the “Plug&Play” solution, while defining and building the frontend youself. The “Wealth Optimizer” module provides you with aggregation, analysis and refinement of transactional data.
Easy integration
BaFin regulated
No running costs
Option 3: Pure
The modular solution.Ideal for your portfolio app.
Use our portfolio analysis tools that integrate with your existing solution. Whether securities, crypto or real assets – we aggregate and analyze your users’ portfolio data. Based on the analytics, you offer the right product at the right time.
Easy integration
Cost-effective
BaFin regulated
Intelligent product suggestions - direct transactions wealthAPI works with leading partners from the investment and asset management sectors.
Overview wealthAPI products
| Plug & Play | Wealth Optimizer | Pure | |
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| All data available via API |  |
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| Customer service (2nd level support) | |
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| Portfolio analysis | |
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| Without own IT effort | |
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| Running costs | |
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| Own frontend |
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| Available as an add-on | AI-based product recommendations | ||
| Dividend Planner | |||
| Cashflow Analyzer | |||
| Contract Analytics | |||
| File import (pdf and csv import) | |||
| Crypto | |||
PSD2 Compliance
PSD2 license made easy. With us you comply with all PSD2 requirements.
Using the license umbrella will make you fully compliant with all PSD2 requirements, covering “classic” multibanking as well as access to modern FinTech offerings.
Security
Open Wealth - Made in Germany. wealthAPI is the leading provider of Open Wealth Interfaces.
We are a BaFin-regulated account information service. Setting standards for portfolio management and Open Wealth APIs at our Berlin headquarter.
Security and regulatory compliance is part of our DNA. As a regulated account information service, we rely on state-of-the-art technology to ensure agility and scalability while maintaining the highest security standards.
Hosting in Germany
Scalable SaaS solution
Best data quality
Do you have any questions?
Get in touch:
We will contact you as soon as possible to discuss your requirements.