AI-based financial technology forsmart financial decisions.

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.

siri

Your corporate identity

Coin

No running costs

cash-deposit-dollar

Additional income

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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.

siri

Easy integration

Coin

BaFin regulated

cash-deposit-dollar

No running costs

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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.

siri

Easy integration

Coin

Cost-effective

cash-deposit-dollar

BaFin regulated

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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
All data available via API
Customer service (2nd level support)
Portfolio analysis
Without own IT effort
Running costs
Own frontend
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.

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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.

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BAFIN registered

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.

Schloss

Hosting in Germany

Server

Scalable SaaS solution

3d-ube-sphere

Best data quality

Do you have any questions?
Get in touch:

We will contact you as soon as possible to discuss your requirements.

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