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wealthAPI Blog
ISO 27001 certification: Why information security is non-negotiable for financial service providers
Open Banking and API-based business models have fundamentally changed how financial data is aggregated, processed, and used. The technical possibilities are impressive—but they come with a core…
Those Who Don’t Invest in the Customer Interface Today Will Lose the Customer Tomorrow
The Silent Shift: Banks and the Question of Relevance in Digital Financial Life Customers' current accounts, loans and brokerage portfolios are often held at different institutions - which means…
The Smart Compliance Assistant: How Technology Relieves Human Expertise and Minimizes Errors
In the compliance departments of financial institutions, the main focus is often on administrative tasks. Manually tracking employee trading, reconciling documents, and requesting information ties up…
Between Regulation and Reality: Why Investor Questionnaires Are an Opportunity
"How much money do you want to invest? What is your risk appetite? What experience do you have with securities?" – Every investor in Germany knows these questions from investor questionnaires. They…
wealthAPI at FIBE 2026: Three Stage Appearances, Two Days, One Clear Signal
wealthAPI at FIBE 2026: Three Stage Appearances, Two Days, One Clear Signal FIBE Berlin has established itself as a central industry event for fintech and financial services. From 15 to 16 April…
wealthAPI named to WealthTech100 2026
FinTech Global has selected wealthAPI for the WealthTech100 2026. Now in its eighth year, the annual list identifies 100 technology providers in the global wealth management sector. For this…
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