AI in Financial Advisory: Recommendations Are Only as Good as the Wealth Data Behind Them
AI systems can analyze portfolios, identify advisory triggers, and prepare recommendations. Whether…
Fintech der Herzen - We've been nominated
wealthAPI has been nominated for the "Fintech der Herzen 2026" award by Payment & Banking - PBA…
Open Banking Meets Insurance Consulting: How Unidentified Debits Lead to Concrete Appointments
Insurance… We all know it: once taken out, they are forgotten in a drawer. And not just by the…
wealthAPI becomes a member of the Tech & Data Lab Frankfurt
wealthAPI has joined the TechQuartier Frankfurt community and will be participating in the Tech &…
wealthAPI provides the data foundation and technology for BörsenNEWS.de PortfolioPlus
Berlin, 2026-09-16 – The Berlin-based account information service wealthAPI delivers the data…
When it comes to the retirement pension depot, the winner is the one with the best database
When it comes to the retirement pension depot, the winner is the one with the best database It has…
AI assistants and real wealth data: the wealthAPI MCP server
Connecting an AI assistant to financial data usually means building the interface yourself. For…
A Note from Us: The wealthAPI Website Has a New Design
We sharpened wealthAPI's positioning - and then decided to rebuild the website ourselves. With AI.…
First-Class Wealth Data for the AI Era: wealthAPI Refines Its Positioning
AI-powered financial products stand or fall with the quality of the data they are built upon.…
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…