wealthAPI for Neo-Brokers
More Trades Through Hyper-Personalization
Excite your customers by integrating multi-banking and multi-brokerage into your offerings. Achieve:
- More trades through personalized recommendations
- More deposit volume through automated deposit transfers
- Boost customer loyalty by offering exclusive premium features
Why wealthAPI?
Create customer-centric added value with minimal effort
- Highest interface quality
- Satisfied customers and reduced support effort due to the lowest error rate on the market
- Fast troubleshooting through continuous monitoring and alerting
- Maximum data quality and decreasing costs through progressive migration to in-house implemented interfaces
- Shortest time-to-market
- Faster rollout through ready-made, customizable UX components
- Maximum individualization through modular structure
- Clear focus on the requirements of our partners
- Customer-centric feature roadmap
- Established support processes
- No conflicts of interest due to the operation of proprietary end-customer solutions
- Scalability and data warehousing support
- Our solution is based on a highly scalable technology stack
- Reliable in-house technology to integrate our data into your data warehousing in real-time
Marketing revenues increase
Stable freemium revenues
Consistent data management
Your customers demand consistent data across all solutions.
Therefore, we offer a “bring your own data” approach for various data classes. This means you have the option to easily integrate your own data and data sources into our system using an API. This provides flexibility and control over the data you utilize within our platform, allowing you to leverage your existing information and connect it seamlessly with our services through a straightforward Application Programming Interface.
Your data will be clearly separated and visible only to your users!
Quotes
Dividend & Master Data
Asset Allocation
Our Ecosystem- wealthAPI marketplace -
wealthAPI collaborates with leading partners in the fields of financial data, investment, and wealth management.
ARIVA, a data vendor since 1998, provides us with accurate price data and comprehensive financial information through easy-to-use APIs.
brokerize offers an API for stock trading, connecting to numerous reputable brokers such as Comdirect, Consorsbank, and Flatex.
DivTax is the premier withholding tax refund solution, designed to maximize dividend income by up to 25%.
DivvyDiary provides a dividend data marketplace, featuring the most comprehensive database of worldwide dividend stocks with the highest quality metrics.
finAPI is one of the leading open banking providers in Europe. We use finAPI’s banking API to connect accounts and portfolios from numerous banks.
Data Security
Protecting your customer data is our top priority. As a BaFin-regulated Account Information Service, we operate in accordance with German banking security and data protection standards. Our internal processes are continuously checked for compliance and security.
Well-established compliance
Maximum security standards
Hosting in Germany
Customers
These companies are already working with wealthAPI
Our innovative solutions have convinced numerous clients from the financial industry since 2022. Whether it’s a financial platform, influencer, online platform, bank, publishing house, asset manager, or family office, our technology is used wherever efficient and flexible solutions are required.
How much does it cost to integrate with wealthAPI?
Our modular SaaS pricing offers you everything you need to integrate a portfolio analysis solution. Choose from pricing plans tailored to your company size, ranging from pure financial data access via API to bundled options including our industry-leading asset analysis tools.
Ready for an offer?
Then contact our sales team directly.
After submitting this contact form, our sales team will contact you as soon as possible and send you an offer presentation by email.