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wealthAPI Blog


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. Without an external agency. And with a team that wanted to prove it could be done. Where It…


The greatest vulnerability in the financial system is its ecosystem

Banks invest billions in their IT security. Firewalls are hardened, systems segmented, access controlled. And yet, damages from cybercrime continue to rise. In Germany, most recently to €289 billion…


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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. Portfolio positions, securities transactions, tax-relevant events – all this data must be structured,…


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…


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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…



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