Embedded investing infrastructure that enables fintechs and established companies to bring investing products to market with ease.
Our modular API platform provides every building block required to build a scalable robo-advisor, from user onboarding, account management, portfolio management, custody, and more.
Just pick the modules you need, and embed investing functionality, all over API.
Our platform makes the investing part easy, enabling businesses to embed investing products alongside existing products, giving you the agility that you need to build and scale.
We help businesses get to market, fast. That means they can focus on what matters most to them: their customers.
Build your brand, design your user experience, plug in to our API and let us power the rest.
Vertically integrated investing services, all available over API
Onboard your users with ease, with tailored onboarding flow rules, questions to cover risk and suitability, and automatic KYC and AML checks.
Comprehensive trading built on cutting-edge tech. Trade thousands of fractional securities across markets in multiple currencies.
We’re a fully licensed custodian for client money and assets in the UK. Cash and securities are held at tier 1 banking and sub-custodian partners.
Access a range of UK tax wrappers and accounts tailored to fit your customers needs including ISAs, GIAs, SIPPs, and JISAs.
We support BACS, CHAPS, direct debits, open banking, instant matching deposits, recurring payments, and standing orders.
Seamlessly manage models, programmatically rebalance, track performance data, manage fee accrual, model drift, and more.
Wahed is a New York-based Sharia robo-advisor (the world’s first!) that operates in 130 countries worldwide. Wahed initially used our white label service, as it built out its wealth offering using our APIs.Read the story