Embed investing in your business
DriveWealth’s technology platform powers investing experiences for global leaders and disruptors
Brokerage-as-a-Service
DriveWealth believes that everyone should have the ability to control their financial future. We accomplish this by providing our B2B Partners with an API-based financial services technology platform that allows their clients around the world to trade and invest from their phone.
Global presence
DriveWealth powers banks, broker dealers, asset managers, digital wallet providers, and consumer brands in the US, Latin America, EMEA, and APAC. We enable both digital-native and more established companies to deliver a range of financial services to their end clients.
Technology thought leader
DriveWealth pioneered fractional share investing. Since then, we have grown into a global platform that provides trading of US equities, mutual funds, ETFs, fixed income, and options. In addition, our technology enables our Partners’ clients to instantaneously open, fund, and move money in their accounts while meeting regulatory and compliance requirements.
Partnership advantages
Our robust platform, modern architecture, and innovative pricing allow our Partners to swiftly progress their investing concept from idea to reality. DriveWealth Partners have observed deeper client engagement and new revenue opportunities as a result of leveraging our trading and investment services.
APIs that rapidly create new business opportunities
DriveWealth’s APIs provide our Partners with a modern, extensible, and flexible toolkit that offers solutions that range from traditional investment workflows to more innovative techniques such as rounding up purchases into fractional share ownership.
Our Brokerage-as-a-Service platform is built to allow for a quick and seamless experience at every stage of the investment journey – from onboarding, account funding, and trading to digital statements and tax reporting – while leaving your legacy technology solutions and associated challenges behind.
Initiating the process entails generating a session token, which is used in subsequent API requests.
To learn more about tokens, see here.
The subsequent action involves setting up a customer/user within the system. The customer entity contains details pertaining to the individual who will engage in transactions on the platform.
To learn more about users, see here.
Moving forward, the subsequent action involves establishing a trading account, often referred to as a brokerage account. This designated account will function as the primary account for conducting transactions.
To learn more about accounts, see here.
At this point, you’re prepared to execute your inaugural trade.
To learn more about order, see here.
Utilizing a GET request on the orders endpoint and providing the orderID as a parameter will retrieve the order’s specifics from the platform.
To learn more about order details, see here.
Technology designed for fintechs and established companies
DriveWealth’s technology platform allows fintechs and established companies to provide securities trading to their clients simply, efficiently, and compliantly.
Begin investing with $1
Through our patented fractional trading solution, investors worldwide can invest in dollar amounts rather than share quantities. Dollar-based trading provides optimal flexibility to develop creative user experiences and provides everyone access to the benefit of portfolio diversification regardless of their net worth.
Institutional grade execution
In addition to our front-end technologies, DriveWealth has a fully featured institutional trading capability that benefits our Partners with order routing, clearing, custody, stock loan, enhanced liquidity, and NYSE Floor execution.
Empower clients to work toward meeting financial goals
Our robust product offerings provide our Partners’ clients with access to solutions that can help them meet their financial goals through diversification.
Equities
DriveWealth provides global access to US equities, ETFs, and OTC securities. We manage the complexity for our Partners with automated dividend reinvestment, securities lending, portfolio rebalancing, and other features.
ETFs
We support over 3,000 ETFs offering access to equities, fixed income, and alternatives that track specific industries or sectors, countries/regions, indices, and active strategies.
Mutual funds
Our mutual fund offering includes over 6,000 global funds with a wide range of investment themes and underlying products.
Fixed income
Our fixed income solutions are available across multiple categories and geographies including investment grade, high yield, US treasuries, and sovereign bonds. Our features include automated real-time execution, robust instrument search, and the ability to interact with multi-dealer quotes.
Options
Our technology enables access to trade multi-listed options on underlying US equities and ETF securities.
Empower clients to work toward meeting financial goals
Our robust product offerings provide our Partners’ clients with access to solutions that can help them meet their financial goals through diversification.
ETFs
We support over 3,000 ETFs offering access to equities, fixed income, and alternatives that track specific industries or sectors, countries/regions, indices, and active strategies.
Fixed income
Our fixed income solutions are available across multiple categories and geographies including investment grade, high yield, US treasuries, and sovereign bonds. Our features include automated real-time execution, robust instrument search, and the ability to interact with multi-dealer quotes.
Equities
DriveWealth provides global access to US equities, ETFs, and OTC securities. We manage the complexity for our Partners with automated dividend reinvestment, securities lending, portfolio rebalancing, and other features.
Mutual funds
Our mutual fund offering includes over 6,000 global funds with a wide range of investment themes and underlying products.
Options
Our technology enables access to trade multi-listed options on underlying US equities and ETF securities.
Ready to get started?
Connect with us and let’s discuss how to empower your clients with modern, innovative products and solutions.
Who we are
Learn more about how DriveWealth provides modern, innovative products and solutions.
Partner services
Take control of your business using our Partner dashboard to manage many of the “back office” investing functions.
Developer portal
Check out our comprehensive guides to build your platform.
