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Automate model portfolios that are scalable and easy to manage

DriveWealth’s technology enables our partners to design cutting-edge robo-investing experiences for your customers. You can create and manage model portfolios that you offer to your customers. Or you can empower people to make their own investment decisions with a robo-advisory capability that’s embedded in your existing payments or banking app.

Design a user experience that works for your clients

You create the models that meet your clients’ needs, and our portfolio management system will automatically rebalance them to your target weighting on the frequency you select. Whatever level of customization you want to offer, we can build it.

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Learn more about Autopilot Portfolio Management

When you work with us, you can stay focused on your customers and their goals, because we handle:

  • Brokerage operations
  • Onboarding
  • Trade execution
  • Clearing & settlement
  • Regulatory reporting

Enable instant investing

With digital onboarding and identity verification as well as a full suite of money movement options, you can onboard your customers in just a few clicks and allow them to begin investing within minutes.

Case study

How MoneyLion offers their customers an automated robo-investing experience
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Join the retail revolution and put the future of embedded investing into the palm of your customer's hands.
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Brokerage services and investment products provided by DriveWealth, LLC. The availability of brokerage investment products may vary by country. Nothing on this website is an offer to sell or a solicitation of an offer to buy securities, products or service, by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. Any company stocks and ticker symbols that appear on this website are for illustrative purposes only and do not constitute a recommendation for a particular security. All investments carry risks. Investment returns will fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost. You should consider your investment objectives, the risks involved, and consult with your investment and/or tax professional about your specific circumstances prior to making an investment decision. Brokerage investment products: Not FDIC Insured * No Bank Guarantee * May Lose Value. API stands for application program interface. An API specifies how software components should interact. Our suite of APIs allow our partners to build applications that connect to our brokerage platform. DriveWealth’s patent-pending Fracker® technology democratizes investing by enabling investors to purchase a fractional share of a stock, which is less than a single share. For example, if a stock is trading at $1,800 per share, the Fracker® has the ability to break this into multiple fractional shares out to 8 decimal places, so retail investors can buy what they can afford – if that’s $1 or $100. DriveWealth’s technology tracks the fractional ownership amounts, and ensures investors receive trading confirmations, statements, and tax reporting for only the fractional share of the investment. DriveWealth’s unique Fractional share program allows you to purchase securities in dollar amounts rather than share quantities. Please be advised that trading in fractional shares has unique risks and limitations that you should understand prior to participation in DriveWealth’s Fractional Share Program. Visit [legal.drivewealth.com] for full disclosures on fractional share trading. Loyalty rewards programs may encourage specific consumer habits. DriveWealth, LLC facilitates execution of the loyalty rewards program offered by your introducing broker, advisor, and/or card issuer. All rewards processed by DriveWealth are in the form of buy orders for equity securities; merchant credits and cash back programs are not provided by DriveWealth. Participating in a loyalty rewards program may have unintended consequences related to your brokerage account maintained at DriveWealth including, but not limited to, concentration in a particular security. DriveWealth makes no determination as to your eligibility to participate in a loyalty rewards program or the suitability of the investments obtained through such loyalty rewards program. Please consult with your introducing broker, advisor and/or card issuer for the specific terms and conditions of your loyalty rewards program.
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