Wealthica API

5.7easy start · #71 of 81
in Portfolio Management Software

Runs on Android, api, iOS, Web.

Wealthica API is ranked #71 of 81 in portfolio management software on The Geeks Club. It runs on Android, API, iOS, Web.

Compared on portfolio management software

Supported data types: accounts, balances, positions, securities, transactions
Connection methods: Connect widget; OAuth; provider connectors (native and third-party)
Refresh frequency: on_demand

Stock Rover 0 of 4 in the starter kit Lesson 18.8 Snowball Analytics 0 of 4 in the starter kit Lesson 28.6 Portfolio Performance 0 of 4 in the starter kit Lesson 38.6 Sharesight 0 of 4 in the starter kit Lesson 48.2 getquin 0 of 4 in the starter kit Lesson 58.2 PortfolioPilot 0 of 4 in the starter kit Lesson 68.0

Purpose: Wealthica Investment API aggregates financial data from Canadian financial institutions, brokerages and investment platforms.
Coverage: The maker says the API connects to over 150 Canadian financial institutions.
Data access: The API provides investment positions, balances, securities and transactions.
Integration options: Wealthica offers a unified API, a Node.js SDK and a drop-in Connect Widget.
Connection flows: The documentation describes a popup widget flow for web apps and an OAuth/redirect flow for mobile, desktop or custom user experiences.
Synchronization: Wealthica says institution data syncs daily and can also be retrieved through the API.
Security: The API page says Wealthica is SOC 2 Type II compliant and undergoes regular third-party audits.
Encryption: The API page says data is encrypted with AES-256 and in-transit data uses TLS 1.2 or higher.
Intended customers: The API is presented for fintechs, financial institutions, advisors, wealth managers, family offices, online brokerages and developers.
Access: The Investment API page offers API keys and demos through links to schedule with Wealthica; it does not state API pricing there.
Company: Wealthica says it started in 2015 and lists offices in Montreal and Toronto, Canada.

Claim it for free: prove the domain, then correct facts, plans and screenshots. An editor reviews every change.