Wealth2b
SEC RegisteredInfraestructura de inversión
About the firm
Wealth2B ofrece infraestructura de inversión que permite a plataformas ofrecer productos de inversión a sus clientes en semanas, asumiendo la carga regulatoria y proporcionando herramientas de atención y asesoría. Sus productos incluyen cuenta remunerada en USD, robo advisor y trading autónomo, con retornos del 3.25% al 9%+. También ofrece SmartInvest AI, una solución de hiperpersonalización consumida vía API.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Cuenta remunerada en USD (FDIC), Robo Advisor con distintos perfiles de riesgo (conservador, moderado, agresivo, muy agresivo, temáticos), trading autónomo con acciones y ETFs fraccionarios, SmartInvest AI para hiperpersonalización vía API, e integración developer-first mediante API RESTful con documentación completa, webhooks, sandbox y SDKs en Python, Node.js y Java.
Who they serve
Plataformas y empresas que desean ofrecer productos de inversión a sus propios clientes.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 32,225 | $26M |
Leadership
Office locations
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Wealth2b has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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