- Home
- Bank Connectivity Software
- Wealthica API
Wealthica API
What it is
Wealthica Investment API brings investment account data from Canadian financial institutions, brokerages, and investment platforms into financial products. Wealthica says it connects to over 150 Canadian institutions and provides access to accounts, balances, positions, securities, and transactions. Institution data syncs daily, and the listed refresh frequency is on demand; data can also be retrieved through the API. Developers can integrate using the unified API, a Node.js SDK, or a drop-in Connect Widget. Documentation describes a popup widget flow for web apps and an OAuth redirect flow for mobile, desktop, or custom experiences. Native and third-party provider connectors are also listed. The API is presented for fintechs, financial institutions, advisors, wealth managers, family offices, online brokerages, and developers. Wealthica says it favors API authentication for financial account connections when available. It describes the API as SOC 2 Type II compliant, says it receives regular third-party audits, and states that data is encrypted with AES-256 and in transit with TLS 1.2 or higher. Pricing is available on request; API keys and demos are offered through links to schedule with Wealthica.
For and against
For
- Connects to over 150 Canadian institutions
- Provides accounts, balances, positions, securities, and transactions
- Offers a unified API, SDK, and Connect Widget
- Supports OAuth and provider connectors
- States AES-256 encryption and TLS 1.2 or higher
Against
- Pricing is available on request
- API keys require contacting Wealthica sales
- Batch securities lookup supports equities only
The verdict
Wealthica API offers several integration paths and access to investment data from Canadian institutions. Pricing is not publicly listed, so prospective users need to contact Wealthica for details.
Who it suits
The API is intended for developers and businesses integrating investment accounts and financial data into products, including fintechs, advisors, wealth managers, and online brokerages.
Plans and prices
Wealthica API
Pricing not listed publicly
Read 12 Oct 2026 · wealthica.com
On the record
- Access
- The Investment API page offers API keys and demos through links to schedule with Wealthica; it does not state API pricing there.wealthica.com · read 4 Oct 2026
- API limit
- Batch securities lookup accepts at most 1,000 symbol pairs per request and currently supports equities only.wealthica.com · read 12 Oct 2026
- Authentication
- Wealthica says it favors API authentication for financial account connections when available.wealthica.com · read 12 Oct 2026
- Company
- Wealthica says it started in 2015 and lists offices in Montreal and Toronto, Canada.wealthica.com · read 4 Oct 2026
- Company history
- Wealthica says it started in 2015.wealthica.com · read 12 Oct 2026
- Connection flows
- The documentation describes a popup widget flow for web apps and an OAuth/redirect flow for mobile, desktop or custom user experiences.wealthica.com · read 4 Oct 2026
- Coverage
- The maker says the API connects to over 150 Canadian financial institutions.wealthica.com · read 4 Oct 2026
- Data access
- The API provides investment positions, balances, securities and transactions.wealthica.com · read 4 Oct 2026
- Data protection
- Wealthica says it uses AES-256 encryption for stored data and TLS 1.2 for data in transit.wealthica.com · read 12 Oct 2026
- Encryption
- The API page says data is encrypted with AES-256 and in-transit data uses TLS 1.2 or higher.wealthica.com · read 4 Oct 2026
- Financial data
- The API can retrieve investment positions, balances, securities, and transactions.wealthica.com · read 12 Oct 2026
- Institution coverage
- Wealthica says it aggregates data from over 150 Canadian institutions.wealthica.com · read 12 Oct 2026
- Integration access
- API keys are available by contacting Wealthica’s sales team.wealthica.com · read 12 Oct 2026
- Integration options
- Wealthica offers a unified API, a Node.js SDK and a drop-in Connect Widget.wealthica.com · read 4 Oct 2026
- Intended customers
- The API is presented for fintechs, financial institutions, advisors, wealth managers, family offices, online brokerages and developers.wealthica.com · read 4 Oct 2026
- Intended users
- Wealthica describes its API as serving developers and businesses integrating investment accounts and financial data providers.wealthica.com · read 12 Oct 2026
- Purpose
- Wealthica API connects Canadian bank and brokerage institutions to an application.wealthica.com · read 12 Oct 2026
- Read-only sharing
- The Sharings API lets users give specific Wealthica users read-only access to their data.wealthica.com · read 12 Oct 2026
