Solution introduction

SmartWealth API & MCP

Investment Intelligence Infrastructure for Modern Private Wealth Platforms

API-first company intelligence for private banks, brokers, and WealthTechs
A modern alternative to broker content and legacy financial data providers.

Available via simple, cost-effective subscriptions designed to scale with your platform.

Built for teams modernizing wealth platforms
CTOs, Heads of Product, and Heads of Digital are expected to deliver:

  • Institutional-grade investment insights
  • Consumer-grade digital experiences
  • Faster time to market
  • Predictable, scalable platform economics

Most research and data providers were not designed for this operating model.

 

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