Introduction

DriveWealth is a fully regulated, API-first brokerage infrastructure platform purpose-built for financial institutions, global banks, and technology companies seeking to embed world-class investing experiences into their products.

Trusted by clients across the United States, Latin America, EMEA, and APAC, DriveWealth powers the full investment lifecycle — from account opening and funding to trading, custody, clearing, and regulatory reporting — through a single, modern API integration.

What You Can Build

DriveWealth's platform supports a wide range of investment products and client models, including:

• Embedded brokerage — offer self-directed trading of US equities, ETFs, mutual funds, options, and fixed income natively within your existing product
• Robo-advisory & managed accounts — automate portfolio construction, rebalancing, and AUM fee collection via AutoPilot
• Round-up & fractional investing — DriveWealth pioneered fractional share investing and provides the infrastructure to support micro-investment experiences at scale
• Retirement accounts — offer traditional and Roth IRAs alongside standard brokerage accounts
• Global access — enable non-US customers to invest in US markets with built-in KYC, AML, and cross-border compliance support

Built for Enterprise

DriveWealth's platform is designed to meet the standards of the world's leading financial institutions:

• Regulatory compliance — fully FINRA and SEC registered, with built-in support for KYC, AML, tax withholding (W-8/W-9, 1446(f), 871(m)), and required investor disclosures
• Reliability at scale — modern cloud-native architecture built to handle high transaction volumes across global markets
• Real-time infrastructure — event-driven notifications via SQS keep your platform in sync with every order, position, and account change as it happens
• Shared technical support — every client is assigned a Relationship Manager and has access to our Solutions Engineering team to guide integration and ongoing product expansion

Getting Started

This documentation provides everything your technical team needs to integrate with DriveWealth, including step-by-step guides and a UAT environment for end-to-end testing. Quick Start guides are available to get your first test trade executing in minutes.