Wealthica API
Wealthica API aggregates investment information from Canadian financial institutions, brokerages, and investment platforms for use in financial products.
What Wealthica API is
Wealthica API aggregates investment information from Canadian financial institutions, brokerages, and investment platforms for use in financial products. Wealthica says it connects to over 150 Canadian institutions and provides accounts, balances, investment positions, securities, and transactions. Institution data syncs daily, and information can also be retrieved through the API; the listed refresh frequency is on demand. Developers can integrate with a unified API, a Node.js SDK, or a drop-in Connect Widget. The documentation describes a popup widget flow for web apps and an OAuth redirect flow for mobile, desktop, or custom experiences. Connections can use the widget, OAuth, or native and third-party provider connectors. The API is presented for fintechs, financial institutions, advisors, wealth managers, family offices, online brokerages, and developers. Wealthica offers API keys and demos through links to schedule with the company; API keys are available by contacting its sales team. Pricing is paid and available on request. Wealthica says the API is SOC 2 Type II compliant, undergoes regular third-party audits, and uses AES-256 encryption for stored data and TLS 1.2 or higher for data in transit.
Good
- Connects to over 150 Canadian institutions.
- Provides accounts, balances, positions, securities, and transactions.
- Offers a unified API, Node.js SDK, and Connect Widget.
- Supports web, mobile, desktop, and Node.js applications.
- States AES-256 encryption and TLS 1.2 or higher.
Watch out
- Pricing is available on request.
- API keys require contacting the sales team.
- Batch securities lookup supports equities only.
- Each batch lookup accepts at most 1,000 symbol pairs.
Who it suits
Wealthica API suits developers and businesses integrating investment account information into financial products, especially those working with Canadian institutions. Its audience also includes fintechs, advisors, wealth managers, family offices, and online brokerages.
Verdict
Wealthica API offers several integration paths and investment data from a stated network of Canadian institutions. Pricing and API access require contacting Wealthica, so it is not a self-serve purchase based on the listed information.
Plans and prices
From Wealthica API's own pricing page, checked 12 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Wealthica API | Priced on request | Pricing not listed publicly · Contact Wealthica for pricing and details |
The facts
Each one read from Wealthica API's own pages, with the date it was checked.
What it does
- Access
- The Investment API page offers API keys and demos through links to schedule with Wealthica; it does not state API pricing there.checked 4 Oct 2026
- API limit
- Batch securities lookup accepts at most 1,000 symbol pairs per request and currently supports equities only.checked 12 Oct 2026
- Authentication
- Wealthica says it favors API authentication for financial account connections when available.checked 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.checked 4 Oct 2026
- Coverage
- The maker says the API connects to over 150 Canadian financial institutions.checked 4 Oct 2026
- Data access
- The API provides investment positions, balances, securities and transactions.checked 4 Oct 2026
- Data protection
- Wealthica says it uses AES-256 encryption for stored data and TLS 1.2 for data in transit.checked 12 Oct 2026
- Encryption
- The API page says data is encrypted with AES-256 and in-transit data uses TLS 1.2 or higher.checked 4 Oct 2026
- Financial data
- The API can retrieve investment positions, balances, securities, and transactions.checked 12 Oct 2026
- Institution coverage
- Wealthica says it aggregates data from over 150 Canadian institutions.checked 12 Oct 2026
- Integration access
- API keys are available by contacting Wealthica’s sales team.checked 12 Oct 2026
- Integration options
- Wealthica offers a unified API, a Node.js SDK and a drop-in Connect Widget.checked 4 Oct 2026
- Intended customers
- The API is presented for fintechs, financial institutions, advisors, wealth managers, family offices, online brokerages and developers.checked 4 Oct 2026
- Intended users
- Wealthica describes its API as serving developers and businesses integrating investment accounts and financial data providers.checked 12 Oct 2026
- Purpose
- Wealthica API connects Canadian bank and brokerage institutions to an application.checked 12 Oct 2026
- Read-only sharing
- The Sharings API lets users give specific Wealthica users read-only access to their data.checked 12 Oct 2026
- SDK
- Wealthica recommends its JavaScript SDKs for frontend and backend integration, and says the same package can be used for web, mobile, desktop, and Node.js applications.checked 12 Oct 2026
- Security
- The API page says Wealthica is SOC 2 Type II compliant and undergoes regular third-party audits.checked 4 Oct 2026
- Security compliance
- Wealthica says it is SOC 2 Type 2 compliant and undergoes regular audits.checked 12 Oct 2026
- Support
- Wealthica directs API pricing inquiries to [email protected] and offers contact through its site.checked 12 Oct 2026
- Synchronization
- Wealthica says institution data syncs daily and can also be retrieved through the API.checked 4 Oct 2026
The company
- Company
- Wealthica says it started in 2015 and lists offices in Montreal and Toronto, Canada.checked 4 Oct 2026
- Company history
- Wealthica says it started in 2015.checked 12 Oct 2026
- Founded
- 2015checked 24 Oct 2026
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