DriveWealth

Overview

DriveWealth is a fintech company based in New Jersey, founded in 2012 by Robert Cortright. The company specializes in fractional trading and embedded finance solutions, aiming to make investing in U.S. markets accessible and affordable for retail investors worldwide. It has pioneered fractional share investing, allowing individuals to purchase portions of shares, which lowers the barrier to entry for those with limited capital.

The company offers a range of services, including fractional share trading that enables investors to buy fractions of U.S. stocks and ETFs. DriveWealth provides embedded finance solutions through APIs, allowing partners such as fintech firms and financial institutions to integrate investment capabilities into their platforms. Its technology supports global retail investors, facilitating access to U.S. equity markets and emphasizing collaboration to enhance financial inclusion and wealth-building opportunities globally.

Basic Information

Contact Details

• Phone: +1 800-461-2680
• Website: drivewealth.com
• LinkedIn: linkedin.com/company/drivewealth

Key Focus Areas & Initiatives

• Financial services
• Fintech
• Technology
• Personal finance
• Financial technology
• Finance
• Client reporting
• Wealth management
• Fractional ETF trading
• Fixed income
• Securities trading
• Brokerage services
• API-driven brokerage
• Mobile investing
• Client account transfer
• Real-time trading
• Retail
• API event notifications
• Investment management
• Brokerage-as-a-service
• Embedded investing solutions
• Equities trading
• Digital wallets
• Automated dividend reinvestment
• Market access
• Digital identity verification
• Trade ticket audits
• Investor empowerment
• Multi-asset class portfolios
• Automated corporate actions
• Model-based trading
• Partner API support
• Fractional ownership
• Fractional investing
• Real-time P&L tracking
• Money movement
• Client onboarding
• Multi-dealer quotes
• Trade confirmation APIs
• User experience
• Fractional share technology
• Compliance
• Mutual funds
• Regulatory reporting APIs
• Asset management
• Fractional share universe
• Back-office management
• Investment banking & securities
• Fintech platforms
• Automated trading
• Regulatory compliance
• Order execution
• D2C
• Digital investing
• Regulatory standards
• Tax reporting
• Portfolio management
• Customizable investment workflows
• Investment advisory
• Client account management
• Tax document delivery
• Automated rebalancing
• B2B
• ETFs
• Market data
• Investment products
• Portfolio diversification
• Account funding
• Customer engagement
• Partner dashboard
• Global securities trading
• Options trading
• API sandbox
• Investment technology
• Fractional share trading
• Trade execution
• Fintech platform
• Securities and commodity contracts intermediation and brokerage
• Compliance tools
• Digital onboarding verification
• API platform
• API integration
• Global financial services
• API-based trading
• Fractional share investing
• Digital onboarding
• KYC compliance
• AML compliance
• Self-directed trading
• Institutional services
• Financial technology platform
• Investment solutions
• Automated account management
• Investment accounts
• User-friendly trading
• Customizable trading solutions
• Client engagement
• Embedded investing
• Equity trading
• ETF access
• Cash management
• Digital wallet integration
• Financial goals
• Cashless funding
• Trade confirmations
• Dividend reinvestment
• Financial analytics
• Transaction processing
• Performance tracking
• API documentation
• Financial services partners
• Transformative technology
• Account types
• Monetary innovation
• Business growth solutions
• Finance technology
• Information technology & services
• UX

Technologies Used

• AI
• Amazon SES
• Gmail
• Google Apps
• MailJet
• Marketo
• Postmark
• React
• Remote
• Route 53
• Segment.io
• Zendesk

Affiliated Organizations & Regional Branches

• DriveWealth Institutional