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Wealthica API
What Wealthica API is
Wealthica API brings investment information from Canadian financial institutions, brokerages and investment platforms into financial products. Wealthica says it connects to more than 150 Canadian institutions and provides access to accounts, balances, investment positions, securities and transactions. Institution data syncs daily, and data can also be retrieved through the API; the listed refresh frequency is on demand.
Developers can integrate through Wealthica’s unified API, Node.js SDK or 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 intended for fintechs, financial institutions, advisors, wealth managers, family offices, online brokerages and developers. The API page offers API keys and demos through links to schedule with Wealthica. Pricing is paid and available on request. Wealthica says the API is SOC 2 Type II compliant, receives regular third-party audits, and encrypts data with AES-256 and in-transit connections with TLS 1.2 or higher. The company says it began in 2015 and lists offices in Montreal and Toronto, Canada.
Who it suits
Wealthica API suits developers and financial organizations that need Canadian investment account data in their products. Its listed audiences include fintechs, advisors, wealth managers, family offices, brokerages and financial institutions.
What it does well
- Connects to more than 150 Canadian financial institutions, according to Wealthica.
- Provides accounts, balances, positions, securities and transaction data.
- Offers a unified API, Node.js SDK and drop-in Connect Widget.
- Supports popup web flows and OAuth redirect flows for other experiences.
- Wealthica describes SOC 2 Type II compliance and AES-256 encryption.
What to know first
- Pricing is paid and available on request.
- API keys and demos are offered through scheduling links.
Limits
Pricing is paid and available on request. The API page offers keys and demos through scheduling links.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Wealthica API | Contact Wealthica for pricing and details · Pricing not listed publicly | On request |
As wealthica.com lists them, read 12 Oct 2026. The maker's own page has the final word.
Getting started
- Visit the Wealthica API website.
- Schedule with Wealthica through the API page to request API keys or a demo.
- Choose the unified API, Node.js SDK or Connect Widget integration route.
- Use the documented popup flow for web apps or OAuth and redirect for mobile, desktop or custom experiences.
Verdict
Choose Wealthica API if your product needs investment data from Canadian institutions and you want widget, OAuth and SDK integration options. The main consideration is that pricing requires a request, and the API page directs prospective users to schedule for keys and demos.
Questions
How much does Wealthica API cost?
Pricing is paid and available on request.
What platforms does it support?
The listed platforms are Android, iOS, web and API.
What investment data can it provide?
It provides accounts, balances, positions, securities and transactions.
How can developers connect to it?
Options include a unified API, Node.js SDK, Connect Widget, OAuth, and native or third-party provider connectors.
How frequently does data refresh?
Wealthica says institution data syncs daily and can also be retrieved through the API. The listed refresh frequency is on demand.
What security measures does Wealthica describe?
Wealthica says it is SOC 2 Type II compliant, undergoes regular third-party audits, and uses AES-256 encryption and TLS 1.2 or higher for data in transit.
Facts from Wealthica API's own pages
- 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, 4 Oct 2026
- API limit
- Batch securities lookup accepts at most 1,000 symbol pairs per request and currently supports equities only. · wealthica.com, 12 Oct 2026
- Authentication
- Wealthica says it favors API authentication for financial account connections when available. · wealthica.com, 12 Oct 2026
- Company
- Wealthica says it started in 2015 and lists offices in Montreal and Toronto, Canada. · wealthica.com, 4 Oct 2026
- Company history
- Wealthica says it started in 2015. · wealthica.com, 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, 4 Oct 2026
- Coverage
- The maker says the API connects to over 150 Canadian financial institutions. · wealthica.com, 4 Oct 2026
- Data access
- The API provides investment positions, balances, securities and transactions. · wealthica.com, 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, 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, 4 Oct 2026
- Financial data
- The API can retrieve investment positions, balances, securities, and transactions. · wealthica.com, 12 Oct 2026
- Founded
- 2015 · wealthica.com, 24 Oct 2026
- Institution coverage
- Wealthica says it aggregates data from over 150 Canadian institutions. · wealthica.com, 12 Oct 2026
- Integration access
- API keys are available by contacting Wealthica’s sales team. · wealthica.com, 12 Oct 2026
- Integration options
- Wealthica offers a unified API, a Node.js SDK and a drop-in Connect Widget. · wealthica.com, 4 Oct 2026
- Intended customers
- The API is presented for fintechs, financial institutions, advisors, wealth managers, family offices, online brokerages and developers. · wealthica.com, 4 Oct 2026
- Intended users
- Wealthica describes its API as serving developers and businesses integrating investment accounts and financial data providers. · wealthica.com, 12 Oct 2026
- Purpose
- Wealthica API connects Canadian bank and brokerage institutions to an application. · wealthica.com, 12 Oct 2026
- Read-only sharing
- The Sharings API lets users give specific Wealthica users read-only access to their data. · wealthica.com, 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. · wealthica.com, 12 Oct 2026
- Security
- The API page says Wealthica is SOC 2 Type II compliant and undergoes regular third-party audits. · wealthica.com, 4 Oct 2026
- Security compliance
- Wealthica says it is SOC 2 Type 2 compliant and undergoes regular audits. · wealthica.com, 12 Oct 2026
- Support
- Wealthica directs API pricing inquiries to [email protected] and offers contact through its site. · wealthica.com, 12 Oct 2026
- Synchronization
- Wealthica says institution data syncs daily and can also be retrieved through the API. · wealthica.com, 4 Oct 2026
Where Wealthica API stands on Freedom251
- Bank Connectivity Software#38 of 71
- Portfolio Management Software#66 of 81