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- Custodian
- Alpaca
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-01-2024
- Office Locations
- 1
Office Locations
About Wealth2b
Wealth2B provides fintechs and banks with plug-and-play APIs to embed interest-bearing cash, real-time trading (including fractional shares), and automated portfolios inside their apps. As an SEC-registered investment adviser (CRD 331220), it runs the regulated backend—portfolio management, execution, custody and compliance (KYC/AML/suitability). Offers segregated, U.S.-custodied end-user accounts with SIPC/FDIC protections as applicable, plus sandbox, webhooks, and a back-office portal.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Angel Manuel Romero
--
- CRD
- --
- Ownership
- 50% but less than 75%
NICOLAS ANDRES GALARZA
--
- CRD
- --
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,244,103 | $814 |
| Non-Discretionary | $0 | -- |
| Total | $26,244,103 | $814 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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