Wealthica API
wealthica.com
Spec sheet
- Purpose
- Wealthica API connects Canadian bank and brokerage institutions to an application.Read 12 Oct 2026 · wealthica.com
- Intended users
- Wealthica describes its API as serving developers and businesses integrating investment accounts and financial data providers.Read 12 Oct 2026 · wealthica.com
- Security
- The API page says Wealthica is SOC 2 Type II compliant and undergoes regular third-party audits.Read 4 Oct 2026 · wealthica.com
- Support
- Wealthica directs API pricing inquiries to [email protected] and offers contact through its site.Read 12 Oct 2026 · wealthica.com
- Founded
- 2015Read 24 Oct 2026 · wealthica.com
- Company
- Wealthica says it started in 2015 and lists offices in Montreal and Toronto, Canada.Read 4 Oct 2026 · wealthica.com
- Access
- The Investment API page offers API keys and demos through links to schedule with Wealthica; it does not state API pricing there.Read 4 Oct 2026 · wealthica.com
- API limit
- Batch securities lookup accepts at most 1,000 symbol pairs per request and currently supports equities only.Read 12 Oct 2026 · wealthica.com
- Authentication
- Wealthica says it favors API authentication for financial account connections when available.Read 12 Oct 2026 · wealthica.com
- Company history
- Wealthica says it started in 2015.Read 12 Oct 2026 · wealthica.com
- Connection flows
- The documentation describes a popup widget flow for web apps and an OAuth/redirect flow for mobile, desktop or custom user experiences.Read 4 Oct 2026 · wealthica.com
- Coverage
- The maker says the API connects to over 150 Canadian financial institutions.Read 4 Oct 2026 · wealthica.com
- Data access
- The API provides investment positions, balances, securities and transactions.Read 4 Oct 2026 · wealthica.com
- Data protection
- Wealthica says it uses AES-256 encryption for stored data and TLS 1.2 for data in transit.Read 12 Oct 2026 · wealthica.com
- Encryption
- The API page says data is encrypted with AES-256 and in-transit data uses TLS 1.2 or higher.Read 4 Oct 2026 · wealthica.com
- Financial data
- The API can retrieve investment positions, balances, securities, and transactions.Read 12 Oct 2026 · wealthica.com
- Institution coverage
- Wealthica says it aggregates data from over 150 Canadian institutions.Read 12 Oct 2026 · wealthica.com
- Integration access
- API keys are available by contacting Wealthica’s sales team.Read 12 Oct 2026 · wealthica.com
- Integration options
- Wealthica offers a unified API, a Node.js SDK and a drop-in Connect Widget.Read 4 Oct 2026 · wealthica.com
- Intended customers
- The API is presented for fintechs, financial institutions, advisors, wealth managers, family offices, online brokerages and developers.Read 4 Oct 2026 · wealthica.com
- Read-only sharing
- The Sharings API lets users give specific Wealthica users read-only access to their data.Read 12 Oct 2026 · wealthica.com
- 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.Read 12 Oct 2026 · wealthica.com
- Security compliance
- Wealthica says it is SOC 2 Type 2 compliant and undergoes regular audits.Read 12 Oct 2026 · wealthica.com
- Synchronization
- Wealthica says institution data syncs daily and can also be retrieved through the API.Read 4 Oct 2026 · wealthica.com
Plans and prices
Wealthica API Priced on request Contact Wealthica for pricing and details Pricing not listed publicly Read 12 Oct 2026 · wealthica.com
Where Specifiction places it
- Bank Connectivity Software#25 of 717.6
- Portfolio Management Software#57 of 817.6