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Tech riderRev. 24 Sept 2026

Wealthica API

Ch 606.0of 81 Portfolio Management Software
  1. 1Runs onAndroid, API, iOS, Web
  2. 2CostsNot stated by the maker
  3. 3Supported data typesaccounts, balances, positions, securities, transactions
  4. 4Connection methodsConnect widget; OAuth; provider connectors (native and third-party)
  5. 5Refresh frequencyon demand
4 lines stated Written from the maker's own pages: wealthica.com
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The Wealthica API homepage

Overview

Wealthica API is ranked #60 of 81 in portfolio management software on Specifiction. It runs on Android, API, iOS, Web.

Compared on portfolio management software

Supported data types
accounts, balances, positions, securities, transactionswealthica.com
Connection methods
Connect widget; OAuth; provider connectors (native and third-party)wealthica.com
Refresh frequency
on_demandwealthica.com

Facts

Purpose
Wealthica Investment API aggregates financial data from Canadian financial institutions, brokerages and investment platforms.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
Integration options
Wealthica offers a unified API, a Node.js SDK and a drop-in Connect Widget.wealthica.com · 4 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
Synchronization
Wealthica says institution data syncs daily and can also be retrieved through the API.wealthica.com · 4 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
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
Intended customers
The API is presented for fintechs, financial institutions, advisors, wealth managers, family offices, online brokerages and developers.wealthica.com · 4 Oct 2026
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
Company
Wealthica says it started in 2015 and lists offices in Montreal and Toronto, Canada.wealthica.com · 4 Oct 2026

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Where it ranks on Specifiction

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Sources