Finovate Demo Video Archives

Presenter Profile:

DriveWealth is the first fintech company with the regulatory licenses and cloud/API-based technology to offer access to the US equities markets for mass retail investors worldwide. Our core technology is a mobile focused, full stack platform that enables our B2B partners to natively embed US equity trading directly into their platforms. Our partners are foreign regulated banks and brokerages, consumer facing digital finance companies, e-commerce companies, P2P lenders, retail data platforms and social investing platforms. We have launched with partners aggregating over 500 million customers, principally in the emerging markets. Our platform is the first to bring real time fractional share trading to this global customer base. Our customers can now trade in dollars rather than shares, simplifying the investing process. This, in conjunction with our new managed account APIs, offers unparalleled integration capabilities for investment advisors.

Presentation

Your Platform, US Equities. The Easiest Integration in Fintech

Your users want access to investing in US equities. Our full stack solution allows your platform to seamlessly integrate with DriveWealth to provide the most robust native solution in the industry. By opening up our entire brokerage stack via REST-based APIs, we enable new apps, websites and tools to entirely white label or embed our brokerage solution. Complete from account opening to order management and reporting, DriveWealth empowers a new generation of retail investing platforms worldwide. And with our dollar based investing capability alongside our newest set of account management APIs, investment advisors can offer both individual and managed account solutions. Come see how fast you can integrate with DriveWealth.

What You’ll Learn

• Learn how easy integration of US equities into any platform can be
• Dollar based investing combined with our new managed account APIs provides an unparalleled level of integration for the next generation of robo-advisors
• Learn how DriveWealth opens its entire brokerage through white labeling and APIs

Presenters

Harry Temkin, CIO

linkedin.com/in/harry-temkin-224b3a | @HTemkin | htemkin@drivewealth.it | 201.936.0772

Mr. Temkin is the CIO of DriveWealth. He has more than 25 years of experience in the financial services sector, having held various senior management positions at KnowVera, Thomson Reuters and Bridge Information System. He also has served as a board member of the BATS Stock Exchange.

John Shammas, UX Lead

linkedin.com/in/jjshammas | @jjshammas

Mr. Shammas has nearly a decade of experience working in user experience development, providing creative vision and strategy to early-stage startups across North America and Europe. He currently works on architecting and developing consumer-facing solutions for DriveWealth and its partners.