Empower users to grow and protect their wealth
Give users and their financial advisors a complete, connected view of portfolios through secure, permissioned wealth management. Access data from brokerages, recordkeepers, and financial institutions to deliver insights
into trades, positions, and holdings.
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Underlying products
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Balances
Give users access to balances for bank accounts, credit cards, loans, investments, and more.
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Accounts & Investments
Provide users and their advisors with detailed information on holdings and positions of investment accounts.
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Transactions
Access transaction data, including amounts, dates, and details, across all account types.
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100% permissioned APIs
Akoya powers wealth management through fully permissioned APIs that protect user credentials.
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Seamless developer experience
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Easy integration
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Reliable data
Depend on accurate, real-time information to deliver trusted investing experiences.