Embedded Wealth management as a service

WaaS allows you to easily integrate cutting-edge investment technology to retain and attract young investors to your Credit Union or Community Bank.

Launch Today
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Admin Analytics and Insights

You will gain insights into your members' portfolio performance, transactions, support ratings, and real-time engagement insights and help drive financial literacy conversations.

Book DemoAlgoPear admin dashboard for credit unions and community banks. Analytics UI to track members

End-to-end Wealth Management Solution

With our easy-to-integrate SDK and APIs, you can get up and running in weeks. No dev team, we got you covered.

Book Demo
  • Stock trading bot

    Intelligent Robo Investing: Personalized Auto-pilot investing and trading for your members.

  • education for algopear

    Generative Literacy & Mentorship: Curated investment education and mentorship. Your members 'learn while they earn'.

  • Algo creator systems

    Safety and compliance: We've done the heavy lifting on encryption, cyber-security and financial regulations. We assume the risk.

  • auto bot for algopear

    Real-time support: We provide full concierge support time to keep users engaged and retain loyalty and AUM.

What people are saying about AlgoPear

The AlgoPear platform fills an important gap by connecting professional proprietary traders with retail clients. Leveraging professional trading expertise and managing technical complexities directly without a costly middle-man will be a game-changer for people seeking access to the high-end trading world
Ben Vann
Ben Vann
CEO of Impact Ventures
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The AlgoPear platform fills an important gap by connecting professional proprietary traders with retail clients. Leveraging professional trading expertise and managing technical complexities directly without a costly middle-man will be a game-changer for people seeking access to the high-end trading world
Dr. Tom Starke
Dr. Tom Starke
CIO of AAA Quants
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I turned a corner to get better at this (investing). AlgoPear is helping my dream come true with hands-free trading... 😀
Michael Brown
AlgoPear Trading Community Member
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Book Demo

Embedded Pricing

Basic

For financial institutions just getting started
with less than 25K members/users
US$ 12.5
Per user/month billed annually
or $16.66 billed monthly
DEMO
  • Integration support
    Intelligence robo-advisor
  • Admin portfolio dashboard
    User allocation lever & controls
  • Attached trading education/training community
  • AI generative financial literacy bot
  • In-house broker integration
  • Onboarding education
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** This website is operated by AlgoPear, Corp., owner and operator of the AlgoPear mobile, SDK and API applications. Many of the services offered through this application, and described on this website, are provided by subsidiaries of AlgoPear, Corp. Securities are offered to self-directed customers by AlgoPear, Corp. (“AlgoPear”), a registered broker-dealer and member of FINRA & SIPC. The content, research, tools, and stock symbols on this website are for educational purposes only and do not imply a recommendation or solicitation to engage in any specific investment strategy. All investments involve risk, losses may exceed the amount of principal invested, and past performance does not guarantee future results. The securities offered by AlgoPear are not FDIC insured and involve risk, including possible loss of principal. Additional information about your broker can be found at FINRA’s BrokerCheck. B2B partners are not required to use AlgoPear's subsidiaries when they license the use of the application software and related services. Services listed as “coming soon” will be offered by appropriately registered entities, as disclosed here, when they become available.
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