Asset Manager

Updated:

DriveWealth

DriveWealth is a asset manager based in Chatham; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for...

DriveWealth logo

DriveWealth

DriveWealth's APIs power investing for more than 100 fintechs, brokers, and advisors worldwide. The APIs have received awards.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

City

Chatham

Corporate office

Chatham, United States

Additional offices

New York (Headquarters) · New York (NYSE Trading Floor) · Singapore

Sector focus

FinTechDigital Wealth ManagementCapital Markets TechnologyFractional InvestingBrokerage-as-a-ServiceAPI-based Financial Services

Frequently asked questions

Who runs investment decisions at DriveWealth?

DriveWealth is a technology company operating as a B2B broker-dealer infrastructure provider — not an investment manager making discretionary allocation decisions. Investment strategy is determined by each partner's platform or by end clients. Leadership information was not publicly available in the sourced materials.

How does DriveWealth source proprietary deal flow?

DriveWealth does not source proprietary investments; it provides the trading infrastructure through which partners and their end clients execute trades in public market securities. Deal flow is determined by each partner's business development efforts.

Is DriveWealth structured as a single-family office or does it operate more like a venture firm?

Neither. DriveWealth is a regulated broker-dealer and a B2B technology platform. It does not function as a family office, venture capital firm, or asset manager in the traditional sense. Its revenue comes from transaction fees and service charges, not from investment returns.

Does DriveWealth participate in fund commitments or only direct deals?

DriveWealth does not make fund commitments or direct equity investments from its own balance sheet. Its business model is fee-based; it processes trades and provides custodial services for partner platforms' clients.

What investment stages does DriveWealth typically target?

DriveWealth is not an investment firm targeting specific stages. Its platform supports trading in public market securities — equities, ETFs, mutual funds, options, and fixed income — at any stage of the investment lifecycle, from fractional share accumulation to multi-asset portfolios.

Which sectors does DriveWealth explicitly avoid?

DriveWealth does not publicly disclose excluded sectors. As a trading infrastructure provider, it processes trades across all publicly listed US securities that its partners offer to end clients, subject to regulatory requirements.

Where does the underlying wealth come from?

DriveWealth is a corporate entity, not a family office or private wealth pool. Its underlying capital structure is not publicly disclosed. The firm raises operational capital through customer fees and, historically, venture funding from institutional investors.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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