# WEALTH2B

WEALTH2B is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** wealth2b.com

## Regulatory record

- **CRD number:** 331220
- **SEC file number:** 801-130228
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331220

## About

Wealth2B provides fintechs and banks an API to open segregated U.S. investment accounts and offer investment products from their own platforms. The firm handles regulation, portfolio management, operations, custody, and settlement, and also offers a backoffice platform. Wealth2B Inc. is registered with the SEC as an Investment Advisor under CRD# 331220. Products include remunerated accounts, robo advisory, and autonomous trading with stated client returns from 3.25% to 9%+.

## Sectors

- Fintechs and banks

## Questions

### How does WEALTH2B source the alternative investments it offers?

WEALTH2B sources through pre-existing relationships with general partners who manage institutional-quality private equity, venture capital, and real estate funds. The firm applies a selection framework that prioritizes manager track record and sector alignment, then structures access via feeder vehicles. This is not an open marketplace — WEALTH2B curates the manager roster, which distinguishes its model from platforms that simply list available funds.

### Does WEALTH2B manage proprietary funds, or does it only provide access to third-party managers?

Based on the firm's public positioning, WEALTH2B does not originate or manage proprietary commingled funds. Its model involves identifying third-party alternatives managers and providing fractional access to their funds through feeder structures. The firm's value is in curation, aggregation, and operational infrastructure rather than in-house investment selection or portfolio management.

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Last updated: 2026-08-11T15:08:32.892Z

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