Wealthica API
Wealthica API: Canadian account aggregation with investment data, API access, and on-demand sync. Ranked #53 of 71 in Bank Connectivity Software by our editors (3.9/10); pricing: Pricing on request; best for canadian apps aggregating banking and investment data.
At a glance
- Editor score3.9 / 10
- PricingPricing on request
- Best forCanadian apps aggregating banking and investment data
- Supported data typesaccounts, balances, positions, securities, transactions
- Facts checked24 Sep 2026
Where it wins
- Aggregates accounts, balances, positions, securities, and transactions
- Supports OAuth and native provider connections with a Connect widget
- Offers on-demand sync, webhooks, and a JavaScript SDK
Where it doesn't
- API access requires signup and contact with the sales team
- Daily sync is the default; on-demand is the fastest documented refresh
- Email is the listed support channel
Our verdict on Wealthica API
Wealthica API helps developers connect users’ Canadian bank and brokerage accounts to financial applications. Its Connect widget handles account linking, while API endpoints retrieve aggregated accounts, balances, investment positions, securities, and transactions. The vendor describes the service for wealth managers, brokerages, and wealth technology firms, with fit spanning small, mid-market, and enterprise organizations. It supports web, iOS, Android, and API use, making it relevant to apps that need financial data across client-facing and backend environments.
For connectivity, Wealthica supports OAuth and native provider connections, as well as third-party provider connectors. The vendor describes coverage across more than 150 Canadian financial institutions, including banks, brokerages, and wealth and investment platforms. Applications can trigger an on-demand institution synchronization, receive sync-success and sync-error webhook notifications, and access account data through a JavaScript SDK for web, mobile, and backend applications. Accounts otherwise sync daily, so on-demand is the fastest documented refresh method. These options suit products where investment positions matter alongside everyday banking data, but teams that require a documented faster routine refresh cadence may need to assess alternatives.
API access requires signing up with Wealthica to obtain client credentials, and prospective API customers are directed to contact sales. The pricing model is contact sales; the linked pricing page describes consumer portfolio-tracker subscriptions rather than API plans, so it should not be used to estimate API costs. Read-only data sharing between Wealthica users is also supported. The listed support channel is email, and the stated compliance credential is SOC 2. Choose Wealthica API if Canadian institution connectivity and aggregated investment data are central to your application; consider another option if self-serve API pricing or a different refresh model is essential.
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Wealthica API pricing
Wealthica API fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Bank/institution count | Not verified |
| Supported data types | accounts, balances, positions, securities, transactions |
| Connection methods | Connect widget; OAuth; provider connectors (native and third-party) |
| Refresh frequency | On_demand |
| Statement formats | Not verified |
| Multi-entity support | Not verified |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | SOC 2 |
| Support | |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 150+ integrations: Canadian banks, Canadian brokerages, Canadian wealth and investment platforms See all → |
| Pricing | Pricing on request |
| Website | wealthica.com |
| Facts checked | 24 Sep 2026 |
Wealthica API integrations
Wealthica API lists 150+ integrations on its own site — the 3 named here are the ones its pages call out.
- Canadian banks
- Canadian brokerages
- Canadian wealth and investment platforms
See all Wealthica API integrations →
Alternatives to Wealthica API
- Envestnet | YodleeA broad connectivity platform with free sandbox access and extensive financial data coverage.9.4
- PlaidFull-featured account connectivity with multiple connection methods and financial data types.9.3
- Ripple TreasuryA broad enterprise treasury system linking global banks, finance platforms, and payment workflows.9.2
See all Wealthica API alternatives →
Also Ranked In
Wealthica API is ranked in 3 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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