Connect to your users' investment accounts.
The Realize API provides fintechs and financial advisors with better access to their clients' investment account data.
Reliable connections and accurate data.
Tired of disconnected accounts and incomplete
data?
We were too, so we built Realize.
Support for all kinds of investment accounts.
Realize pulls in real-time data from a wide variety of investment accounts so you can get the full picture.
Better connections lead to
better products.
Net worth tracking
Aggregate brokerage account data, track net worth.
Portfolio analysis
Help your clients' understand their investments better.
Advisory services
View and manage clients' portfolios across all accounts.
Tax planning
Automate tax calculations using account data.
Automatic watchlists
Know what stocks clients care about by looking at their holdings.
Social investing
Allow clients to share investment activity in real time.
Let clients trade in their accounts.
Our API enables people to place trades in their investment accounts directly from your product.
āHigh fidelity dataā
Realize makes it easy for us to provide high fidelity data to our community. The team is great and onboarding was seamless.
Hear from those who made the switch.
Many of our customers previously struggled using aggregators like Plaid or Yodlee. Here's what they have to say about Realize:
"Love being a customer"
I've never come across such a responsive and highly-functional team. Absolutely love being a customer!
āRealize is differentā
Over the years, weāve heard many claims from brokerage API providers that have not lived up to expectations. Realize is different.
