Connect to your users' investment accounts.

The Realize API provides fintechs and financial advisors with better access to their clients' investment account data.

Backed by the best

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.

Start building

“High fidelity data”

Realize makes it easy for us to provide high fidelity data to our community. The team is great and onboarding was seamless.

CEO of AssetDash

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!

Founder of Reconcile

“Realize is different”

Over the years, we’ve heard many claims from brokerage API providers that have not lived up to expectations. Realize is different.

Founder of Fey