Wealth2B Overview

  • Status
  • Private

  • Latest Deal Type
  • Early Stage VC

  • Investors
  • 3

Wealth2B General Information

Description

Developer of an investment account infrastructure application programming interface designed to enable embedded investment functionalities for financial platforms. The company platform offers regulatory handling, portfolio management, operational support, custody, and clearing within its backend environment, enabling fintechs and banks seeking compliant embedded investment capabilities to integrate managed portfolios and investment products directly into their own platforms while maintaining regulatory confidence and operational efficiency.

Contact Information

Website
wealth2b.com
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 7147 Calle Divina Providencia
  • Urban Santa Maria Ponce
  • San Juan, PR 00717
  • United States
+1 (205)
Primary Industry
Financial Software
Vertical(s)
Internet of Things, Mobile
Corporate Office
  • 7147 Calle Divina Providencia
  • Urban Santa Maria Ponce
  • San Juan, PR 00717
  • United States
+1 (205)

Wealth2B Timeline

2023202420252026
Financing Round

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Wealth2B Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Early Stage VC 23-Jul-2025 Completed Generating Revenue
1. Accelerator/Incubator 18-Jun-2024 Completed Stealth
To view Wealth2B’s complete valuation and funding history, request access »

Wealth2B Investors (3)

Investor Name Investor Type Holding Investor Since Participating Rounds
Carbono3 Angel Group Minority
First Check Ventures Venture Capital Minority
Parallel18 Accelerator/Incubator
To view Wealth2B’s complete investors history, request access »

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Wealth2B FAQs

  • Where is Wealth2B headquartered?

    Wealth2B is headquartered in San Juan, PR.

  • What industry is Wealth2B in?

    Wealth2B’s primary industry is Financial Software.

  • Is Wealth2B a private or public company?

    Wealth2B is a Private company.

  • What is Wealth2B’s current revenue?

    The current revenue for Wealth2B is .

  • How much funding has Wealth2B raised over time?

    Wealth2B has raised $60K.

  • Who are Wealth2B’s investors?

    Carbono3, First Check Ventures, and Parallel18 have invested in Wealth2B.

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