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About

We believe buying stock should be as easy as buying a latte. Our experts can help you design digital experiences to bring investing to anyone, anywhere. DriveWealth’s cloud-based, API-driven brokerage infrastructure can power any investment experience you design, from trading, investing and retirement, to roundups and rewards, in real-time fractional shares. Embed investing into everyday customer activities, and convert consumers into investors effortlessly. DriveWealth’s modern brokerage infrastructure allows you to launch with scale and ease by integrating with a single platform that encompasses every aspect of the client journey, from account opening and identity verification to digital funding and execution. You design everything your customer sees. We power everything they don’t, from clearing and settlement to tax and regulatory reporting, all digitally and in real-time, with no overnight batch files, paper forms, or unnecessary third-party integrations.

About

Realfinity is an intelligent mortgage platform, offering an embedded end-to-end mortgage origination and processing engine that combines capital, compliance, and technology so that real estate agents, brokerages, loan officers, asset managers, startups, or even wealth advisors can quickly offer mortgage services. Via the platform, users gain access to a wide range of loan types, including conforming loans, government-backed FHA, USDA, and VA loans, bank-statement loans for self-employed borrowers, DSCR loans based on rental income, jumbo loans for high-balance properties, HELOC/HELOAN options, and cash-out refinance loans. It enables doc-first mortgage applications: borrowers upload required documents or link asset/income data, and the platform validates and auto-fills applications, accelerating decisions and boosting conversion rates. It delivers real-time live rate comparisons across multiple investors.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Organizations looking for an API-driven brokerage infrastructure to manage their embed investing processes

Audience

Real estate professionals, brokerages, loan officers or startups seeking a solution to embed full mortgage origination and lending services into their business

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

DriveWealth
Founded: 2012
United States
drivewealth.com

Company Information

Realfinity
Founded: 2020
United States
rfm.io

Alternatives

Alternatives

MDE Pro

MDE Pro

OurNetHelps

Categories

Embedded Finance Supported

Categories

Embedded Finance Supported
Mortgage and Loans Supported

Integrations

Plaid Supported

Integrations

Plaid Not Supported
Claim DriveWealth and update features and information
Claim DriveWealth and update features and information
Claim Realfinity and update features and information
Claim Realfinity and update features and information