DriveWealth – Fueling the Future of Embedded Investing through Modern Brokerage Infrastructure

Embedded Finance or embedded banking is the seamless integration of financial services into a traditionally non-financial platform. It enables customers to access financial services within the app and in-context. For example, customers can make cashless payments within a ride-hailing app. Embedded Finance enables businesses in the MSME, B2C, and B2B segments to increase their customer lifetime value, monetize their customer base, and vertically scale their product offering. Embedded investing can be complex, and the stakes are high. In order to do it right, companies need top tech talent to help them implement their solution. But they also need brokerage experts to keep them in compliance with industry regulations.

DriveWealth is the pioneer of fractional equities trading and embedded investing. They are a visionary technology company that empowers over 100 partners around the world to engage their customers by placing the markets in the palm of their hand. The company believes the future is fractional, transactional and mobile. Every mobile device should be a gateway to accessing investing and savings products, services, advice, and assistance for global citizens of all ages, wealth stages, and levels of financial expertise. DriveWealth’s commitment to continuous evolution and innovation makes it the partner of choice for powering the future of investing.

Offering Digital assets for the Digital Revolution

DriveWealth’s APIs: It provides an end-to-end solution for nearly any investment experience you wish to create—from traditional advisor offerings to automatic investment roundups embedded directly into consumer shopping experiences. DriveWealth offers an API-driven crypto experience, seamlessly connecting its partners’ retail investors to the cryptocurrency marketplace. DriveDigital’s platform offers Bitcoin (BTC) and Ethereum (ETH), two digital currencies that account for approximately 70 percent of the crypto market on an annual basis. It provides access to cryptocurrencies on a proprietary basis using its algorithmic solutions. The company offers seamless APIs that allow you to manage every stage of the investment journey, from customer onboarding, account funding and trading to digital statements, compliance documents and tax reporting. They have even built an Events API to make it easy for you to receive important notifications in real-time.

DriveLiquidity: DriveLiquidity provides access to cryptocurrencies on a proprietary basis using its algorithmic solutions. DriveLiquidity is a liquidity provider, both to DriveWealth and to other cryptocurrency venues. Having an in-house liquidity provider will allow us to better control risk and offer competitive pricing. DriveLiquidity offers competitive proprietary trading services for digital assets, providing deep and stable liquidity on an around-the-clock basis. Liquidity also provides daily reporting with detailed statistical analysis providing insights and transparency into flow characteristics. Retail investors' demand competitive pricing and liquidity, and the company have delivered. DriveWealth’s trading platform was built from the ground up and designed for the future of embedded investing. With a cloud-based ecosystem that easily integrates with your existing technology, they can get you to market in a fraction of the time that others promise. DriveWealth supports multiple account funding options for both the partner and customer. Partners can leverage the net cash settlement API; customers can send funds via a wire or ACH.

The Ardent Visionary at the Helm of DriveWealth

Robert Cortright is the Chief Executive Officer DriveWealth. He founded DriveWealth based on the belief that investing in the U.S. stock market should be accessible globally. By combining the right technology, creativity, and financial market wisdom, Robert’s vision will create wealth for individuals, companies, broker-dealers, investment advisors, banks, credit unions, shareholders, and you.

Throughout his more than 30 years in financial services, Robert served in a variety of high-level positions at prominent Wall Street firms, including Credit Suisse A.G., First Chicago Advisory Group, and Merrill Lynch. He has been both a co-owner and managing member of numerous financial services businesses, the CEO of an Inc. 500 firm, and a recipient of the Ernst & Young Entrepreneur of the Year award. Robert believes that prosperity is not a zero-sum game and is proud to spearhead the DriveWealth team in modernizing the way the world invests. Since its inception, DriveWealth has reached users in more than 150 countries. All around the world, Robert and the DriveWealth team are introducing their new way of investing to their partners’ customers.

Mr. Cortright earned a Bachelor’s Degree in Biochemistry and an MBA in International Finance from Lehigh University. He holds FINRA Series 3, 7, 24, 34, and 63 licenses.

"DriveWealth’s unparalleled consultative support and cloud-based, industrial strength technology platform allow partners to seamlessly offer branded investing experiences to drive customer acquisition, loyalty, retention, and revenue growth."