Provide advanced wealth management capabilities in a fully automated and highly scalable manner, from custom portfolios to bond ladder strategies.
Provide cash management accounts for individuals and businesses, offering investment channels for high-yield tools such as FDIC-insured cash investments, money market funds, and Treasury bonds.
Create a modern brokerage experience, providing investment channels for fractional shares, bonds, mutual funds, ETFs, and alternative investments, covering US and international markets.
R7 Investment's end-to-end solutions reduce legal and operational hassles, allowing you to focus on product development and business growth
Easily integrate through our API interfaces for quick deployment of investment features.
Easily integrate through our API interfaces for quick deployment of investment features.
Easily integrate through our API interfaces for quick deployment of investment features.
Hold SEC-licensed investment advisor and financial regulatory registered broker-dealer qualifications.
Hold SEC-licensed investment advisor and financial regulatory registered broker-dealer qualifications.
Compliant with SOC-2 standards, annual Type II assessment, adhering to the highest security standards.
Retain deposits and attract the next generation of clients through self-service digital wealth solutions.
Expand your product range and increase user engagement by offering investment features.
Provide financial wellness benefits to employees to attract and retain top talent.
R7 Investment