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Wealth-as-a-Service

Let your users invest, we handle the rest

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5%

$39,150

Adopted by renowned, trusted, and leading enterprises

Who It's For

Fintechs, SaaS, and Digital Platforms

Whether you're helping users spend, earn, learn or build

Seamless Automation

Real-Time Data Sync

Customizable Solutions

How It Works

Launch Investing in Your Product

The easiest way to offer investing without becoming a financial institution

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Plug In & Customize

Use our UI components, white-label portal, or APIs. Customize branding, pricing, portfolios, and user flow. No dev heavy-lifting.

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Plug In & Customize

Use our UI components, white-label portal, or APIs. Customize branding, pricing, portfolios, and user flow. No dev heavy-lifting.

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Launch & Scale

We handle brokerage, custody, onboarding, and compliance. You go live in under 30 days and grow with aligned revenue models.

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Launch & Scale

We handle brokerage, custody, onboarding, and compliance. You go live in under 30 days and grow with aligned revenue models.

  • Customer Retention

  • Seamless Integrations

  • Multi-Market Ready

  • Live in 30 Days

  • Customer Retention

  • Seamless Integrations

  • Multi-Market Ready

  • Live in 30 Days

  • Customer Retention

  • Seamless Integrations

  • Multi-Market Ready

  • Live in 30 Days

  • Cost-Effective

  • Regulator Aligned

  • Flexible Integration

  • Zero Licensing

  • Cost-Effective

  • Regulator Aligned

  • Flexible Integration

  • Zero Licensing

  • Cost-Effective

  • Regulator Aligned

  • Flexible Integration

  • Zero Licensing

What We Do

Real Investing with Real Outcomes

Everything you need to deliver a full investing experience

Brokerage Accounts

Open investment accounts in the U.S.. Fully regulated and custody-backed.

Brokerage Accounts

Open investment accounts in the U.S.. Fully regulated and custody-backed.

Expert Portfolios

Offer professionally managed strategies designed by licensed advisors and quants.

Expert Portfolios

Offer professionally managed strategies designed by licensed advisors and quants.

Fully Branded

Embed our system into your app or launch a white-labeled portal. Your branding, your flow.

Fully Branded

Embed our system into your app or launch a white-labeled portal. Your branding, your flow.

Performance Tracking

User see real-time performance, allocation breakdwons, and returns. All in your interface.

Performance Tracking

User see real-time performance, allocation breakdwons, and returns. All in your interface.

AI + Advisor Support

Onboarding, guidance, and insights powered by AI. With optional human advisors for premium users.

AI + Advisor Support

Onboarding, guidance, and insights powered by AI. With optional human advisors for premium users.

Regulatory Compliance

Operate under our licenses. We handle KYC, suitability, disclosures, and ongoing compliance.

Regulatory Compliance

Operate under our licenses. We handle KYC, suitability, disclosures, and ongoing compliance.

Expert Collaboration

Seamless Integration

Scalable Solutions

Transparent Pricing, Scalable Growth

Flexible Plans for Every Stage

Choose a model that fits your product and scales with your users

Monthly

Yearly

Save 15%

Revenue Share

$0

Both monthly & yearly

Best for platforms focused on growth

No upfront cost

Earn a % of AUM or user activity

Full onboarding + compliance coverage

Use our portfolios or bring your own

White-labeled or co-branded

Usage-Based

Popular

$25

per user

Ideal for teams who want predictability

Pay per active investor

Choose account tiers or features

Monthly performance reports

Flexible portfolio configuration

API + UI integration options

Enterprise

Custom Pricing

Built for scale, regulatory control, or complex integrations

Dedicated account manager

Support for multiple brokers or custodians

White-label portal with custom terms

Strategic advisory or subadvisory

Compliance alignment for new jurisdictions

Monthly

Yearly

Save 15%

Revenue Share

$0

Both monthly & yearly

Best for platforms focused on growth

No upfront cost

Earn a % of AUM or user activity

Full onboarding + compliance coverage

Use our portfolios or bring your own

White-labeled or co-branded

Usage-Based

Popular

$255

per user

Ideal for teams who want predictability

Pay per active investor

Choose account tiers or features

Monthly performance reports

Flexible portfolio configuration

API + UI integration options

Enterprise

Custom Pricing

Built for scale, regulatory control, or complex integrations

Dedicated account manager

Support for multiple brokers or custodians

White-label portal with custom terms

Strategic advisory or subadvisory

Compliance alignment for new jurisdictions

Monthly

Yearly

Save 15%

Revenue Share

$0

Both monthly & yearly

Best for platforms focused on growth

No upfront cost

Earn a % of AUM or user activity

Full onboarding + compliance coverage

Use our portfolios or bring your own

White-labeled or co-branded

Usage-Based

Popular

$25

per user

Ideal for teams who want predictability

Pay per active investor

Choose account tiers or features

Monthly performance reports

Flexible portfolio configuration

API + UI integration options

Enterprise

Custom Pricing

Built for scale, regulatory control, or complex integrations

Dedicated account manager

Support for multiple brokers or custodians

White-label portal with custom terms

Strategic advisory or subadvisory

Compliance alignment for new jurisdictions

We grow when you grow, let's build the right plan together

Your Queries, Simplified

Questions? Answers!

Find quick answers to the most common questions about our platform

What is AIQ?

AIQ is a Wealth-as-a-Service solution that lets fintechs and platforms offer real investing. Including U.S. accounts, managed portfolios, and licensed advisory — without building their own financial infrastructure.

Do we need a license to use AIQ?

No. AIQ operates under active licenses in Mexico and the U.S., with more jurisdictions in progress. You focus on UX, we handle compliance.

How quickly can we go live?

Most partners launch in under 30 days using our embeddable UI or white-labeled portal. We provide full onboarding support and regulatory coverage from day one.

Can we use our own branding and interface?

Yes. AIQ is fully white-labeled and modular. You control the look and feel, and integrate only what you need.

Who handles custody and brokerage?

We partner with regulated brokers in multiple locations. We can also integrate with your preferred broker or custodian if supported.

Feel free to mail us for any enquiries: contact@aiq.tech

Your Queries, Simplified

Questions? Answers!

Find quick answers to the most common questions about our platform

What is AIQ?

Do we need a license to use AIQ?

How quickly can we go live?

Can we use our own branding and interface?

Who handles custody and brokerage?

Feel free to mail us for any enquiries: contact@aiq.tech

Your Queries, Simplified

Questions? Answers!

Find quick answers to the most common questions about our platform

What is AIQ?

AIQ is a Wealth-as-a-Service solution that lets fintechs and platforms offer real investing. Including U.S. accounts, managed portfolios, and licensed advisory — without building their own financial infrastructure.

Do we need a license to use AIQ?

No. AIQ operates under active licenses in Mexico and the U.S., with more jurisdictions in progress. You focus on UX, we handle compliance.

How quickly can we go live?

Most partners launch in under 30 days using our embeddable UI or white-labeled portal. We provide full onboarding support and regulatory coverage from day one.

Can we use our own branding and interface?

Yes. AIQ is fully white-labeled and modular. You control the look and feel, and integrate only what you need.

Who handles custody and brokerage?

We partner with regulated brokers in multiple locations. We can also integrate with your preferred broker or custodian if supported.

Feel free to mail us for any enquiries: contact@aiq.tech

Trusted by Builders Worldwide

Designed for Scale

What early adopters and ecosystem partners say about working with us

Ultra is the natural evolution of everything we built at AIQ — a platform that makes investing intuitive, compliant, and scalable across borders.

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Vicens P.F.

Founder, Ultra Investments

Ultra is the natural evolution of everything we built at AIQ — a platform that makes investing intuitive, compliant, and scalable across borders.

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Vicens P.F.

Founder, Ultra Investments

As investment advisors, we’ve always struggled with infrastructure. Ultra solves what brokerages don’t: portfolios, UX, and compliance in one system.

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Team Investor Ventures

Investment Adviser Firm

As investment advisors, we’ve always struggled with infrastructure. Ultra solves what brokerages don’t: portfolios, UX, and compliance in one system.

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Team Investor Ventures

Investment Adviser Firm

We’ve seen what retail investors need, and what most platforms can’t deliver. Ultra is built with both in mind: usability and depth.

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Ignacio J.

Founder, Investor Ventures Mexico

We’ve seen what retail investors need, and what most platforms can’t deliver. Ultra is built with both in mind: usability and depth.

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Ignacio J.

Founder, Investor Ventures Mexico

Ultra solves a pain we’ve felt for years: giving clients access to real investing without operational chaos. It’s the kind of infrastructure private banking wishes existed sooner.

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Carlos I.

Private Banker

Ultra solves a pain we’ve felt for years: giving clients access to real investing without operational chaos. It’s the kind of infrastructure private banking wishes existed sooner.

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Carlos I.

Private Banker

It’s hard to build trust in volatile markets. Ultra’s platform helps us offer disciplined, transparent strategies to clients who want U.S. exposure.

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Tania A.

Advisor Partner

It’s hard to build trust in volatile markets. Ultra’s platform helps us offer disciplined, transparent strategies to clients who want U.S. exposure.

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Tania A.

Advisor Partner

Ultra hits a major gap in the market — a licensed, plug-and-play way to embed investing. It’s fast, compliant, and built by a team who gets both the tech and the regulations.

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Carlos E.

Head of Engineering

Ultra hits a major gap in the market — a licensed, plug-and-play way to embed investing. It’s fast, compliant, and built by a team who gets both the tech and the regulations.

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Carlos E.

Head of Engineering

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Made for fintechs, neobanks, and next-gen wealth

Powering the Next Wave of Global Investing

Wealth Infrastructure Done for You

Offer investment accounts, expert-built portfolios, and advisory fast, compliant, and fully branded

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