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
Plug In & Customize
Use our UI components, white-label portal, or APIs. Customize branding, pricing, portfolios, and user flow. No dev heavy-lifting.
Plug In & Customize
Use our UI components, white-label portal, or APIs. Customize branding, pricing, portfolios, and user flow. No dev heavy-lifting.
Launch & Scale
We handle brokerage, custody, onboarding, and compliance. You go live in under 30 days and grow with aligned revenue models.
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
From onboarding to billing, here’s how modern platforms embed investing
KYC, document checks, and funding workflows — fully integrated for eligible U.S. and non-U.S. clients.
Automated Onboarding
Open accounts in minutes, not weeks
KYC, document checks, and funding workflows — fully integrated for eligible U.S. and non-U.S. clients.
Automated Onboarding
Open accounts in minutes, not weeks
Assign portfolios, automate rebalancing, and push updates in real time — without touching every account.
Model Portfolio Sync
Deploy and update strategies at scale
Assign portfolios, automate rebalancing, and push updates in real time — without touching every account.
Model Portfolio Sync
Deploy and update strategies at scale
From disclosures to account restrictions, Ultra helps you stay within the rules — even across borders.
Embedded Compliance
Stay regulated without the red tape
From disclosures to account restrictions, Ultra helps you stay within the rules — even across borders.
Embedded Compliance
Stay regulated without the red tape
Monitor portfolios, flag risks, and guide investor decisions — all from a single interface.
Advisor Dashboard
Serve more clients, without losing control
Monitor portfolios, flag risks, and guide investor decisions — all from a single interface.
Advisor Dashboard
Serve more clients, without losing control
Customize your billing model — subscription, tiered, or performance-based — and get paid automatically.
Revenue Tracking
Track AUM, fees, and performance in one place
Customize your billing model — subscription, tiered, or performance-based — and get paid automatically.
Revenue Tracking
Track AUM, fees, and performance in one place
Launch separate advisor brands, teams, or user groups on the same backend — with permissioning and branding.
Multi-Tenant Infrastructure
Build once, serve many
Launch separate advisor brands, teams, or user groups on the same backend — with permissioning and branding.
Multi-Tenant Infrastructure
Build once, serve many
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
