🏢 Built for Teams
Your Team. Your Brand.
Our Platform.
Give your clients, students, or team members a fully branded investing education platform — powered by WealthSignal infrastructure. Launch in days, not months.
No real money at risk · Paper trading simulator · SEC registration pending
Built for Every Type of Organization
WealthSignal powers firms across the financial services, education, and fintech ecosystem.
RIAs & Advisors
Who: Wealth managers, independent RIAs
Problem solved: Client education without compliance risk — give clients a branded portal to practice investing decisions without any real-money exposure.
Finance Educators
Who: Universities, bootcamps, fintech courses
Problem solved: Student engagement + real-world practice — bring investing concepts to life with a live paper trading simulator and structured learning paths.
Corporate Treasury
Who: Fortune 500, mid-market companies
Problem solved: Internal investment education — give employees hands-on financial literacy training through a simulated investing platform they actually want to use.
Fund Managers
Who: Hedge funds, family offices, proprietary desks
Problem solved: Strategy backtesting + team analytics — stress-test investment hypotheses in a sandbox before committing capital, with full analytics on team performance.
Fintech Startups
Who: Early-stage fintechs, neo-brokers, robo-advisors
Problem solved: Build fast with white-label infrastructure — skip 12 months of building your own education layer and launch with a fully branded platform today.
B2B Plans at a Glance
All plans include full Elite+ features, white-label branding, and Alpaca-backed paper trading.
Business Starter
White-label education platform for teams training up to 50 clients.
$999
per month
- ✓ Up to 50 client accounts
- ✓ 10 team seats
- ✓ White-label branding (logo + colors)
- ✓ Read-only API access
- ✓ Email support
- ✓ Monthly performance reports
Most Popular
Business Growth
Full platform with read/write API, SSO, custom domain, and Slack support.
$2,399
per month
- ✓ Up to 250 client accounts
- ✓ 50 team seats
- ✓ Read/write API + webhook support
- ✓ SSO (Single Sign-On)
- ✓ Custom domain (CNAME)
- ✓ Compliance reporting + export
- ✓ Dedicated Slack support (24h)
- ✓ Dedicated account manager
Enterprise
Unlimited users, full white-label, dedicated infrastructure, and SLA guarantee.
$4,399
per month
- ✓ Unlimited client accounts & seats
- ✓ Dedicated infrastructure
- ✓ Full white-label (zero WealthSignal branding)
- ✓ Custom integrations + webhooks
- ✓ SLA guarantee (99.9% uptime)
- ✓ Compliance team access
- ✓ White-glove onboarding
- ✓ Early access to real trading (post-SEC)
| 🏢 Starter | 🏛️ Growth | 🌐 Enterprise | |
|---|---|---|---|
| Platform Access | |||
| Client accounts | Up to 50 | Up to 250 | Unlimited |
| Team seats | 10 | 50 | Unlimited |
| Algo signals dashboard | — | ✓ | ✓ |
| Paper trading simulator | ✓ | ✓ | ✓ |
| Learning paths + education | ✓ | ✓ | ✓ |
| Strategy backtesting | — | ✓ | ✓ |
| Branding & White-Label | |||
| Logo + colors | ✓ | ✓ | ✓ |
| Custom domain (CNAME) | — | ✓ | ✓ |
| Full white-label (no WS branding) | — | — | ✓ |
| Branded reports | ✓ | ✓ | ✓ |
| API & Integrations | |||
| API access | Read-only | Read/Write | Full + Custom |
| Webhook support | — | ✓ | ✓ |
| Bulk account import | — | ✓ | ✓ |
| Custom integrations | — | — | ✓ |
| SSO (Single Sign-On) | — | ✓ | ✓ |
| Support & Infrastructure | |||
| Support | Slack (24h) | Dedicated + SLA | |
| Dedicated account manager | — | ✓ | ✓ |
| Dedicated infrastructure | — | — | ✓ |
| Onboarding | Self-serve | Guided (2–5 days) | White-glove (1–2 wks) |
| Quarterly business reviews | — | ✓ | ✓ |
| Compliance reports | — | — | ✓ |
| Pricing | |||
| Monthly price | $999/mo | $2,399/mo | $4,399/mo |
| Annual price (1 month free) | $10,999/yr | $26,399/yr | $48,399/yr |
| AUM fees / Revenue share | None | None | None |
All prices exclude applicable taxes. Annual billing = 11 months, get 1 month free.
Individual plans →
API Access for Your Stack
Integrate WealthSignal data into your CRM, dashboard, or reporting tools. Full API docs available on Business Growth+ plans.
GET
/api/portfolio
Client portfolio positions, P&L, allocations
GET
/api/trades
Trade history, order status, execution details
GET
/api/market-data
Live quotes, price history, market sentiment
GET
/api/analytics
Performance metrics, alpha, benchmark comparison
POST
/api/trades
Submit paper trades on behalf of client accounts
🔒 Full API documentation available on Business Growth and Enterprise plans.
JavaScript
// Fetch client portfolio from WealthSignal API
const response = await fetch('https://api.wealthsignal.net/portfolio', {
headers: {
'Authorization': 'Bearer YOUR_API_KEY',
'X-Client-ID': 'client_12345'
}
});
const portfolio = await response.json();
// → { cash: 50000, positions: [...], total_value: 1250000 }
const positions = portfolio.positions.map(p => ({
symbol: p.symbol,
shares: p.shares,
value: p.market_value,
gain_loss_pct: p.unrealized_pnl_pct
}));
// Push to your CRM / reporting dashboard
console.log(`Client has ${positions.length} positions`);
// → Client has 12 positions
Compliance & Regulatory
WealthSignal is built with compliance in mind — for firms that need to demonstrate due diligence.
EIN Status
● Filed
Employer Identification Number on file. Documentation available to enterprise clients upon request.
SEC Registration
● In Progress
SEC registration is in progress. Live trading features activate only after regulatory approval. All current functionality is paper trading only.
SOC 2 Type II
◐ Target Q4 2026
SOC 2 Type II audit scheduled. Completing in 2026 to serve enterprise and institutional clients requiring formal security attestations.
Alpaca Partnership
● Active
Paper trading powered by Alpaca Markets — SEC-registered broker-dealer, member SIPC. All paper trades backed by Alpaca's compliant infrastructure.
WealthSignal is an educational platform. Not investment advice. No real money is currently at risk.
⭐ Enterprise Only
Need Full White-Label?
Own domain. Own branding. Zero WealthSignal fingerprint. Your clients see your brand — and nothing else. Full infrastructure, support, and compliance baked in.
Starting at $999.99/month
Includes Enterprise tier + dedicated infrastructure + white-glove setup
Learn About White-Label →
🔒 Contact us to discuss custom requirements — pricing scales with scope.
Ready to Get Started?
Pick the plan that fits your firm, or reach out to our sales team for a custom quote.
Business Starter
$999/mo
Up to 50 clients
Business Growth
$2,399/mo
Up to 250 clients
Enterprise
$4,399/mo
Unlimited
Questions? Email us at support@wealthsignal.net