Help Your Clients
Diversify Globally

Help diversify your clients portfolios. Stand out from the competition. Increase AUM.

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Winvest Features

Safe & Trusted

Built and managed by finance professionals, Winvesta and its partners are regulated by the FCA in the UK, and FINRA and SEC in the US.

Comprehensive

A multi-currency account + US brokerage acts like an international 3-in-1 account, providing a comprehensive solution.

Modular & Tiered

Select the services you want. Integrate with a light touch or build a deep integration directly through APIs.

What We Offer

Winvesta offers a unique proposition for Indian investors. As our partner, you will be able to extend those benefits to your clients without spending the resources required to set up a secure and compliant structure. We did it, so you don't have to.

  • Invest in US stocks, ETFs, and portfolios
  • International multi-currency account that enables investing globally for goals like foreign education, retirement, or travel.
  • Tiered integration and tracking options
  • Select only the capabilities you want with flexibility to add more later
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Better for You

  • HAPPIER CLIENTS
  • INCREASED REVENUES
  • REGULATED AND COMPLIANT
  • KNOWLEDGE SUPPORT
  • QUICK INTEGRATION
  • COMPREHENSIVE PRODUCT

Better for Clients

  • FRACTIONAL SHARES
  • LOW COST
  • FOREIGN EDUCATION PLANS
  • 15 MINUTE KYC
  • FOREIGN REAL ESTATE
  • GLOBAL PORTFOLIO

Let’s partner. Tell me more.