The API Layer for Modern Fintech

The API Layer for Modern Fintech

The API Layer for Modern Fintech

The API Layer for Modern Fintech

The API Layer for Modern Fintech

Connect to investment accounts & custodians securely, instantly, and without friction — just like Plaid, but for investment rails.

Connect to investment accounts & custodians securely, instantly, and without friction — just like Plaid, but for investment rails.

Connect to investment accounts & custodians securely, instantly, and without friction — just like Plaid, but for investment rails.

Connect to investment accounts & custodians securely, instantly, and without friction — just like Plaid, but for investment rails.

Connect to investment accounts & custodians securely, instantly, and without friction — just like Plaid, but for investment rails.

Connect Investment Accounts

Connect Investment Accounts

Connect Investment Accounts

Connect Investment Accounts

Fast, Secure Integration

Fast, Secure Integration

Fast, Secure Integration

Fast, Secure Integration

See What’s Possible with BrokerBridge

See What’s Possible with BrokerBridge

See What’s Possible with BrokerBridge

See What’s Possible with BrokerBridge

See What’s Possible with BrokerBridge

BrokerBridge Features

BrokerBridge Features

BrokerBridge Features

BrokerBridge Features

BrokerBridge Features

From onboarding, to insights, to execution — BrokerBridge powers every step of investment connectivity.

From onboarding, to insights, to execution — BrokerBridge powers every step of investment connectivity.

Instant Account

Linking

Instant Account

Linking

Instant Account

Linking

Instant Account Linking

Fast, Secure Brokerage Account Linking

Connect accounts in seconds with our white-labeled, broker-agnostic linking experience. Brokerbridge supports major custodians and retail platforms — no custom integrations required.

Fast, Secure Brokerage Account Linking

Connect accounts in seconds with our white-labeled, broker-agnostic linking experience. Brokerbridge supports major custodians and retail platforms — no custom integrations required.

Fast, Secure Brokerage Account Linking

Connect accounts in seconds with our white-labeled, broker-agnostic linking experience. Brokerbridge supports major custodians and retail platforms — no custom integrations required.

Fast, Secure Brokerage Account Linking

Connect accounts in seconds with our white-labeled, broker-agnostic linking experience. Brokerbridge supports major custodians and retail platforms — no custom integrations required.

Fast, Secure Brokerage Account Linking

Connect accounts in seconds with our white-labeled, broker-agnostic linking experience. Brokerbridge supports major custodians and retail platforms — no custom integrations required.

Live Investment
Data

Live Investment
Data

Live Investment
Data

Live Investment Data

Real-Time Investment Data Access

Instantly retrieve live balances, positions, and performance from connected brokerage and crypto accounts. Empower clients and advisors with actionable data that’s always up to date.

Real-Time Investment Data Access

Instantly retrieve live balances, positions, and performance from connected brokerage and crypto accounts. Empower clients and advisors with actionable data that’s always up to date.

Real-Time Investment Data Access

Instantly retrieve live balances, positions, and performance from connected brokerage and crypto accounts. Empower clients and advisors with actionable data that’s always up to date.

Real-Time Investment Data Access

Instantly retrieve live balances, positions, and performance from connected brokerage and crypto accounts. Empower clients and advisors with actionable data that’s always up to date.

Real-Time Investment Data Access

Instantly retrieve live balances, positions, and performance from connected brokerage and crypto accounts. Empower clients and advisors with actionable data that’s always up to date.

Secure,
Compliant Access

Secure,
Compliant Access

Secure,
Compliant Access

Secure, Compliant Access

Built-In Compliance & Security

Brokerbridge is built from the ground up with enterprise-grade encryption, multi-layered permissions, and automated audit trails—so you can access accounts securely and stay compliant every step of the way.

Built-In Compliance & Security

Brokerbridge is built from the ground up with enterprise-grade encryption, multi-layered permissions, and automated audit trails—so you can access accounts securely and stay compliant every step of the way.

Built-In Compliance & Security

Brokerbridge is built from the ground up with enterprise-grade encryption, multi-layered permissions, and automated audit trails—so you can access accounts securely and stay compliant every step of the way.

Built-In Compliance & Security

Brokerbridge is built from the ground up with enterprise-grade encryption, multi-layered permissions, and automated audit trails—so you can access accounts securely and stay compliant every step of the way.

Built-In Compliance & Security

Brokerbridge is built from the ground up with enterprise-grade encryption, multi-layered permissions, and automated audit trails—so you can access accounts securely and stay compliant every step of the way.

Portfolio
Intelligence Tools

Portfolio
Intelligence Tools

Portfolio
Intelligence Tools

Portfolio Intelligence Tools

Smart Portfolio Insights at Scale

Unlock AI-powered insights into fee exposure, investment performance, and asset trends across all connected accounts. Designed for RIAs, fintech platforms, and advisors who need clarity at scale.

Smart Portfolio Insights at Scale

Unlock AI-powered insights into fee exposure, investment performance, and asset trends across all connected accounts. Designed for RIAs, fintech platforms, and advisors who need clarity at scale.

Smart Portfolio Insights at Scale

Unlock AI-powered insights into fee exposure, investment performance, and asset trends across all connected accounts. Designed for RIAs, fintech platforms, and advisors who need clarity at scale.

Smart Portfolio Insights at Scale

Unlock AI-powered insights into fee exposure, investment performance, and asset trends across all connected accounts. Designed for RIAs, fintech platforms, and advisors who need clarity at scale.

Smart Portfolio Insights at Scale

Unlock AI-powered insights into fee exposure, investment performance, and asset trends across all connected accounts. Designed for RIAs, fintech platforms, and advisors who need clarity at scale.

Unified
Investment API

Unified
Investment API

Unified
Investment API

Unified Investment API

Smart Portfolio Insights at Scale

Monitor connection status, review permissions, and manage portfolios with confidence. Brokerbridge ensures every account touchpoint is visible, traceable, and compliant.

Smart Portfolio Insights at Scale

Monitor connection status, review permissions, and manage portfolios with confidence. Brokerbridge ensures every account touchpoint is visible, traceable, and compliant.

Smart Portfolio Insights at Scale

Monitor connection status, review permissions, and manage portfolios with confidence. Brokerbridge ensures every account touchpoint is visible, traceable, and compliant.

Smart Portfolio Insights at Scale

Monitor connection status, review permissions, and manage portfolios with confidence. Brokerbridge ensures every account touchpoint is visible, traceable, and compliant.

Smart Portfolio Insights at Scale

Monitor connection status, review permissions, and manage portfolios with confidence. Brokerbridge ensures every account touchpoint is visible, traceable, and compliant.

Want access to top brokerages? We’ve got the (API) keys.

Want access to top brokerages? We’ve got the (API) keys.

Want access to top brokerages? We’ve got the (API) keys.

Want access to top brokerages? We’ve got the (API) keys.

Want access to top brokerages? We’ve got the (API) keys.

Stop wasting time on integrations. Our APIs connect you to live investment data across leading brokerages securely, instantly, and at scale.

Stop wasting time on integrations. Our APIs connect you to live investment data across leading brokerages securely, instantly, and at scale.

Stop wasting time on integrations. Our APIs connect you to live investment data across leading brokerages securely, instantly, and at scale.

Stop wasting time on integrations. Our APIs connect you to live investment data across leading brokerages securely, instantly, and at scale.

Stop wasting time on integrations. Our APIs connect you to live investment data across leading brokerages securely, instantly, and at scale.

Redefining How Investment Accounts Connect

Redefining How Investment Accounts Connect

Redefining How Investment Accounts Connect

Redefining How Investment Accounts Connect

Redefining How Investment Accounts Connect

We’re on a mission to bring the simplicity of bank data connectivity to the world of investments. Whether you're building a wealth management tool, tax software, or financial dashboard, BrokerBridge gives you secure, real-time access to investment data from balances to portfolio holdings across top brokerages, all with a single integration.

We’re on a mission to bring the simplicity of bank data connectivity to the world of investments. Whether you're building a wealth management tool, tax software, or financial dashboard, BrokerBridge gives you secure, real-time access to investment data from balances to portfolio holdings across top brokerages, all with a single integration.

We’re on a mission to bring the simplicity of bank data connectivity to the world of investments. Whether you're building a wealth management tool, tax software, or financial dashboard, BrokerBridge gives you secure, real-time access to investment data from balances to portfolio holdings across top brokerages, all with a single integration.

We’re on a mission to bring the simplicity of bank data connectivity to the world of investments. Whether you're building a wealth management tool, tax software, or financial dashboard, BrokerBridge gives you secure, real-time access to investment data from balances to portfolio holdings across top brokerages, all with a single integration.

We’re on a mission to bring the simplicity of bank data connectivity to the world of investments. Whether you're building a wealth management tool, tax software, or financial dashboard, BrokerBridge gives you secure, real-time access to investment data from balances to portfolio holdings across top brokerages, all with a single integration.

Learn More About Us

Learn More About Us

Learn More About Us

Learn More About Us

Learn More About Us

98%

98%

98%

98%

Average Sync Success Rate

Average Sync Success Rate

Average Sync Success Rate

Average Sync Success Rate

3,200+

3,200+

3,200+

3,200+

Connected Investment Accounts

Connected Investment Accounts

Connected Investment Accounts

Connected Investment Accounts

50ms

50ms

50ms

50ms

Median API Response Time

Median API Response Time

Median API Response Time

Median API Response Time

Built with BrokerBridge

Built with BrokerBridge

Built with BrokerBridge

Built with BrokerBridge

Built with BrokerBridge

Talk to Our API Experts.

Talk to Our API Experts.

Talk to Our API Experts.

Talk to Our API Experts.

Talk to Our API Experts.

Let's Get Started

Let's Get Started

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By submitting this form, I confirm that I have read and understood BrokerBridge's Privacy Policy.

© 2025 BrokerBridge, a Surmount company. All rights reserved.

Terms and Conditions

Privacy Policy

© 2025 BrokerBridge, a Surmount company. All rights reserved.

Terms and Conditions

Privacy Policy

© 2025 BrokerBridge, a Surmount company. All rights reserved.

Terms and Conditions

Privacy Policy

© 2025 BrokerBridge, a Surmount company. All rights reserved.

Terms and Conditions

Privacy Policy

© 2025 BrokerBridge, a Surmount company. All rights reserved.

Terms and Conditions

Privacy Policy