Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.


Wealth2k helps broker-dealers, banks and registered investment advisors capture retirement assets in the $20 trillion Boomer retirement market.


Hybrid Time-Segmentation

Dynamic Bucketing

“Flooring” with Flexible Start Dates

External Income Sources

Flexible Inflation, ROR Assumptions

Target Income by Segment

Target Ending Balance


Companies that integrate with the company

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Open to forming a new partnership? Contact and we’ll help you facilitate integrations that will grow your business.


Get instant integration assistance

It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.