How Is DriveWealth Making Bond Investing Accessible to Retail Investors?

DriveWealth, a prominent financial technology platform renowned for its Brokerage-as-a-Service offerings, has entered into a pivotal partnership with Moment Technology Inc. aimed at broadening its fixed-income asset class options for retail investors. This strategic collaboration seeks to democratize the bond-investing landscape, thereby eliminating the often prohibitive $200,000 minimum investment requirement typically associated with international bonds. DriveWealth employs its comprehensive API suite to streamline and expedite the onboarding process for partners, enabling them to swiftly integrate bond investment capabilities. This groundbreaking bond offering is already operational with BTG Pactual US Capital LLC, an affiliate of Banco BTG Pactual, Latin America’s largest investment bank. With this development, DriveWealth has become the first platform to provide a cohesive API solution that includes equities, fixed-income investments, and international mutual funds.

Breaking Down Investment Barriers

Michael Blaugrund, CEO of DriveWealth, has emphasized the company’s unwavering commitment to developing innovative solutions that enhance investment accessibility for all. He considers the partnership with Moment a significant milestone in making fixed-income markets more approachable for retail investors. The collaboration aims to address the longstanding challenges of high minimum investment thresholds and fragmented liquidity in the fixed-income sector. By consolidating bond liquidity sources, DriveWealth has made bond investing considerably more practical for retail investors, breaking down the barriers that once limited their access to these markets. The creation of a liquid, diversified bond market offers retail investors opportunities that were previously reserved for institutional investors.

Moreover, this initiative is buttressed by robust relationships with a network of bond dealers, liquidity providers, and liquidity marketplaces. The Moment platform centralizes these resources, offering a streamlined, transparent, and cost-effective method for engaging in fixed-income investing. Dylan Parker, CEO of Moment, has reiterated the shared goal of simplifying bond liquidity access, thereby bolstering DriveWealth’s efforts to dismantle traditional barriers to entry. This collaboration promises to transform the landscape of bond investing for retail investors, providing them greater flexibility and opportunity to diversify their investment portfolios.

The DriveWealth Vision for Inclusive Investing

DriveWealth, established in 2012, has been committed to empowering both established and digital-native companies to offer securities trading to their clients in a way that is efficient and regulatory-compliant. The recent partnership with Moment reinforces DriveWealth’s mission to dismantle investment barriers, a mission that gained significant momentum with the introduction of fractional equities in 2015. This venture into the fixed-income market marks another step toward creating a more inclusive investment environment. By making bonds more accessible, DriveWealth aims to revolutionize the experience for retail investors, providing them with opportunities previously out of reach.

The collaboration endeavors to foster an inclusive bond market, allowing retail investors to engage in fixed-income investing with greater ease and transparency. This aligns with DriveWealth’s broader vision of democratizing access to essential investment avenues, ensuring all investors, regardless of financial standing, can benefit from a diversified portfolio. This inclusive approach benefits both individual investors and the financial markets, promoting a healthier, more dynamic investment ecosystem. As DriveWealth continues to innovate, it remains poised to lead the industry in providing accessible investment solutions to an expanding global audience.

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