Case Study 7assets Qwist Api
“Can an AI-powered wealth management platform win by aggregating all of a user's financial data—bank accounts, brokerages, portfolios—through open banking APIs to deliver a seamless, fully automated advisory experience?”
Founded2021
HQMannheim, Germany
IndustryFintech / Investment
The story
7Assets was founded in 2021 in Mannheim as an AI-driven, fully integrable digital wealth management platform with a strong focus on user experience. The company's core embedded finance move was to integrate Qwist's open banking API to allow end users to automatically sync bank accounts, transactions, and investment portfolios—removing the friction of manual data entry and enabling a real-time 360° financial view. This positions 7Assets as a data-aggregation-powered wealth platform rather than a standalone robo-advisor.
Last 12 months
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Product timeline
2021
Founded in Mannheim as an AI-based, automated digital wealth management platform designed for full integrability.· pivot
2024
Integrated Qwist's Financial Transaction Data API to synchronise bank accounts, transactions, and portfolios from 3,000+ institutions across Germany, Austria, Spain, and Portugal, eliminating manual data entry for end users.· banking
The stack
Open banking
Accounting gap: none