Advanced API technology to redefine fixed-income access and reduce bond minimums by nearly $200,000

DriveWealth and Moment Partner to Democratize Fixed-Income Investing, Lowering Bond Investment Barriers

Media:
DriveWealth
drivewealth@calibercorporate.com

DriveWealth, a leading financial technology platform providing Brokerage-as-a-Service, today unveiled its partnership with Moment Technology Inc. (“Moment”) to expand its fixed-income asset class offering. This development marks a significant step toward expanding retail investor access to the bond market by eliminating the existing $200,000 minimum investment threshold of many international bonds.

Through its API suite, DriveWealth simplifies and accelerates the onboarding process for its partners, enabling them to roll out bond investment capabilities quickly and seamlessly. This fixed-income offering is officially live with BTG Pactual US Capital LLC, an affiliate of Banco BTG Pactual, the largest investment bank in Latin America – making DriveWealth the first platform to deliver a fully integrated, consistent API solution across equities, fixed-income, and international mutual funds.

“At DriveWealth, we’re committed to empowering our partners with innovative, seamless solutions that make investing simpler and more accessible,” said Michael Blaugrund, CEO of DriveWealth. “Our partnership with Moment is a major milestone in expanding access to fixed-income markets, enabling us to offer a consolidated API that integrates equities, bonds, and other asset classes. DriveWealth has pioneered eliminating investment barriers from day one—like with fractional equities in 2015—and this partnership is a natural extension of that legacy.”

For retail investors, fixed-income markets have long been difficult to navigate, with high minimums and fragmented liquidity. While most US bonds have a $1,000 par value, most also have a $10,000 or even $100,000 minimum investment amount. For bonds sold under Regulation S, frequently leveraged by international companies, this minimum is typically $200,000 or more. DriveWealth is solving this challenge by consolidating bond liquidity sources and making bond investing more accessible.

The company will maintain strong relationships with numerous bond dealers, liquidity providers, and liquidity marketplaces. The Moment platform enables these resources to be accessed through one streamlined solution, offering a more efficient, transparent, and cost-effective approach to fixed-income investing.

“We’re proud to partner with DriveWealth to expand access to fixed-income markets,” said Dylan Parker, CEO of Moment. “Moment’s platform simplifies bond liquidity access, operating collaboratively to support DriveWealth’s efforts to break down traditional barriers and help investors to engage more easily with this previously underserved market.”

Founded in 2012, DriveWealth’s technology platform allows established companies and emerging digital-native firms to provide securities trading to their clients efficiently and in a compliant fashion.

To learn more about DriveWealth’s fixed-income offering, please contact salesops@drivewealth.com.

About DriveWealth:

DriveWealth is a global B2B financial technology platform. Our core business is providing Brokerage-as-a-Service, powering the investing and trading experiences for digital wallets, broker-dealers, asset managers and consumer brands. DriveWealth’s APIs provide our partners with a modern, extensible and flexible toolkit to develop everything from traditional investment workflows to more innovative techniques like rounding up purchases into fractional share ownership. www.drivewealth.com.

About Moment:

Moment provides modern fixed income trading technology, market data, and portfolio management to wealth platforms. Based in NYC's Financial District, Moment empowers its partners with a cutting-edge Order & Execution Management System (OEMS), Risk Management System (RMS), Portfolio Management System (PMS) and Data & Analytics Platform. Moment powers fixed income trading for platforms with over $100B in assets and has raised $20M from Andreessen Horowitz, Venrock, and the Henry Kravis Family Office. Learn more at www.withmoment.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20250122102844/en/