Driven by democratizing access to investment information and assets, eccuity is bridging the gap between DIY platforms and traditional wealth management services in New Zealand.
Their platform empowers investors to make informed decisions, execute strategies efficiently, and be part of a community where they can gain confidence and collaborate.
About eccuity
Founded in late 2021 by Charlie Meaden, Abinesh Krishan, and Nathan Bryant-Taukiri, eccuity started from the founders' success in systematic investing. Through their experiences, it became clear that data, multiple brokerage accounts, and even the entire financial system were fragmented. Their mission then crystallized as they discovered a widespread need to centralize financial literacy, investment planning, and confident execution among investors.
Elevating Their Offering Through Innovation
eccuity’s Values-Driven Process
eccuity's guiding values inspired its development– emphasizing innovation, user-centricity, and community transparency. The team, focused on cutting-edge technology, elevates its investing experience. By prioritizing user feedback, eccuity adopts a first principles approach to problem-solving, ensuring effective solutions. Focused on customer-centric outcomes, they foster community trust through open, transparent communications. Finally, eccuity champions AI and has embedded it directly into their platform. This results in helping their customers make informed investing decisions and achieve financial goals confidently.
How eccuity Helps Its Investors
eccuity's platform covers a breadth of innovative features designed to enhance the investing experience.
Their offering includes:
eccuity Invest:
eccuity Invest offers seamless investing for US stocks, ETFs, and cryptocurrencies. With optimal custodianship and investor protection, including Excess SIPC Insurance, investments are safeguarded. Transaction fees are as low as 0.2%, and investments can be automated with auto-investing capabilities.
AI Assistant:
Their AI Assistant elevates the investing journey by providing insights from extensive data sets to streamline research. By delving into historical events and trends, informed decisions can be made swiftly and confidently– helping navigate the complexities of the financials.
Asset List:
eccuity's Asset List offers diversified investment possibilities. Users can track and analyze performance across a breadth of asset classes as well as create custom asset lists to monitor. Whether investors are seasoned or just recently started, eccuity provides the tools needed to build catered and resilient investment portfolios.
Multi-Ordering and Scheduling:
Investment management is simplified with a Multi-Ordering and Scheduling feature. Users can build asset baskets and execute group orders with efficiency. Investors can also automate their investment strategies by scheduling orders in advance; making portfolio management convenient.
eccuity Private:
eccuity Private redefines wealth management through exclusive, personalized insights provided by expert advisors. Users can also utilize annual FIF tax calculations, substantial fee reductions, and unlimited access to eccuity's suite of features. For qualified investors, eccuityPrivate unlocks access to private and alternate assets, offering endless possibilities to elevate financial futures.
Powering Their Platform with Broker API
With a shared vision of increasing global financial accessibility, eccuity naturally aligned with Alpaca.
Recognizing their users' desire for premium features such as singular access to asset classes, eccuity integrated with Alpaca’s Broker API. This enables their customers to invest in both stocks and crypto, strengthening eccuity's brokerage offering. As they look to scale their addressable market and platform, Alpaca’s dedicated success and support team members are accessible.
eccuity and Alpaca's partnership demonstrates the value of API-first, technology-driven solutions in both local and global investing landscapes. Together, they are committed to empowering Oceania users with the platform and resources needed to simplify the previously felt complexities in personal investing.
About Alpaca
Alpaca is a developer-first API brokerage platform that’s raised over $120m in funding. Alpaca offers stock trading, real-time market data, and end-to-end brokerage infrastructure through modern APIs. Alpaca is backed by top investors in the industry globally, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Eldridge, Positive Sum, Elefund, and Y Combinator. Securities brokerage services are provided by Alpaca Securities LLC ("Alpaca Securities"), member FINRA/SIPC, a wholly-owned subsidiary of AlpacaDB, Inc. Technology and services are offered by AlpacaDB, Inc.
Let's See How We Can Partner Together
Alpaca Securities LLC and eccuity Limited (“eccuity”) are not affiliated and neither are responsible for the liabilities of the other.
All investments involve risk and the past performance of a security, or financial product does not guarantee future results or returns. There is no guarantee that any investment strategy will achieve its objectives. Keep in mind that while diversification may help spread risk it does not assure a profit, or protect against loss. There is always the potential of losing money when you invest in securities, or other financial products. Investors should consider their investment objectives and risks carefully before investing.
Securities brokerage services are provided by Alpaca Securities LLC ("Alpaca Securities"), member FINRA/SIPC, a wholly-owned subsidiary of AlpacaDB, Inc. Technology and services are offered by AlpacaDB, Inc.
This is not an offer, solicitation of an offer, or advice to buy or sell securities or open a brokerage account in any jurisdiction where Alpaca Securities are not registered or licensed, as applicable.
