For Wealthtechs

Build on our
infrastructure

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Wealth Infrastructure

Every wealthtech needs a data layer, and most build it themselves. That means months of engineering on custodian connections, data normalization, and entity resolution before the first line of product code ships.

Field is the data layer. 900+ direct data sources across custodians, broker-dealers, clearing firms, banks, insurance carriers, asset managers, and retirement plan providers. Your product builds on top of it.

  • Aggregation, entity resolution, and enrichment are already built and maintained
  • Data normalized into a single schema
  • Unmatched data access with hard-to-get data elements such as tax lots, cost basis, client profile data, and related persons
Architecture — Build on Field
Your Product
Builds on
Field Infrastructure
Aggregation Entity Resolution Enrichment
Data Sources
900+ custodians & providers

Why build on Field

  • Ship faster
    Your team writes product code from day one. The data infrastructure is already there, with one integration point to 900+ sources and trade-ready data across custodians.
  • Reduce data operations
    Custodian connections, normalization, and ongoing maintenance are Field's problem. Your team stays focused on your product.
  • Lower your cost structure
    Every data source you don't build and maintain is engineering budget you keep. One vendor replaces dozens of individual integrations.
  • Enter new markets
    Field covers custodians, retirement providers, banks, and insurance carriers. You can sell into segments you couldn't reach before without building each connection yourself.
What moves off your roadmap
Custodian connections — maintained by Field
Data normalization — positions, transactions, balances in a single schema
Ongoing maintenance — source updates, schema changes, new custodians
API documentation and developer tools — versioned, normalized, built for your engineering team
What You Can Build

Expanded Offerings

When the data infrastructure is solved, product lines that were too expensive to build from scratch become possible.

Multi-custodial products

Your product works across custodians. Field normalizes the data into one schema, so you don't build and maintain each connection individually.

Portfolio analytics and reporting

Performance calculations, billing calculations, and attribution on normalized position and transaction data. Use Field's calc engines or build your own on the same data.

New revenue lines

Field covers custodians, retirement providers, banks, and insurance carriers. Your customers ask for features in segments you don't serve yet. Now, you can get there without building each connection yourself.

Build on Field

Your team builds product. Field builds the rest.

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