DriveWealth

For the second year in a row, DriveWealth has been named to the 2026 Inc. Magazine Regionals Northeast list of fastest-growing private companies—jumping 72 spots to No. 58! This recognition reflects both the momentum of our platform and the trust our partners place in us to power the future of investing. Over the last 24 months, we’ve delivered: 📈 185% revenue growth 📈 76% YoY growth in 2025 A huge thank you to our dedicated team and incredible partners. Every milestone we achieve together reflects our core mission: building the always-on financial infrastructure that gives every investor, everywhere, the power to shape their financial future. Check out our story → https://lnkd.in/eebxi7Bg

Investing should meet people exactly where they are. 📲 Congratulations to our partner OnePay for being named to Fast Company’s 2026 Most Innovative Companies list! OnePay is trusted by millions of consumers to make money better by providing them with the tools they need to holistically manage their financial lives all in one place. At DriveWealth, we’re proud to provide the Brokerage-as-a-Service infrastructure that powers these embedded experiences. When we reduce both technical and behavioral barriers to entry, we help open the door to wealth creation for everyone.

“I encourage people to take risks… be willing to step that half step out of your comfort zone to do something new” - DriveWealth CEO Naureen Hassan Last week, as part of #WomensHistoryMonth, our team hosted the Built to Lead: Women Shaping the Future of DriveWealth fireside chat. CEO Naureen Hassan, SVP of Product Delivery Rene Kim, and Chief People Officer Emily Chardac joined moderator Saqi Mehta for a candid discussion, reflecting on challenges, wins, and lessons learned along their leadership journeys.  Together, panelists emphasized the importance of: 🔸 Being present wherever you are: at work, with family, or with yourself 🔸 Supporting career development requires sponsorship, not just mentorship 🔸 Failing forward means creating learning opportunities out of mistakes 🔸 Make time to nurture your network and be deliberate about building relationships Attendees of the fireside chat shared delicious treats from Alimama Tea, a local women-owned business. Coming together in conversation to share ideas, build community, and foster understanding is essential to advancing equity and building inclusivity in the workplace. DriveWealth is proud to celebrate women in leadership, this Women’s History Month, and every month.

Last week, DriveWealth partnered with Base10 Partners and CodePath to host a group of rising computer science students for an immersive experience at the New York Stock Exchange (NYSE). Students had the opportunity to visit the DriveWealth booth on the NYSE trading floor, watch the opening bell, and join a fireside chat with DriveWealth’s Chief Information Officer Robert Corti and Product Owner Shant Keshishian, where they heard insights on careers in fintech and the future of the industry. CodePath is on a mission to reprogram higher education, helping shape the first AI-native generation of engineers, CTOs, and founders. We’re proud to continue our partnership with Base10 and CodePath to expand access for students exploring careers in fintech, and help open doors for the next generation of builders.

How do we build the next generation of global financial infrastructure? By investing in the best people and the best tools. 💡 Last week, we brought our teams together in our New York office for an immersive, full-day AI summit in collaboration with Insight Partners. As we continue to implement AI across our business, this session was focused on pushing our capabilities even further—expanding how we think, operate, and innovate at scale. Through dynamic breakout sessions, our teams explored and advanced real-world applications, including: 🔹 Agentic AI & deep research 🔹 Automated, intelligent workflows 🔹 Turning AI capabilities into scalable systems The result was a day of meaningful collaboration, bold thinking, and an even stronger pipeline of high-impact initiatives to accelerate AI implementation and deliver value for our partners.

This summer, DriveWealth is launching the AI Consulting Associate Program (AI CAP), a hands-on opportunity to apply AI to real business challenges in fintech. We’re looking for a small group of deeply curious, highly motivated students who want to go beyond theory and work on meaningful AI initiatives. The program is a 10–12 week paid summer internship ($35–$40/hour), with the opportunity for high-performing participants to receive a full-time offer at the end. What you’ll do: • Partner with teams across Product, Engineering, and Brokerage • Work directly with senior leaders • Identify and execute on real opportunities using AI, including automation, prompt engineering, and workflow optimization • Deliver projects with clear, tangible outcomes This is not a passive internship. You won’t be observing. You’ll be building, testing, and delivering solutions that improve how we operate and scale. Program details:  📍 NYC for Product and Engineering (HQ)  📍 Chicago for Brokerage  🧠 Focus on applied AI in a real-world fintech environment  ⚡ Project-based work with real impact from day one ⏳ Applications are open for one week only, March 20–27. If you’re excited about the intersection of AI, fintech, and real-world problem solving, we’d love to hear from you. To apply navigate to Internships on our Careers page: https://lnkd.in/esTMYzTf

As Ramadan comes to a close, we’re looking back at a month filled with connection and growth. From insightful Speaker Series sessions, to our Community Iftar, to our 3rd Annual Ramadan Fundraiser, it’s been a privilege to share these traditions across the firm, and see our team come together to learn, give back, and celebrate.

We’re headed to Bangkok for #Money2020Asia! 🌏 Our Chief Digital Officer, Harry Temkin, will take the stage alongside Nutthawadee Sa-nguankulchai, Chief Business Development Officer at Ascend Money, to discuss how fintech platforms, AI and strategic partnerships are expanding access to global investing.  📅 April 22nd  🕜 3:30 PM (ICT)  💡 “Scaling Inclusive Wealth and Reshaping Investment Behavior Through Global Fintech Ecosystems” Money20/20 Asia brings together some of the most innovative voices across financial services, fintech and technology, and we’re excited to connect with industry leaders, partners and clients from across the region.  As the global financial landscape evolves, collaboration across ecosystems will be key to supporting the next generation of wealth creation. We hope to see you in Bangkok!

Why should institutional investors be the only ones with visibility into securities lending? 📊 At DriveWealth, we believe democratizing investing is paved through better data. That is why we are excited to announce our new Lending Rate API for Fully Paid Securities Lending (FPSL). Historically, these lending rates are not exposed to retail investors, leaving an entire class of investors in the dark about what their positions earn. Now, our partners can surface 30-day historical average lending rates at the individual security level directly to their users. By removing this friction, we are helping partners build a more sophisticated, seamless investment experience that empowers everyday investors with actionable insights. Learn more about how we are bringing rate transparency to the retail market: https://lnkd.in/eE6YYdaA Disclosures: DriveWealth, LLC is a member of FINRA and SIPC. Link to Broker Check: https://lnkd.in/eQT_QuKg FPSL Risks: Participation in Fully Paid Securities Lending (FPSL) involves risks: (1) Lent securities are not protected by SIPC; cash collateral may be the sole source of satisfaction if securities are not returned. (2) You waive voting rights on lent shares. (3) Tax Treatment: Payments in lieu of dividends are typically taxed as ordinary income. (4) Performance: Historical rates (e.g., 30-day average) are for informational purposes and do not guarantee future results; rates vary by market demand. DriveWealth provides technology and execution services; this is not an investment recommendation or financial advice. For full program details and additional legal disclosures, visit: https://lnkd.in/eCU4inrg

We’re proud to announce our new partnership with Ualá to expand access to U.S. investing in Mexico! 🇲🇽 Through this collaboration, Ualá clients can now invest in U.S. stocks and ETFs starting from just $20 MXN, owning fractional shares in some of the world’s most iconic companies, all through a seamless, fully digital experience. Together, we’re making financial markets more accessible and inclusive—helping more people take meaningful steps toward financial independence. We’re excited to partner with Ualá to make investing simpler, more inclusive, and accessible. Learn more: https://lnkd.in/eGDrbzmT