Professionals can verify their identity and authenticate to your website or app in just seconds.
Know the FINRA, SEC, and NAIC registrations of every user without asking.
A source of truth to monitor the status of every financial professional you work with.
We can get you off the ground and running in as little as 15 seconds. Utilize FinVera’s drop-in verification and enrichment process instantly.
Designed to act as a source of truth for FINRA, SEC, and NIPR data, you can search and link every professional in the industry using the unique FinVera ID.
Don't believe us? Open your sandbox account here and start verifying. Our docs page can serve as a guide, and our team wants to hear from you.
A single REST API can enrich Salesforce, other CRMs, or other services from securities and insurance regulators.
We support a lot of use cases and our team is available and ready to help you build.
Eliminate the need to ask for the firm, CRD, NPN, SSN in registration for 90%+ of users
Link user sessions to authoritative, automatically updated regulatory data
Track when advisors change firms in Salesforce (free)
See when an advisor goes independent in a territory (free)
Prevent unauthorized use of a financial professional’s credentials & identity
Manage access by multiple organizations with the ability to cut off credential access
Integrates in minutes with:
