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​Empowering Financial Institutions to Help Customers Build & Protect Wealth

Unleash the full potential of your platform with our embedded investment portfolio analysis API for underwriting, marketing & engagement

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Reimagining the Customer Experience

Increasingly, consumers expect self-service tools to help them along their financial journey. StockLift's embedded tools help financial institutions underwrite risk with the first-ever Asset Score (like a Credit Score for assets) and Asset Report, understand how they can better serve their customers' needs with other products & services, and drive engagement & product stickiness

Technology that Drives Underwriting Decisions

a credit score is only half the picture. Use our Asset Score to make better underwriting decisions than ever before

Meet Clients Where They Are and Offer Growth Opportunities

create an on-ramp to better and more targeted financial products & services to help customers achieve financial security

Analyze Accounts Using Any Financial Data Source

leverage an in-house data source or our existing partnership with Plaid to generate actionable insights on customer data 

Who We Serve

StockLift has the capability to partner with a range of financial institutions to drive customer engagement & retention alongside mission-driven revenue growth

Modular Approach

Discover the possibilities with our modular approach designed to allow you to choose which charts and data you want in your platform and design the look and feel to match your UI/UX

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Discover How You Can Bring Your Customer Experience to the Next Level and Drive Business Growth

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