Bloomo Securities Launches API Integration with Moneytree

Bloomo Securities and Moneytree have initiated an API integration, allowing users to check their Bloomo asset balances directly on Moneytree. Bloomo will also host a retirement wealth management seminar on April 23.
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📋 Article Processing Timeline

  • 📰 Published: April 9, 2026 at 20:00
  • 🔍 Collected: April 9, 2026 at 11:30
  • 🤖 AI Analyzed: April 20, 2026 at 11:15 (263h 44m after Collected)
Bloomo Securities Inc. (Headquarters: Chuo-ku, Tokyo; Representative Director and CEO: Jin Nakamura; hereinafter "Bloomo Securities"), which develops world-class asset management services, and Moneytree K.K. (Headquarters: Minato-ku, Tokyo; Representative Director: Paul Chapman) are pleased to announce the launch of API integration with various services provided by Moneytree.

◾️ Enable Real-time Checking of Asset Status
Through this API integration, users can now check the asset balances of their Bloomo Securities accounts and the status of their holdings directly from Moneytree's various services without needing to log in to the Bloomo Securities app.
Because you can check your asset status alongside accounts from other financial institutions, it offers high convenience when reviewing your future asset allocation.

Integration Start Date: April 7, 2026
How to Integrate: From the "Accounts" tab within your Moneytree ID, press the "+" button, select the "Securities" category, specify Bloomo Securities, and enter your email address to authenticate.

◾️ About Moneytree
Founded in Japan in 2012, based on the financial data platform "Moneytree LINK®︎", the company provides the personal asset management service "Moneytree®︎", the financial management solution for SMEs and sole proprietors "Moneytree Business®︎", and the credit screening solution "Moneytree Verify®︎". It is currently recognized as a standard API in the domestic financial and accounting industries, aiming to build a data platform trusted by people.

◾️ Bloomo Securities to Hold Asset Management Seminar for Retirees on April 23
Bloomo Securities will hold an asset management seminar targeted at those reaching retirement age on Thursday, April 23, 2026, from 14:00 to 15:30.
In this seminar, we will invite Ms. Miki Nishiyama, who is active in many media outlets and lectures as a financial planner, as an instructor. She will provide an easy-to-understand explanation of the overall financial planning for post-retirement, including post-retirement expenditure structures and common pitfalls in drawing down assets.
Additionally, Jin Nakamura, CEO of Bloomo Securities, will explain portfolio management and asset management methods for "investing while spending" post-retirement assets.
Rather than the traditional asset management approach of "just drawing down savings," this seminar offers concepts and practical methods for stably utilizing assets while extending asset longevity. Those who wish to deepen their understanding of post-retirement asset management should definitely take this opportunity to participate.

"How to Protect and Spend Post-Retirement Money" - Thinking about Pensions, Asset Longevity, and Investment - Event Overview